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Apple's 3nm Chips May Face Weak Demand in 2024 Due to Slowing iPad and MacBook Sales

  • Apple plans to release MacBooks and iPads with 3nm chips in 2024, but demand may be below expectations due to lack of growth drivers, according to Ming-Chi Kuo.

  • Kuo says Apple's MacBook and iPad shipments declined significantly in 2023, by 30% and 22% respectively, due to end of work-from-home demand and diminishing appeal of new specs.

  • 3nm demand in 2024 negatively impacted by lack of growth drivers for MacBooks and iPads.

  • Next iPad Pro models expected to feature OLED displays, a potential growth driver.

  • Kuo doesn't expect new MacBooks or iPads until end of 2023, so M3 chip introduction may not happen until 2024.

macrumors.com
Relevant topic timeline:
Apple is rumored to release a new line of low-cost MacBooks in the second half of 2024 that can compete with Chromebooks in the education sector, featuring a similar design but made with cheaper materials and components.
According to supply chain analyst Ming-Chi Kuo, Apple is unlikely to release any new MacBook models with the M3 chip this year, ruling out the possibility of a October event featuring Macs with the new chip.
Apple's M1 iPad Pro models are currently on sale, offering a blazing-fast performance and desktop-like enhancements, making it one of the best tablets on the market.
The sixth-generation iPad Air is expected to be the only iPad refresh of 2023, with a rumored release in October, featuring improved specifications and potentially including the M2 chip, Thunderbolt port, Apple Pencil hover, and new color options.
Qualcomm has announced that it will supply Apple with 5G chips for its iPhone launches over the next three years, leading to a jump in Qualcomm's stock price.
The Apple A17 Pro SoC, the world's first commercially available 3 nm smartphone SoC, has only shown marginal improvements in performance compared to its predecessor, with a 10% increase in single-core performance and 5% increase in multi-core, suggesting that Apple may have had to reduce its performance due to certain issues with TSMC's N3E node.
Apple is unlikely to have any major product releases or events for the remainder of 2023, with no new MacBooks, iPads, or accessories expected, although there is a possibility of a new iMac with an M3 chip being announced.
Apple may release a seventh-generation iPad mini before the end of the year, possibly with a chip upgrade and camera improvements.
Apple plans to use a lower-cost manufacturing process, known as the N3E process, for the A17 chip in the standard iPhone 16 and iPhone 16 Plus models in 2024, marking the first time Apple will design a chip specifically for its standard iPhone models.
Apple is reportedly delaying the launch of the next MacBook Pro and MacBook Air models due to slower sales, the completion of the Mac's transition to Apple Silicon, and the company's focus on other products like the iPhone and the Apple Vision Pro headset.
Apple may release a new Mac model this month, potentially coinciding with the announcement of the M3 chip, according to information obtained by MacRumors.
Apple is rumored to be releasing multiple new iPad models soon, including the iPad mini 7, iPad Pro (2023), iPad Air 6, and a new iPad (2023) with spec upgrades, along with a new Magic Keyboard.
Apple is rumored to be planning a major iPad refresh, including new models of the iPad Mini, iPad Air, and iPad Pro, as well as a new Magic Keyboard and the possibility of an M3 iPad with upgraded internals.
The global PC market saw a decline in shipments in Q3 2023 compared to the same period last year, but major players like Lenovo, Dell, Apple, and Asus have managed to clear inventory and post sequential growth, indicating a better financial position; Apple faced a significant decline of 29% due to strong Q3 performance last year, but overall, the market is showing signs of improvement, with the expectation that the adoption of AI-capable PCs will accelerate from 2025 onward.
Apple's first MacBook Pro models with OLED displays are expected to launch in 2026 or 2027, as it will take a few years for Apple's supply chain partners to establish OLED manufacturing lines for mass production, according to Display Supply Chain Consultants CEO Ross Young.
Apple will release its first MacBooks with TSMC's 3nm fabrication process in 2024, according to a notebook shipments forecast, contradicting rumors of a release this year.
Apple's rumored M3 MacBooks, based on TSMC's 3nm fabrication process, may not be released until 2024 according to a recent five-year global notebook shipments forecast, which also predicts a 4.7% growth in the notebook market following a decline, citing Apple's transition to CPUs built by a 3nm node at TSMC for performance upgrading in 2024.
Apple has placed order commitments with chip supplier TSMC for its second-generation 3nm chip fabrication process, N3E, which is expected to be used in all models of the iPhone 16 lineup next year.
New MacBook Pro models are unlikely to feature Apple M3 silicon chips this year, with reports suggesting that shipments for devices with the upgraded chips will begin in 2024 instead.
Apple is expected to announce updates to the iPad Air, iPad mini, and base model iPad this week, featuring new Apple Silicon chips, while the iPad Pro lineup is not expected to see any changes until next year when OLED displays will be introduced.
Apple is not expected to release new iPad and MacBook models this month, according to Bloomberg's Mark Gurman.
Apple is rumored to announce updated versions of the base model iPad, iPad Air, and iPad Mini this week, with spec bumps and new chips.
Four new MacBook models featuring M3-series chips are set to launch next year, including MacBook Pro and MacBook Air models, according to Bloomberg's Mark Gurman.
Apple's M3 MacBook Pro is expected to be released in early 2024, followed by the M3 MacBook Air a few months later, according to Bloomberg's Mark Gurman.
Apple is rumored to be announcing three new iPads, including an updated iPad Air and iPad mini, as well as a new Apple Pencil, with the official announcement expected soon.
Apple fans may have to wait longer for the next iPad as rumors suggest that the new iPad, iPad mini, Air, or Pro may not be released this month, according to reliable Apple leakers, and there are speculations about a foldable iPad coming in 2024.
Apple's rumored foldable iPad is reportedly in intensive development and could be announced as early as late 2024 or early 2025, with a focus on achieving a cost-effective design and mitigating display creasing concerns.
Apple is reportedly working on a folding iPad and could launch it as early as 2024, ahead of a folding iPhone, in order to test the technology and address any issues before a larger-scale release, although a 2025 launch is also possible.
MacBook sales are expected to decline by 30% in 2023 due to Apple's decision to not release any new Macs and a decrease in demand, according to Apple supply chain analyst Ming-Chi Kuo.
Apple is reportedly planning to release two new iMacs in the next two years, with a refreshed 24-inch model in 2024 and a higher-end 32-inch model with a mini LED panel in 2025, potentially threatening Samsung's market share in the high-end PC monitor segment.
Apple is not expected to release any new Macs or iPads for the remainder of 2023, according to predictions by analyst Ming-Chi Kuo.
Apple is planning to announce new iPad models in March 2024, including updates to the iPad Air, iPad mini, and entry-level iPad, with a more significant overhaul to the iPad Pro lineup also in the works.
Apple is set to announce several new Macs, including a new iMac and three new MacBook Pros, all featuring the Apple M3 chip.
Apple is rumored to be preparing for a product launch at the end of October, potentially featuring new versions of the MacBook Pro and iMac, with a larger 32-inch iMac being the highlight of the release. However, it is unlikely that new iPads will be revealed, and there may also be new 14 and 16-inch MacBook Pros introduced. Additionally, Apple is said to be working on improving Siri with generative AI and exploring various AI integrations across its products.
Apple is expected to spend several billion dollars on hardware to support its AI development in 2024, with plans to purchase thousands of servers equipped with Nvidia's AI supercomputing platform.
Apple is rumored to be planning a product launch, potentially in October, with new Macs, including a new iMac and MacBook Pros, expected to be announced.
Apple is reportedly preparing to launch new Mac-centered products, including MacBook Pro models, at the end of October, with expectations of faster options powered by the M2 or M3 Apple Silicon technology.
The 9th-Generation Apple iPad with A13 Bionic chip is available on Amazon for just $269.99, offering a powerful and affordable option for work, play, learning, and staying connected.
Apple analyst Ming-Chi Kuo predicts that Apple may release a low-cost MacBook series next year to boost MacBook shipments, with a target of 8-10+ million units per year, and that the upcoming Mac event on October 30 may introduce new MacBook Pro models featuring M3 chips.
Apple analyst Ming-Chi Kuo predicts that there are currently no signs of the development of an "Apple Watch Ultra 3" and believes that the likelihood of a new Apple Watch Ultra being released in 2024 is decreasing, with a potential launch in 2025 or 2026 instead.
Apple is hosting an event called "Scary Fast" on October 30, where they are expected to unveil new hardware, focusing on Macs and upgraded chipsets like the M3 series MacBook Pro and a refreshed 24-inch iMac. Additionally, there may be announcements regarding new MacBook Pro models and possibly a new iPad Pro.
The release of an Apple Watch Ultra 3 in 2024 is uncertain, with a decrease in likelihood as the end of 2023 approaches, and the absence of a new model may be attributed to the need for additional time to develop health features and address production issues, according to supply chain analyst Ming-Chi Kuo.
Apple is holding a standalone event called "Scary Fast" that is expected to include announcements of new chips, a new 24-inch iMac, a MacBook Pro refresh, and possibly updates to the iPad and other devices.
Apple's "Scary Fast" event on October 30 is expected to unveil new MacBook Pro models and a new iMac, but it is unlikely to announce the M3 13-inch MacBook Pro, M3 13-inch and 15-inch MacBook Air, Mac Pro, Mac Studio, Mac Mini, new iPads, iPhone SE 4, Vision Pro Headset, AirPods refresh, or HomePod updates, with most of these products anticipated to launch in 2024 or later.