Tag: demand
Apple Still Trying to Keep Up With M2 MacBook Air Demand Almost a Month After Launch
In the United States, Apple lists the MacBook Air as shipping out in two to three weeks for the baseline model with 8GB of RAM and 256GB of SSD storage. Other configurations with varying storage and memory options are listed as one to two weeks away.
The delay is timely as Apple is currently running a Back to School promotion for students preparing for classes this fall. The new MacBook Air may be an attractive purchase for students thanks to its lightweight and thin design and the battery life and performance enabled by the M2 chip.
Apple has been facing a constrained supply chain in recent months, but the situation does seem to be easing. Besides the long wait for the new MacBook Air, most other Macs in Apple’s lineup remain readily available for shipping with no weeks-long delay.
The highest-end Mac Studio and the 24-inch iMac with the M1 chip are the two exceptions. The Mac Studio is listed with shipping estimates well into at least one month, and customers looking for an iMac face a three to four week delay, according to Apple’s store at the time of writing.
In the third quarter of the year, Apple’s Mac business was severely constrained. The company’s CEO, Tim Cook, said that Mac supply was so low for the quarter that it was difficult to gauge actual demand for Apple’s latest computers. Here is what Tim said during the company’s last earnings call:
In terms of testing the demand, you can’t really test demand unless you have the supply. We were so far from that last quarter that we have an estimate of what we believe demand was, but it is an estimate. We recognize how the industry is doing, we think that we’ve got a great story with the Mac, getting M1 out and now M2 out, we have a very strong offering for the back to school season and we’ll see how we do this quarter. We’ll report back in October.
Mac revenue for Q3 of 2022 was down to $7.3B from $8.2B a year ago.
This article, “Apple Still Trying to Keep Up With M2 MacBook Air Demand Almost a Month After Launch” first appeared on MacRumors.com
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Apple Not Expecting Drop in iPhone Demand, Asks Suppliers to Make 90 Million iPhone 14 Units
Apple is expecting to manufacture approximately 220 million iPhones in total in 2022, which is in line with 2021 manufacturing. Sources that spoke to Bloomberg said that Apple is able to weather a downturn in the smartphone market because the Apple customer base is still willing to spend money on premium devices.
Prior to 2021, new iPhone launches saw Apple manufacturing around 75 million devices. That was bumped up to 90 million in 2021 as the company anticipated high demand for the iPhone 13 models, and Apple is sticking with that target level for 2022.
While few changes are expected for the standard iPhone 14 models, the higher-end iPhone 14 Pro models will feature a new notchless design (with hole-punch and pill-shaped camera cutouts), an upgraded 48-megapixel camera, a faster A16 chip, an always-on display, and more.
Current rumors suggest that the iPhone 14 Pro models could have a higher starting price than the iPhone 13 Pro models, increasing the average selling price of iPhones in 2022. Apple has not provided revenue guidance since 2020, but Apple CFO Luca Maestri said during the company’s second quarter earnings call that revenue growth is expected to accelerate in the September quarter, and supply constraints are expected to be lower than they were in the June quarter.
This article, “Apple Not Expecting Drop in iPhone Demand, Asks Suppliers to Make 90 Million iPhone 14 Units” first appeared on MacRumors.com
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iPhone 14 Suppliers Reportedly Feeling Uncertain About Demand Ahead of Launch
A paywalled preview of a full story set to be published tomorrow says “uncertainty remains about demand for the new models between the end of the fourth quarter and the beginning of first-quarter 2023.” Apple and its suppliers have been ramping up shipments of components ahead of mass production, which is expected to begin later this month.
Despite suppliers’ uncertain sentiment, Apple is expecting the iPhone 14 series to perform quite well. Just last week, it was reported that Apple had informed suppliers to increase iPhone 14 shipments by 5% to 95 million units, higher than what the company was initially expecting.
One reason suppliers may feel uncertain about demand is a reported increase in the price of the higher-end models of the iPhone 14 lineup. Reliable Apple analyst Ming-Chi Kuo has reported that the price of the iPhone 14 lineupmay increase, possibly due to both models starting with an increased 256GB of storage.
Other than a possible price increase, the iPhone 14 Pro and iPhone 14 Pro Max are expected to gain several noteworthy features, including a 48MP camera, a new pill-shaped and hole-punch display cutout, better performance, and more. Learn more about the iPhone 14 and iPhone 14 Pro using our respective roundups.
This article, “iPhone 14 Suppliers Reportedly Feeling Uncertain About Demand Ahead of Launch” first appeared on MacRumors.com
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