Hardware equipment industryMacBook

MacBook shipments are expected to grow 25 – 30% year on year in 2021 From Guo Mingfu

The following is the MacBook shipments are expected to grow 25 – 30% year on year in 2021 From Guo Mingfu recommended by recordtrend.com. And this article belongs to the classification: MacBook, Hardware equipment industry.

According to the latest research report released by Guo Mingxu, an analyst at Tianfeng international, the overall MacBook shipment volume in 2021 is expected to grow by 25 – 30% year on year to 20 million units. In addition, the latest survey points out that Skyworth has become the exclusive control chip supplier of SD card of 2h21’s new and brand-new design MacBook Pro for the first time.

The report also predicts that Apple’s two new MacBook Pro models launched in 2h21 will have several major design and specification changes. One of the practical changes for users is to be equipped with SD card slot and HDMI interface.

The following is the full text of the Research Report:

Report title: [Apple research] Chuangwei is expected to become a new supplier of Apple’s main products, and is expected to benefit significantly from the specification change of 2h21’s new MacBook Pro

Forecast update:

Chuangwei’s apple order, 2h21 new MacBook Pro specifications

Major companies:

Chuangwei (6104. TW)

1. We predict that there will be several major design and specification changes in Apple’s two new MacBook Pro models expected to be launched in 2h21. One of the practical changes for users is to be equipped with SD card slot and HDMI interface. We are looking at the shipping momentum of the newly designed MacBook Pro, and predict that the overall MacBook shipment will grow by 25 – 30% to 20 million units in 2021.

2. According to our supply chain survey, Chuangwei is the exclusive control chip supplier of SD card for 2h21 new and newly designed MacBook Pro. We predict that Chuangwei’s growth momentum will significantly benefit from becoming a major apple product supplier for the first time, the popularity of usb-c and the upgrade of high-speed USB 4.0 specification.

MacBook Pro will usher in several major design and specification changes. One of the practical changes for users is to be equipped with SD card slot and HDMI interface. It is expected that the strong demand for replacement will boost the shipping momentum.

1. In our previous report, we predicted that Apple will launch two new MacBook Pro designs and several major design and specification changes in 2h21, including appearance design, restoration of MagSafe, removal of OLED touch bar, more I / O, no Intel CPU option and adoption of mini LED display (“Shuanghong and Qixiang are the biggest winners of new MacBook heat pipe specification upgrade and future iPhone VC potential demand” [15 January 2021]).

2. Our latest survey shows that about 75 – 80% of notebook computers are equipped with HDMI interface, and about 35 – 40% are equipped with SD card slot. We predict that the new 2h21 MacBook Pro will be equipped with SD card slot and HDMI interface, and this practical change will help boost the demand for replacement.

3. Benefiting from several major design and specification changes of 2h21 new MacBook Pro, we forecast that the overall MacBook shipment will grow by 25 – 30% to 20 million units in 2021. We believe that the strong demand for MacBook replacement mainly comes from the new model specifications and design changes, not just the WFH (working from home) demand

According to our latest survey, Skyworth has become Apple’s main hardware supplier for the first time, and exclusively provides customized control chip for SD card slot of 2h21 MacBook Pro.

1. Chuangwei’s past orders mainly came from Windows PC / notebook computers. Chuangwei’s relevant shipment volume in apple / MAC is very small, because it is only the controller supplier of certified accessories produced by a third-party manufacturer.

2. We expect Chuangwei to be the exclusive control chip supplier of SD card slot of 2h21 new design MacBook Pro. For Chuangwei, it is of great significance to obtain orders for Apple’s main products, and the shipment volume of apple / MAC is expected to grow significantly. We expect Chuangwei’s revenue and EPS to benefit from Apple orders from 2q21.

3. Thanks to Chuangwei becoming a major supplier of Apple products, in the long run, we believe that this will help to obtain more orders for accessories from Apple brands and third-party manufacturers. In addition, we also expect Chuangwei to be one of the potential beneficiaries of Mac’s high-speed USB 4.0 upgrade in the future.

We predict that Chuangwei’s growth momentum will significantly benefit from becoming Apple’s main product supplier for the first time, the popularity of usb-c and the upgrade of high-speed USB 4.0 specification.

1. After obtaining the order of MacBook Pro, Chuangwei will become the supplier of all personal computer brands. We predict that Chuangwei will start to ship a large number of MacBook Pro SD card control chips since 2q21.

2. Chuangwei also benefits from non PC orders. We predict that Nintendo will launch a new switch amusement device in 2021, with Chuangwei as one of the main suppliers.

3. We expect that the adoption of high-speed USB 4.0 will grow rapidly from 2021 to 2022, which will also help to promote the usb-c interface specification. Chuangwei is expected to benefit from these trends.

Investment suggestions:

Chuangwei became a major product supplier of apple for the first time and is expected to benefit significantly from the specification change of 2h21’s new MacBook Pro.

Risk tips:

The production of new products is delayed or the market demand is not as expected.

More reading: DIGITIMES: it is estimated that the shipment of Q3 MacBook will increase by 20% in 2020, DIGITIMES: in the first half of 2015, the sales volume of the new Apple MacBook was about 450000. Trendforce: in 2019, the shipment volume of Q2 MacBook was 3.21 million, with a year-on-year growth of 19.8%. What is the usb-c that killed thunderbolt and MagSafe on MacBook? 1010data: from June to August 2016, the market share of Apple’s laptop online sales is 36.4% IHS: Apple’s laptop production is expected to decline by 16% in 2017 Guo Mingxi: Huawei’s notebook shipment is expected to increase by 30-40% in Q2 in 2020 Guo Mingxi: the shipment of airpods series is expected to be 80-90 million units in 2020 mashwork: Black Friday US shopping Carnival user data chart SLIC E Intelligence: 48000 macbooks sold on the first day of sale IDC: in Q1 2016, the shipment of chromebook in the United States was 37% higher than that of MacBook batteryos: tests show that Chrome is the most power consuming browser on macbook

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