New MacBook models ready to ship – Supply Chain Report


There have been conflicting reports about whether Apple will announce new MacBook Pro models at its October event, along with the new iPads. A new report was released today for the benefit, indicating that Apple suppliers are preparing to ship updated versions.

The report also notes that shipments of the current MacBook Pro devices are slowing, although this is in the midst of a general decline in the market…

Expected October event

Apple’s Far Out event launched its new iPhone 14 lineup, Apple Watch Ultra, Apple Watch Series 8, new Apple Watch SE and second generation AirPods Pro.

But as we later noticed, there were also a few things for Apple he did not do He announced, indicating that a separate event was looming. The event is widely expected to take place in October.

Here’s what we currently expect from Apple’s October event:

  • iPad Pro 11 and 12.9-inch models updated, with M2 chip and MagSafe
  • 10th generation iPad with USB-C, A14 Bionic chip, and a slightly larger screen
  • Potential next-generation MacBook Pro models, with M2 Pro and M2 Max processors
  • Possible second generation Apple Silicon Mac mini

Our last round has more details.

New MacBook Pro Models

It’s not clear exactly what Apple might announce in October, and what might be put on hold until next year, but Mark Gorman suggested last month that we’d see at least two new Macs.

Apple is working on M2-based versions of the Mac mini, Mac Pro, and MacBook Pro, so I think we’ll likely see at least a pair of these in about a couple of months from now. […]

according to BloombergThe next-generation 14-inch and 16-inch MacBook Pro could be announced during fall 2022 and spring 2023 with M2 Pro and M2 Max processors. Last but not least, the second generation Apple silicon Mac mini is expected to be around for at least a year now.

MacBook Pro updates seem likely, though Ming-Chi Kuo instead hinted at a spring launch for these.

New MacBook Pro shipments in the pipeline

Numbers Carries the summary report, based on supply chain sources.

Suppliers are preparing for Apple’s upcoming MacBook Pro series shipments, while shipments of existing MacBook Pro models are slowing, according to industry sources.

Separately, Digitimes Research notes that Apple was the only company not hit hard by the slowdown in global PC orders after the shutdown.

Sources have indicated that Apple is the only PC brand that is currently withdrawing orders, with others seeing a 40-50% drop in shipment volume compared to 2021. For now, manufacturers estimate that a recovery won’t happen until after the second quarter of 2022 . […]

Quanta Computer, a supplier to Apple, saw record revenue in July and August. Sources indicated that some of Quanta’s momentum for July was a result of delayed orders from the Shanghai shutdown in the second quarter, while August benefited from the new MacBook Pro.

For the rest of the year, Mac sales are expected to remain roughly flat, as demand for new models offset the overall market decline. But compared to the market as a whole, this would be good news.

[We estimate] Apple’s shipments will see the smallest decline among the six major PC brands in 2022. Apple is expected to see an annual decline of only 1.4%, while Asustek Computer sees an annual decline of 9.2%, Lenovo 14.7%, Dell 18%, Hewlett Packard (HP) 22.6%, Acer 33.2%.

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