Apple's Mac product line increased significantly by 115% in the first quarter of 2021, of which the Macbook series equipped with M1 chips accounted for a large part of the number, but by 2022, it seems difficult to replicate such success.

Apple 's Mac product line increased significantly by 115% in the first quarter of 2021, of which the Macbook series equipped with M1 chip accounted for a large part of the number, but by 2022, it seems difficult to replicate such success. According to MacRumors, Apple's Macbook series equipped with M1 chips will reduce orders by 15% in the first half of 2022, with parts shortage being the culprit. In addition, there are changes in demand structure caused by the new crown epidemic and the replacement of new and old products.

It is understood that the impact of this supply chain will appear around the mid-term of the first quarter of 2022. The most serious shortage is the power supply IC chip, and the delivery cycle has been extended to 52 weeks. It may not be the only one that is affected, but other PC manufacturers will also encounter challenges such as shortage of parts supply. Laptop shipments are expected to drop by 10% to 15% in 2022, higher than previous expectations of 0% to 10%. In addition, in Apple's supply chain, the largest expected growth component is the ABF substrate. If Apple reduces orders, it will cause relevant companies to generate certain investment risks .

In the middle of this year, Intel and AMD encountered ABF substrate problems. The lack of ABF substrate has affected the shipment of Intel motherboard chipsets, entry-level cheap processors and high-end processors for servers. To this end, Intel also invests in the production of packaging facilities and substrates, hoping to ensure supply by completing the production of ABF substrates in its own packaging facilities.

AMD CEO Su Zifeng once said that the market demand has been a bit higher than AMD's expectations, and will cooperate more closely with manufacturers in the supply chain from various levels such as wafer , packaging and testing and substrate capacity . At the same time, AMD will take advantage of this opportunity to invest in some substrate production capacity specifically for AMD. It is said that ABF substrate companies in Apple's supply chain are interested in winning orders from AMD to alleviate the losses caused by Apple's orders.