Supply Chain Indications for the New MacBook Pro

Posted by Richard Shim and Jeff Lin in DisplaySearch, Mobile PCs on June 13, 2012 | 30 comments

Apple announced on Monday a new addition to its MacBook Pro family, a $2,199 unit featuring a 15.4” screen with 2880 by 1800 resolution. Through our panel supply chain research, we have been tracking these panels since the Q1 edition of our large area report and recently noted Apple was the most likely PC brand to be requesting them.

Following Apple’s announcement we have checked back into the ODM supply chain, and found that yield issues pushed the start of mass production into late May. Unit production is expected to be less than 2 million in calendar year 2012. Similar to the case of the new iPad, the new model would double the pixel density, which will require more power consumption in the backlight; the new MacBook Pro’s battery pack is nearly 23 percent larger than that used in the previous generation.

Our Q1 report also indicated that a 13.3” 2560 by 1600 resolution panel was being prepared for production in the third quarter. ODM supply chain sources indicate that Apple will use this panel in a MacBook Pro unit to be launched in the fourth quarter. Production volume is expected to be roughly twice that of the 15.4” MacBook Pro. Like the 15.4” upgrade, this would be a doubling of the existing pixel density 13.3” MacBook Pro format of 1280 x 800.

Apple is leading the charge toward higher resolution panel adoption. They started it with the iPhone 4, extended it with the new iPad, and now are paving the way in the notebook market with their latest and upcoming MacBook Pro models.

http://partnersinsublime.com/2012/06/14/apple-playing-hard-to-get-with-the-newest-macbook-pro/ Apple playing hard to get with the newest MacBook Pro | Partners In Sublime

[...] supply chain, and found that yield issues pushed the start of mass production into late May,” wrote NPD DisplaySearch analysts Richard Shim and Jeff Lin in a post on the company’s blog [...]
http://iphone.whenevernews.com/apple-playing-hard-to-get-with-the-newest-macbook-pro/ Apple playing hard to get with the newest MacBook Pro | Iphone News

[...] chain, and found that produce issues pushed a start of mass prolongation into late May,” wrote NPD DisplaySearch analysts Richard Shim and Jeff Lin in a post on a company’s blog [...]
http://www.soundabble.me/2012/06/14/apple-playing-hard-to-get-with-the-newest-macbook-pro/ Apple playing hard to get with the newest MacBook Pro | Soundabble.me

[...] chain, and found that produce issues pushed a start of mass prolongation into late May,” wrote NPD DisplaySearch analysts Richard Shim and Jeff Lin in a post on a company’s blog [...]
http://www.lionosx.net/?p=1156 Apple playing hard to get with the newest MacBook Pro | Latest Technology – News & Articles

[...] supply chain, and found that yield issues pushed the start of mass production into late May,” wrote NPD DisplaySearch analysts Richard Shim and Jeff Lin in a post on the company’s blog [...]
http://desip2p.com/a-13-inch-retina-macbook-pro-is-coming-soon-analysts-say/ A 13-inch Retina MacBook Pro is coming soon, analysts say | DesiP2P.com

[...] is similar to that from NPD DisplaySearch analysts Richard Shim and Jeff Lin, who yesterday noted that a 13.3-inch Retina Display-caliber panel was being readied for production. That panel, the [...]
http://twitter.com/EssTee3 Ess Tee

”the existing 13.3” MacBook Pro format is 1440 x 900.”
No it isn’t. It’s 1280 x 800.
http://www.lionosx.net/?p=1234 A 13-inch Retina MacBook Pro is coming soon, analysts say | Latest Technology – News & Articles

[...] is similar to that from NPD DisplaySearch analysts Richard Shim and Jeff Lin, who yesterday noted that a 13.3-inch Retina Display-caliber panel was being readied for production. That panel, the [...]
http://notebook17.com/notebook17info/apple-13-inch-macbook-pro-getting-retina-display-analysts-say/ Apple 13-inch MacBook Pro getting Retina Display, analysts say | Notebook 17

[...] other analysts are making similar claims to Kuo. Richard Shim and Jeff Lin of DisplaySearch reported that 13-inch 2,560 x 1,600 display are “being prepared for production in the third [...]
http://3g-infocom.com/IT_news/2012/06/13-inch-retina-macbook-pro-on-the-way/ 13-inch Retina MacBook Pro on the way?

[...] DisplaySearch, which noted that the new MacBook Pro’s 15.4-inch Retina display was being manufactured months ago, says that the 13.3-inch version just wasn’t quite ready to go at launch. But it will come later in the year, and probably in greater quantity than the 15-inchers, the research firm says. [...]
http://www.soundabble.me/2012/06/15/a-13-inch-retina-macbook-pro-is-coming-soon-analysts-say/ A 13-inch Retina MacBook Pro is coming soon, analysts say | Soundabble.me

[...] is identical to that from NPD DisplaySearch analysts Richard Shim and Jeff Lin, who yesterday noted that a 13.3-inch Retina Display-caliber row was being readied for production. That panel, a span [...]
http://www.connectedafrica.com/retina-macbook-pro-spark-deluge-copycat-cheaper-laptops/ Retina MacBook Pro could spark deluge of copycat, but cheaper laptops – Connected Africa | Connected Africa

[...] panel in a MacBook Pro unit to be launched in the fourth quarter,” said Shim and Lin in a blog post. This is certainly going to put a lot of pleasure on PC manufacturers as they now have to come up [...]
http://laptopdiscountcodes.com/apples-new-laptop-heralds-air-izing-of-all-macbook-pros.html Apple's New Laptop Heralds 'Air-izing' of All MacBook Pros | Laptop Discount Codes

[...] in a MacBook Pro unit to be launched in the fourth quarter [of 2012],” Shim and Lin said in a blog post. “Production volume is expected to be roughly twice that of the 15.4-in. MacBook [...]
http://geekenligne.com/BLOG/2012/06/15/apples-new-laptop-heralds-air-izing-of-all-macbook-pros/ Apple’s New Laptop Heralds ‘Air-izing’ of All MacBook Pros | Geeklin

[...] Pro unit to be launched in the fourth quarter [of 2012], » Shim and Lin said in a blog post. « Production volume is expected to be roughly twice that of the 15.4-in. MacBook [...]
http://tuxdoc.com/?p=3781 Tux Doc » Apple’s New Laptop Heralds ‘Air-izing’ of All MacBook Pros

[...] in a MacBook Pro unit to be launched in the fourth quarter [of 2012],” Shim and Lin said in a blog post. “Production volume is expected to be roughly twice that of the 15.4-in. MacBook [...]
http://www.evogalx.com/?p=1971 Evogalx – Retina MacBook Pro could spark deluge of copycat, but cheaper laptops

[...] panel in a MacBook Pro unit to be launched in the fourth quarter,” said Shim and Lin in a blog post. This is certainly going to put a lot of pleasure on PC manufacturers as they now have to come up [...]
http://www.dailynewspages.com/2012/06/15/13-inch-retina-macbook-pro-on-the-way-msnbc-com/ 13-inch Retina MacBook Pro on the way? – msnbc.com | Daily News Pages

[...] DisplaySearch, which noted that the new MacBook Pro’s 15.4-inch Retina display was being manufactured months ago, says that the 13.3-inch version just wasn’t quite ready to go at launch. But it will come later in the year, and probably in greater quantity than the 15-inchers, the research firm says. [...]
http://www.9wide.com/tips/laptop-tips/2012/06/15/apple-s-new-laptop-heralds-air-izing-of-all-macbook-pros/ Apple’s New Laptop Heralds ‘Air-izing’ of All MacBook Pros | Laptop tips

[...] Pro section to be launched in a fourth entertain [of 2012],” Shim and Lin pronounced in a blog post. “Production volume is approaching to be roughly twice that of a 15.4-in. MacBook [...]
http://mobilenewsplus.com/13-inch-retina-macbook-pro-on-the-way/ 13-inch Retina MacBook Pro on the way? | Mobile News Plus

[...] DisplaySearch, that remarkable that a new MacBook Pro’s 15.4-inch Retina arrangement was being made months ago, says that a 13.3-inch chronicle usually wasn’t utterly prepared to go during launch. But it will come after in a year, and substantially in larger apportion than a 15-inchers, a investigate organisation says. [...]
http://ngocvanhob.com/apples-new-laptop-heralds-air-izing-of-all-macbook-pros/ Apple’s New Laptop Heralds ‘Air-izing’ of All MacBook Pros | HOB

[...] in a MacBook Pro unit to be launched in the fourth quarter [of 2012],” Shim and Lin said in a blog post. “Production volume is expected to be roughly twice that of the 15.4-in. MacBook [...]
http://www.tutorialsvideo.net/apples-new-laptop-heralds-air-izing-of-all-macbook-pros Apple’s New Laptop Heralds ‘Air-izing’ of All MacBook Pros | Hardware review

[...] Pro section to be launched in a fourth entertain [of 2012],” Shim and Lin pronounced in a blog post. “Production volume is approaching to be roughly twice that of a 15.4-in. MacBook [...]
http://fix-singh.com/latest-news/apples-new-laptop-heralds-air-izing-of-all-macbook-pros/ Apple’s New Laptop Heralds ‘Air-izing’ of All MacBook Pros | | Fix-Singh – Computer Repairs LeicesterFix-Singh – Computer Repairs Leicester

[...] in a MacBook Pro unit to be launched in the fourth quarter [of 2012],” Shim and Lin said in a blog post. “Production volume is expected to be roughly twice that of the 15.4-in. MacBook [...]
Michael Kanellos

Is Samsung the only supplier?
http://bestrssnews.t15.org/2012/06/13-inch-retina-macbook-pro-on-the-way/ BestNews – 13-inch Retina MacBook Pro on the way?

[...] DisplaySearch, which noted that the new MacBook Pro’s 15.4-inch Retina display was being manufactured months ago, says that the 13.3-inch version just wasn’t quite ready to go at launch. But it will come later in the year, and probably in greater quantity than the 15-inchers, the research firm says. [...]
Noname

No. That is LGD panel
http://applepourlesfrancais.wordpress.com/2012/06/16/un-macbook-pro-13-retina-toujours-attendu-a-lautomne/ Un MacBook Pro 13″ Retina toujours attendu à l’automne | applepourlesfrancais

[...] de ses confrères chez DisplaySearch ont au même moment dessiné aussi cette perspective. Au vu de leurs contacts chez les sous-traitants, ils tablent sur une [...]
http://www.fillbag.com/2012/apple-macbook-pro-13-incher-to-get-retina-display-report/ Apple MacBook Pro 13-Incher to Get Retina Display: Report

[...] Wednesday, NPD DisplaySearch analysts Richard Shim as good as Jeff Lin wrote the blog post claiming the 13.3-inch 2560 by 1600 fortitude row was being rebuilt for prolongation [...]
http://www.fundamentaltp.com/index/?p=3091 Apple MacBook Pro 13-Incher to Get Retina Display: Report – Fundamental Technology Partners Inc.

[...] Wednesday, NPD DisplaySearch analysts Richard Shim and Jeff Lin wrote a blog post claiming a 13.3-inch 2560 by 1600 resolution panel was being prepared for production in [...]
http://www.macworld.com.au/news/apples-new-laptop-heralds-air-izing-of-all-macbook-pros-58395/ Apple’s new laptop heralds ‘Air-izing’ of all MacBook Pros – Macworld Australia

[...] in a MacBook Pro unit to be launched in the fourth quarter [of 2012],” Shim and Lin said in a blog post. “Production volume is expected to be roughly twice that of the 15.4-in. MacBook [...]
Richard Shim

Hi MK,
Thanks for the comment. Hope you’re well. Our current supply chain indications are that Samsung and LGD will both be suppliers with LGD having a bigger portion of the supply.
Richard
Aruncool17

it’s 1280×800