Ming-Chi Kuo: Apple's "affordable" MacBook is expected to start mass production by the end of the year
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Tianfeng International Securities analyst Guo Minghao predicts that Apple will begin mass production of an affordable version of the MacBook in the fourth quarter of 2025 to early 2026, equipped with a display of approximately 13 inches and an A18 Pro processor, with expected shipments of 5 to 7 million units. Apple is also developing smart glasses, with expected shipments reaching 3 to 5 million units by 2027. Chinese supplier Changying Precision is expected to be a core beneficiary, with revenue and profit expected to grow by 15% to 20% and 30% to 40%, respectively, in 2026
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