Apple laptop shipments, more
9to5Mac Daily
9to5Mac
4.6 • 624 Ratings
🗓️ 3 April 2026
⏱️ 7 minutes
🧾️ Download transcript
Summary
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Stories discussed in this episode:
- Eddy Cue just explained why Apple's credit card charges feel so random
- Apple to outperform broader notebook market amid downturn
- Apple Fitness chief Jay Blahnik retiring in July after 13-year tenure
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Transcript
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| 0:00.0 | Welcome to 95 Mac Daily for Friday, April 3rd, 26. I'm your host, Chance Miller. We are sponsored this week by Backblaze. |
| 0:12.7 | Leading off today, analysts at Trendforce have revised their 26 notebook shipment estimates downward. |
| 0:20.0 | Apple, however, is standing out as the exception. |
| 0:23.5 | Trend Force initially estimated that full-year notebook shipments for 2026 would be down by 9% year-over-year. |
| 0:31.4 | The analysts now, however, are predicting a drop of 15% year-over-year due to what's described as |
| 0:37.4 | deteriorating in-market demand and rising supply chain cost. |
| 0:42.9 | Trendforce cites macroeconomic headwinds as one of the reasons for weaker than expected demand in the |
| 0:48.4 | consumer market so far. Meanwhile, the rapid expansion of computing demand for AI continues to drive up cost. |
| 0:56.3 | As key component costs continue to climb, notebook brands are gradually passing on those increases to customers. |
| 1:04.2 | Trendforce expects pricing to continue to rise in the coming quarters, which in turn will make consumers even more cautious and more reluctant to make new purchases. |
| 1:13.7 | But as for Apple specifically, TrendFour says that its highly standardized product specifications, streamlined model lineup, |
| 1:22.8 | and concentrated memory capacities and configurations, enable it to scale procurement volumes, and |
| 1:28.8 | strengthen its long-term contract negotiations better than other companies. As a result, |
| 1:35.3 | trend force expects Apple to outperform the broader market, with shipments growing by 7.7% year-over |
| 1:42.0 | year. We are sponsored this week by Backblaze. |
| 1:45.3 | If you travel with your MacBook, you're carrying your digital life with you. |
| 1:50.2 | ICloud keeps your files in sync across devices, while Time Machine protects you locally. |
| 1:55.5 | But what if while you're traveling, your MacBook is lost or damaged? |
| 1:59.1 | Would you have an off-site backup? |
| 2:02.1 | Well, Backblaze runs automatically and creates a separate backup of your entire Mac in the cloud, including external |
| 2:08.0 | drives. I've used Backblaze before, and it's easy to use. You set it up once, and you forget |
| 2:13.6 | about it. So, ICloud for Sync, Time Machine for local backup, and Backblaze for off-site protection. |
... |
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