Meanwhile, a thought about the Macbook Neo:

The Neo uses an A18 Pro SOC, the 2024 iPhone Pro cpu—the iPhone 17 Pro runs on the A19 Pro. (The Neo soaks up their stockpile of high-end phone rejects.)

Apple's about to ramp up for the 2026 iPhones, which will release in September on the A20Pro.

Phones outsell laptops by a huge margin so I think the current Neo will be quietly replaced by an A19 Pro model in September, to use up the reject stockpile once as iPhone 17 sales tapers off.

/1

Implication: if you want a Macbook Neo this year, maybe wait until September—unless you expect the coming supply chain shock to hit Apple, too. Which is not impossible if TSMC can't meet their chip delivery dates.

If that happens, prices will shoot up and scarcity economics will take over, so buy now and be prepared to run it for the next decade.

/2

@cstross fwiw I had a page up to order a Mac Mini about 10 days ago, and it had a 3-4 week delivery timeframe. When I finally pushed Buy on Friday, that had shot up to 10-12 weeks.