According to a new research report shared by Apple Analyst Ming Chi Kuo, Apple is planning to release new MacBook and iPad models next year with new 3nm chips but demand for it is low as MacBook and iPad shipments continue to decline.
Here's what he had to say:
Apple's 3nm demand for 2024 would be below expectations. In 2023, Apple's MacBook and iPad shipments declined significantly by approximately 30% and 22% to 17 million and 48 million units, respectively. The sharp decline is attributed to the end of work-from-home (WFH) demand and diminishing user appeal for the new specifications (Apple Silicon and Mini-LED). Looking ahead to 2024, Apple's 3nm demand is negatively impacted by the lack of growth drivers for MacBook and iPad.
The demand for new MacBooks and iPads featuring Apple Silicon has taken a hit, and Kuo attributes this decline to the changing landscape of work habits. With the shift away from widespread remote work, people's decision-making regarding upgrades has been influenced. Unlike the initial surge in interest when Apple introduced MacBooks and iPads with Apple Silicon during the pandemic, consumers are now less inclined to invest in these devices.
Kuo's recent insights suggest that we shouldn't expect any fresh iPad or MacBook models to hit the market before the end of this year. However, recent rumors suggest that there's a potential for Apple to unveil a new iPad mini model. Should this prediction hold true, Apple will announce its next-generation M3 chip lineup in 2024.
