AirPods, MacBook and Apple Watch: slump in demand

About AirPods, MacBook and Apple Watch

In fact, according to a new report from Nikki AsiaAnd the Cupertino had reduced orders for spare parts for AirPods, MacBooks and Apple Watch, for the first quarter of this year 2023.

A priori, in opinion Bleak outlook for consumer electronics Apple notified several suppliers to make fewer components for its AirPods, Apple Watch and MacBooks for the first quarter, citing weak demand, according to sequencing checks from multiple vendors..

From a practical point of view, some may wonder about the reasons for this decision, but many suppliers point to the same reason, which is a Significant drop in demandis judged to be Too messy.

The year-end holidays are rather bleak for the iPhone

Apparently, the iPhone 14 will not be the king of the tree. But this situation finds a different explanation, as demand is strong but supply is limited. In fact, the emergence of Covid-19 cases in the heart of Foxconn’s Shengzhou factory, which produces 80% of the world’s iPhones, has been better than the last.

to try to solve the problem, Cupertino reportedly signs with Luxshare to assemble the iPhone 15 Pro Max alongside Foxconn next year, moving some production to Vietnam. This is actually what is included TrendForcelast month, even if the analysis firm did not specify the distribution of orders among suppliers. It is above all a matter of not risking a new iPhone shortage for Christmas 2023!

A quarter instead of a half of the mast?

Investors are now awaiting the announcement of the company’s financial results, which should take place at the end of January. Apple published last year, during the first fiscal quarter of 2022 (which runs from October 1 to December 31) Revenues of $123.945 billion (+11.22% in one year) and a profit of $34.630 billion.

Last year, with $71.628 billion (+9.19%), the iPhone generated more than half of the company’s revenue (57.79%). For their part, Mac confirmed that its rise began with the Mac M1 with revenue of 10.852 billion. But this year there will be no successors to the 14- and 16-inch MacBook Pro (the M2 comes out in early 2023) and once again the numbers may disappoint.

If in January 2022 the iPad fell sharply by 14.07%, valued at $7.248 billion, Sales could benefit from the release of the iPad 10 and iPad Pro M2. Finally, services should maintain their strong growth (+23.82% with 19.516 billion in January 2022), as well as wearable devices (Apple Watch, AirPods / Pro / Max, HomePod mini).

The answer is at the end of the month!