The global memory chip shortage is now affecting the availability of Apple's most popular Mac, the MacBook Air, according to Bloomberg's Mark Gurman.
Gurman notes that the shortage—driven by surging demand from AI companies that consume vast amounts of memory chips—has already impacted Apple's more niche desktops, the Mac mini and Mac Studio. However, the company now appears to be struggling to keep the MacBook Air in stock, with retailers reporting that supply has become more constrained than ever before.
Extended Delivery Times
Customers attempting to order a MacBook Air through Apple's website are facing wait times extending into the latter half of August, with certain configurations slipping to September. This marks a significant delay compared to the usual turnaround, reflecting the severity of the supply crunch.
Apple's Response
According to Gurman, Apple is taking multiple steps to mitigate the issue. The company has raised prices on Mac and iPad models, and is sourcing memory components from Chinese suppliers to diversify its supply chain. Additionally, Apple delayed its annual back-to-school promotion from June, a move that underscores the severity of the constraints.
In a notable shift, Apple's marketing materials now highlight the base model of the MacBook Pro more prominently, and for the first time, include a disclaimer warning that the "MacBook Air is subject to availability." This strategic pivot suggests Apple is steering customers toward more readily available alternatives while it works to resolve the shortage.
As the AI-driven demand for memory chips shows no signs of abating, industry analysts expect supply challenges to persist into the next year. For now, prospective MacBook Air buyers may need to plan ahead or consider the MacBook Pro as a more immediate option.
via TechCrunch