Apple’s first MacBook Pro model with an OLED display is more likely to launch in 2027 instead of 2026 as predicted earlier. In addition, Apple is reportedly lowering production rates for all MacBook models by no less than 20% compared to last year, with research speculating a much bigger plunge for the MacBook Pro.
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In a new research analysis released by Omdia and reported by The Elec, Apple is facing a difficult period in the short term for MacBooks production and supply chain orders. Omdia predicts that overall MacBook production could decrease by 21% to 20 million units in 2023 down from 25 million last year, with production for the MacBook Pro reportedly falling as much as 51%. The report adds that Apple ordered nearly 15 million display panels for the MacBook Pro last year, but that figure is expected to decrease to just over 7 million units during 2023.
However, it is not all bad news for Apple as panel orders for the MacBook Air are reportedly on the rise. The company is estimated to order nearly 15 million display units this year compared to over 12 million units in 2022. Overall, display panel orders for all MacBooks will decrease by 19% year-over-year in 2023, reaching 22 million display units compared to 27 million throughout 2022. Demand for the Mac could continue to languish, as Apple reported a 30% Mac revenue drop YoY during fiscal Q2 2023.
The report also reiterates that Apple has delayed the launch of the first OLED MacBook Pro models by one year from 2026 to 2027. Reasoning behind the delay remains unclear, but a previous report theorizes that Apple is waiting for the MacBook Pro demand to improve or stabilize before making significant investments in its production. The new laptop is also rumored to be the first Mac equipped with a touchscreen, as Apple engineers are said to be “actively engaged” in building touchscreen panels appropriate for a Mac laptop.
Apple is still on track to release the first OLED iPad Pro models next year, adds the report. Mass production of the next-generation iPad could begin in the first quarter of 2024, with a likely release date in the spring. OLED panels for the iPad Pro are expected to make use of a hybrid glass substrate and thin film encapsulation technique, which should result in thinner overall panels.