蘋果殺入平價PC戰場！MacBook Neo今年或狂賣500萬台，谷歌、微軟料受衝擊

智通財經

6小時前

智通財經獲悉，蘋果(AAPL.US)新推出的全新入門級筆記本電腦MacBook Neo已於周三正式開售。鑑於市場對這款低價設備的初步反應，行業分析師認為，這可能只是這家科技巨頭進一步佈局入門級市場的開始。蘋果在上周發布了MacBook Neo，採用4款靚麗配色，鋁金屬機身設計，配備13英寸Liquid視網膜顯示屏，售價人民幣4599元起。MacBook Neo搭載了此前用於iPhone 16 ...

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13:18","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2618078169","market":"us","top_or_hot":-1,"title":"蘋果殺入平價PC戰場！MacBook Neo今年或狂賣500萬台，谷歌、微軟料受衝擊","media":"智通財經","content":"<div>\n<p>智通財經獲悉，蘋果(AAPL.US)新推出的全新入門級筆記本電腦MacBook Neo已於周三正式開售。鑑於市場對這款低價設備的初步反應，行業分析師認為，這可能只是這家科技巨頭進一步佈局入門級市場的開始。蘋果在上周發布了MacBook Neo，採用4款靚麗配色，鋁金屬機身設計，配備13英寸Liquid視網膜顯示屏，售價人民幣4599元起。MacBook Neo搭載了此前用於iPhone 16 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026031213212697aeddda&s=b\">網頁鏈接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蘋果殺入平價PC戰場！MacBook Neo今年或狂賣500萬台，谷歌、微軟料受衝擊</title>\n<style 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MacBook Neo may sell 5 million units this year, and Google and Microsoft are expected to be impacted","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":0.9,"GOOGL":0.9,"MACW.SI":0.6,"PC":1.5,"GOOX":0.6,"GOOW":0.6,"MSFX":0.6,"MSFO":0.6,"AAPB":0.6,"GOU":0.6,"GGLL":0.6,"GOOP":0.6,"AAPY":0.6,"AAPW":0.6,"AAPD":0.6,"MSFY":0.6,"MSFL":0.6,"MSFU":0.6,"GOOY":0.6,"MSFW":0.6,"MSFD":0.6,"AAPL":1.5,"AAPU":0.6,"APLY":0.6,"GGLS":0.6,"AAPX":0.6,"USJW.SI":0.6,"GOOG":0.9},"content_text":"智通財經獲悉，蘋果(AAPL.US)新推出的全新入門級筆記本電腦MacBook Neo已於周三正式開售。鑑於市場對這款低價設備的初步反應，行業分析師認為，這可能只是這家科技巨頭進一步佈局入門級市場的開始。蘋果在上周發布了MacBook Neo，採用4款靚麗配色，鋁金屬機身設計，配備13英寸Liquid視網膜顯示屏，售價人民幣4599元起。MacBook Neo搭載了此前用於iPhone 16 Pro的蘋果A18 Pro處理器，採用無風扇設計，運行完全靜音。通過這款更便宜的電腦，蘋果旨在瞄準Chromebook和低端Windows用户，以及那些可能想要MacBook但覺得價格難以承受的人羣。天風國際證券分析師郭明錤表示，下一代MacBook Neo(他稱之為Neo 2)可能不會配備觸摸屏，儘管他原本認為會如此。郭明錤補充稱，雖然MacBook Neo在去年12月才進入「小批量生產」階段(量產比預期晚了三個月)，但今年的出貨量可能在450萬至500萬台左右，「對於單一筆記本電腦型號而言，這仍然是一個非常強勁的數字」。郭明錤認為，MacBook Neo今年的出貨勢頭應該會保持穩定，原因有兩個：返校季和假日購物需求，以及由於存儲芯片價格因素，競爭對手在明年上半年末之前可能無法在價格上與之匹敵，「因此，從2026年第二季度起，可能會有更多筆記本電腦型號因存儲成本上升而開始提價，這使得它們更難與Neo競爭」。Evercore ISI分析師阿米特·達里亞納尼表示，起售價599美元(教育用户499美元)的MacBook Neo有助於填補蘋果MacBook產品線的「空白」，使其能夠有力進軍教育市場，而谷歌(GOOGL.US)Chromebook和微軟(MSFT.US)Surface設備在該市場頗受歡迎。達里亞納尼在給客户的一份報告中寫道：「MacBook Neo的推出將蘋果在中端PC市場獲得了更明確的定位，在這一市場中它將面臨來自傳統PC OEM廠商更激烈的競爭。此外，Neo還強化了蘋果的‘飛輪效應’，將更多價格敏感型消費者吸引到Mac生態系統中，並通過與iPhone的整合功能(如Handoff)加深跨設備互動，這最終可能推動更多硬件與服務收入的增長。」摩根大通分析師薩米克·查特吉對此表示讚同，他認為MacBook Neo將蘋果能夠「顯著」提升其在電腦市場的份額，從而與Chromebook以及Windows設備展開競爭。查特吉解釋稱：「我們認為MacBook Neo將使蘋果能夠顯著提升市場份額，因為價格較低的細分市場通常對應更高的銷量規模。此外，MacBook Neo採用了A18 Pro芯片——這也是驅動iPhone 16 Pro系列的芯片，並且已經擁有成熟的供應鏈，這有助於順利推進新產品的生產和交付。」財經頻道更多獨家策劃、專家專欄，免費查閲>>責任編輯：櫟樹","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}