MacBook Sales Slump - Apple Faces 30% Decline Amid Post-Pandemic Demand Drop, Analyst Says
Portfolio Pulse from Anusuya Lahiri
Apple Inc's MacBook shipments are expected to decline by approximately 30% Y/Y to about 17 million units in 2023, according to analyst Ming-Chi Kuo. The demand for the new 15-inch MacBook Air dropped significantly after the pandemic recovery and back-to-school period. Current challenges for the MacBook include declining remote work demand and the potential waning consumer appeal of Apple’s silicon and mini-LED. The significantly higher ASP of assembly and critical components for the MacBook versus Microsoft Corp Windows notebooks substantially impacts the revenues and profits of key MacBook suppliers.
October 18, 2023 | 3:07 pm
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NEUTRAL IMPACT
The higher ASP of assembly and critical components for the MacBook versus Microsoft's Windows notebooks could impact the revenues and profits of key MacBook suppliers.
While the news mentions Microsoft, it does not directly impact the company. However, the comparison of the ASP of MacBook components to Microsoft's Windows notebooks could potentially impact the revenues and profits of key MacBook suppliers.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
Apple's MacBook shipments are expected to decline by 30% in 2023, which could negatively impact the company's revenues and stock price.
The expected decline in MacBook shipments is a direct result of declining demand and waning consumer appeal. This could negatively impact Apple's revenues and, consequently, its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100