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Kuo: Apple Silicon MacBook shipments will be cut in the first half of 2022 due to a lack of components and other factors


Apple Silicon MacBook shipments will be cut in the first half of next year due to a shortage of components, a drop in domestic demand and the introduction of a redesigned MacBook Air in the third quarter of 2022, Apple analyst Ming-Chi Kuo said in a recent investor note. have seen MacRumors.

From the note:

We anticipate that Apple Silicon-based MacBook shipments will decline by approximately 15% in the first half and attribute 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 lack of components refers primarily to the continuous lack of integrated power management circuits, for which delivery times are currently extended up to 52 weeks.

This shortcoming will affect all brands of computers, but it is said to coincide with the expansion of the capacity of Unimicron, one of the main IC providers in Taiwan and the only supplier of Apple silicon ABF backing. As a result, Unimicron is expected to aggressively secure orders for non-Apple substrates to reduce risk.

MacBook shipments are also expected to be affected by changes in the structure of demand in the post-COVID-19 era, with the number of people working from home declining and purchasing power falling due to inflation.

Kuo believes the new redesigned “MacBook Air” with the new generation “Apple Silicon” will enter mass production in the early third quarter of 2022, making the second half of next year a transition period of products that will impact MacBook orders.

Apple is expected to continue launching redesigned 14-inch and 16-inch MacBook Pro models by the end of this year, which will likely be announced via a digital event in October or November.

The latest macOS Monterey beta reference to two new built-in screen resolutions that are likely to match the upcoming 14-inch and 16-inch MacBook Pro models. The new screen 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 were the expected size.

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