Originally Posted by guyladouche
I wouldn't bet on it--Apple approached AMD for APUs, but AMD couldn't support the numbers they wanted at the time. I'd be willing to bet that they're sticking with that, and this will just be Intel SB/IB.
Agreed. It's bad enough that Apple strong-armed the cessation of the Zenbook production by Pegatron. But on the other hand, it would be interesting to see if this fairly drastic reduction in price has an effect on the choice of a Mac vs. non-Mac ultrabooks.
I agree with the observation that this is different from the standard/historical Apple marketing philosophy. But to answer your question directly, I see nothing wrong with it. IMHO, I detest Apple as a company--mostly because of Steve Jobs and his "character"/attitude. I would ask--as a person that doesn't own a piece of Apple--what's so bad about it becoming more-available to the masses? Do you, as a consumer, not want more options vs. less?
Regardless, I don't think this price change is a permanent thing--it's to compete momentarily with the ultrabooks. As soon as Apple feels that it's retained its market share of that segment, I doubt they'll be slumming it much. Tim Cook is not really all that different from Steve Jobs in terms of business decision personality.
Q3 - it won't be SB. It's possible it'll be Ivy Bridge, but at the same time, the MBA 11 already has a 64GB SSD. Only other aspect to cheap out on is i5 to i3; that's maybe $100 in savings. Anyways, AMD's Llano sales started off strong, they probably had the foresight by about September to know Trinity would be a hit. Yields should be up a little for 32nm. And they have more design wins this year, initial launch in a week or 2, overall it's feasible that AMD could supply enough Trinity 17W APUs to Apple. Also, this isn't AMD of old; the new CEO, Rory Read likes to make money. Just look at how far Lenovo came from 2009 to now, and consider Read is behind most of that success. I'm just saying it's plausible, especially if Apple wants to keep a decent profit margin on Macbook Airs.