According to analyst Ming-Chi Kuo Applein 2024 to 3nm chips having new macbook And ipadIt plans to introduce . However, Kuo also predicts that the demand for these devices may remain below expectations due to various factors.
In a blog post published on Medium, Kuo explained that Apple’s demand for 3nm chips in 2024 may be less than expected. This potential decline in demand is attributed to several factors:
- Kuo notes that in 2023, Apple is experiencing a significant decline in MacBook and iPad shipments, with a decline of approximately 30% and 22%, respectively. This decline was partly due to the end of the work-from-home (WFH) trend, which had previously driven demand for these devices during the pandemic.
- Kuo suggests that the appeal of new features like Apple Silicon and Mini-LED displays may have waned, leading to a waning consumer interest in upgrading their devices.
- Lack of Growth Drivers: Looking ahead to 2024, Kuo believes Apple may lack key growth drivers for its MacBook and iPad lineups, which could further impact demand for 3nm chips.
Despite these challenges, Kuo notes that Apple will have more positive year-over-year sales comparisons in 2024, given the significant decline in sales in 2023. He also notes that the next iPad Pro models are expected to feature OLED displays, which could potentially spur growth in this product line.
Kuo’s comments also suggest that Apple may not launch a new MacBook or iPad until the end of 2023, and the potential announcement of the M3 chip could wait until 2024. This could result in a relatively quiet period for Apple in terms of product launches towards the end of the current year.
As always, it’s important to keep in mind that these estimates are based on analysis of supply chain information and market trends, and actual product releases and demand may vary.