Apple Inc. plans on growing its MacBook line-up in the enterprise markets. KGI Securities analyst Ming-Chi Kuo, who expect it to be a bright spot for the firm in the coming year, notes that the firm could bolster its line-up with an update in the first half of the year.
Skylake to power new Apple MacBook’s
Kuo notes the MacBook lineup could pave the way for Apple’s growth this year. The growth of Apple’s notebook lineup has been solid among businesses, and Kuo expects the upgrades, which Apple will likely make by June, will help accelerate the sales. Apple suppliers SZS and Casetek will also benefit from the demand for the newly upgraded MacBook models.
In a note to the investors on Sunday, Kuo revealed his forecasts. Though he did not reveal much about the anticipated upgrades, chances are the firm is waiting for Intel to release its new Skylake processors to use in its next-gen notebooks.
Intel’s Skylake is a follow up to Broadwell, offering usual performance improvements like a boost of 10 to 20% to CPU speeds and of 16 to 41% to integrated graphics chips. Also, the smaller 14-nm architecture will continue a trend towards efficient power use. A switch to Skylake, will also better the battery life of the laptops by 30%.
Kuo didn’t specify the upgrades that the new Apple Inc. notebooks might offer, and didn’t even indicate the lineups to which the firm will make updates. “But Sunday’s report was the well-connected insider’s first indication that new MacBooks will arrive in the first half of the year,” says Apple Insider.
Drop in Apple stock a concern
Apple shares have fallen by 11% after the release of the last earnings report in October owing to concerns that the iPhone sales could drop. Apple’s December quarter results, due on Tuesday, will offer the investors a closer look whether the slump was justified or not.
The stock slide is very much worrisome for the firm even after it reported sales growth of 28% to $233.7bn for the latest fiscal year. Global equity prices have dropped due to concerns over global economic growth fueled by falling oil prices and a weak Chinese economy. So, the drop in Apple’s stock makes sense, but there are some factors that contribute to Apple Inc. angst.
Apple’s reliance on the iPhone is growing day by day even though the firm expanded the line-up last year to include the Apple Watch, a new Apple TV and Apple Music. Despite that the iPhone is the most important product for the firm and biggest money maker as well.