Apple 3nm Chip Demand for 2024 to Be Beneath Expectations Amid Declining iPad, MacBook Demand: Ming-Chi Kuo

Apple’s demand for next-generation 3nm chips — for its gadgets anticipated to reach in 2024 — might be decrease than market expectations, based on a market analyst. Earlier this month, the Cupertino firm unveiled its first smartphone with a 3nm chip, however TF Securities analyst Ming-Chi Kuo states {that a} decline in shipments for the iPad and MacBook in 2023 might result in the corporate reducing its demand for the brand new chips subsequent yr. In the meantime, Qualcomm can also be anticipated to decrease its demand for 3nm chips subsequent yr, based on the analyst.

This yr, shipments for iPad fashions declined by 22 p.c to 48 million models, whereas the decline for the MacBook was round 30 p.c, to 17 million models, Kuo states in a Medium put up. The analyst claims that this drop in shipments was as a result of demand associated to do business from home (WFH) ended, amid decreasing attraction for high-end specs.

Consequently, the corporate’s demand for next-generation 3nm chips for 2024 might be beneath expectations, according to Kuo. The analyst additionally predicts that ASML (previously Superior Semiconductor Supplies Lithography) will reduce its EUV tools cargo prediction for subsequent yr by as much as 30 p.c because of the decreased demand from Apple, Qualcomm, and Samsung.

Along with Apple, Qualcomm and Samsung are each anticipated to scale back demand for 3nm chips in 2024, based on Kuo. The Snapdragon chipmaker is claimed to be impacted attributable to two smartphone producers opting to make use of their very own chips — Huawei (Kirin) and Samsung (Exynos). The latter’s flagship telephones for 2024 are tipped to feature an Exynos 2400 chipset in markets outdoors the US, based on latest reviews.

Kuo recently claimed in a weblog put up that complaints of overheating points affecting Apple’s iPhone 15 Professional fashions weren’t associated to TSMC’s superior 3nm chip manufacturing know-how. As a substitute, the analyst cited a market survey to state that the overheating points are more likely to be brought on by Apple’s modifications to the thermal design of the iPhone 15 Pro and iPhone 15 Pro Max, which function a titanium body not like their predecessors.

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