Overview
- Apple is lifting planned MacBook Neo output to about 10 million units after demand far outpaced its forecast, according to supply‑chain reporting.
- The first run used downbinned A18 Pro chips from iPhone production, and Apple ordered a priority N3E “Hot Lot” at TSMC after those leftovers were used up.
- The new batch uses fully functional chips with one GPU core turned off in software to keep the Neo’s spec, which raises the component cost compared with repurposed parts.
- Tim Cook told analysts on April 30 that Mac supply was constrained and said Mac revenue rose to $8.4 billion, up 6 percent, with the Neo cited as a driver.
- Buyers face several weeks of delivery time at Apple while some retailers have stock, and higher memory and chip costs could trigger price increases or the removal of the 256 GB entry model, according to the reports.