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Nam Tai Electronics, Inc. Message Board

  • spotter9999 spotter9999 Feb 13, 2013 4:15 PM Flag

    Apple Reduces Price on MacBook Pro With Retina Display

    Inside this article, it mentions that Apple is refreshing the MacBook Pro with a new 13" retina display along with other technology upgrades.

    I wonder if NTE is involved with this Apple Ultrabook upgrade with the display. Koo did mentioned IGZO display work with Ultrabooks. This could be a strong clue of what NTE is doing. Not sure when this new lower priced MacBook Pro will be available.

    Here is the article.
    By JOANNA STERN (@joannastern)
    ABC News Tech
    Feb. 13, 2013

    President Obama mentioned Apple's plans to make some Mac computers in America during the State of the Union last night, and today Apple's following up that Mac momentum with an announcement that it's lowering prices on some of its MacBooks.

    The MacBook Pro with Retina Display, which was first introduced last June, is being refreshed with new processor options and the smaller, 13-inch version is now $200 cheaper.

    You may recall that we bemoaned the $1,699 starting price of the 13-inch MacBook Pro with Retina when we reviewed it in November. Now the 128GB version will start at $1,499, and $1,699 will buy you the version with a faster 2.6GHz processor and 256GB of storage. Apple's also dropping the price of the 256GB 13-inch MacBook Air to $1,399 from $1,499.

    The larger 15-inch MacBook Pro Retina display doesn't get a price drop -- it still starts at $2,199 -- but is getting some new internal organs. It will be available with a faster 2.4GHz and 2.7GHz quad-core processors and up to 16GB of memory.
    So why is Apple lowering prices now on these computers? According to Ben Bajarin, a principal analyst at Creative Strategies, it has to do with the falling prices of components -- RAM, flash storage, etc.

    "When prices of components come down, they are willing to lower prices when they can," he said. "We don't expect Apple to make the cheapest products on the market, but they are committed to being affordable in the market."

    In its last quarter, Apple reported lower sales of Mac products (4.1 million, down from 5.2 million in the same quarter the year before). Tim Cook attributed it to component supply and the iMac hitting shelves later in the quarter than he would have liked. He also said that Apple was aware that the iPad was cannibalizing part of the Mac business.

    "I think cannibalization is a huge opportunity for us," Cook said on an Apple earnings call. "Our base philosophy is to never fear cannibalization. If we do, somebody else will just cannibalize it… We know iPad has cannibalized some Macs, and that doesn't worry us."

    Bajarin said he doesn't believe the price drops on the Macs today have anything to do with those Mac earnings, however.

    "I don't think they looked at their last Mac quarter and started freaking out," he said. "The PC business is in decline; they know no one is going to turn that around."
    Last month Apple announced a $799 version of the iPad with a 128GB flash drive, which gives it as much storage as some laptops. Apple, unlike Microsoft with its Windows 8 operating system, continues to keep its laptop and iPad lines separate, even though some iPad features have made their way over to the Mac. Cook has famously said converging the two would be like trying to combine a refrigerator and a toaster.

    Sentiment: Strong Buy

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    • There is no evidence that the display is changing, just the price/processor.

      The ultrabook displays Nam Tai will be working on aren't necessarily for Apple, though they may be. They wouldn't be coming out yet, because Mr. Koo didn't know the price as of the last call. The size given was 13.3", though at times it also sounded like he said 15.3", but this was probably a misunderstanding. There's a macbook air at that size, but there are other companies too that have a 13.3" size.

      IGZO wasn't mentioned in connection with ultrabooks on the call. Someone asked if Nam Tai was involved with IGZO, and Mr. Koo verified that yes, it was, and said that was with Sharp. No product was mentioned.

      Sentiment: Strong Buy

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