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Apple Drops $599 Neo, Expands Production to 10 M Units

5/8/2026

24 5 Full Breakdown

Summary

Apple Cuts Neo

Apple will drop the $599 256 GB MacBook Neo and sell only the $699 512 GB model as it expands production to about 10 million units.
Total Neo output will rise to roughly 10 million units, about twice the initial 5-6 million order.
Apple must have TSMC make a new batch of A18 Pro chips because the original binned chips are exhausted.
The new chips will raise costs and could narrow Neo profit margins.

Summary

Apple Delays Neo

Apple may add new Neo colors to offset a $100 price increase.
A RAM shortage has raised Mac mini and Studio prices, tightening Neo supply.
Neo customers face a two-to-three-week shipping delay on Apple’s website.
The next Neo batch will need fully functional A18 Pro chips, raising costs after the first batch used lower-bin chips with a disabled core.
TSMC’s 3 nm capacity tied to AI orders restricts Apple’s chip procurement.

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Apple Cuts Neo

Apple will drop the $599 256 GB MacBook Neo and sell only the $699 512 GB model as it expands production to about 10 million units.
Total Neo output will rise to roughly 10 million units, about twice the initial 5-6 million order.
Apple must have TSMC make a new batch of A18 Pro chips because the original binned chips are exhausted.
The new chips will raise costs and could narrow Neo profit margins.

1 / 2