--- title: "For the first time using iPhone chips! Apple plans to launch a \"budget version\" MacBook, with a price possibly below $799" description: "Although the \"budget version\" MacBook has lower memory configuration, its operating smoothness may not be significantly affected, and it will support Apple Intelligence, expected to remain competitive" type: "news" locale: "en" url: "https://longbridge.com/en/news/274925227.md" published_at: "2026-02-05T06:42:02.000Z" --- # For the first time using iPhone chips! Apple plans to launch a "budget version" MacBook, with a price possibly below $799 > Although the "budget version" MacBook has lower memory configuration, its operating smoothness may not be significantly affected, and it will support Apple Intelligence, expected to remain competitive in the entry-level product segment. Industry insiders revealed that Apple expects the annual shipment of this product to reach 5 to 8 million units, accounting for about 20% to 30% of last year's Mac sales Apple plans to launch its first entry-level MacBook, which will adopt an iPhone-level processor for the first time, with a price potentially below $799. This product is equipped with only 8GB of memory, which is half of the 16GB configuration of the existing MacBook Air and MacBook Pro models, but it is expected not to significantly affect smooth operation and will support Apple's AI assistant, Apple Intelligence. On Thursday, according to reports from Mirror Daily citing sources, Apple is highly confident about the sales prospects of this first low-priced entry-level laptop. **Industry insiders revealed that Apple expects annual shipments of this product to reach 5 to 8 million units, equivalent to about 20% to 30% of last year's Mac sales.** In terms of the supply chain, Quanta will receive more than half of the orders, while Apple's long-term manufacturing partner Foxconn will take on the remaining orders. Despite rising memory prices, Apple has signed new DRAM and NAND supply agreements with memory manufacturers such as Samsung Electronics, SK Hynix, and Kioxia, which are expected to ensure supply at least until the first half of 2026. This product strategy highlights Apple's ability to hedge cost pressures through high-margin service businesses and self-developed chips, opening up new growth space in the highly competitive entry-level laptop market. ## Significant Reduction in Memory Configuration, Integration of Software and Hardware Becomes Key The 8GB memory configuration of this entry-level MacBook is only half of that of existing models, but Apple relies on highly integrated design to achieve more efficient and flexible memory usage. Reports indicate that, in contrast, Wintel laptops based on Windows software and Intel hardware use an open architecture, with operating systems and hardware from different suppliers, limiting the degree of software and hardware integration and requiring additional memory redundancy. **Insiders stated that despite the lower memory configuration, the smoothness of operation may not be significantly affected. The device will also support Apple Intelligence, keeping it competitive among entry-level products.** ## Supply Chain Layout to Address Rising Memory Prices On the supply side, insiders revealed that Apple has signed new DRAM and NAND supply agreements with memory manufacturers including Samsung Electronics, SK Hynix, and Kioxia. **These contracts are expected to ensure supply at least until the first half of 2026. With supply issues largely resolved, reports indicate that the impact of rising memory prices on Apple's financial performance may be relatively limited.** In manufacturing, Quanta will receive more than half of the assembly orders, while Foxconn will take on the remaining portion. This order allocation reflects Apple's balanced strategy in supply chain management. ## Service Business and Self-Developed Chips Hedge Cost Pressures **Reports indicate that the impact of rising memory costs on Apple may be limited, as the company's high-margin service business continues to expand.** The service business includes iCloud, Apple Pay, Apple Music, Apple TV+, and the App Store, with gross margins of 70% to 80%. This business accounted for 26.2% of revenue in fiscal year 2025, up from 24.5% in fiscal year 2024, 22.2% in fiscal year 2023, and 19.8% in fiscal year 2022, with continuously growing profitability providing a buffer against memory price pressures In addition, reports indicate that apart from memory, Apple has independently designed other key chips, including the M series processors for laptops, the A series processors for iPhones, the S series Bluetooth chips, and the C series 5G modem chips, deploying them at a sufficiently large scale to achieve economies of scale, resulting in significant cost savings for the company. This entry-level MacBook features an iPhone-level processor for the first time, further demonstrating Apple's strategy of reducing costs through chip reuse ### Related Stocks - [AAPU.US - Direxion Daily AAPL Bull 2X Shares](https://longbridge.com/en/quote/AAPU.US.md) - [IGV.US - iShares Expanded Tech Software Sector ETF](https://longbridge.com/en/quote/IGV.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md) - [RSPT.US - Invesco S&P 500 Equal Weight Tech ETF](https://longbridge.com/en/quote/RSPT.US.md) - [XSW.US - SPDR S&P Software](https://longbridge.com/en/quote/XSW.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) - [AAPX.US - T-Rex 2X Long Apple Daily Target ETF](https://longbridge.com/en/quote/AAPX.US.md) - [AAPL.US - Apple](https://longbridge.com/en/quote/AAPL.US.md) - [AAPB.US - GraniteShares 2x Long AAPL Daily ETF](https://longbridge.com/en/quote/AAPB.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | “违背乔布斯意愿”?苹果 MacBook Pro 要加触摸屏了,还带灵动岛 | 报道称苹果计划于 2026 年底推出首批搭载触控屏的 MacBook Pro,配备 OLED 显示屏及灵动岛功能。新机型将支持触控与鼠标操作自由切换,触摸时可弹出专属菜单。macOS Tahoe” 液态玻璃” 设计已为此提前布局。数十年来, | [Link](https://longbridge.com/en/news/276792613.md) | | 库克兑现 6000 亿美元承诺:苹果加速休斯顿 AI 服务器生产,Mac mini 将首次实现 “美国制造” | 苹果 2 月 24 日宣布,今年晚些将在休斯顿首次启动 Mac mini 美国制造,并扩大 AI 服务器产能。自去年承诺 6000 亿美元对美投资以来,苹果已从 12 州采购超 200 亿颗芯片,台积电、环球晶圆、艾克尔等供应链项目相继落地 | [Link](https://longbridge.com/en/news/276740313.md) | | 苹果公司配备触摸屏的 MacBook Pro 机型将于今年秋季推出 | 苹果公司配备触摸屏的 MacBook Pro 机型将于今年秋季推出。风险提示及免责条款 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状 | [Link](https://longbridge.com/en/news/276784569.md) | | 一文读懂苹果 2026 年股东大会:5 个议题,1 项被否决,库克不退休 | 苹果公司于 2026 年股东大会上通过了四项管理层提案,包括董事会成员选举、续聘会计师事务所及高管薪酬方案,唯独否决了股东提出的 “中国关联审计” 提案。董事会提名的八位董事连任,保持了独立性。库克的目标薪酬为 5900 万美元,实际总薪酬 | [Link](https://longbridge.com/en/news/276817529.md) | | “OpenClaw 之父”:当 “实验项目” 变成 “全球爆款”,软件开发本质已变——代码已死、意图永生 | OpenAI 访谈 OpenClaw 之父 Steinberger。他靠 AI 一年提交代码 9 万次,验证了 “一人成军” 的爆发力。他指出 AI 已具备自主解决问题的能力,开发本质已变为 “定义意图” 而非写代码。他预言 2026 年技 | [Link](https://longbridge.com/en/news/276823883.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.