• Apple is leveraging its vertically integrated A18 Pro silicon to deliver a premium, fanless experience at a breakthrough $599 price point which we think is a new product category, the entry premium market. Apple’s Entry-Premium Strategy with MacBook Neo to Reshape Competitive Dynamics in 2026
  • Apple is projected to catapult its share of the $400–$699 segment from 2% to 15%, which is more than 7x growth from last year.
  • Apple’s strategic pivot shifts the focus from immediate hardware margins to long-term service monetization, capturing higher education students early and securing their loyalty before they transition into high-value professional replacement cycles.


The global PC market is entering a reset year after an unusually strong 2025, when pull‑forward demand, Windows 10 end‑of‑support refreshes and inventory build inflated shipments. Against this high base, 2026 PC demand is set to soften, with rising DRAM and NAND prices pushing up BOM costs and leading to a sharp decline in PC shipments in the low-to-mid-end segment, where consumers are highly sensitive to price increases.