Order postponements and processor shortage mean Surface Book, Surface Pro 4 demand shifts to Q1 2016

Order postponements and processor shortage mean Surface Book, Surface Pro 4 demand shifts to Q1 2016
Shortages of the Intel Skylake chip, combined with orders that had to be moved to the first quarter, will result in smaller than expected Q4 shipments of the Surface Pro 4 and the Surface Book. This is the word from sources inside the upstream supply chain. Microsoft is using Pegatron to assemble the two devices, and yields are said to be improving, which should make Microsoft hopeful about the beginning of the year.

The sources say that shipments of the hybrid tablet/notebook Surface Book should exceed 100,000 units for Q1. At the same time, 200,000 Surface Pro 4 units could be delivered by Microsoft. The order postponements will actually work in Microsoft's favor during the beginning of the new year. While competitors will see shipments decline once the holiday season abruptly comes to an end in January, Microsoft will be shipping out Surface Pro 4 and Surface Book units to cover the shift in demand.

Microsoft Taiwan says that it considers Apple's devices to be the main competition for the Surface Book and the Surface Pro 4. The latter might be considered competition for the Apple iPad Pro. As for the Surface Book, Apple recently said that it had no interest in producing a Mac/iPad hybrid device.


source: Digitimes

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26 Comments

1. NoToFanboys

Posts: 3231; Member since: Oct 03, 2015

Compete with iPad Pro? For me they are 2 very different products due to the OS alone.

4. LetsBeHonest

Posts: 1548; Member since: Jun 04, 2013

I think its about time Apple and Google to step their game up in tablet industry. Apple could integrate mac don't know about Google, chromeOS is kinda different from Windows and Mac. Full Windows powering an Intel chip is different league from Android and iOS. Of course it depends on needs of particular user. But generally Windows is ahead of mobile platforms.

6. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

Apple's Mac is doing fine in sales. Apple knows that if it makes a hybrid tablet, like Surface Book, it will cripple the sales and growth of it's Mac PCs.

7. LetsBeHonest

Posts: 1548; Member since: Jun 04, 2013

That is also true.. But if they didn't, Microsoft and may be thier other OEM partners might take over the tablet market share (slowly). There is something has to be done. And thanks to Microsoft for moving the competition upwards.

9. Taters

Posts: 6474; Member since: Jan 28, 2013

I don't think Apple can do anything to stop it. They are currently following the exact plan they should be following. Raping the crap out of their sheep fans as much as possible before going the way of Nokia and Sony.

12. Martineverest

Posts: 521; Member since: Oct 27, 2015

Not really. Apple knows that hybrid will cause fall in revenue..a Mac pad will drastically reduce the sale of iPads and MacBook airs also, the future of her ARM processor will be in jeopardy and will lose more money in buying Intel processor compared to manufacturing theirs

18. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

Which aren't selling all that well anyways. The biggest buyers of Mac hardware are educational facilities and people who create media content. If they made a Mac that fitted a tablet form factor, it would simply replace the Macbook Air and the entry level MacBook. It won't replace a MacBook Pro, though it could because some people who have a Macbook Pro don't really need one. Here is a bet. I am willing to bet as iPad sales decline, Apple will within 3 years make a Mac tablet device. Intel already has suitable hardware available for such a device and it has active cooling even if it means a slightly thicker device. I love using my Surface Pro. I don't use it as my everyday device as of yet, planning to get a Surface Book for that. Right now, Apple is trying to milk every penny they can with the iPad until it gets to a point they are less than 30% of tablet sales and they are forced to move to a Mac tablet. They will do it because it requires nothing major. They can take an iPad Pro and shaved down the hardware inside the Air so it would fit which only means creating a smaller PCB for all the parts which isnt hard. In fact they could make a single motherboard with everything and have cooling and heat pipes if they wanted too, since we know they hate vents. The Surface is what Gates had in mind in 2000. A single purpose full PC in a tablet format. If Microsoft had made this device back in 2010 or slightly earlier, the tablet market would look very different. I expect Surface sales for a 12 month run should exceed 1.5M units per month which si where the Mac is on average which means Mac sales are going to drop even more. Just watch the numbers.

5. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

And the specs furthermore... Heck, Surface Book is in a league of it's own!

2. rick_mobile

Posts: 358; Member since: Dec 13, 2010

damn, I was considering one. I just need something that can run Visual Studio, autocad, maybe do some light gaming. Unless anyone knows of another decent windows 10 tablet other than surface that has at least 1080p res with decent power.

16. elitewolverine

Posts: 5192; Member since: Oct 28, 2013

24. rick_mobile

Posts: 358; Member since: Dec 13, 2010

That one looks like a good candidate. Thanks

20. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

The Dell XPS 12 isn't all that bad. Problem is, you can't get one configured with an i5 or i7 like you can with the SurfaceBook. For me I plan to spend the $2000 on the SurfaceBook with i7 and 8GB of RAM. should be more than enough for the apps you said you want to use. If you want the power to run AutoCad, you have to at least have i5 or better and 8GB of RAM and you definitely want the option of a dedicated GPU.

25. rick_mobile

Posts: 358; Member since: Dec 13, 2010

Yeah, the dell looks promising but not enought power, specially withnthat dense 4K display. I currently have the Gigabyte p34g v2. It is very powerful but the i7 and the nvidia gtx860m kill the battery! Battery only lasts like 3 hours so I have to carry the power brick with me most of the time, unless I know I won't use any heavy programs it lasts much longer but usually around 3hrs. The backpack can get really full, with the laptop, power-brick, accessories and my lab books so I was looking for a smaller alternative but it's hard to find something good,small and powerful. Gotta keep looking and suck it up for a while with the 14" I have now I guess.

23. gazmatic

Posts: 807; Member since: Sep 06, 2012

maybe if you dont want the portability and convenience of a tablet you could get the dell xps 15. It would be cheaper than the equally speccd surface book.

26. rick_mobile

Posts: 358; Member since: Dec 13, 2010

I already have the gigabyte p34g v2 which is smaller and more powerful than the dell. The problem is battery life, and the size. which is 14", starting to feel too big lol

3. Commentator

Posts: 3722; Member since: Aug 16, 2011

"The order postponements will actually work in Microsoft's favor during the beginning of the new year." That's one way to look at it, I guess... (And it's also assuming prospective customers just don't jump ship for a different brand by Christmas.)

8. Martineverest

Posts: 521; Member since: Oct 27, 2015

Seriously, if Tom cook doesn't consider refrigeration-toaster mechanism, windows will remain a platform to beat in hybrid computers. Another monopoly looms

10. keithtae

Posts: 564; Member since: Mar 25, 2015

f**k, and I was thinking I could get mine in a month's time. I want my surface book Microsoft.

11. Tizo101

Posts: 515; Member since: Jun 05, 2015

This is the future - hopefully android will catch up soon because I prefer it for work and play.

13. Martineverest

Posts: 521; Member since: Oct 27, 2015

Sorry, it will be very difficult for Android to catch up. X86 is not ARM

14. MrElectrifyer

Posts: 3960; Member since: Oct 21, 2014

Only way Android devices will catch up is if they join forces with Microsoft; Android tabs that dual-boot with Windows...similar to this: http://consoleos.com

15. MrElectrifyer

Posts: 3960; Member since: Oct 21, 2014

Haha, iphonearna is trying too hard to make apple's inferior toyPad XL relevant. That toy doesn't even match the Surface RT's versatility...

17. bucky

Posts: 3771; Member since: Sep 30, 2009

you took it a bit too far when you said Surface RT... as for the pro, i agree with you only when comparing it to the ipad pro. With the macbooks, its a completely different story.

22. MrElectrifyer

Posts: 3960; Member since: Oct 21, 2014

The 2015 MacBook Air is still only 1/3rd as versatile, has an extremely crappy display quality for the money that's not even full HD in 2015, and is outperformed by the Surface Pro 4 in terms of CPU (http://goo.gl/0msOM9) and probably GPU too, yet it's still selling at the same price of the Surface Pro 4...overpriced as every apple product and inferior compared to what they're priced like. The 2015 MacBook, that's just a further inferior and overpriced joke destined to separate fools from their cash mercilessly...

19. mahima

Posts: 708; Member since: Nov 20, 2014

and they have to say apple/ipad/iphone at least once in every article

21. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

No, not really

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