Posts tagged ‘Macbook’
Richard Garner of Citigroup says that based on his “field checks”, redesigned Macbooks are on the way to the retailers. He also mentions that new Macbooks get aluminum casing, LED backlighting ( I doubt it on the base model ), and lower prices. The overall design of the new Apple notebooks will probably closely match the Macbook Air and the entry level model may get a $100 price cut. An announcement from Apple is expected on Oct. 14th.
In the last Apple Investor Conference Call held on July 21st, Apple CFO Peter Oppenheimer once again talked about a certain ‘product transition’ which has an effect on Apple earnings well into ’09. This isn’t the first time ‘product transition’ is mentioned by Oppenheimer: he used it in the same quarterly Investor Conference Call last year to describe an undefined period during which Apple’s profit margin may be under pressure. If you’ve been reading this blog regularly, you may remember that at the time, I interpreted this as a sign that Apple is getting ready to replace the iPods with touch screen versions as well as preparing other revolutionary products like a touch tablet. Since then, Apple has introduced the Macbook Air, which is selling briskly, and higher capacity iPod Touch models like the pricey 32GB version.
So what does ‘product transition’ mean in terms of new product surprises? You’ve read about iPod’s future on previous posts but after some interesting conversations over the summer with people in the know, I’ve learned that apparently Apple’s in the midst of introducing major changes to its notebook and desktop lineups as well which I will explain a little later.
The latest NPD Group data was just released highlighting positive trends for Apple products. Gene Munster of Piper Jaffray has done an analysis and says the data “suggest the company will sell 9.7 million to 10.5 million iPods in the March quarter”. While that figure is higher than his estimate of 9.5 million to 10.3 million units released a month ago, “the new range is below the Street consensus of 10.8 million, and his own current estimate of 11.3 million”. So the new expected unit sales numbers are above his previous prediction and below his current one. Sounds like he can’t decide whether to believe iPods will surprise or disappoint this quarter.
In the same NPD Group release, Macs accounted for a 14 percent unit share of all US computer retail sales in February. That number represents 60 percent unit growth and 67 percent revenue growth over the same period last year. Both Apple notebooks and desktop systems grew in overall retail segment shipments while US PC retail shipments grew modestly in comparison.
Apple has announced updates to its laptop lineup this morning featuring latest generation Intel Core 2 Duo Penryn processors, 2GB of RAM, NVIDIA graphics processors, and Multi-Touch trackpad previously only featured on MacBook Air. MacBooks get faster processors ( 2.1 or 2.4 GHz ), larger HDDs ( 120GB or 160GB ), and more RAM ( 2 to 4 GB ). MacBook prices start at just $1,099. MacBook Pros get faster CPUs ( up to a 2.6 GHz ), larger HDD ( up to 300GB ), more RAM ( up to 4 GB ), and Multi-Touch trackpad starting at $1999.
The new 2GB iPod Shuffles have also gone on sale in the US Apple Store listing a delivery of 7-10 days ( $69 ).
Apple is expected to update its laptop lineup this morning. Upgrades are due for both MacBooks and MacBook Pros and likely include faster processors, higher capacity hard drives and more installed RAM. MacBook Pros may also see higher screen resolutions and thinner profile. Updates coming up as soon as Apple store goes back online.
Watch this space from 12:00 PM EST for live coverage of Macworld 2008 keynote address by Steve Jobs.
Apple Store has been down for the past three hours, so expect new hardware!
9:16 Steve Jobs takes the stage and talks about the positive year 2007 was for the OS, Macs, iPods, and iPhones. 4 main things to talk about.
Apple has shipped over 5 million copies of Leopard in the first 3 months! Over 20% of the OS X install base has upgraded.
Apple releases Time Capsule: a companion product to Time Machine ( a backup appliance ) with AirPort Extreme and a hard drive. You can back up all your Macs in your home to one Time Capsule wirelessly. Sold in 2 versions.
9: 20 iPhone has been selling for exactly 200 days, 4 million to date sold, 20K per day on average! iPhone SDK in late February, Demonstrates maps with location feature on iPhone, multiple party SMS, up to 9 home screens. iPhone software v1.1.3 available today.
9:37 iPod touch gets five new apps: Mail, maps, stocks, notes, and weather, for a price! $20 upgrade for existing users.
9:39 iTunes: 4 billion songs to date, 20 million alone on Christmas day. Apple introduces iTunes Movie Rentals in partnership with Touchstone, MGM, Miramax, Lions Gate, Fox, WB, Walt Disney, Paramount, Universal, Sony. Rent a library title for $2.99 or a new release for $3.99. Once you dowload a title, you have 30 days to start watching it, it times out after 24 hours of starting. Rent in either DVD or HD quality, download to Apple TV, or transfer to iPod. Over 100 HD quality titles available today with more to come.
9:52 Apple TV with simpler, beautiful interface. You can now buy 6 million s0ngs or 600 TV shows directly on your Apple TV. New price just $229 with a free software upgrade for existing users.
10:10 Apple introduces MacBook Air, world’s thinnest notebook! 0.76 inches at thickest point – 0.16-inches at thinnest! So thin it fits inside a manilla envelope. Priced bet/ Macbook and Macbook Pro. Full sized keyboard and display ( 13.3 inches ) with backlit display and keyboard and trackpad with multi-touch gesture! Ships with 80GB HDD or optional 64GB SSD. It’s a total wireless machine with 802.11n and Bluetooth 2.1 + EDR. USB Optical drive is an accessory for $99. You can install software wirelessly! Order now and shipped in 2 weeks for $1799.
10:27 The new MBA is enclosed in an all aluminum case, has mercury and arsenic free display, circuit boards are bromide and PVC free, and comes with 50% less packaging.
So that’s it! Not a bad keynote, as a matter of fact, the new MBA is totally awe inspiring. What do you think?
Seems like the introduction of an ultra-portable notebook at tomorrow’s Macworld keynote address is a foregone conclusion, now that everyone’s predicting it will be the centerpiece of Steve Job’s speech. So now it’s on to picking a name for it and Philip Elmer-DeWitt of Fortune-CNN blogs thinks it may be called Air, Thin, Nano, or Mini. He also says a 32GB iPhone may be revealed plus movie rentals from Fox, Disney, Paramount, Lions Gate and Warner Bro. No matter what the outcome, I’ll be covering the latest from Macworld keynote address right here tomorrow starting at 12:00 PM EST.