MacBook sales will increase in the second half of the
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MacBook sales will increase in the second half of the year while demand for other laptops will fall

MacBook sales are likely to increase on the back of a general market slowdown expected in the second half of this year. Corresponding Digitimes According to industry sources, component suppliers and contract assemblers expect a significant increase in demand for Apple devices in the third quarter.

    Image source: Dmitry Chernyshov/unsplash.com

Image source: Dmitry Chernyshov/unsplash.com

In the third quarter of fiscal 2022 (second quarter of 2022), Mac sales declined 3.45% sequentially and 10.35% year-on-year to $7.382 billion, according to Apple’s latest financial report (Tim Cook) cited hygiene restrictions in China due to COVID-19 outbreak, but stressed that Apple intends to launch “very strong” product lines by the start of the school year.

The largest Mac assembler, Quanta Computer, which accounts for about 60% of shipments, was forced to suspend operations at its sole Apple computer assembly plant in Shanghai during April and May health restrictions, causing Mac shipments to falter in April Year-on-year declined by 16.5% quarter. According to Digitimes Research, this is a record decline among the top 6 notebook vendors. At the same time, experts forecast that Mac shipments will increase by 45.8% sequentially in the third quarter due to delayed orders due to the outbreak of COVID-19 and sales launch of the new MacBook Air with M2 chipsets started in July .

Quanta expressed optimism, indicating that demand for high-end computers will continue to rise in the third quarter and that growth will be above the industry average.

Another assembler for Apple, Foxconn Technology, which accounts for about 40% of Mac shipments, is also bullish on its third-quarter sales outlook as it believes inflation will have less of an impact on the mid-range and high-end laptop markets than on sale of cheaper laptop electronics.

Many other computer vendors have cut shipments by at least 60% since May, according to Digitimes sources in the supply chain, and the third quarter will be extremely weak for companies filling their orders. According to the same sources, Apple suppliers will not be affected and Mac shipments in July-August will increase compared to June, after which growth will continue in September. Their shipments to Apple will grow at double-digit percentage rates in the third quarter.

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Johnson Smith

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