Quanta’s Notebook Shipment Climb Is Led by Apple’s MacBook Air

Quanta will begin shipping the newest MacBook Pros in December 2022, but 2023 is expected to be the MacBook Air’s year.

This week, Apple introduced a new generation of MacBook Pro laptops, which will begin shipping to customers on January 24. Quanta Computer reportedly began manufacturing the new 14- and 16-inch MacBook Pros in December 2022 in preparation for Apple’s official launch, and MacBook Airs are next on the docket.

DigiTimes reports that Apple’s supply chain and manufacturing partners are preparing for a MacBook Air refresh in the second half of 2023. The likelihood is that these laptops will feature a new M3 SoC based on TSMC’s subsequent 3nm node. Given that Apple’s MacBook Pros only recently received a 5nm M2 Pro/M2 Max upgrade, it’s possible that the company won’t switch to the anticipated 3nm M3 Pro/M3 Max SoCs until 2024.

While the exterior of the new MacBook Pros remains unchanged (the design is still relatively new, as they were released in late 2021), there are numerous internal changes. They begin by replacing the M1 Pro and M1 Max SoCs with the faster M2 Pro and M2 Max silicon. In addition, while the chips continue to use a 5nm node, Apple increased CPU performance by up to 20 percent and GPU performance by up to 30 percent. Additionally, the new MacBook Pros support Wi-Fi 6E (an upgrade from Wi-Fi 6) and have replaced HDMI 2.0 with HDMI 2.1.

The 14-inch model of the MacBook Pro begins at $1,999, while the 16-inch model begins at $2,499. However, a 16-inch MacBook Pro with all the bells and whistles (M2 Max with 38 GPU cores, 96GB LPDDR5, and 8TB storage) costs $6,299. (opens in new tab).

While MacBook Pro shipments are significant for Apple, the MacBook Air is the company’s primary sales driver. Quanta’s decline of 3 percent to 28.4 million units in the second half of 2022 was less than that of its competitors, even though PC shipments fell overall in 2022. Strong demand for the updated MacBook Air (M2) averted a further decline in Quanta’s shipments.

Apple’s overall notebook shipments decreased by 15.3% during the fourth quarter of 2022. However, its principal competitors were down 30 to 40% during the same period. Apple will reportedly adjust its shipments to favor more affordably priced M1-based MacBooks and MacBook Pros in light of the economic downturn and consumers’ reluctance to make high-dollar purchases.

The MacBook Air (M1) by Apple begins at $999, while the MacBook Air (M2) costs $1,199. The MacBook Air (M2) has a brand-new chassis design with a larger display, more maximum memory (24GB as opposed to 16GB), and slightly lighter weight (2.7 pounds versus 2.8 pounds).

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