A pair of new investor notes on Apple have been shared by famous analyst Ming-Chi Kuo of KGI Securities. He offers new supply chain details on the upcoming iPhones of 2018, and about the AirPod demand, among other things. However, the most striking of all information is his claim that Apple is planning a more affordable 13-inch MacBook Air for this year.
Kuo predicts that Apple will release a new MacBook Air “with a lower price tag” during the second quarter of 2018. He expects that the new MacBook Air will help push shipments of the laptop series up by 10-15 percent this year. While Kuo doesn’t reveal too many details about this purported new MacBook Air, the report does corroborate a similar report from Digitimes that came out earlier this year. That report also said that Apple is planning a new addition to the MacBook line for launch in the second half of the year. Described as a ‘13-inch entry-level MacBook’, it sounded like a successor to the MacBook Air, however cheaper.
Currently, the MacBook Air is sold in India at a starting price of Rs 77,200. So, if the reports are true about the new more affordable MacBook Air, you can expect one cheaper than that as well.
In addition to that, the investor note also talks about “the growing success of AirPods”. The report reveals that KGI is “positive” on shipments of AirPods and predicts the refreshed model will come in the second half of the year, driving strong year-over-year growth.
About the new iPhones for 2018, Kuo focuses on the entry-level 6.1-inch model, saying it will make for a strong year for suppliers such as Unimicron, as well as Apple partners Wistron and Pegatron. The investor note also mentions the somewhat-forgotten Apple HomePod, saying that its demands have been “mediocre” thus far. Overall, the analyst says he holds a “neutral” view of demand for the smart speaker based on “shipping time”.