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Apple's Mac Delay Changes EVERYTHING!

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0:00

Just when I thought Apple could do the

0:02

impossible and sidestep the massive

0:04

memory crisis going on right now, we

0:07

just got breaking news that two of

0:10

Apple's long awaited high-end Macs are

0:14

getting delayed. The Mac Studio and the

0:17

MacBook Ultra. So, in this video, I'm

0:19

going to go through six new updates and

0:22

changes that are happening right now

0:24

because of this delay. So, with that

0:27

said, let's get into update number one,

0:30

and that is the new Mac Studio with the

0:33

crazy M5 Ultra chip now getting delayed

0:36

potentially until October later this

0:40

year, according to Mark German. And of

0:43

course, the reason is the memory crisis.

0:45

And the issue with the Mac Studio

0:47

specifically is that this is Apple's

0:50

most memory consuming Mac. I mean, we

0:53

had 512 gigs of unified memory available

0:57

in a single machine, which is absolutely

1:01

nuts. I mean, that amount of RAM could

1:03

power 32 base model M5 MacBook Pros for

1:07

$1,700,

1:09

which would obviously make Apple so much

1:12

more profit compared to just selling one

1:15

of these high tier Mac studios. And that

1:19

is why Apple completely removed the 512

1:22

gig option and basically pretended like

1:24

it never existed. Even right now, you

1:27

can't even buy the 256 gig model. It's

1:30

grayed out. It won't let you. Not even

1:32

the 128 gig model. You can only order

1:35

one with 96 gigs because of the memory

1:39

crisis. However, the good news is that

1:41

we are now more likely to see the return

1:44

of that epic 512 gig memory model with

1:47

the M5 Ultra Max Studio now that we're

1:50

waiting until October and hopefully if

1:52

the memory supply does actually improve

1:55

by then. Now, for the second update, we

1:56

of course have the MacBook Ultra. And

2:00

unfortunately, this seems like it is now

2:03

for sure getting delayed until early

2:05

2027,

2:07

whereas we all thought it would for sure

2:09

come late 2026, like in October. And I

2:13

do want to mention that from the very

2:14

beginning, Mark German did say that it

2:17

would be either late 2026 or early 2027,

2:20

and he has stuck with that. But a lot of

2:23

people were thinking that late 2026

2:25

would be the date for sure because it

2:27

just made so much sense from a launch

2:30

point of view with Apple releasing it

2:33

right before the end of the year. So

2:34

business is going to have some tax write

2:36

offs with buying these expensive models

2:39

and also with all of the leaks, rumors,

2:42

and supply chain leaks that we had that

2:44

made it seem like fall would be the

2:46

likely launch date for sure, but no. And

2:49

yes, of course, as you know, the MacBook

2:51

Pros, especially the high-end models,

2:53

can get a lot of memory. I mean, the

2:55

current M5 Max, you can get 128 gigs,

2:58

which is a ton. So, because of that, it

3:01

makes sense to wait on the memory

3:03

crisis. Hopefully, things get a little

3:05

bit better so that we can actually have

3:07

a reliable launch where regular people

3:09

can actually order this instead of

3:11

having it get delayed for a couple of

3:12

months or back order. Now, another huge

3:14

detail about this MacBook Ultra Delay is

3:18

that this model is meant to boost

3:21

upgrade demand for very high-end tech

3:23

users with its incredible feature

3:25

upgrades like the Tandemola display, the

3:28

touchscreen, the replacement of the

3:30

notch with the dynamic island, a full

3:33

redesign making it thinner and lighter,

3:35

new upgraded 2nm chips, and more. And

3:39

that right there actually brings us to

3:41

update number three, which has to do

3:43

with supply versus demand versus

3:46

upgraded models. But first, our sponsor,

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comment below. And now that brings us to

4:54

number three, supply versus demand

4:56

versus upgraded models. The major

4:59

dilemma right now in terms of these

5:01

high-end Mac delays is that right now

5:04

Apple Macs are having no problem

5:07

whatsoever in terms of sales. Just look

5:10

at the M4 series Mac Mini. The soonest

5:13

you can get any configuration is May

5:15

27th. MacBook Neos are also still sold

5:19

out until May. And as for the base Mac

5:23

Studio, May 12th is the soonest you can

5:25

get one. And if you upgrade anything,

5:28

that makes it closer to June or even 10

5:31

to 12 weeks out. Even the brand new M5

5:34

Max MacBook Pro, a simple upgrade to 48

5:36

gigs of RAM makes the estimate jump into

5:40

May. So, right now, if you're in Apple's

5:42

shoes and demand for your Macs hasn't

5:45

been this high in years, it makes no

5:48

sense to rush out a new Mac Studio

5:52

launch with the M5 Ultra chip as well as

5:54

brand new high-end MacBook models. But

5:57

rather, you should just delay those new

5:59

ones and let people buy these current

6:02

models for longer like they already are

6:05

doing with no sales issues at all. And

6:08

now that brings us to update number

6:10

four. We have the M5 Mac Mini. And with

6:13

all these delays, it actually might make

6:16

sense for this to come sooner than we

6:19

previously expected since it is no

6:21

longer tied to the Mac Studio launch

6:24

like Apple previously did, updating both

6:27

at the same time. And when Gurin

6:30

mentioned these delays, he said nothing

6:32

about the Mac Mini. So, we are still

6:34

expecting new models between now and

6:37

June. And this could actually be one of

6:39

the reasons why the current M4 series

6:41

Mac Mini is in such short supply right

6:45

now. And now moving on to update number

6:46

five, we also have the M5 iMac. And

6:50

previously the rumors were pointing to

6:52

this getting delayed until later in the

6:54

year, like October. But now that the Mac

6:57

Studio is getting delayed, I actually

7:00

think it makes sense to just launch the

7:02

M5 iMac alongside the M5 Mac Mini

7:06

between now and WWDC and just call it a

7:10

day. And finally, with update number

7:12

six, with the MacBook Ultra being

7:13

delayed until 2027, I think it makes

7:16

total sense for Apple to release the new

7:19

base 14-in M6 MacBook Pro model this

7:23

fall alongside the Mac Studio. Why?

7:27

Well, there are four different reasons.

7:29

For number one, this is exactly what

7:31

Apple did last year, releasing the base

7:34

14inch M5 MacBook Pro in the fall and

7:38

delaying the high-end models until

7:41

March. For the second reason, leaks and

7:43

rumors have been pointing to this model

7:45

reusing the same exact chassis and

7:48

design as before. And even within code

7:50

leaks, it's using the same model number,

7:53

just adding plus one to the model number

7:56

prefix compared to the redesigned

7:58

MacBook Ultra, which is getting a

8:00

completely reset K model number. And for

8:03

number three, Apple can safely update

8:06

this base model to the new M6 chip built

8:09

on new 2nmter chip tech while giving

8:12

more of the current M5 chip supply to

8:15

other Macs like the new Mac Mini, the

8:17

MacBook Air, and the iMac. And for

8:20

number four, there is a small amount of

8:22

memory in the base M6 MacBook Pro. So,

8:25

it's not going to impact the memory

8:27

supply crisis as much. So, with that

8:30

said, those are the six updates that we

8:32

just got based on Mark German's report

8:35

of the Mac Studio and the MacBook Ultra

8:38

getting delayed. Let me know which one

8:40

you are waiting for down in the comment

8:42

section below and subscribe above for

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