Nikkei Asia:

Apple is asking suppliers to produce 2.5 million MacBook laptops powered by its in-house designed CPU by early 2021 as the California tech giant looks to rapidly cut its reliance on Intel chips, sources have told Nikkei Asia.

These initial production orders for the first MacBooks to use the Apple Silicon central processing unit are equivalent to nearly 20% of total MacBook shipments for 2019, which came in at 12.6 million units, sources briefed on the matter said.

And:

Apple has said it intends to completely cut the use of Intel’s standard CPUs, which rivals HP, Dell, Lenovo and Asustek also use for their computers, in its MacBook lineup within two years.

First bit shows that Apple expects a big wave of orders for the coming Apple Silicon Macs. Makes sense. This is a big change, and the first time in many years that we expect a truly significant performance upgrade in a new generation of Macs.

My favorite Apple product rollouts are brand new product categories (like the original iPhone, iPad, or Apple Watch), significant feature introductions (like Night mode or Face ID), or significant construction changes (a modular, snap together Mac, the move to aluminum cases, or the first flat sided iPhone).

One last category that excites me is the move to an entirely new processor family. This wave has occurred twice, with the move from the Motorola 68K to PowerPC back in 1994, then the move to Intel in 2006.

To me, the coming Mac adoption of Apple Silicon will bring the biggest impact of these waves, with the unification of the product lines to Apple’s own chip designs, along with the incredible performance increase with on-chip machine learning, making highly performant AI available throughout the product line.

Like 5G, this stuff is in its infancy. Looking forward to what Apple’s got in the pipeline.