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'MacBook Ultra' May Drive Industry Shift to Hybrid OLED Laptop Displays

Apple's upcoming OLED MacBook Pro – aka "MacBook Ultra" – is expected to be the primary driver of a hybrid OLED laptop display market worth $4 billion this year, according to a new Omdia research report ($).


The report corroborates rumors that Apple's first OLED MacBook will use a hybrid OLED architecture combining oxide TFT (thin-film transistor) and tandem OLED layers. The combination is already used in Apple's iPad Pro models, and offers higher brightness, improved power efficiency, and longer lifespan compared with conventional single-stack OLED panels.

Samsung Display is said to be making the panels, and the supplier has invested heavily in an 8.6-generation OLED production line in South Korea. The line recently reached a key milestone for mass production.

It will be the first time the combination has been used for a laptop in the 14-inch and 16-inch range, and Apple's adoption is expected to pull the rest of the OLED laptop industry in the same direction. Omdia estimates that hybrid OLED panels will account for 12.6% of all OLED laptop shipments in 2026, rising dramatically to 89.5% by 2033.

Omdia says manufacturers are already exploring new patterning methods for large OLED panels. In addition to the established Fine Metal Mask (FMM) process, it says technologies such as inkjet printing (IJP) and fine photolithography mask (FPM) are being developed to improve production efficiency for larger screens.


Apple's first OLED MacBook Pro will also feature a touchscreen display, according to analyst Ming-Chi Kuo. The claim has been corroborated by Bloomberg reporter Mark Gurman, who also says the laptops will have "thinner and lighter frames." Apple is apparently focusing on delivering the thinnest possible device without compromising on battery life or major new features. That might also mean a higher price point and a new "Ultra" tier for the laptop.

The redesigned 14-inch and 16-inch MacBook Pro models are also expected to have a hole-punch camera at the top of the display, and it could potentially be housed in a pill-shaped cutout similar to the iPhone's Dynamic Island, rather than the notch MacBook Pro owners are accustomed to. Gurman says the machines will be powered by M6 chips and are being readied for a late 2026 or early 2027 launch. As things stand, the latter time frame is now looking more likely, owing to the global memory chip shortage.
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Tags: OLED, Omdia
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Kuo: Apple's Vision Pro Successors Off the Table as Focus Shifts to Smart Glasses

Incoming Apple CEO John Ternus signed off on a major revision of Apple's Vision Pro and smart glasses plans, consolidating Apple's work in the category.


According to Apple analyst Ming-Chi Kuo, Ternus nixed plans for a second Vision Pro and a lighter Vision Air. Kuo says there are only two smart glasses products in development, including the AI smart glasses that Apple is creating to rival the Meta Ray-Bans and a display-equipped set of AR smart glasses.

"I think removing the Vision Pro line was the right call, as Apple shifts resources toward smart glasses with greater mass-market potential," writes Kuo. Kuo says that the Vision products roadmap that he shared in June 2025 is no longer a useful reference because of the major changes that Apple has made to its plans over the last year. Kuo's product timeline originally featured seven products, but now it features just two that are still relevant.

Kuo believes the AI smart glasses will ship in 2027, while the display-equipped augmented reality glasses with "optical waveguides" won't come out until 2029 at the earliest. Optical waveguides pair a micro-display with waveguides that guide the image to the user's eyes. Lenses remain transparent, so the virtual content looks like it's overlaid on the real world view.

Bloomberg's Mark Gurman weighed in on Kuo's report and said the Vision Air was discontinued in October 2025, the display glasses meant to pair with a Mac were sunset in January 2025, and AI smart glasses will launch at the end of 2027.

While Kuo does not believe Apple is working on any version of a Vision Pro, Gurman claims Apple has a Vision Pro 2 "in testing" but the category is "on ice." Earlier this week, Gurman also said Apple is working on a cheaper, lighter Vision Pro, but the device is unlikely to launch before late 2028 or 2029.

John Ternus is set to take over as Apple's CEO on September 1, 2026. Current Apple CEO Tim Cook will remain on as Executive Chairman.
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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 β€ŒMacBook Neoβ€Œ 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 β€ŒMacBook Neoβ€Œ'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 β€ŒMacBook Neoβ€Œ 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 β€ŒMac miniβ€Œ and β€ŒMac Studioβ€Œ models seeing configuration cuts and significant shipping delays as the company struggles to secure supply.
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Tag: IDC
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Google Expands AirDrop Support to More Android Phones

Google today said its Quick Share feature that allows Android and iPhone users to exchange files with AirDrop is expanding to more devices.



Quick Share is now available on the following Android smartphones.

Samsung:

  • Galaxy S26, S26+, S26 Ultra

  • Galaxy S25, S25+, S25 Ultra, S25 Edge (new)

  • Galaxy S24, S24+, S24 Ultra (new)

  • Galaxy Z Flip7 (new)

  • Galaxy Z Fold7 (new)

  • Galaxy Z Flip6 (new)

  • Galaxy Z Fold6 (new)

  • Galaxy Z TriFold (new)


Google:

  • Pixel 10, 10 Pro, 10 Pro XL, 10 Pro Fold, 10a

  • Pixel 9, 9 Pro, 9 Pro XL, 9 Pro Fold, 9a

  • Pixel 8a


Other Smartphone Makers:

  • HONOR Magic V6 (new)

  • OnePlus 15 (new)

  • Xiaomi 17T Pro

  • OPPO Find X9, X9 Pro, X9 Ultra, X9s

  • OPPO Find N6

  • Vivo X300, X300 Pro, X300 Ultra


Quick Share is the Android equivalent of AirDrop, and Google added AirDrop integration in November 2025. iPhone users can AirDrop files and photos to Quick Share-enabled Android devices, while Android users can use Quick Share to send files and photos to iPhone users.

On an Android device, users need to make sure the Share with Apple devices setting is turned on and that the iPhone user sets AirDrop visibility to "Everyone for 10 minutes" through the Control Center. From there, an Android to iPhone file transfer is identical to a standard AirDrop transfer on the iPhone end.

On an iPhone, sharing a file to an Android smartphone is done through the standard AirDrop interface. Android owners receiving files will need to make sure Quick Share Receive mode is on, and then an iPhone user sending a file will see the Android device in the AirDrop list.

Android devices that are not compatible with Quick Share can generate a QR code that can be used to share content with iPhone users via the cloud.

Though Google positions the Quick Share to AirDrop file transfer feature as an Android/iPhone option, Android users can also exchange files with iPads and Macs.

Google plans to bring Quick Share to the Motorola Razr Fold 2026, OPPO Find X8 series, and HONOR Magic8 Pro in the coming months.
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MacBook Neo Outsold Every Other Mac in Its Debut Quarter

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 β€ŒMacBook Neoβ€Œ in early March with a starting price of $599, which is roughly 45% below the entry-level β€ŒMacBook Airβ€Œ. 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 β€ŒMacBook Neoβ€Œ'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 β€ŒMacBook Neoβ€Œ 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 β€ŒMacBook Neoβ€Œ's popularity could also displace some older models, including the M1, M2, and M3 β€ŒMacBook Airβ€Œ, 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 β€ŒMacBook Neoβ€Œ's arrival as evidence of strong demand for premium-quality laptops at accessible prices. IDC forecasts a "very big spike" in β€ŒMacBook Neoβ€Œ shipments in the current quarter as Apple works through supply constraints and expands availability.
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2027 Apple Watch Could Adopt Next-Generation OLED Display Tech

Apple is evaluating a new OLED display backplane technology that could make future Apple Watch models more power efficient, according to a new report from Korean publication The Elec.


LG Display is said to be developing high-mobility oxide, or HMO, thin-film transistor technology for its sixth-generation small and medium-sized OLED production lines. The technology is reportedly being considered by Apple as a next-generation successor to low-temperature polycrystalline oxide, or LTPO – the TFT backplane technology currently used to enable iPhone and Apple Watch features like always-on displays and variable refresh rates.

HMO is designed to improve on conventional oxide TFT displays by increasing electron mobility (i.e., how easily electrons move through the transistor material when an electric field is applied). Mobility is important for driving OLED panels while keeping power consumption low, and The Elec says current mass-produced oxide TFTs typically offer mobility below 10 cmΒ²/Vs (square centimeters per volt-second), whereas the industry is targeting around 30 to 50 cmΒ²/Vs for its next-generation OLED products.

LG Display is also reportedly using a "sputtering" process that could make the technology easier to integrate into existing production lines.

Meanwhile, OLED supplier Samsung Display is said to be pursuing a different approach that uses atomic layer deposition (ALD), which involves laying down extremely thin films one atomic layer at a time. ALD is a slower process, but it suggests Samsung may be trying to create a more carefully controlled oxide transistor layer than HMO allows for.

The report goes on to suggest that the first Apple product to use LG Display's HMO technology could be next year's Apple Watch. Apple has historically tested new display backplane technologies in the Apple Watch before expanding them to larger-volume products such as the iPhone, so this could also represent an initial step towards wider adoption.

The report notes that LG Display still needs to validate the HMO technology for mass production, and that involves verifying mobility, uniformity, reliability, process temperature, and yield. As such, commercial adoption is not yet guaranteed.

So far, rumors suggest this year's Apple Watch lineup won't include any major design changes, with a redesign said to be unlikely before 2028. However, those reports don't necessarily rule out the possibility of Apple adopting the new, more power-efficient OLED technology in 2027.
Tags: OLED, The Elec
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Apple Cash in iOS 27 Will Help You Split Bills With Just a Photo

iOS 27 will include a nice quality-of-life improvement for those who frequently split bills with friends and family, allowing them to easily take a photo of a receipt and generate payment requests for different people, according to Bloomberg's Mark Gurman.


The feature will be tied to the peer-to-peer Apple Cash feature in the Wallet app, which lets users easily send money to other people and even make purchases.

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MacRumors.com" first appeared on Apple Cash in iOS 27 Will Help You Split Bills With Just a PhotoThis article, "
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by scanning items like movie tickets, concert passes, and gym membership cards.let users create their own digital passes This functionality isn't the only Apple Wallet improvement coming β€ŒiOS 27β€Œ, as the update will also bring the ability to

The bill-splitting feature will be available through the Wallet and Messages apps, and users will be able to approve payments from an Apple Watch.

Gurman says that Apple is intending to announce the new feature "as early as next week" at WWDC, and it should be included in the upcoming β€ŒiOS 27β€Œ release. Notably, Apple Cash is currently only available in the United States.
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