Analysts at Deutsche Bank provided their view on the Apple Inc. (NASDAQ:AAPL) announced MacBook Pros using their own ARM-based CPUs, M1 Pro and M1 Max, which offer significant performance improvement when compared to the previous MacBook Pro based on Intel CPU and AMD GPU.

The new MacBook Pros, with a starting price $100/$200 higher than the previous models, do not appear to be negatively impacted by supply constraints, as they are available for an order today and are available next week.

The significant performance improvement of the new MacBook Pros could drive pent-up demand in C4Q, as it appears that customers may have been holding off their purchases in C3Q in anticipation of the product launch.