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MacBook Neo Defies the Global PC Slump

By: Jack
25 July 2026 at 15:43

MacBook Neo helped Apple move against the global PC market in the second quarter of 2026, delivering double-digit Mac shipment growth while most leading computer manufacturers sold fewer units than a year earlier.

Preliminary data from IDC estimates that Apple shipped 6.7 million Macs during the quarter, up 10.1% from 6.1 million in Q2 2025. Its worldwide market share rose from 8.5% to 9.9%, placing the company within a fraction of the 10% threshold.

The rest of the industry moved in the opposite direction. Global shipments fell 4.9% year over year to 68.2 million units, ending nine consecutive quarters of growth. A separate Omdia estimate placed the decline at 3.6% and Apple growth at 15.9%, but both research groups identified the same pattern: the Mac gained ground while established Windows PC vendors contracted or remained flat.

IDC directly connected the Apple increase with the arrival of its lowest-priced notebook. MacBook Neo began shipping in March, giving the model its first complete quarter of retail availability between April and June.

MacBook Neo Drives Mac Shipment Growth

MacBook Neo entered the market as an alternative for buyers previously priced out of the Mac lineup.

The 13-inch notebook launched at $599 with an A18 Pro chip, 8GB of unified memory, a Liquid Retina display and up to 16 hours of video playback. It also brought macOS, Apple Intelligence and integration with the iPhone ecosystem into a price range commonly occupied by mainstream Windows laptops and Chromebooks.

That positioning attracted students, families and first-time Mac customers who did not need the performance or display technology of a MacBook Air or MacBook Pro. The four-color aluminum design also gave the entry model a more recognizable identity than the older Mac notebooks that frequently remained on sale through discounts.

IDC had already identified the computer as an unusual source of strength when it revised its notebook forecast earlier in 2026. Demand exceeded initial expectations in several markets, and reported inventory shortages appeared shortly after the March launch.

The effect became much more visible in Q2. MacBook Neo was available for the entire three-month period, allowing Apple to increase production, expand retail distribution and serve customers who could not obtain the computer during its first weeks.

The entry model also widened the Mac lineup without replacing the MacBook Air. Buyers seeking more memory, faster ports, longer wireless web use or additional external-display support could continue moving toward the M5-powered Air, while the less expensive machine handled education, office work, web browsing and communication.

That separation allowed Apple to reach lower price points without reducing the value of its premium notebooks.

A laptop screen displays multiple colorful open windows, including a chemistry diagram, a drawing of an artichoke with a chemical structure, a chat with an AI image generator, and a grapefruit photo, with various app icons along the bottom.
Image Credit: Apple Inc.

Lenovo, HP and Dell Lose Shipments

Apple remained the fourth-largest traditional PC vendor, but its performance contrasted sharply with the companies above it.

Lenovo retained first place with 16.6 million units and 24.4% market share. Its shipments declined 2.1% from the previous year.

HP experienced the steepest drop among the top five, falling 9% to 13 million units. Dell shipped 9.3 million computers, representing a 5% decline. Asus remained nearly flat at 5 million units, up only 0.2%.

Manufacturers outside the five largest brands collectively suffered a 10.5% contraction, indicating that weaker demand and component inflation placed even more pressure on smaller companies.

The figures measure shipments into distribution channels or directly to end users, not confirmed retail purchases by individual consumers. A manufacturer can therefore record shipment growth while some inventory remains unsold in stores or warehouses.

MacBook Neo demand appears to have been strong enough to support Apple production increases rather than simply filling channels. The company reportedly doubled its annual production target after the initial response, although later quarters will reveal how much of Q2 reflected lasting demand rather than launch-period enthusiasm.

Apple also benefits from operating at a scale that provides leverage with memory, storage and semiconductor suppliers. Smaller PC brands face greater difficulty securing components at competitive prices when shortages intensify.

Memory Costs Reverse the PC Recovery

The Q2 contraction arrived after manufacturers and commercial customers accelerated purchases during late 2025 and early 2026.

Buyers expected memory and storage prices to rise, encouraging some businesses to replace computers earlier than planned. Vendors also increased inventories while components remained available.

That activity supported nine quarters of market growth but borrowed demand from later periods. Once the early purchases were completed, the industry faced a more difficult combination of expensive components, cautious consumers and elevated retail prices.

The memory shortage is closely connected to the AI infrastructure boom. Chipmakers are dedicating more production capacity to high-bandwidth memory used by data center accelerators, limiting the supply of conventional DRAM needed for personal computers.

IDC expects little relief before the end of 2027 or early 2028. The research company forecasts an 11.3% decline in worldwide PC shipments across 2026, with the fourth quarter potentially falling 20% from the previous year.

Computer revenue may not decline at the same pace. Manufacturers have raised prices faster than shipments have fallen, allowing them to collect more money from fewer units.

That strategy creates another problem. Retailers and distributors can become trapped with expensive inventory if customers refuse the new prices, forcing promotions or production reductions later.

MacBook Neo initially softened that pressure by giving Apple a new product near the bottom of the notebook market. Its original $599 price made the Mac competitive with midrange Windows machines at the moment many rivals were becoming more expensive.

A close-up view of a computer RAM module, highlighting four black memory chips on a green circuit board with gold connector pins—an example of hardware impacted by the recent RAM price surge.
Image Credit: Freepik

The Price Increase Creates the Next Test

The strongest Q2 MacBook Neo shipments were recorded while most customers could still buy the computer at its introductory price.

Apple raised the U.S. starting price to $699 in late June as memory and storage costs affected the Mac and iPad lineups. The education price remained at $599, preserving the original offer for eligible students and educators.

A $100 increase changes the comparison with discounted Windows notebooks and places the entry model closer to older MacBook Air configurations available through third-party retailers.

Apple must now determine whether the appeal came primarily from the low launch price or from the combination of macOS, battery life, design and iPhone integration.

The company remains better positioned than many rivals to absorb supply disruption, negotiate long-term component agreements and promote several notebooks at different prices. MacBook Neo also uses an iPhone-class A18 Pro processor rather than an M-series chip, providing another way to manage silicon costs and production capacity.

IDC expects the full PC market to deteriorate during the second half of 2026. Apple will enter that period with almost 10% worldwide share, but the September quarter will be the first to measure MacBook Neo demand almost entirely at the higher $699 retail price.

The post MacBook Neo Defies the Global PC Slump appeared first on AppleMagazine.

Intel’s AI chip boom sparks rally; Apple deal rumors add extra buzz

24 July 2026 at 14:00

Apple inks 'preliminary chip-making agreement' with Intel: A major step in American Semiconductor Revival

Intel forecast stronger-than-expected third-quarter revenue and profit on Thursday, fueled by surging demand for its data-center CPUs amid the agentic AI boom. Shares jumped more than 5% after hours as the company also raised its 2026 capital-spending plans, while lingering hopes of a high-profile manufacturing partnership with Apple continue to intrigue investors.

Reuters:
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Intel expects third-quarter revenue between $15.8 billion and $16.8 billion, compared with analysts’ average estimate of $15.1 billion, according to data compiled by LSEG. Adjusted profit is expected to be 38 cents per share, compared with analyst estimates of 27 cents.

On a conference call with analysts, [CEO Lip-Bu] Tan said second-quarter developments prompted Intel to become “fully committed” to high-volume production of ​chips made with its forthcoming 14A manufacturing technology in 2028. Last year, Intel had warned it might be forced to abandon 14A if it could not find a major customer, which would have effectively ​put the U.S. out of the race to make the world’s fastest chips.

“I’m pleased to see the increasing momentum on customer engagements for Intel 14A, and I’m increasingly confident that the 14A will be a highly competitive process,” Tan said.

For the second quarter ended June 27, Intel said sales rose 25.4% to $16.13 billion and adjusted profit was 42 cents per share, compared with estimates of $14.42 billion and 21 cents per share. Adjusted gross margin came in at ​41.8%, versus estimates of 38.8%…

Intel’s foundry business had $5.77 billion in second-quarter sales, compared with analyst estimates of $5.55 billion.

The unit secured Elon Musk’s Tesla as a customer for its next-generation 14A process for ⁠the “Terafab” AI chip ​project. Expectations of another high-profile win rose in April after President Donald Trump announced that Apple AAPL.O had agreed to make ​processors with Intel. Neither company has confirmed the deal.

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MacDailyNews Take: Reported possibilities for Intel’s 14A node in regard to Apple Silicon (based on preliminary agreements and analyst/rumor commentary, none of which have been officially confirmed by Apple or Intel) include:

• Future iPhone A-series SoCs (e.g., successors around the A21/A22 generation) on 14A, potentially entering production toward the end of 2028.

• Certain M-series chips for Macs and iPads, though some reports lean toward earlier nodes like 18A-P for nearer-term Mac chips (around 2027) and 14A for later or higher-end parts.

The 14A node’s density and efficiency gains would suit Apple’s priorities: packing more transistors for stronger CPU/GPU/Neural Engine performance while keeping power consumption low enough for battery-powered devices. Mobile SoCs (especially iPhone chips) are often mentioned among analysts as a strong fit for new advanced nodes because of their volume and efficiency focus.

Important caveats: No official confirmation exists of which specific Apple Silicon products (if any) would use 14A, the exact mix of chips, or volume. Production is still years out, dependent on Intel successfully ramping the process and meeting Apple’s stringent yield, quality, and capacity requirements. Diversifying away from TSMC is the main strategic motive for Apple reigniting business with Intel.


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The post Intel’s AI chip boom sparks rally; Apple deal rumors add extra buzz appeared first on MacDailyNews.

Apple Silicon supplier TSMC to raise chipmaking prices by up to 10% in 2027

21 July 2026 at 14:11

chips

Apple Silicon supplier TSMC, the world’s largest contract chipmaker, is planning to increase prices for both its cutting-edge and mature chip production services by up to 10% beginning in 2027, according to Nikkei Asia which cites sources familiar with the matter.

The hikes aim to offset surging costs for materials, manufacturing equipment, and the construction of new overseas fabrication plants. Negotiations with clients began around June and were finalized in July, with the new pricing scheduled to take effect at the start of 2027.

For advanced process technologies at the 7-nanometer node and below — which accounted for about 77% of TSMC’s revenue in the most recent April-June quarter — base price increases will range from 5% to 10%, depending on the customer and product. Additional high-performance computing orders exceeding original forecasts could face an extra 10-15% premium, potentially pushing total increases above 10% for some clients.

Mature-node production, including 12nm, 16nm, 28nm and legacy processes (representing roughly 23% of recent revenue), will also see increases of up to 10%, though some products will receive smaller adjustments.

Major TSMC customers include Apple, Nvidia, Google, Amazon, Qualcomm, Arm, and MediaTek. Industry executives noted that the company has taken a relatively measured approach by delaying the increases until 2027, giving clients time to adjust rather than implementing immediate hikes.

This move comes amid broader cost pressures in the semiconductor industry. Many chipmakers have raised prices this year to counter rising expenses for labor, materials, chemicals and logistics. TSMC’s own executives have highlighted the financial strain from overseas fab expansions and the ramp-up of 2-nanometer production. The company recently announced an additional $100 billion investment in Arizona and raised its 2026 capital spending plan to as much as $64 billion.

Responding to Nikkei questions, TSMC declined to comment directly on pricing, but described its strategy as “strategic, not opportunistic.”

MacDailyNews Note: During its July earnings briefing, TSMC Chairman C.C. Wei emphasized a philosophy of sustainable pricing to support long-term growth, stating that the company aims to maintain sufficient gross margins without sudden, drastic increases that could harm customers.


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