Taiwan-based notebook ODMs Wistron and Inventec expect to see lower-than-expected shipment growth in 2H23 compared to the first half, which may further lower annual shipment estimates.
Apple unveiled the 15-inch MacBook Air at its Worldwide Developers Conference (WWDC), for which the supply chain began shipments in the first quarter. Apple has yet to accelerate its order volume.
Incorporating AI into audio ICs is gaining traction and is becoming increasingly necessary for PC applications as hybrid work models become a norm and notebook requirements increase, said Cirrus Logic
Taiwan-based companies engaged in the notebook industry supply chain, such as Acer and Clevo, remain uncertain about end-market demand in the 2H23 but are confident that 2024 will be stronger.
Apple MacBook shipments will likely register a single-digit decrease in 2023 due to a disappointing first half of the year, even with the launch of the 15-inch MacBook Air in the second half.