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Apple launched new iPhone 15 lineup, Apple Watch models and USB-C AirPods at the Wonderlust event held earlier this month. The iPhone 15 Pro models come powered by the company’s latest A17 Pro chipsets which are based on TSMC’s 3nm node. Now, the Cupertino-based tech giant is reportedly planning to launch to launch new MacBooks and iPads with 3nm chips.
According to a report by supply chain analyst Ming-Chi Kuo, the 3nm chipset-powered iPads and MacBooks are expected to be out by 2024. However, the report claims that demand for the devices might be “below expectations” due to a “lack of growth drivers”.
In a blog post on Medium.com, Kuo explains: “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.”
Why the demand for Apple devices may decline
Kuo claims that Apple will no longer have the growth catalysts that it did over the past few years. The reprot also highlights that a pandemic-driven work-from-home boosted the demand as well as the upgrades offered by Apple silicon.
This spurred many customers to upgrade from Intel-based Macs to the ones that comes powered by the chipsets designed by the company.
However, considering the significant decline in Mac and iPad sales in 2023, Apple is expected to have more favourable year-over-year sales comparisons in 2024.
What to expect from the upcoming iPad, MacBook lineup
It’s also important to note that the next iPad Pro models are expected to feature OLED displays. This could be another growth driver for Apple’s tablet lineup.
Earlier, Kuo noted that Apple is not likely to release any new MacBooks or iPads between before the end of 2023.
However, recent rumours suggest that a new iPad mini is expected to launch this year.
If Kuo’s predictions are to be true, Apple might wait until 2024 to announce the M3 chip. This might also result in a quiet end to 2023 for the company.
According to a report by supply chain analyst Ming-Chi Kuo, the 3nm chipset-powered iPads and MacBooks are expected to be out by 2024. However, the report claims that demand for the devices might be “below expectations” due to a “lack of growth drivers”.
In a blog post on Medium.com, Kuo explains: “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.”
Why the demand for Apple devices may decline
Kuo claims that Apple will no longer have the growth catalysts that it did over the past few years. The reprot also highlights that a pandemic-driven work-from-home boosted the demand as well as the upgrades offered by Apple silicon.
This spurred many customers to upgrade from Intel-based Macs to the ones that comes powered by the chipsets designed by the company.
However, considering the significant decline in Mac and iPad sales in 2023, Apple is expected to have more favourable year-over-year sales comparisons in 2024.
What to expect from the upcoming iPad, MacBook lineup
It’s also important to note that the next iPad Pro models are expected to feature OLED displays. This could be another growth driver for Apple’s tablet lineup.
Earlier, Kuo noted that Apple is not likely to release any new MacBooks or iPads between before the end of 2023.
However, recent rumours suggest that a new iPad mini is expected to launch this year.
If Kuo’s predictions are to be true, Apple might wait until 2024 to announce the M3 chip. This might also result in a quiet end to 2023 for the company.
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