We attribute the shipments decline to the fact that new product shipments have peaked and due to the arrival of the consumer slow season. But we believe iMac shipments troughed in 2Q13. Apple is expected to upgrade iMac processor to Intel’s (US) latest Haswell processor in June or July. Meanwhile, the consumer peak season has arrived. Thus we expect shipments to reach 1.1mn units in 3Q13, up 69% QoQ. Full-year shipments are forecast to be 4.7mn units, up 31% YoY.
Previously, Kuo had predicted that Apple would update the desktop in early Q4 2013.