The new MacBook Air from Apple is supposed to ship in its highest volume ever, according to analyst Mingchi Kuo from Concord Securities. 700,000 Macs out of the 4.1 million estimated to ship in the fall would be ultraportables. This means 17 percent of the total number. Furthermore, 420,000 of them would be represented by the 11-inch model, and the analyst is confident that buyers are inclined to trade speed for size and price.
The analyst’s story corroborates one of the largest Apple productions for the MacBook Air starting from September.
The analyst also says to know some parts suppliers. The 11-inch display would be made by AU Optronics, while the unibody aluminium chassis would be the creation of Catcher. Auras is supposed to make the heat spreader and the cooling fan. The final assembly is handled by Quanta.
A long term forecast is not possible, but Kuo thinks that the release of the Mac OS X Lion would represent a jumpstart able to bring customers towards the Air as a secondary option.
Traditionally, ultraportable sales have been associated to a niche, compared to larger product lines. Systems such as Sony VAIO X or Dell Latitude E series have often been downplayed when compared to bigger models. However, Apple has reversed this situation and has projected the Air as the long-term future of all of its designs. Therefore, its production numbers possibly reflect its position.
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