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
This year, all iPhone 15 models will include Apple's Dynamic Island that unifies the pill and hole cutouts at the top of the display, but there will also be a material change to the feature that wasn't included in the iPhone 14 Pro models.
According to a new tweet by Apple industry analyst Ming-Chi Kuo, the proximity sensor on the iPhone 15 series will be integrated inside the Dynamic Island ...
Apple is tracking the attendance of its employees at offices using badge records in order to ensure they are coming in at least three times a week, according to Platformer's Zoë Schiffer.
Since April 2022, Apple employees have been operating on a hybrid home/office work policy as part of a gradual return strategy following the pandemic, with staff required to work from the office at least...
While the iPhone 15 series is still around six months away from launching, there have already been plenty of rumors about the devices. Many new features and changes have been rumored for the iPhone 15 Pro and iPhone 15 Pro Max in particular.
Below, we have recapped 10 changes rumored for iPhone 15 Pro models that are not expected to be available on the standard iPhone 15 and iPhone 15 Plus:A1...
Nothing today announced the launch of its second-generation wireless earbuds, the Nothing Ear (2), which offer many of the same features as Apple's AirPods Pro 2 at a lower price point. We went hands-on with the Ear (2) earbuds to see whether they're a viable alternative to the AirPods Pro 2 for those who want to save some cash.
The Ear (2) earbuds are the successor to the Nothing Ear (1),...
Apple is no longer allowing customers who purchase an iPhone, cellular iPad, or Apple Watch to activate a device with now-defunct mobile carrier Sprint. Apple has also removed remaining references to Sprint from its online store.
When checking out with a new purchase, Sprint is no longer an option for connectivity, a change that Apple appears to have implemented today. Prior to now, Sprint...
Apple says iOS 16.4 is coming in the spring, which began this week. In his Sunday newsletter, Bloomberg's Mark Gurman said the update should be released "in the next three weeks or so," meaning a public release is likely in late March or early April.
iOS 16.4 remains in beta testing and introduces a handful of new features and changes for the iPhone. Below, we have recapped five new features ...
We saw a lot of great deals on Apple products and related accessories this week, including Samsung's iMac-like Smart Monitor M8 for $250 off, a 30 percent off spring sale at Anker, and the year's best prices on numerous AirPods models. All of these deals are still available to purchase right now, so we're recapping them and more below.
Note: MacRumors is an affiliate partner with some of these ...
We're still almost six months away from the official unveiling of the iPhone 15 lineup, but it seems like every day we're learning more about what to expect from the next-generation models. Notably, this week gave us our clearest look yet at what appear to be some changes for the volume and mute control hardware.
iOS 16.4 and associated releases are also right around the corner with some new ...
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