Component suppliers are reporting that Apple is increasing its orders for MacBook Pro parts in a supply chain pressured by demand from more people working at home.
While the coronavirus appears to have badly affected iPhone sales, yet greatly bolstered iPad ones, a new claim says that the MacBook Pro is also profiting. Supply chain sources are saying that what was expected to be a short term rise in demand as people began working from home, has instead continued.
According to Digitimes, Apple is planning to increase its new MacBook Pro orders toward the end of the third quarter of 2020. Unnamed sources in what the publication describes as the "upstream supply chain," say that overall there will be 20% more MacBook Pro shipments in Q3 compared to Q2.
The upstream supply chain is a generic term cover all suppliers who produce components that go into a product that is then delivered to a company like Apple. An increase in orders for one supplier is not enough to extrapolate Apple's plans, as it may equally be reducing orders from another.
However, coming from sources across the chain gives this more credence. Digitimes has a strong track record in supply chain information, although a much weaker one in determining what that data implies for future products.
MacBook Pro models being sold in late Q3 2020 will continue to be the current Intel-based ones. According to regularly accurate analyst Ming-Chi Kuo, a new 13-inch MacBook Pro based on Apple Silicon will ship in the fourth quarter of the year.
13 Comments
I'd say that a refresh with 10th gen cpus and a normal keyboard also made a bit of a difference.
Surprisingly PC mag reported that HP sold the most laptops this year, twice as much as Dell and Lenovo.
i wish i could find that article or something supporting this, but when i searched "what company sold the most laptops in 2020"
the results were "what laptop you should buy" instead of facts.
i think most users will wait until the new silicon macs arrive later this year or 2021.