A short while after Apple officially announced its October 30 ‘Crazy Fast’ event, an analyst backtracks on his original prediction concerning the company’s launch of the M3 and the MacBook Pro lineup that will feature this chipset. Apparently, he believes that the lack of upgrades provided by the M2 will force Apple to proceed with a launch this year even though the upcoming portable Macs might be produced in fewer numbers.
Analyst previously stated that M3 MacBook Pro models would not launch in 2023 due to limited shipments
TF International Securities Ming-Chi Kuo has redacted his earlier statement in which he stated that in Q4 2023, low shipments would not encourage Apple to proceed with the M3 MacBook Pro, but circumstances have changed. Kuo now states that since the M2 provides a small performance upgrade over the M1, it would likely mean that consumers were not interested in purchasing the newer models, which only meant that the actual improvements would have to be incorporated into the M3.
Overall, Kuo expects Mac shipments to decline by 30 percent in 2023 compared to 2022, and while the lack of computing capabilities of the M2 might have pushed customers to look elsewhere, there are other factors responsible for this setback. For instance, we are in a period of global inflation, and customers are prioritizing their savings over purchasing a premium notebook range such as this. Apple has also been reported to have cut M3 orders as it expects demand for future iPad and Mac models to drop.
As far as I know, Apple attributes the significant decline in MacBook shipments in 2023 mainly to the limited M2 computing power upgrade. I believe this is why Apple may prefer to launch the M3 series MacBook Pro even when its production volume is still low rather than continue…
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) October 24, 2023
It appears that with the Work-From-Home trend finally coming to a halt and customers no longer enticed by display improvements such as mini-LED or custom silicon such as the M-series, Apple has to come up with other ways to push shipments. Let us wait and see if the M3 MacBook Pro launch helps these figures grow in the last few months of 2023.
News Source: Ming-Chi Kuo
About the author: Omar Sohail is a reporter and analyst for Wccftech's mobile section, specializing in the technology and business of the mobile industry. His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology.
Follow Wccftech on Google to get more of our news coverage in your feeds.
