Apple may face a decline in demand for its new MacBooks and iPads with 3nm chips in 2024, as indicated by supply chain analyst Ming-Chi Kuo. According to Kuo, the lack of growth drivers and a decrease in work-from-home demand contributed to a significant decline in MacBook and iPad shipments in 2023. The end of the pandemic-driven boost and diminishing user appeal for new specifications, such as Apple Silicon and Mini-LED, have resulted in a decline in sales.
In 2023, MacBook shipments declined by approximately 30% to 17 million units, while iPad shipments declined by 22% to 48 million units. Looking ahead, Kuo suggests that Apple’s 3nm chip demand in 2024 could be negatively impacted by the absence of growth drivers for these products.
This decline in demand can be attributed to the diminished effects of the pandemic, which initially led to a surge in work-from-home requirements. Additionally, the novelty factor of Apple Silicon and Mini-LED displays appears to have worn off, leading to a loss of appeal for the new hardware.
Despite the potential decline in demand, it’s important to note that the next iPad Pro models are expected to feature OLED displays. This could serve as a potential growth driver for the iPad product line, as OLED displays offer improved visuals and color reproduction.
Kuo’s prediction aligns with his recent statement that Apple is unlikely to release any new MacBooks or iPads in 2023. The delayed release of new devices could result in a quieter end to the year for Apple. However, there have been rumors suggesting the possibility of a new iPad mini launch in late 2023.
In conclusion, Apple may face challenges in generating significant demand for its upcoming MacBooks and iPads with 3nm chips in 2024. The absence of growth catalysts, combined with declining sales in 2023, indicates a potential slowdown for Apple’s product line. Nevertheless, the introduction of OLED displays in the next iPad Pro models could help stimulate growth for the iPad lineup.