External power came out, Apple has notified the supply chain, the original version of the MacBook Air, which was scheduled to be released this season, will be delayed until the second half of the year. According to the industry's warning, many new supply chain manufacturers will vacate production capacity to Apple before the new notebook market. If the goods are delayed, it will affect the first half of the MacBook Air co-operating factory in Quanta, Kecheng and Xin Rixing.
In response to the rumors that the new MacBook Air is delayed, the domestic Apple supply chain will not comment. It is reported that the new MacBook Air will adopt a slimmer design, and equipped with ReTIna screen and Intel's latest processor, become the most anticipated new Apple products except for the iPhone.
Market watchers speculate that the price of the new MacBook Air is expected to be reduced from $999 to $899, or as low as $799. The price cut will help stimulate buying. It is expected to increase sales by at least 10%, so it is viewed by the supply chain. To be the main driver of the first half of the year.
However, once Apple delays the launch of new aircraft, it will cause shipments in the first half of the relevant supply chain to be affected. At present, MacBook Air's main assembly foundry is Quanta, accounting for more than 60% of the total, which can be used to supply pen motor casings, and New Nikko provides bearing components. All three Taiwanese manufacturers are key supplier chains of Apple notebooks. .
The legal person believes that Apple's notebooks have mostly released new models in June, but there have been third-quarter financial launches. It is speculated that the specific reasons are likely to be insufficient components such as passive components, resulting in mass production schedules. Delay, but the actual situation is still to be observed.
As the first half of the year is the traditional off-season of the pen power plant, Quanta's operation in the first half of the year may be relatively light. With the arrival of the peak season in the second half of the year and the launch of new models by customers, it is expected that the performance of Quanta will rebound significantly.
In the first quarter of Quanta, 8.9 million notebooks were shipped, down 19.8%, which is in line with the company's expectation of double-digit decline. Due to the fact that the cargo pull effect has passed in the end of March, it is estimated that Quanta's notebook shipments in April will be It fell from March.
The legal person estimates that the first half of the year is the off-season effect. The performance of Quanta in the first half of the year may be slower. It will be significantly higher in the second half of the peak season.
Apple is expected to hold the Developer Conference (WWDC) in June. The market is expected to focus on four operating systems such as tvOS 12, macOS 10.14, watchOS 5 and iOS 12. If the new MacBook is absent, it will make the fruit powder disappointing.
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