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After a quick 1.1M sales, MacBook Neo set to reshape the PC industry

3 June 2026 at 12:20

Apple’s MacBook Neo appears to be a triumph of strategic disruption that has already cast shock waves across the industry — and that energy is still playing out.

Approximately 55,000 MacBook Neo computers have been sold every day since it was introduced in March, according to IDC data (as first noted by TechCrunch). In fact, it looks as if Apple sold 1.1 million of these Macs in the first 20 days of sale, the analysts said.

There’s no real reason to imagine that level of demand has declined very much.

MacBook Neo: Millions sold

After all, not only do these Macs continue to dominate Amazon’s US laptop charts, but supply chain rumors claim Apple has doubled its manufacturing orders. “MacBook Neo shipments have come in better than expected, with the 2026 shipment forecast raised from 5 million to 10 million units,” Apple analyst Ming-Chi Kuo said recently. 

IDC’s March data may not capture the larger extent of the demand, as IDC analyst Navkendar Singh pointed out that MacBook Neo shipments “began to spike from early April”, which suggests demand has accelerated since then.

MacBook Neo demand exceeded expectations across multiple nations, including in India, where the company shifted 18,000 of them in the opening weeks.

Doing the business

Apple has also instructed processor maker TSMC to manufacture additional A18 processors specifically for its affordable laptop, while earlier speculation has claimed the company has been using ongoing memory price increases as a strategic competitive tool.  (The Neo starts at $599, with a pricier model set at $699.)

By expanding the potential customer base for Macs with a lower cost Neo, Apple is aiming a claim at the biggest-selling part of the PC market. And it is doing so even as rapidly increasing component prices force others to choose between higher product prices and profitability, or much-reduced margins in to compete at the same price. levels

That’s a losing battle; competitors for the most part can’t hope to match Apple’s bargaining position when it comes to the cost of components like memory because they don’t have the same scale. That means that even when component costs increase for everybody, Apple pays less, because it orders more. 

That scale means that for many component suppliers, it’s Apple’s business that keeps the meat on the table while other customers merely contribute the gravy. So, suppliers are happy to make deals with Apple to secure that main course — to continue the analogy — but are less likely to match those deals for dessert. As such, Apple is expected to be the only laptop vendor to see growth this year.

Apple’s great game

IDC’s figures confirm Apple’s strategy is working, with strong demand for the Neo, and, indeed, all Apple’s new laptops. At the same time, the researcher predicts overall global PC shipments will decline 11.3% this year, with a painful 20% sales drop envisioned for Q4. 

“We’re not seeing any relief to the memory shortage situation before the end of 2027, which means prices will continue to rise and PC manufacturers will struggle to maintain full product portfolios for the foreseeable future,” Jean Philippe Bouchard, vice president of devices and consumers at IDC said in a statement.

“The introduction of the MacBook Neo is putting real pressure on the entire PC ecosystem,” added Jitesh Ubrani, research manager for IDC’s Consumer Devices Trackers. 

Competitors are already responding with new devices equipped with ARM-based processors and aggressive promotional pricing. But none truly match what Apple has with MacBook Neo, and all must reach profitable scale to compete long-term. 

None have yet done so.

The strategy makes sense

“The MacBook Neo launch stands out as one of Apple’s most strategically important recent Mac releases,” Counterpoint analyst David Naranjo said. 

Apple is directly targeting customers that previously saw its products as too expensive. That allows it is also to aggressively build business in parts of the market such as education that tend to be more resilient to economic headwinds. MacBook Neo is also enjoying strong demand across the enterprise.

Both these parts of the market give Apple’s competitors their lunch. “The competitive pressure from the Neo is providing a partial offset to broader price increases, keeping some low-cost notebook options alive,” Ubrani said. “But the overall trajectory for average selling prices (ASPs) is firmly upward. IDC forecasts ASP growth of 17% in 2026, and even as memory capacity expands over the next two years, pricing is unlikely to return to 2025 levels.” 

Apple’s control over its processors, along with its strategic approach to component purchasing, means it should be able to maintain its existing Mac price points for a while. “Apple’s vertical integration (own silicon, own OS) gives it more levers than competitors reliant on third-party chips and Microsoft licensing,” Hexnode CEO Apu Pavithran told me recently.

So, while PC makers either exit the market or raise prices in pursuit of profits, MacBook Neo will continue racing off the shelves, particularly to large enterprise and education customers. 

The endgame? 

The Neo is more than a lower-cost Apple notebook. It’s a hugely disruptive product that is already driving noteworthy change across the PC industry; it’s forcing competitors to make difficult choices between cost and price — even as they grapple with the existential challenges of memory shortages, component price hikes, and raw materials costs. 

That’s not bad for a product that costs your local school just $499.

Just a reminder: the original $399 iPod cost only slightly less when it was first introduced, before subsequently disrupting the music industry.

You can follow me on social media! Join me on BlueSky,  LinkedIn, Mastodon, and follow The Core.

If I had a hammer... it might actually be a rhino tooth

2 June 2026 at 20:54

One way archaeologists learn how ancient people, including Neanderthals, did things is to attempt to do those things themselves, a process called experimental archaeology. Normally, that involves making stone tools, butchering deer, or distilling birch tar. But in a new study, it meant doing very destructive things to teeth from one of the world’s most carefully protected animals.

That's because the archeologists suspected that Neanderthals once used rhino teeth as tools. By using the teeth to make stone tools, the researchers demonstrated that Neanderthals probably did the same thing, adding to what we know about the wide range of items in their toolkits.

We need to hit some rhino teeth with rocks for science

Some Neanderthal archaeological sites in Europe and Asia seem to have many more rhinoceros teeth lying around than you’d expect. We know Neanderthals hunted a now-extinct species of rhinoceros in Europe and eastern Asia, but the people who had inhabited these sites looked like they had been collecting rhino teeth for some reason.

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© By Bernard DUPONT from FRANCE - White Rhino Skull, CC BY-SA 2.0, https://commons.wikimedia.org/w/index.php?curid=55453022

Alien Spacecraft or Interstellar Comet?

2 September 2025 at 07:54
The discovery of interstellar object 3I/ATLAS raises speculation about its nature, with some suggesting it could be an alien spacecraft. However, most astronomers believe it is a comet. The question highlights differing belief systems regarding the origins of life, with critics emphasizing the necessity of extraordinary evidence for such claims.

Orbs Orbit Aircraft | Faked Imagery, Alien Spacecraft or Covert Military Tech?

21 May 2025 at 04:35
The video clip of orbs circling a passenger plane prompts speculation about its origins, including faked footage, extraterrestrial craft, or military technology. After analysis, I dismiss the latter two due to physical impossibilities, instead propose that these are interdimensional craft linked to the spiritual realm.

A Brief History of the Earth’s Magnetic Field

Carl Friedrich Gauss initiated a scientific journey into the properties of the Earth's magnetic field. I describe its history from a Young Earth creationist perspective, suggesting a history of less than 8,000 years, and exploring correlations in the data regarding axial tilt and magnetic changes since creation.

High Priest Gate Keepers Control the Information Flow

27 March 2025 at 20:51
I reflect on the challenges scientists encounter when publishing unconventional research in premier journals, particularly when contradicting established paradigms like the big bang theory. Censorship within academia restricts free expression, making publication difficult. The narrative illustrates the persistence required to publish alternative theories, highlighting systemic biases and gatekeeping in scientific discourse.

The Physics of Creation | Day 6

21 January 2025 at 22:22
Day 6 of creation, God created air-breathing land animals and the first humans, Adam and Eve, who were to have dominion over all creatures. I discuss the theological and scientific implications of this creation, emphasizing the unique role of humans and the perfection of the original creation, free from all defects.

Is Earth Unique? The Case Against Extra-Terrestrial Life

9 January 2025 at 22:05
The Search for Extra-Terrestrial Intelligence (SETI) program has yielded no evidence of intelligent life beyond Earth, raising questions about life’s uniqueness to our planet. Critics claim SETI lacks empirical support and resembles ufology. The author argues that life is a divine creation, asserting evolution cannot account for life's origin or complexity.

Have Aliens Already Terraformed Other Planets?

6 January 2025 at 22:13
A research paper proposes that advanced alien civilizations might be terraforming planets and spreading life through panspermia. It suggests that similarities among clustered planets could indicate extraterrestrial life, while acknowledging the challenges in detecting such life. This approach sidesteps the fundamental questions of life's origins.

Apple’s M1 MacBook Air refuses to die

2 June 2026 at 16:46

Apple surprised everyone with the power and performance of the M1 MacBook Air when it launched the laptop in late 2020. And more than five years later, those Macs show no sign of slowing down, handling everything users care to throw at them.

The Mac still boots almost instantly, races through daily tasks, offers battery life that puts even some newer Windows laptops to shame and, perhaps most importantly, still gives millions of users no compelling reason to upgrade. 

Why the MacBook Air is still going strong

The M1 wasn’t merely better than the Intel Macs it replaced. It delivered a dramatic step forward. Silent, fast, and with remarkable energy efficiency, these laptops have proved themselves to be more reliable and longer-lasting than almost any other notebook.

Apple has continued to deliver impressive improvements ever since the M1 Macs first appeared. The recently introduced M5 MacBook Air delivers double the multi-core and 50% better single-core performance than M1; that means it provides similar performance to the MacBook Pro of around three years ago. 

Apple Silicon has improved every single year and is now extremely powerful — so much so that Apple is about to sell 10 million units of the A-series MacBook Neo, a $599 machine with an iPhone-derived chip that delivers more performance than many mainstream users need.

Meanwhile, even when using a nearly-six-year-old MacBook Air, you still experience a fast browser, responsive Office apps, great battery life and powerful photo editing capabilities. 

To the Moon and back

At the high end of Apple’s range, you’ll find Macs so accomplished they can handle almost every imaginable professional task. It means that right now, today, Apple’s product range extends from good enough to simply amazing. 

Despite heavy marketing hype from competitors who boast of their own ARM-based competitors in similar price brackets, those PCs remain compromised in comparison, if only by their use of Windows, build quality, and overall higher running costs.

Think about it: All things being equal, if you gave a typical office worker an M1 MacBook Air and an M5 MacBook Air and asked them which models they were using, how long would it take them to figure it out? 

Sure, a highly experienced Mac user would likely know. But for a lot of people, the difference would be hard to spot because what they do on their computers just isn’t particularly demanding. 

Making people happy is good for business

Surely that’s bad for Apple’s business, right? I think not. It means Apple has created a huge population of happy Mac users who are still having a good time with the Mac they acquired in 2020. Those people tell other people about their experience, which helps evangelize the platform and can’t have hurt MacBook Neo sales this year. 

They also become more interested in other Apple products, which they can afford to invest in instead of investing in the standard PC “upgrade’”cycle. After all, if you have a platform that doesn’t need an upgrade every three years, you can spend your money on something else instead. For consumers, that might be AirPods and Apple services, while for enterprise professionals that investment might become an iPad or iPhone Pro. 

Apple doesn’t mind. It still makes bank.

The company generally finds that giving people what they want is good for business. It boosts customer satisfaction scores, reduces maintenance costs, and builds repeat customers.

That long replacement cycle delivers a second benefit, too. Apple talks extensively about sustainability. With the M-series Macs, it has achieved it. 

Sustainable technology

People use these laptops longer and get more value later when they sell them on. And when they eventually get returned for recycling, Apple can tear the machines down for parts as it works toward establishing circular manufacturing within the next four years.

The M1 MacBook Air might eventually be remembered not just as the first Apple Silicon Mac, but as representing the moment when ordinary people didn’t have to worry about performance anymore. That’s why the product refuses to die — not because it’s immortal, but because for millions of users it still does everything they need. And all the M- and A-series Macs that follow it do exactly the same thing.

One more thing, however: Intel Macs will no longer be supported by macOS 27 when it ships this year. Apple typically ends support for products around 6-7 years after it removes them from sale, so when will it end support for the M1? Potentially, not too soon.

Apple only stopped selling the M1 MacBook Air in 2024, which suggests support could continue until 2030 or 2031. So, if you bought an M1 MacBook Air in 2020, you’ve actually invested in something designed to work for you for a decade. Which PCs can truly deliver that?

No wonder the M1 MacBook Air refuses to die.

You can follow me on social media! Join me on BlueSky,  LinkedIn, Mastodon, and read The Core.

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