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Kuo shares MacBook Neo shipment and touchscreen updates, OLED MacBook Air timing - 9to5Mac
- Kuo expects MacBook Neo shipments at about 4.5–5 million units in 2026, with 2–2.5 million sold in H1.
- Quanta is the exclusive MacBook Neo assembler for now; Foxconn could join soon.
- Luxshare may compete for MacBook Neo assembly in the future.
- Neo 2 may skip a touchscreen at launch to keep Neo near the $600 target.
- Apple’s OLED MacBook Pro upgrade is expected in late 2026 or early 2027, per Kuo and Gurman.
- OLED MacBook Air revision is planned for 2028–2029.
- The report reinforces Neo’s pricing strategy and lineup focus.
- Kuo aligns with Gurman on OLED timelines for Pro and Air revisions.
- Neo assembly and potential future suppliers may shape future pricing and supply dynamics.
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