Technology
Wednesday, October 18th, 2023 2:07 pm EDT
Key Points
- Renowned Apple analyst Ming-Chi Kuo has predicted a significant decline in MacBook shipments for 2023, with an estimated year-over-year decrease of approximately 30%, resulting in 17 million units being shipped.
- Kuo attributes the decline in MacBook shipments to a notable drop in demand for the new 15-inch MacBook Air, which occurred after the back-to-school shopping season. He also anticipates that MacBook shipments during Apple’s crucial fourth quarter will be lower than in previous years, which is significant for the company due to holiday shopping trends.
- Factors contributing to the shipment decline include reduced demand from individuals working from home and decreasing consumer interest in Apple’s mini-LED and silicon technologies. Kuo also noted that Apple has no plans to release new products during the fourth quarter, opting to focus on clearing existing inventory and devising new product and marketing strategies for the following year. Apple has not responded to CNBC’s request for comment.
Top Apple analyst Ming-Chi Kuo has forecasted a significant decline in MacBook shipments for 2023, projecting a year-over-year decrease of around 30% to 17 million units. Kuo attributes this decline to a notable decrease in demand for the new 15-inch MacBook Air, particularly after the back-to-school shopping period. He also anticipates that MacBook shipments during Apple’s fourth quarter will be lower than in previous years, a crucial period for the company as consumers typically purchase devices for the holiday season.
The factors contributing to this decline, as per Kuo, include reduced demand from individuals working from home and diminishing consumer interest in Apple’s mini-LED and silicon technologies. Shipments of the 15-inch MacBook Air are expected to drop by over 20% this year. Kuo also mentioned that Apple does not plan to release any new products during the fourth quarter, using the time to clear existing inventory and develop new product and marketing strategies for the following year. Apple has not yet responded to CNBC’s request for comment.
For the full original article on CNBC, please click here: https://www.cnbc.com/2023/10/18/top-apple-analyst-says-macbook-demand-has-fallen-significantly.html
