Orders for the M1 Macbook series decreased by 15% due to supply and other issues
In the first quarter of 2021, Apple’s Mac product line saw a substantial increase in shipments by 115%, of which the Macbook series equipped with the M1 chip accounted for a large part of the number. But by 2022, it seems difficult to replicate this success. According to MacRumors, Apple’s M1 chip-equipped Macbook series will reduce orders by 15% in the first half of 2022. The shortage of parts is the culprit. In addition, there are changes in the demand structure caused by the coronavirus epidemic and the replacement of new and old products.
According to Apple analyst Ming-Chi Kuo’s latest investor note:
We forecast that the shipment of Apple Silicon processor-based MacBook models will be cut by approximately 15% in 1H22 and attribute it to three reasons: 1) component shortages, 2) structural demand change in the post- COVID-19 era, and 3) product transition between legacy and new models.
In the middle of this year, Intel and AMD encountered ABF substrate problems. The lack of ABF substrates affects shipments of Intel motherboard chipsets, entry-level cheap processors, and high-end processors for servers. To this end, Intel has also invested in packaging facilities and substrate production, hoping to complete the production of ABF substrates in its own packaging facilities to ensure supply.
AMD CEO Dr. Lisa Su once said that market demand is a bit higher than AMD’s expectations, and will work more closely with vendors in the supply chain from all levels of wafer, packaging, and testing, and substrate production capacity. At the same time, AMD will use this opportunity to invest in some substrate production capacity dedicated to AMD. It is said that ABF substrate companies in Apple’s supply chain intend to win AMD’s orders in order to alleviate the losses caused by Apple’s orders.