Alleviating the shortage of components for laptops; MBP shipping 3-4 weeks

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The shortage of laptop components is starting to ease, according to a new report released today, but strong demand expects delivery times for the 14- and 16-inch MacBook Pros to currently be around three to four weeks.

The Mac M1 – both MacBook Air and 13-inch MacBook Pro – are available in one to three days …

TrendForce says that while the global chip shortage continues to affect many devices, PCs and laptops are the least affected. Although the increase in chip production has been modest, the first quarter of the year sees the usual drop in demand after the holidays.

Driven by forces such as the pandemic, geopolitics and the digital transformation of daily life, there has been a shortage of global foundry production capacity for nearly two years and the shortages have been particularly severe for mature 1Xnm nodes. ~ 180nm, according to TrendForce surveys.

While all foundries are furiously ramping up capital spending to increase capacity, unrealized future expansion does not solve existing supply issues. In addition, the uneven distribution of supply chain resources that has exacerbated the shortage of parts and components has not yet been permanently alleviated. The overall circumstances will continue to affect the related whole device shipments. Only the PC category should come out largely unscathed in 1Q22.

During 1Q22, TrendForce states that due to the limited increase in production capacity, the market supply situation is expected to be approximately the same as in 4Q21. However, some finished products have entered their traditional off-season cycle and slowing demand dynamics should ease the immediate pressure on OEMs and ODMs regarding supply chain storage.

Apple is less affected than its competitors because the Apple Silicon Macs of course use their own chips, which combine CPU, GPU and unified memory. There is always a shortage of less exciting generic components, like display drivers, but the different delivery times between the M1 and M1 Pro / Max machines indicate that Apple is in the most enviable position to struggle to assemble enough. devices, rather than being limited by Components.

Photo: iFixit

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