Apple Silicon MacBook Pro migration starting in late 2020, new model in late 2021 says Kuo

The 2020 13-inch MacBook Pro

In an investment note seen by AppleInsider, analyst Ming-Chi Kuo has detailed which Apple suppliers are most to benefit from the move to Apple Silicon — and which new or redesigned MacBook Pro models they are expected to manufacture.

"Casing suppliers will benefit from robust MacBook shipment momentum boosted by the Apple Silicon and MacBook Pro models equipped with the all-new form factor design, " says Kuo.

"We predict that Apple will launch new MacBook models including the new 13.3-inch MacBook Pro equipped with the Apple Silicon in 4Q20," he continues, "the new MacBook Air equipped with the Apple Silicon in 4Q20 or 1Q21, and new 14- and 16-inch MacBook Pro models equipped with the Apple Silicon and all-new form factor design in late 2Q21 or 3Q21."

This fits with Kuo's previous claims that Apple will release a 13-inch MacBook Pro running Apple Silicon in late 2020. It also appears to back up the recent report that during the first quarter of 2021, Apple will "open contract bids" from suppliers for the manufacture of a new 14-inch MacBook Pro and 16-inch MacBook Pro.

Kuo speculates that some models may sell at lower price points than the current range. Kuo doesn't specify whether that is because of a cost savings due to a greater volume being manufactured, but Apple will certainly no longer have to pay a fee to Intel for its processors.

"In an optimistic scenario," says Kuo, "if Apple lowers the price of Apple Silicon's MacBook Air to reflect the cost reduction, and if the newly-designed 14-inch and 16-inch MacBook Pro are better than the old MacBook Pro, we expect... shipment volume to grow significantly to 18-20 million units in 2021."

"In our bull-case scenario," says Kuo, "the MacBook shipments in 2021 will markedly increase to 18-20 million units if Apple lowers the price of MacBook Air equipped with the lower-cost Apple Silicon and the demand for the all-new form factor design 14- and 16- inch MacBook Pro models is better than that of legacy models."

Those 2021 figures compare to Kuo's estimate that in total, 2020 will see 16-17 million sold, "thanks to better-than-expected MacBook Air demand and work-from-home demand growth."