Monday, June 27, 2011

Apple notebook upstream supply chain to run in full gear starting July

Makers in the upstream supply chain for Apple notebook products will run in full gear starting July preparing needed parts and components for the vendor's new MacBook Air models, according to sources in the supply chain. Apple is expected to take deliveries of over eight million MacBook Airs in the third quarter, nearly doubling from the previous quarter, the sources estimated.

Shipments of parts and components for MacBook lineups totaled an equivalent of 2.2-2.4 million MacBooks in June, and orders for July are likely to top 2.7-2.8 million units, said the sources, noting that the increase is in line with Apple's previous strategy to ramp up deliveries prior to the launch of new products.

The sources have also raised the projected shipments of MacBook notebooks for 2011 to 15 million units, compared to 13 million forecast previously.

The new MacBook Air is also expected to feature Apple's new Mac OS X, Lion, and support the Thunderbolt interface, the sources indicated.

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