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Apple plans to launch new MacBooks and iPads with 3nm chips in 2024, however demand for the gadgets may be “under expectations” attributable to a “lack of progress drivers,” in keeping with analysis shared as we speak by provide chain analyst Ming-Chi Kuo.
Kuo defined in a weblog put up on Medium:
Apple’s 3nm demand for 2024 can be under expectations. In 2023, Apple’s MacBook and iPad shipments declined considerably by roughly 30% and 22% to 17 million and 48 million models, respectively. The sharp decline is attributed to the tip of work-from-home (WFH) demand and diminishing person enchantment for the brand new specs (Apple Silicon and Mini-LED). Looking forward to 2024, Apple’s 3nm demand is negatively impacted by the shortage of progress drivers for MacBook and iPad.
Kuo is actually saying that Apple will not have the expansion catalysts that it did over the previous few years, corresponding to a pandemic-driven work-from-home increase in demand or the novelty of Apple silicon, which spurred many shoppers to improve from Intel-based Macs. Nevertheless, given Mac and iPad gross sales already considerably declined in 2023, Apple will at the very least have extra favorable year-over-year gross sales comparisons in 2024.
It is also price noting that the following iPad Professional fashions are anticipated to characteristic OLED shows, which could possibly be one other progress driver for that product line.
Kuo not too long ago mentioned that he doesn’t anticipate Apple to launch any new MacBooks or iPads between now and the tip of 2023, though it was not too long ago rumored {that a} new iPad mini is nonetheless doable this yr. If Kuo is correct, it’s doable that Apple will wait till 2024 to announce the M3 chip, which may lead to a quiet finish to this yr for the corporate.
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