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.
Popular Stories
Earlier this year, YouTuber Jon Prosser shared multiple videos showing off what he claimed to be re-created renderings of what was then presumed to be called iOS 19 and which was eventually unveiled by Apple as iOS 26 at WWDC in June.
In his first video back in January, Prosser showed off a Camera app redesign with a simpler set of buttons for moving between photo and video modes, and he...
Apple previously announced that a public beta of iOS 26 would be available in July, and now a more specific timeframe has surfaced.
Bloomberg's Mark Gurman today said that Apple's public betas should be released on or around Wednesday, July 23. In other words, expect the public betas of iOS 26, iPadOS 26, macOS 26, and more to be available at some point next week.
Apple will be releasing...
We may finally have a definitive list of all color options for the iPhone 17 series, ahead of the devices launching in September.
MacRumors concept
In a report for Macworld today, Filipe Espósito said he obtained an "internal document" that allegedly reveals all of the color options for the upcoming iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max models.
The report includes ...
We have just under two months to go until the debut of Apple's iPhone 17 models, and rumors have been ramping up in recent weeks. We went through everything we know so far, pulling out the most exciting rumors and highlighting some other changes that aren't going to be so great.
Top Tier
Ultra Thin iPhone 17 Air - The iPhone 17 Air is 2025's most exciting iPhone rumor, because it's the...
Apple's long-rumored foldable iPhone will likely have a starting price between $1,800 and $2,000 in the U.S., analysts at investment banking firm UBS said this week. If so, the foldable iPhone would cost more than a MacBook Pro, which starts at $1,599.
With a starting price of at least $1,800, the foldable iPhone would be the most expensive iPhone model ever released, topping the Pro Max at...
Apple's next-generation iPhone 17 Pro and iPhone 17 Pro Max are only two months away, and there are plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models.
Latest Rumors
These rumors surfaced in June and July:A redesigned Dynamic Island: It has been rumored that all iPhone 17 models will have a redesigned Dynamic Island interface — it might ...
The long wait for an Apple Watch Ultra 3 is nearly over, and a handful of new features and changes have been rumored for the device.
Below, we recap what to expect from the Apple Watch Ultra 3:Satellite connectivity for sending and receiving text messages when Wi-Fi and cellular coverage is unavailable
5G support, up from LTE on the Apple Watch Ultra 2
Likely a wide-angle OLED display that ...
Apple today said its store at the Westfield Hornsby shopping mall, in Hornsby, Australia, will be permanently closing in October.
Apple Hornsby
In a statement shared with Australian tech news website EFTM (via Reddit), Apple said that it has decided not to renew its lease at Westfield Hornsby. Apple said all affected retail employees will be given the opportunity to work at Apple's nearby...