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Morgan Stanley: MacBook Supplier Quanta Ramping Up Production of 15-Inch MacBook Air to Prepare for WWDC Launch

Morgan Stanley: MacBook Supplier Quanta Ramping Up Production of 15-Inch MacBook Air to Prepare for WWDC Launch

Research shared by investment firm Morgan Stanley shows Apple supplier Quanta Computer is likely gearing up production of new MacBooks.

In a Friday research note, shared by MacRumors, Morgan Stanley analyst Erik Woodring said Quanta Computer guided for high single-digit percentage growth in notebook assembly in the second quarter of 2023, when compared to the first quarter. Woodring believes the increase is to be driven in part by new MacBooks.

In his newsletter last month, Bloomberg‘s Mark Gurman said Apple would unveil the long-rumored 15-inch MacBook Air at WWDC 2023 next month. WWDC kicks off with a keynote address on June 5, running through June 9.

Apple’s first-generation 15-inch MacBook Air will use Apple’s M2 chip, says well-connected Apple industry analyst Ming-Chi Kuo. Most rumors indicate that there will be no external changes to the new MacBook Air, other than the larger display.

The new MacBook Air could be the only MacBook to debut at WWDC 2023 next month, as we don’t expect to see new 13-inch MacBook Air and 13-inch MacBook Pro models with the M3 chip launch until late this year or early next year, and we saw Apple’s 14-inch and 16-inch MacBook Pro equipped with M2 Pro and M2 Max chips just three months ago.