Decline in Sales of Macs Leads to Drop in TSMC’s Sales
October 9, 2023 22:41
In recent news, it has been reported that TSMC, a renowned chip manufacturer, is experiencing a decrease in sales due to a decline in orders from Apple. Specifically, the number of Macs sold has remained lower than expected, resulting in a decrease in the number of orders for the M series chips.
Reasons behind the Decline
One possible reason for the decline in Mac sales is the fluctuating demand caused by the COVID-19 pandemic. Initially, there was an increase in sales as people started working from home, but as the situation improves, the demand for Macs has started to recede. This situation has affected TSMC’s sales, as they manufacture both A-series and M-series chips for Apple.
While the decrease in orders for the M-series chips is a concern, it is anticipated that the release of the iPhone 15 series and iPhone 15 Pro series will contribute to an increase in demand for A-series chips. Therefore, the decline in orders is mainly attributed to the M-series chips.
Possible Arrival of an M3-powered Mac
Rumors have been circulating that Apple is planning to introduce a new Mac equipped with the M3 chip later this month. Renowned journalist Mark Garman from Bloomberg has speculated that the upcoming announcement may include a 24-inch iMac with M3, a MacBook Air, and a 13-inch MacBook Pro. However, analyst Ming-Chi Kuo suggests that only the 24-inch iMac with M3 will be unveiled.
The release of the new Mac hardware, specifically the M3 chip, is expected to compensate for the decline in TSMC’s sales. Attention is now focused on how much impact these new products will have on the market and TSMC’s sales in the coming months.
Sources: DigiTimes, MacRumors
Photo: Apple Hub/Facebook
(FT729)
October 9, 2023 22:41
Apple A series chipsM series chipmanufacturingTSMCDigiTimes reported that its sales fell due to a drop in orders from Apple.
The reason for the drop in TSMC sales was that the number of Mac units sold remained lower than expected.M series chipThe number of orders may have decreased.
■ Key points of this article which can be understood in 3 lines
1. TSMC’s sales in 2023 are expected to fall 10% compared to last year due to a drop in orders from Apple.
2. It is very likely that the number of orders for the Apple M series has decreased.
3. Apple is rumored to announce an M3-powered Mac later this month.
Is it because of the decline in sales of Macs with the Apple M series?
A number of foreign media outlets have reported that sales of Macs for use while working from home have increased due to the spread of the new coronavirus infection, but have now begun to decline as the spread of the new coronavirus recedes.
TSMCmanufactures Apple A-series chips and M-series chips, but orders for A-series chips are expected to increase due to the release of the iPhone 15 series and iPhone 15 Pro series, so the number of orders decreases is considered M-series chips.
An M3-equipped Mac is rumored to be announced within this month.
Bloomberg’s Mark Garman reported that Apple is expected to release a new Mac with the M3 sometime this month.
Reporter Garman predicts that the products to be announced will be a 24-inch iMac with M3, a MacBook Air, and a 13-inch MacBook Pro, but analyst Ming-Chi Kuo seems to think that only it will be the 24-inch iMac with M3. publish
According to DigiTimes, TSMC’s sales in 2023 are expected to fall 10% compared to last year, and attention is being paid to how much of the decline will be compensated with the release of the new Mac hardware M3.
Source: DigiTimes, MacRumors
Photo: Apple Hub/Facebook
(FT729)
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