“We think consumers who initially planned to purchase the 13” MacBook Pro and Air will turn to the 13” Retina MacBook Pro instead because it has an attractive panel, its price is similar to MacBook Pro and it has a better balance between power consumption and form factor. However, as supply is limited due to panel and assembly yield rate issues, shipment of the 13” Retina MacBook Pro won’t be able to satisfy demand. And we think consumers’ budgets will transfer to new iOS products after Apple launches them, which suggests that overall MacBook shipments will not grow meaningfully on the 13” Retina MacBook Pro.”
He also went on to reveal that the September-October timeframe is also when users can expect to see Apple refresh the iMac with Intel’s latest Ivy Bridge processors, a refresh which many were wondering about since it was not revealed at Apple’s WWDC (where the new MacBook Air and Pro models were announced). The delay of the announcement was apparently due to screen lamination issues. Assuming Kuo’s predictions come true, it seems that September-October could be a very busy month for Apple (iPhone, iPod touch, iPod nano)!