Apple Cuts Orders for 13” MacBook Pro

| Analysis

Try Again Later...Apple has stopped placing orders for some components needed to make the company's 13-inch MacBook Pro, according to a report from Taiwan newspaper DigiTimes. The story was sourced from Apple's supply chain, which said that Apple had high inventory of the parts in question.

That suggests that demand for Apple's 13-inch MacBook Pro has softened. The component makers said that Apple's orders for these parts were roughly 20 percent short of Apple's original estimates.

The question, of course, is why? Is Apple seeing a drop of demand for its portables, or has demand from the new 13.3-inch MacBook Pro with Retina Display exceeded expectations and cannibalized share for its lower resolution sibling?

DigiTimes doesn't address these issues, and the short article focused strictly on the specific component makers and the orders that had been stopped. The article did add, however, that, "Since these suppliers are also supplying components for other MacBook Pro products, the order stoppage will only have a limited impact on the suppliers."

That line doesn't offer much clarity on whether Apple is making up the business with other models or is simply selling fewer portables.

The PC industry as a whole has seen declines over the last two years. Apple's introduction of the iPad has disrupted the PC industry and cannibalized sales of full blown computers, and the wait for (and seeming disappointment in) Windows 8 hasn't helped much. Apple's Mac sales outpace the PC industry, having done so for 26 straight quarters.

A 20 percent decline in sales of the 13-inch MacBook Pro would be felt, however, as the device has long been Apple's most popular portable Mac. The reality, though, is that Apple isn't talking.

We aren't likely to have much color on this topic until Apple reports December results in January or one of the Wall Street analysts who is plugged in to Apple's supply chain offers up their opinion on the issue.

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3 Comments

iVoid

It shouldn’t surprise anyone that Apple will eventually discontinue the ‘classic’ MacBook Pros with optical drives.

I get the feeling they only kept them during the last refresh because they could not ramp up the retina display models fast enough so wanted to ease the transition.

I’d guess the next refresh will drop the old classic body and only offer the retina versions of the 13 and 15.

Leland

If they do indeed drop the 13” non-retina Pro instead of refreshing it (which would be due soon if they keep up their usual schedule), I’m going to order one as soon as the news hits.  Our plan at home is to get one with a 1TB hard drive and wait another couple years for SSD prices to drop even more.  You can get a lot of oomph packed into that little bugger after all, especially if you replace the optical drive with more data storage.

geoduck

Leland
That’s what I’m doing. I got a 15” MBP as soon as they refreshed them last summer. Next year I’ll add RAM and an SSD. I think it’ll do for me till 2017

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