The global memory shortage that has already squeezed Mac mini and Mac Studio supply is now set to weigh heavily on the broader PC market, with IDC forecasting an 11.3% decline in global shipments for 2026.


According to IDC's Worldwide Quarterly Personal Computing Device Tracker, conditions are expected to worsen progressively through the fourth quarter, when shipments are forecast to fall 20% year-over-year, with no meaningful relief expected before the end of 2027. Average selling prices are rising and PC manufacturers are struggling to maintain full product portfolios.

The first quarter of 2026 offered a deceptively encouraging signal, with shipments growing 3% versus the same period last year, but that strength was largely artificial; both consumer and commercial buyers pulled purchases forward ahead of anticipated price increases and availability constraints. Some of that first quarter momentum is carrying into the second quarter, but the remaining quarters are expected to deteriorate. IDC forecasts average selling price growth of 17% in 2026, and even as memory capacity expands over the next two years, pricing is unlikely to return to 2025 levels. TrendForce previously warned that surging memory and CPU costs could push mainstream laptop prices up by nearly 40% this year.

Against that backdrop, Apple's MacBook Neo has driven stronger-than-expected notebook demand and prompted IDC to revise its notebook forecast upward. Launched in March at $599, the ‌MacBook Neo‌ pairs the A18 Pro chip with 8GB of memory and targets the sub-$700 notebook segment. This market accounts for approximately 75 million units annually, nearly 40% of total notebook volume, which is a tier historically dominated by Windows and ChromeOS devices.

The ‌MacBook Neo‌'s competitive ripple effects cut both ways. IDC said the device is "putting real pressure on the entire PC ecosystem," and expects rivals to respond with new silicon, a more efficient OS from Microsoft, and aggressive promotional pricing. The competitive pressure from the ‌MacBook Neo‌ is providing a partial offset to broader price increases, keeping some low-cost notebook options alive, though the overall average selling price trajectory remains firmly upward.

While rising memory costs are pushing many PC vendors toward higher-priced systems or forcing specification cuts to defend lower price points, Apple has moved in the opposite direction. The memory shortage has had a more direct impact on Apple's higher-end Mac models, with ‌Mac mini‌ and ‌Mac Studio‌ models seeing configuration cuts and significant shipping delays as the company struggles to secure supply.
This article, "MacBook Neo Disrupts a PC Market in Decline, IDC Says" first appeared on MacRumors.com

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Apple shipped 1.1 million MacBook Neo units in the first quarter of the year, according to IDC, making it one of the strongest Mac debut performances in recent memory (via TechCrunch).


The figure is particularly striking given that the laptop was only available for roughly three weeks of the period, having gone on sale in mid-March. Shipments began spiking from early April, suggesting the March tally understates underlying demand. By comparison, the M5 MacBook Air shipped over 900,000 units in its debut quarter, while the M5 MacBook Pro shipped 550,000.

Apple introduced the ‌MacBook Neo‌ in early March with a starting price of $599, which is roughly 45% below the entry-level ‌MacBook Air‌. The laptop features an aluminum chassis and a 13-inch Liquid Retina display, but uses an A18 Pro chip rather than an M-series processor, along with 8GB of RAM, to reach the lower price point.

Of the units shipped globally during the quarter, 44% went to the U.S., while India accounted for approximately 18,000 shipments despite the short availability window, with retailers reportedly struggling to secure adequate inventory.

Counterpoint Research said that the ‌MacBook Neo‌'s significance extends beyond its early sales, noting that it is helping Apple compete in lower-priced notebook segments where Macs have historically had little presence.

Although it is still early, the MacBook Neo launch stands out as one of Apple's most strategically important recent Mac releases, especially as the wider PC market deals with rising memory costs and "shrinkflation," while Apple is expanding its reach.

The ‌MacBook Neo‌ could eventually help Apple grow its share of the $400 to $699 notebook market from about 2% to around 15%. IDC believes the opportunity extends to consumer and small-business laptop segments beyond first-time buyers. The ‌MacBook Neo‌'s popularity could also displace some older models, including the M1, M2, and M3 ‌MacBook Air‌, which have historically driven volume in markets like India when sold at discounted prices during sales events.

The launch is already prompting responses from rivals. Dell this week unveiled a new XPS 13 laptop starting at $699, aimed at the same segment, citing the ‌MacBook Neo‌'s arrival as evidence of strong demand for premium-quality laptops at accessible prices. IDC forecasts a "very big spike" in ‌MacBook Neo‌ shipments in the current quarter as Apple works through supply constraints and expands availability.
This article, "MacBook Neo Outsold Every Other Mac in Its Debut Quarter" first appeared on MacRumors.com

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Apple's Vision Pro headset is still failing to see appeal among consumers, according to a new report from the Financial Times.


Data from IDC claims that Apple shipped 390,000 Vision Pro units in 2024. IDC expected Apple to ship just 45,000 new Vision Pro units in the latest quarter of 2025. The Financial Times stressed that this compares to millions of iPhones, iPads and MacBooks sold each quarter. Luxshare, the Vision Pro's assembler, apparently halted production of the headset at the start of 2025.

According to Sensor Tower, Apple has apparently reduced digital advertising spending for the Vision Pro by more than 95% over the past year in key markets including the United States and United Kingdom. The report also noted that Apple did little to expand the device's international rollout in 2025.

Morgan Stanley analysts told the Financial Times that "the cost, form factor and the lack of VisionOS native apps are the reasons why the Vision Pro never sold broadly." Since the device's debut in 2024, critics have highlighted practical shortcomings such as the device's weight, discomfort during extended use, and limited battery life.

Apple is said to be struggling with a platform adoption problem, with an insufficient number of users to motivate developers and insufficient apps to attract users. Apple says around 3,000 apps are designed specifically for Vision Pro, a figure that lags far behind the rapid growth of the iPhone App Store after its launch in 2008. Appfigures notes that this total likely includes niche and industry-specific software.

The challenges facing the Vision Pro reflect broader weakness in the virtual reality market. According to Counterpoint Research, global VR headset shipments declined 14% year on year. Meta still dominates the sector, accounting for around 80% of sales with its Quest headsets, which are significantly cheaper than the Vision Pro but less technologically advanced. Even so, Meta has reportedly scaled back its own marketing spend for VR hardware, suggesting limited consumer momentum across the category.
This article, "Report: Apple Vision Pro Is Still Failing to Catch On" first appeared on MacRumors.com

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