Apple Could See 20% On-Quarter Growth in 3Q20 MacBook Shipments

[MacRumors]

Apple will "significantly increase" MacBook Pro orders with suppliers in the third quarter of this year as the back-to-school season kicks off, according to supply chain sources.

DigiTimes reports that Apple is also set to respond to increasing sales in the creative market, with the number of professionals working from home expected to remain strong in the second half of the year as some countries begin re-imposing regional and city lockdowns in response to the continuing global health crisis.

The upstream supply chain originally believed demand from the work-from-home group would only be short-term, but is now expecting the momentum to last much longer than anticipated, the sources said.

Apple shipped 3.2-3.5 million MacBooks in the second quarter of 2020, and the volumes are expected to grow to around four million units in the third quarter, according to DigiTimes sources. Apple will see its overall MacBook shipments rise over 20 percent in the third quarter as a result.

Apple has said it plans to deliver the first ‌Mac powered by Apple Silicon by the end of the year, as the two-year-long transition away from Intel commences, but we don't know for sure when the first Arm-based Mac will arrive or which model it will be.

According to Apple analyst Ming-Chi Kuo, a 13.3-inch MacBook Pro with a form factor similar to the current 13.3-inch ‌MacBook Pro‌ could be the first Mac to get an Arm-based chip designed by Apple.

Kuo expects the ‌Apple Silicon‌ 13.3-inch ‌MacBook Pro‌ to go into mass production in the fourth quarter of this year, but he also predicts we will see an Arm-based MacBook Air either in the same quarter or in the first quarter of next year.

Apple is also expected to launch a redesigned ‌iMac‌ this year, although it's not expected to be an ‌Apple Silicon‌ machine. Apple has said it still has Intel-based Macs in the pipeline, suggesting they are likely to arrive before the year's end.

Article Link: Apple Could See 20% On-Quarter Growth in 3Q20 MacBook Shipments

 

[gpat]

Yeah, they're getting bought by all the power users that wish to have a cross-platform professional computer before they become glorified walled-gardened toys. Of course they won't care about this signal from the market and see it as positive.

 

[farewelwilliams]

yawn. digitimes. ignore them and move on. they're almost never right with their rumors.

 

[yellow8]

I predict a sales boost when macbooks with Apple silicon will be available.
Call me a visionary

 

[PickUrPoison]

Yeah, they're getting bought by all the power users that wish to have a cross-platform professional computer before they become glorified walled-gardened toys. Of course they won't care about this signal from the market and see it as positive.

MacOS computers are transitioning to Apple silicon regardless of next quarter’s sales. It’s been in process for many years.
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yawn. digitimes. ignore them and move on. they're almost never right with their rumors.

I think (maybe) they’re better lately than they’ve been in the past, but they’d almost have to be considering their miserable track record say >2 years ago

 

[ericwn]

Yeah, they're getting bought by all the power users that wish to have a cross-platform professional computer before they become glorified walled-gardened toys. Of course they won't care about this signal from the market and see it as positive.

Oh, a coat of new paint on that old APPLE IS DOOMED!!! sign? Splendid!

 

[ericwn]

I predict a sales boost when macbooks with Apple silicon will be available.
Call me a visionary

Those with visions should see a doctor.

 

[MacFather]

Apple could see 200% growth if they would bring back the 2012-2015 MBP design with updated internals.

 

[jlocker]

I am glad I got my MacBook Pro 16 2019 with Applecare at the end of last year. It has been a great machine. Got AppleCare with it so I am set for the next 2 1/2 years. Then I will see how Apple is doing with the hardware and the software transition to the new platform. This is why I think it is a great time to get a highend MacBook Pro with a i9 processor. Going to take at least this amount of time for Apple to get the hardware and software to perform to pass the performance of this system platform.

 

[FightTheFuture]

I predict a sales boost when macbooks with Apple silicon will be available.
Call me a visionary

Based on the benchmarks we might. May also see a drop in sales of Intel macs the next few years while folks wait for Apple Silicon.
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Apple is also expected to launch a redesigned ‌iMac‌ this year, although it's not expected to be an ‌Apple Silicon‌ machine.

Just thought of this - as Jony Ive officially left about a year ago, will the 2020 iMac (and iPhone 12) be the first products designed without his input?

 

[Bustycat]

yawn. digitimes. ignore them and move on. they're almost never right with their rumors.

Sources from the upstream supply chain. Digitimes just referred to them.

 

[sw1tcher]

Well, someone has to buy up all the Intel-based Macs before their Arm-based replacements hit the market.

With the weekly discounted prices MacRumors posts, it's like Apple's trying to clear any channel backlog.

 

[farewelwilliams]

Sources from the upstream supply chain. Digitimes just referred to them.

And their sources have been wrong many times.

 

[PickUrPoison]

Just thought of this - as Jony Ive officially left about a year ago, will the 2020 iMac (and iPhone 12) be the first products designed without his input?

Hard to say what he was working on, plus Apple tends to work 2-3 years ahead. If his new design house continues to work on Mac/iPhone he could be involved for another decade or more.

 

[Woochoo]

Well, someone has to buy up all the Intel-based Macs before their Arm-based replacements hit the market.

They won't stop selling many Intel Macs until 2021 at least: if rumours are true MBP 14" and 16" aren't going ARM at least until April 2021.
So that's not the reason, the reason is covid raising overall laptops demand. I've read some days ago that the demand this year went as high as back in 2009 (just before it started slowly declining yearly). Now add that to the "back to school" season where most laptops (bud iPads and iPhones aswell) are sold, and there you go.

 

[Bustycat]

And their sources have been wrong many times.

Or maybe the sources are true but fooled by Apple.

 

[farewelwilliams]

Or maybe the sources are true but fooled by Apple.

i'd still equate that as wrong

 

[ericwn]

Apple could see 200% growth if they would bring back the 2012-2015 MBP design with updated internals.

I don’t remember seeing their MBP sales half when they announced the successor, hence unlikely.

 

[sideshowuniqueuser]

I don’t remember seeing their MBP sales half when they announced the successor, hence unlikely.

Check out the chart. The previous poster was almost correct. Sales growth of Macs tapered off significantly when they introduced the retina model with soldered in RAM; and SSD's only, which has tiny sizes and huge prices. From 2012-2015 (retina model), there is slight growth. Then they introduced the model with soldered in SSDs too (and still hugely overpriced and undersized for modern standards), and faulty keyboards, and the growth from then on has had a continued slight decline. This, and other results of bad design decisions, are all hidden to the casual observer by the massive growth in profits due to iPhones, AirPods, watches, and services.

To quote Steve Jobs himself: If you keep your eye on the profit, you’re going to skimp on the product. But if you focus on making really great products, then the profits will follow.

 

[ericwn]

Check out the chart. The previous poster was almost correct. Sales growth of Macs tapered off significantly when they introduced the retina model with soldered in RAM; and SSD's only, which has tiny sizes and huge prices. From 2012-2015 (retina model), there is slight growth. Then they introduced the model with soldered in SSDs too (and still hugely overpriced and undersized for modern standards), and faulty keyboards, and the growth from then on has had a continued slight decline. This, and other results of bad design decisions, are all hidden to the casual observer by the massive growth in profits due to iPhones, AirPods, watches, and services.

To quote Steve Jobs himself: If you keep your eye on the profit, you’re going to skimp on the product. But if you focus on making really great products, then the profits will follow.

But the chart is summarising all Mac sales hence not really telling us anything on the theory for the MBP.

 

[sideshowuniqueuser]

But the chart is summarising all Mac sales hence not really telling us anything on the theory for the MBP.

Whatever mate.

 

[ericwn]

Whatever mate.

It’s your data that you bring to the conversation. To go back to the person I quoted, even your chart doesn’t really see a more massive breakdown on the 12-15 models hence going back to that form factor in more than unlikely to double sales.

 

[sideshowuniqueuser]

I don't have a chart for just MBP's or I would provide one, but does this help? Yep, the chart is all Macs, not just MBP's, but the MBP's are a reflection of the mentality of Apple at those various times. Join the dots dude.