Sources say demand for Apple's M3 series chips has dropped, TSMC may be affected

[Gearbest News]According to recent supply chain news, the demand for Apple Macbook M3/M3 Pro chips released in November last year has been revised downward. The market generally speculates that weak consumption power and the delay of the AI ​​laptop boom are the main reasons. This drop in demand may have an impact on supply chain carrier boards, wafer foundry and other fields, attracting widespread attention in the industry.

In response to this decline in demand, some analysts pointed out that sluggish consumption power and the delay in the AI ​​laptop boom are the main reasons. Against the background of the global economic downturn, consumer purchasing power has generally declined, resulting in reduced market demand for high-end notebooks. At the same time, the AI ​​laptop market, which originally had high hopes, failed to experience explosive growth as expected due to factors such as insufficient technological maturity and high prices.

At the same time, news came out of the AMD CPU supply chain that market demand was not as optimistic as outside expectations, and it was too early to say a strong recovery. As one of the world's two largest chip giants, AMD's stance has undoubtedly brought more uncertainty to the entire industry.

Regarding the decline in market demand, TSMC stated that the company does not respond to specific customers. At the same time, TSMC also pointed out that due to seasonal factors, the company's financial situation in the first quarter may fluctuate. This statement implies that TSMC has anticipated the impact of declining market demand and will take corresponding measures to deal with it.

The supply chain revealed that the demand correction is concentrated in consumer products such as PC/NB. The main reason is that the peak consumption season in Europe and the United States has passed. In addition, the inventory adjustment of old MacBook models has led to a decline in overall shipments. The demand for laptops in the first half of the year remains to be seen. The M3/M3 Pro downgrade is not unfounded. The M3 Pro specifications have been reduced, and there is little incentive to upgrade. As Apple is one of TSMC's largest customers, reduced demand will affect TSMC's 3nm utilization rate.

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