From Newsgroup: comp.sys.mac.advocacy
On 5/31/26 20:44, Lawrence D’Oliveiro wrote:
On Sun, 31 May 2026 12:25:24 -0400, Tom Elam wrote:
On 5/31/26 1:45 AM, Lawrence D’Oliveiro wrote:
On Sat, 30 May 2026 13:42:53 +0000, Nick Charles wrote:
Very light. Runs fine and quite fast. Astonishing build quality
for the price.
I wonder what happens after those surplus Iphone ARM chips run out ...
Simple, NEO v.2 with a faster processor and likely more RAM at the
same or slightly higher price. It's what Apple does. Wait for V.2.
But if they’re not leftover surplus chips any more, then the price
will have to rise.
Sure but who outside of Apple actually knows the chip yields to know how
much 'surplus' they already have binned & in storage?
Keep in mind that Apple reportedly sells ~300M iPhones+iPads per year.
Simplistically, this means each 1% variation in binning yield results in
~3M in binned chips.
Macbook NEO manufacturing orders were reportedly doubled to 10M/yr.
So if the A18's basic yield is ~97%, they'll have 10M in the bins.
Google says that the A18 series has 50-60% yield for full performance,
plus probably another 20-30% in binned versions. At 20% for binned
based on (300M/.60) manufactured, that's an inventory to draw from of
~100M chips, or a ten year supply.
Plus there's A19 chips being made too, so once Apple runs low on A18s,
they can do a "v2" motherboard redesign (a modest fixed cost to be
amortized across production) and shift the NEO over to using surplus
binned A19's, which means a ~zero variable cost in manufacturing.
-hh
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