KGI Securities analyst Ming-Chi Kuo predicts that sales of Apple's new 12-inch MacBook will reach just 450,000 during the first half of 2015.
The analyst believes that the "higher price and concerns about the model having only one USB-C I/O, a potential inconvenience, along with supply chain constraints" will keep the number low in the first half of the year.
However, Kuo is positive on the new laptop medium/long term saying that it will "prompt the market to refocus on the thin and light form factor design trend".
Here's the details...
We forecast shipments of the all-new design 12-inch MacBook of 450k units in 1H15; despite limited near-term contribution to the supply chain, the product boasts positive medium/ long-term trends. Given the higher price and concerns about the model having only one USB-C I/O, a potential inconvenience, along with supply chain constraints, we forecast shipments of the all-new design 12-inch MacBook will reach only 450k units in 1H15. Despite limited near-term contribution to the supply chain, we believe the product will prompt the market to refocus on the thin and light form factor design trend, including metal casing, hinge, fanless thermal system, USB Type-C and thinner keyboard/ panel. Stocks for Action The 12-inch MacBook and Apple Watch have garnered mixed reviews. We see both products as having outstanding designs. Considering pricing and supply chain constraints in the foreseeable future, we believe shipments momentum is capped near term. Medium/ long term, we are positive on the industry trends represented by both products.
If you haven't seen Apple's new MacBook yet, check it out here and watch the video here.
Please follow iClarified on Twitter, Facebook, or RSS for updates.
[via 9to5Mac]
The analyst believes that the "higher price and concerns about the model having only one USB-C I/O, a potential inconvenience, along with supply chain constraints" will keep the number low in the first half of the year.
However, Kuo is positive on the new laptop medium/long term saying that it will "prompt the market to refocus on the thin and light form factor design trend".
Here's the details...
We forecast shipments of the all-new design 12-inch MacBook of 450k units in 1H15; despite limited near-term contribution to the supply chain, the product boasts positive medium/ long-term trends. Given the higher price and concerns about the model having only one USB-C I/O, a potential inconvenience, along with supply chain constraints, we forecast shipments of the all-new design 12-inch MacBook will reach only 450k units in 1H15. Despite limited near-term contribution to the supply chain, we believe the product will prompt the market to refocus on the thin and light form factor design trend, including metal casing, hinge, fanless thermal system, USB Type-C and thinner keyboard/ panel. Stocks for Action The 12-inch MacBook and Apple Watch have garnered mixed reviews. We see both products as having outstanding designs. Considering pricing and supply chain constraints in the foreseeable future, we believe shipments momentum is capped near term. Medium/ long term, we are positive on the industry trends represented by both products.
If you haven't seen Apple's new MacBook yet, check it out here and watch the video here.
Please follow iClarified on Twitter, Facebook, or RSS for updates.
[via 9to5Mac]