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.
Kuo doesn't mention whether he thinks the updated Ivy Bridge iMac will be Retina Display but he does say they have been delayed due to screen lamination issues.
The chances of the new iMac debuting in September are slim. But, judging by the current supply chain situation, it could be rolled out by end-September. [...]
[Supply chain] shipments for Mac desktop models will be low due to inventory adjustment in July, and will see the most dramatic MoM rise in August as shipments for the new iMac begin.
As reported earlier, Kuo also believes Apple will be releasing a new iPod touch and iPod nano during the September/October timeframe as well.