Apple Inc (NASDAQ:AAPL). is projected to transition to Central Processing Units (CPUs) from a 3-nanometer (nm) node at Taiwan Semiconductor Manufacturing Company (TSMC) by 2024, according to reports. This move could lead to a decrease in deliveries of Arm-based notebooks next year. The tech giant first introduced its M2 Macs in June 2022, later expanding the lineup with high-end Mac Studio and Mac Pro models.
The same reports suggest that Apple is poised to release its first MacBooks integrated with TSMC's 3nm fabrication process in 2024. This coincides with a recent forecast predicting a 4.7% boost in global notebook shipments that year, owing to deflation and the debut of innovative products.
However, the market anticipates a drop in the share for notebooks utilizing Arm-based processors in 2023, aligning with Apple's shift from these processors to CPUs manufactured by a 3nm node at TSMC.
The highly anticipated M3 chip is predicted to replace the current 5nm-based M2 chip and is expected to be fabricated using TSMC's 3nm process, which is likely to offer superior performance and energy efficiency.
In addition, Apple is expected to announce new entry-level MacBook Pro, MacBook Air, and iMac models that come equipped with the M3 chip. Also, an upgrade for the microLED display of the 14-inch and 16-inch MacBook Pro models is expected soon.
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