Apple Macbook Shipments Fall Short In Mid of 2022 Due to Component Shortages and Other Factors

The shipping of Apple Silicon MacBooks will be reduced in the first quarter of the year following components shortages, a drop in demand for working from home, and the announcement of a revamped MacBook Air in the third quarter of 2022. This is according to Apple analyst Ming-Chi’s latest note to investors, as seen by MacRumors.

Apple Macbook Shipments

We anticipate that the supply of Apple Silicon processor-based MacBook models will decrease by around 15% in the 1H22 period and attribute this to three factors: 1)) shortages of components,) changes in demand structure following COVID-19 era, and three) the shift in product design between old and the latest models.

According to Kuo, the lack of parts is due to a lack of integrated circuits to manage power that can deliver in time. Delivery times are currently up to 52 weeks.

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This issue will impact every PC brand but is believed to be linked with the growth of the capacity of Unimicron, which is one of the largest IC companies of ICs in Taiwan which is also the primary source to ABF the Apple ABF silicon ABF substrate. This means that Unimicron will be expected to take a stance to ensure that non-Apple ABF substrates are secured to reduce the risk.

MacBook sales are also predicted to be affected by the shift in demand patterns following COVID-19 increase the number of home-based workers dropping and purchasing power declining due to the rise in inflation.

Kuo believes that a refreshed MacBook Air powered by the next generation of Apple Silicon will enter mass production by the third quarter of 2022. This would make the second half of the following year a phasing period that could impact MacBook orders.

MacBook sales are likely to be affected by the shift in demand pattern following COVID-19 increase the number of workers working from home dropping and purchasing power declining because of inflation.

Kuo believes that a brand new MacBook Air powered by the next generation of Apple Silicon will enter mass production in the first quarter of 2022. This would make the second quarter of the year a transitional period for the product, impacting MacBook orders.

Apple is still expected to unveil redesigned 14-inch and 16 inch MacBook Pro models before the year’s close, scheduled to be announced at an online event in October or November.

The most recent macOS Monterey beta references two new built-in display resolutions, which could reference the forthcoming 16-inch and 14-inch MacBook Pro models. The resolutions of the new displays are described in the form of “3456 x 2234 Retina” and “3024 x 1964 Retina,” which will indicate an increase in the pixel density, resulting in a more sharp image if the display sizes will be the size that is expected.

Apple is scheduled to launch new 15-inch and 16-inch MacBook Pro models before the close of the year, expected to be announced at an online event in November or October.

The latest macOS Monterey beta references two new show resolutions built into the system, likely to correspond with the coming 14-inch and 16 inches MacBook Professional fashions. The brand-new show resolutions are “3456 x 2234 Retina” and “3024 x 1964 Retina,” which could indicate an increase in the pixels per inch for a sharper image if the shows have larger than expected.