Apple Analyst Ming-Chi Kuo Predicts a Delay in delivering the Next-Gen MacBook Air + a drop in sales expected
This morning, Apple analyst Ming-Chi Kuo predicts that upcoming shipments of MacBook Air and MacBook Pro will be cut by about 15% for the following three reasons:
1. There is a shortage of components. Among them, the most serious component of this type of MacBook is the power supply IC.
2. The demand structure changes in the post COVID-19 era . The key lies in the decline in WFH (working from home) demand and the decline in purchasing power due to inflation.
3. Conversion of new and old products. The research team predicts that the MacBook Air equipped with a new generation of M chips will enter mass production at the end of the second quarter of 2022 or the beginning of the third quarter of 2022. Since the second quarter of 2022 is a product conversion period, it will have an impact on MacBook orders.
The shortfall in demand will be industry wide according to Kuo. If there's more information provided for in the English version of Kuo's notes, we'll add it to this report unless the addition is dramatic.