Apple is reportedly experiencing a decline in demand for its M2-powered MacBooks, resulting in a significant reduction in M2 chip production and potentially impacting suppliers such as Samsung.
Decreased Demand and Production
Apple halted all production of its M2 series chips for MacBooks in the first two months of 2023, and in March, produced only half as many chips as in the same period last year. This decrease in demand can be attributed to the challenging global economy affecting consumer spending, particularly for premium products like Apple’s MacBooks.
Impact on Revenue and Future Plans
Apple’s Mac business revenue was $7.7 billion in the first quarter of this year, representing a 30% decrease compared to the same period last year. The current market conditions have led Apple to reconsider its plans for new MacBook models in the coming months.
Potential Effects on Samsung’s OLED Supply
Samsung, expected to supply displays for the OLED MacBook Air, may lose money if Apple decides not to launch the model or to produce fewer units due to the decreased demand. This decline could have lasting effects on the tech industry, impacting suppliers, manufacturers, and consumers alike.
