
Kuo notes that Apple may reveal more details about the Apple Watch before its official launch, revealing specifics on battery life and the start of pre-orders. Most components of the Apple Watch will see high shipments during the quarter, but other key components are expected to see low production yields which may cause a constrained supply. Kuo predicts that Apple will ship 2.8 million Apple Watch units in Q1 2015, and his estimate for a March launch falls in line with previous reports.

Kuo's estimate for a Q1 2015 launch of the new 12-inch MacBook Air falls in line with a report earlier this month which stated that Apple supplier Quanta Computer was ramping up production of the notebook for a release this quarter. The 12-inch MacBook Air is expected to feature a new ultra-thin, fan-less design with a high resolution Retina display and a low-power Intel Core M processor. The notebook is also said to be one of the first to take advantage of the new reversible USB Type C connector, which may also be used for charging.
