Apple May Introduce MacBook Pro Models With The M3 SoC To Make Up For The M2’s Limited Power, But Volume Production May Be Low, Says Analyst
A short while after Apple officially announced its October 30 ‘Crazy Fast’ event, an analyst backtracks on his original prediction concerning the company’s launch of the M3 and the MacBook Pro lineup that will feature this chipset. Apparently, he believes that the lack of upgrades provided by the M2 will force Apple to proceed with a launch this year even though the upcoming portable Macs might be produced in fewer numbers.
TF International Securities Ming-Chi Kuo has redacted his earlier statement in which he stated that in Q4 2023, low shipments would not encourage Apple to proceed with the M3 MacBook Pro, but circumstances have changed. Kuo now states that since the M2 provides a small performance upgrade over the M1, it would likely mean that consumers were not interested in purchasing the newer models, which only meant that the actual improvements would have to be incorporated into the M3.
Overall, Kuo expects Mac shipments to decline by 30 percent in 2023 compared to 2022, and while the lack of computing capabilities of the M2 might have pushed customers to look elsewhere, there are other factors responsible for this setback. For instance, we are in a period of global inflation, and customers are prioritizing their savings over purchasing a premium notebook range such as this. Apple has also been reported to have cut M3 orders as it expects demand for future iPad and Mac models to drop.
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
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