Rounding out the KGI analyst's forecast for the second half of 2012, Kuo expects Apple to bring a Retina display-resolution display to its 13-inch MacBook Pro line in September though demand may outweigh supply as components for the high-pixel density display are limited.
The reports is in line with two previous findings, both from online computer benchmarking sites (1, 2), that pointed to an unknown MacBook Pro fitting the description of a 13-inch Retina display model.
Kuo believes the device will be an attractive option to consumers looking to purchase the existing 13-inch MacBook Pro or MacBook Air due to the Retina display's high-quality image reproduction. The analyst also claims customers will be drawn to the balance of power consumption and form factor as well as the unit's price which should be somewhat similar to Apple's non-Retina MacBook Pro.
While the laptop is expected to do well at launch, Kuo thinks sales growth won't be meaningful as many consumers will gravitate toward iOS devices, especially so if Apple debuts a smaller, more affordable iPad in September. He goes on to say supply of the smaller high-resolution MacBook Pro will likely be constrained due to panel and assembly yield rates, a problem Apple is only now beginning to overcome with the 15-inch MacBook Pro with Retina display.
As for the iMac, Kuo believes a refreshed model could debut close to the end of September but qualifies the statement by saying indicators from the supply chain point to a later release. Shipments of Apple's desktop products will dip in July due to inventory adjustments but are expected to dramatically rise in August as the new iMac starts shipping out from factories.
Regarding Apple's overall financial outlook, Kuo sees zero growth across the line for Apple in the second quarter of 2012 on smartphone competition from Samsung, slow MacBook sales, a weakened global economy and the iPad's late entry into China. Quarter three of the calendar year will likely pick up, however, as new product launches are expected to lead moderate growth ahead of the lucrative holiday shopping season.