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.
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.
The commercial PC market experienced a difficult first quarter in 2023, but demand is expected to pick up in the second half, according to a Dell executive.