苹果上调2026年MacBook Neo产量目标，芯片供应成关键制约

<article><section data-type="rtext"><p>【环球网科技综合报道】5月7日消息，半导体产业分析平台 Culpium 最新发布研究报告显示，苹果公司已要求供应商将 2026 年 MacBook Neo 笔记本电脑产量目标，由最初的 500 万至 600 万台大幅上调至 1000 万台，以缓解当前市场供应紧张局面。</p><p><i class="pic-con"></p><p>报告指出，MacBook Neo 作为苹果旗下高性价比笔记本产品，市场需求表现强劲，目前产品交付周期已长达 4 周，供应短缺问题较为突出。此次增产***旨在更好满足消费者需求，保障市场供应稳定。</p>
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            <p>从生产端来看，A18 Pro 芯片供应是制约 MacBook Neo 产量提升的核心因素。当前，台积电 3 纳米 N3E 工艺产能被人工智能领域客户大量占用，导致苹果面临芯片供应不足的压力。为保障产量目标实现，苹果已通过支付溢价方式，确保获得标准规格的 A18 Pro 芯片。</p><p>受芯片***购成本上升、DRAM 内存价格上涨等因素影响，MacBook Neo 物料清单成本明显增加。报告分析，苹果为应对成本压力，不排除对产品售价进行调整，同时也在筹划推出新配色版本，降低消费者对价格变动的抵触心理，维持产品市场竞争力。（纯钧）</p></section><img src='/image/153846-0' alt='苹果上调2026年MacBook Neo产量目标，芯片供应成关键制约'>      </div>
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