Kuo: Apple Silicon MacBook Shipments to Be Cut in First Half of 2022 Due to Component Shortages and Other Factors
Shipments of Apple Silicon MacBooks will be cut in the first half of next year due to component shortages, a decline in working from home demand, and the introduction of a redesigned MacBook Air in the third quarter of 2022, according to Apple analyst Ming-Chi Kuo's latest investor note, seen by MacRumors.
From the note:
We forecast that the shipment of Apple Silicon processor-based MacBook models will be cut by approximately 15% in 1H22 and attribute it to three reasons: 1) component shortages, 2) structural demand change in the post- COVID-19 era, and 3) product transition between legacy and new models.
According to Kuo, the shortage of components relates primarily to a continuing lack of power management integrated circuits, for which delivery times currently extend as far out as 52 weeks.
This shortage will hit all PC brands, but is said to coincide with the capacity expansion of Unimicron, one of the main IC providers in Taiwan and the sole supplier for the Apple silicon ABF substrate. As a result, Unimicron is expected to aggressively secure non-Apple ABF substrate orders to cut risk.
MacBook shipments are also expected to be impacted by the change in demand structure in the post-COVID-19 era will, with the number of people working from home declining and purchasing power falling due to inflation.
Kuo believes a new redesigned MacBook Air powered by next-generation Apple Silicon will enter mass production in the early third quarter of 2022, making the second half of next year a product transition period that will have an impact on MacBook orders.
Apple is still expected to launch redesigned 14-inch and 16-inch MacBook Pro models before the end of this year, likely to be announced via a digital event in October or November.
The latest macOS Monterey beta references two new built-in display resolutions that likely correspond to the upcoming 14-inch and 16-inch MacBook Pro models. The new display resolutions are listed as "3456 x 2234 Retina" and "3024 x 1964 Retina," which would represent an increase in pixel density for a sharper image if the displays are the expected sizes.
Related Stories
Following today's event that saw the introduction of the Mac Studio, respected Apple analyst Ming-Chi Kuo has provided some detail on the MacBook Air, another Mac product that we're expecting to see refreshed later in the year.
According to Kuo, the 2022 MacBook Air will have an all-new form factor design and more color options. Previous rumors have suggested the new MacBook Air will not...
Apple has seemingly delayed the launch of the redesigned MacBook Air until later this year, and will likely not launch new 14- and 16-inch MacBook Pro models until 2023, according to Bloomberg's Mark Gurman. In his latest "Power On" newsletter, Gurman said that Apple originally planned to launch its new MacBook Air with "an all-new design, MagSafe, the M2 chip, and more" at the end of 2021...
A version of Discord with native support for Apple silicon Macs is now rolling out to users, almost a year and a half after the first Macs with Apple silicon chips were shipped to customers.
Until now, Discord users have had to rely on Rosetta 2 technology to use Discord on Apple's latest Macs. While usable, Discord on Rosetta 2, which translates apps made for Intel-based Macs to run on...
The seventh beta of macOS Monterey, released earlier this week, includes a pair of new entries in a list of display resolutions for the System Information app, potentially revealing the resolutions of the upcoming "M1X" 14-inch and 16-inch MacBook Pro models.
As discovered by MacRumors contributor Steve Moser, the two new display resolutions are listed as "3456 x 2234 Retina" and "3024 x...
Apple's former Director of Mac System Architecture Jeff Wilcox this week announced that he has left Apple to take on a new role at Intel. As noted on LinkedIn (via Tom's Hardware), Wilcox was part of Apple's M1 team and he had a key role in the transition from Intel chips to Apple silicon.
Wilcox's profile says that he "led the transition" for all Macs to Apple silicon, and prior to that, he ...
With Apple's latest high-end MacBook Pro being such a radical departure from the previous model, some users are now looking to the next-generation MacBook Air and what similar changes could be brought over to the company's smallest and lightest laptop.
Rumors already abound about the next-generation MacBook Air, providing a number of insights into Apple's plans for the new ultra-portable...
Tuesday December 21, 2021 10:55 am PST by
Sami FathiWhile Apple is rapidly transitioning its Mac lineup from Intel processors to its own Apple silicon, it's worth highlighting as 2021 wraps up that the relationship between Apple and Intel hasn't been entirely severed as reports indicate Apple still has one more Intel-based Mac in its pipeline that's yet to be released.
With the Mac Pro, Apple is not expected to entirely transition its most...
Apple will next month debut its latest M2 Apple silicon processor in a refreshed 13-inch MacBook Pro model that will have no major design changes, according to a previously reliable source with close links to Apple's supply chain.
Based on the new information seen by MacRumors, the upcoming 13-inch MacBook Pro retains the same design as the current version, including the Touch Bar, but...
Popular Stories
Apple earlier this week announced the discontinuation of the iPod touch, and because it was the last iPod still available for purchase, its sunsetting effectively marks the end of the entire iPod lineup.
To send the iPod on its way, we thought it would be fun to take a look back at some of the most notable iPod releases over the last 21 years.
Original iPod (2001)
Introduced in October...
iOS 16 will include new ways of interacting with the system and some "fresh Apple apps," Bloomberg's Mark Gurman has said, offering some more detail on what Apple has in store for the upcoming release of iOS and iPadOS set to be announced in a few weeks at WWDC. In the latest edition of his Power On newsletter, Gurman wrote that while iOS 16 is not likely to introduce a major face-lift to...
YouTuber Unbox Therapy has shared a hands-on look at the iPhone 14 Pro Max using what he claims is a one-to-one replica created by third-party case makers with access to detailed schematics and dimensions for Apple's new upcoming flagship smartphone.
As with the iPhone 13 Pro lineup, in 2022, we are expecting a 6.1-inch iPhone 14 Pro and a 6.7-inch iPhone 14 Pro Max, but this time the Pro...
Apple today released iOS 15.5 and iPadOS 15.5, the fifth major updates to the iOS and iPadOS 15 operating systems that were initially released in September 2021. iOS and iPadOS 15.5 come a little over two months after the launch of iOS 15.4 and iPadOS 15.4.
The iOS 15.5 and iPadOS 15.5 updates can be downloaded for free and the software is available on all eligible devices over-the-air in...
It's been over 200 days since Apple debuted its redesigned MacBook Pro lineup. Offered in 14-inch and 16-inch display sizes, the new-look MacBooks wowed Apple fans and creative pros alike with their powerful custom Apple silicon, mini-LED screen, and multiple connectivity options. But there are still some things you can't do with a MacBook Pro. Here are five features some Mac users are still...
Apple has launched a special limited-time offer for iPhone, Apple Watch, Mac, and iPad trade-in that offers customers additional credit when trading in their only device for a new one.
The offer is being run in several countries including the US, UK, Germany, Spain, Italy, South Korea, Japan, Taiwan, China, India, and France. In the UK, Apple is offering up to £50 of extra trade-in credit...
Earlier this week, well-known Apple analyst Ming-Chi Kuo claimed that Apple plans to release at least one iPhone 15 model with a USB-C port in 2023. Now, in a follow-up tweet, he has claimed that accessories like AirPods, the MagSafe Battery Pack, and the Magic Keyboard/Mouse/Trackpad trio would also switch to USB-C in the "foreseeable future."
Both the iPhone and all of the aforementioned...
Top Rated Comments
In the big picture, Apple is the King Kong of component customers in the world, which is to say they get preferential treatment over all other customers, because every component manufacturer wants Apple as their customer.
So although Apple is also affected by component shortages, they are very likely to be the least impacted out of all the manufacturers out there.
This is how I know global warming isn't real - some days I go outside and it's cold