Mac shipments have witnessed a gradual sales decrease, but the estimated 30 percent drop in 2023 means Apple cannot just rely on its M-series of chipsets or other upgrades such as mini-LED to boost sales. With the company now slated to announce the M3 and various hardware at its October 30 ‘Scary Fast’ event, one analyst states that if shipments of the upcoming models do not improve, it will increase the chances of Apple introducing a redesigned MacBook Pro in 2025.
An estimated shipment target of up to 10 million units of M3 models needs to be achieved to prevent a redesigned MacBook Pro launch in 2025
Apple is apparently being pushed to launch the M3 MacBook Pro later this week, according to TF International Securities analyst Ming-Chi Kuo, as shipments of M2 Macs have been below satisfactory. The reason for this sales decline is that the M2 does not offer anything extraordinary over the M1, and only minor performance and battery life improvements do not justify the purchase of Apple’s premium machines.
With several M3 models in tow, Kuo predicts that the technology giant has to ship a ton of these if Apple does not wish to introduce a redesigned MacBook Pro in 2025. According to the analyst’s predictions, the company needs to ship between 8-10 million units of the newest models to safeguard itself from launching a redesigned version, but it should not be considered a terrible strategy if the company introduces an exterior uplift every few years, right?
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
The problem arises in the investment area, where technology giants like Apple spend millions sketching, designing, and tooling multiple prototypes before settling on one chassis that will eventually go into mass production. The entire process takes months to reach fruition, and with those efforts, a ton of cash is spent too, which needs to be recouped through increased sales.
Unfortunately, Kuo also previously mentioned that Apple has cut M3 orders for the iPad and Mac as demand continues to slip, and with the Work-From-Home trend dissipating and consumers no longer finding appeal in chipset and mini-LED upgrades, it appears that a redesigned MacBook Pro might be Apple’s saving grace. However, we should also mention that global inflation is preventing individuals from making any such purchases, and those who prefer function over form will likely not be enticed to upgrade to a redesigned version of the portable Mac.
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.
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