Apple Stock News: Analysts Don’t Know Apple’s Shipment Figures For Macs During The Most Recent Quarter
Apple Stock News: According to MacRumors, Apple has not disclosed breakdowns of the number of iPhones, Macs, and iPads it has sold for a number of years, keeping analysts, customers, investors, and other parties in the dark about the precise number of devices that have been sold. IDC predicts Apple sold 10 million Macs in the quarter; however, Gartner predicts Apple only sold 5.8 million. IDC and Gartner disagree on the expected number of Mac shipments by 4.3 million, demonstrating how inaccurate these predictions can be. Apple launched the new M2 MacBook Air and M2 MacBook Pro this quarter, but it also experienced shipment delays on a number of Macs due to supply chain concerns.
High iPhone Ownership Among Teens
According to MacRumors, teenagers in the US continue to prefer Apple products and services over other brands. In a survey of teenagers, 87% of them reported having an iPhone, and 88% said they planned to have an iPhone as their next phone. The Apple Watch is by far the most popular smartwatch among youths, despite its lower popularity—only 31% of teenagers own Apple’s wrist-worn device. Teenage usage is high, which is good news for Apple’s service goods and ongoing product cycle upgrades.
Possible “Thailand Assembly” of MacBooks
According to MacRumors, future MacBook production may go to Thailand as Apple attempts to diversify its supply chain. Within the next three to five years, Apple aims to boost the number of goods shipped to the United States from non-Chinese companies, however, it’s not clear if this would include MacBooks made in Thailand. Over the past few years, Apple has broadened its supply chain beyond China, with some manufacturing now taking place at facilities in India and Vietnam. This diversification helps Apple to mitigate risks like U.S. taxes on Chinese imports.
Hybrid OLED Technology May be Adopted by 2024
According to MacRumors, by 2024, Apple might use a “hybrid” OLED technology in its iPads, which might enable thinner devices while reducing production costs. Because rigid OLED panels don’t need a backlighting layer, they are supposedly more affordable to produce than flexible OLED panels. According to industry insiders, Taiwan Surface Mounting Technology (Taiwan SMT) will start the SMT process for the mini-LED backlighting of the 12.9-inch iPad Pro and MacBook Pro, joining the Apple supply chain for the first time. Apple has financially supported Taiwan SMT’s attempts to increase production, with some of the equipment being specifically devoted to the SMT process for mini-LED backlighting. The 14-inch and 16-inch MacBook Pro, as well as the 12.9-inch iPad Pro, are the only Apple products that feature mini-LED right now. It’s anticipated that Apple will keep mini-LED backlighting until hybrid OLED technology is more developed.
