Apple set to launch cheaper MacBook with iPhone 16 Pro's chip in 2026: Report

Apple is reportedly pursuing aggressive hardware strategies to boost unit shipments, according to KGI Securities analyst Ming-Chi Kuo. The company plans an affordable 13-inch MacBook, powered by an A18 Pro chip, entering mass production late 2025/early 2026, projected to add 5-7 million units towards a 2026 MacBook shipment target of 25 million. Concurrently, Apple is developing seven head-mounted devices, with several launching in 2027, including smart glasses targeting 3-5 million shipments, leveraging its hardware and ecosystem strengths while facing AI software development challenges. This indicates Apple's dual focus on re-accelerating core product sales and establishing a strong foothold in nascent AR/VR markets.

Analysis

According to KGI Securities analyst Ming-Chi Kuo, Apple (AAPL) is implementing a dual-pronged strategy focused on revitalizing a core product line while aggressively pursuing new market entry. The company aims to accelerate MacBook sales with a new affordable model slated for mass production in late 2025 or early 2026. This initiative targets a return to peak shipment levels, aiming for 25 million units in 2026, a significant increase from the 20 million projected for 2025. The new model is forecast to contribute 5-7 million units, making it a critical component of this growth plan. Notably, with its A18 Pro chip, the primary differentiator from the existing $999 MacBook Air may be the processor, raising questions about product positioning and potential margin pressure, as specific pricing remains undisclosed. Concurrently, Apple is developing seven head-mounted devices for 2027, including smart glasses modeled to compete with offerings like Meta's and targeting 3-5 million shipments. This long-term push leverages Apple's established strengths in hardware and ecosystem integration but hinges on the successful development of a new AI-powered operating system, which is identified as a key challenge.

Key Decisions for Investors

• Investors should view the affordable MacBook plan as a potential near-term catalyst to reignite unit growth in a mature hardware segment, but must closely monitor future announcements on pricing to assess the impact on overall margins and potential cannibalization of the MacBook Air.
• The significant R&D in head-mounted devices, with multiple launches planned for 2027, represents a long-term diversification play beyond the iPhone, and progress on the development of the required AI software will be a critical leading indicator of success.
• Given the timelines provided, with key product launches spanning from late 2025 to 2027, these strategic initiatives are unlikely to materially impact financials in the immediate future, suggesting a hold strategy while awaiting more concrete details on product specifications and go-to-market execution.