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"While we continue to see fairly favorable unit trends in the September quarter with back-to-school, our supply chain checks indicate low visibility in the December and March quarters, which we believe will likely impact build plans," analyst Shaw Wu told clients.
Based on those findings, Wu said he's decided to once again "err on the conservative side," as he believes tough macroeconomic conditions will lead system builders and distributors to keep their inventory levels low.
"In addition, our supply chain checks indicate a mix shift towards low-end and mid-range Macs as it appears that more affluent consumers may be feeling the effects of a tighter credit environment," he wrote. "MacBook Air sales and build plans appear more modest after more robust levels."
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