Apple Faces Revenue Setback as M5 Ultra Mac Studio Delayed to Q4 and Older Models Vanish

Apple’s Mac Studio has been a go-to for running local LLMs thanks to its massive unified memory and compact workstation design. But that momentum is hitting a wall. A global DRAM shortage is expected to meet only about 60% of demand through 2027, and it’s already impacting Apple’s high-end lineup.

The upcoming M5 Ultra Mac Studio—rumored to support up to 512GB of unified memory—is now delayed until Q4, while existing M3 Ultra and M4 Max configurations are largely sold out. That leaves limited options for developers, with the M5 Max MacBook Pro topping out at 128GB, far below what large models need.

With no real alternatives (even high-end GPUs like NVIDIA’s RTX PRO 6000 fall short on memory), Apple risks losing a meaningful share of the growing local LLM market—at least until its next-gen Mac Studio finally arrives

Author: Mohammed Najem

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