Shipments of Apple processors will be reduced due to a shortage of components
ANDApple analyst Ming-Chi Kuo predicts that due to the shortage of components, in the first half of 2022, the shipments of proprietary Apple Silicon processors will be reduced.
According to Kuo, the component shortage is mainly related to the continuous shortage of power management ICs, the delivery time of which is currently as much as 52 weeks.
As we can read in the note:
“We expect Apple Silicon-based MacBook sales to decline by around 15% in H1 22, and we attribute this to three reasons: 1) component shortages, 2) structural shift in demand in the post-COVID-19 era, and 3) product transition between old and new models. “
This shortage will affect all PC brands, but it is said to coincide with the performance expansion of Unimicron, one of Taiwan’s main chip vendors and Apple’s only ABF silicon substrate supplier.