Apple Plans Affordable MacBook for 2026, Aims 25 Million Shipments

Apple Inc. is preparing to introduce a more affordable MacBook, with mass production anticipated to begin by the end of the fourth quarter of 2025 or early in the first quarter of 2026. This forecast comes from analyst Ming-Chi Kuo of TF International Securities, who has a proven track record of accurately predicting Apple's product launches. The new MacBook is expected to feature a 13-inch display and be powered by the A18 Pro processor. Kuo revealed on his social media platform that the device will be available in four color options: silver, blue, pink, and yellow.

While the exact price point has not been disclosed, current models provide some context. The 13-inch MacBook Air starts at $899, the 15-inch version at $1099, and the MacBook Pro series begins at $1599. This new, more affordable MacBook is part of Apple's strategy to boost overall MacBook shipments, aiming to return to pre-pandemic levels of around 25 million units by 2026, up from an estimated 20 million units in 2025. The budget-friendly MacBook is projected to contribute between 5 to 7 million units to this total in 2026.

In addition to the new MacBook, Kuo also shared insights into Apple's development of smart glasses. These glasses are expected to focus on audio playback, camera, video recording, and AI environmental sensing, rather than displaying visual content. Apple is exploring 3D printing technology for manufacturing these glasses, with an estimated shipment of 3 to 5 million units or more by 2027. This development highlights Apple's commitment to innovation and its exploration of new product categories.

One of the key beneficiaries of these new products is expected to be a supplier based in China. This supplier is involved in the design and production of components for both the new MacBook and the smart glasses. The supplier is already a key provider of MacBook Pro casings and is anticipated to secure additional orders for MacBook Air casings in 2026. These new orders are expected to significantly boost the supplier's production volume and financial performance, with projected revenue and profit growth of 15% to 20% and 30% to 40%, respectively, for 2026.

Apple's strategy to introduce a more affordable MacBook aligns with its broader goal of diversifying its product offerings to cater to different market segments. By providing a lower-cost alternative, Apple can tap into the growing demand for personal computers among price-sensitive consumers. This move could also help Apple compete more effectively against other manufacturers that offer more affordable laptops. The timing of the mass production, slated for the end of 2025 or early 2026, suggests that Apple is carefully planning its supply chain and manufacturing processes to ensure a smooth rollout. This period allows for any necessary adjustments and preparations, ensuring that the new MacBook meets Apple's high standards for quality and performance. The company's ability to manage its supply chain efficiently will be crucial in delivering the product on time and in sufficient quantities to meet market demand.

The launch of the new MacBook is expected to have a significant impact on the personal computer market. With its reputation for innovation and reliability, Apple's entry into the budget-friendly laptop segment could disrupt the market dynamics, potentially forcing competitors to re-evaluate their pricing strategies and product offerings. Consumers who have been hesitant to purchase a MacBook due to its higher price point may now find the new model more accessible, leading to increased sales and market share for Apple. Overall, the introduction of a more affordable MacBook represents a strategic move by Apple to expand its customer base and solidify its position in the personal computer market. By offering a budget-friendly option, Apple can attract a wider range of consumers while maintaining its reputation for quality and innovation. The successful launch of this new product will depend on Apple's ability to execute its plans efficiently and deliver a product that meets the needs and expectations of its customers.