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MacBook Neo is So Popular That Apple Reportedly Doubled Production

On an earnings call in late April, Apple's CEO Tim Cook said that customer response to the MacBook Neo was "off the charts," and the popularity of the laptop has reportedly led the company to significantly boost production.


Apple supply chain analyst Ming-Chi Kuo this week said he believes that MacBook Neo shipments to Apple were doubled from an initial target of 5 million units to 10 million units in 2026 at some point after the laptop launched in March.

Apple was very optimistic about the MacBook Neo before announcing it, but the company still "undercalled" the level of enthusiasm that the laptop would generate, according to Cook. He said that MacBook Neo demand exceeded Apple's expectations and helped to drive a record number of first-time Mac buyers last quarter.

New figures from market research firm IDC support Apple's claim that the MacBook Neo is selling well, and the Windows PC industry has taken notice. For example, Dell recently introduced a redesigned XPS 13 laptop from $699 and said it has features "you won't find on a MacBook Neo," such as a touch screen and a backlit keyboard.

"Apple's MacBook Neo is a capable machine, and its arrival confirms that there's real appetite for premium quality at accessible prices," admitted Dell.

With a starting price of $599 in the U.S., or $499 for college students, the MacBook Neo is Apple's most affordable MacBook ever. Powered by the iPhone's A18 Pro chip, the laptop is available in colorful finishes like Citrus and Blush.

A second-generation MacBook Neo is expected to be released next year with an A19 Pro chip and 12GB of RAM.
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MacBook Neo Disrupts a PC Market in Decline, IDC Says

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.
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