苹果杀入平价PC战场！MacBook Neo今年或狂卖500万台，谷歌、微软料受冲击

智通财经03-12

智通财经获悉，苹果(AAPL.US)新推出的全新入门级笔记本电脑MacBook Neo已于周三正式开售。鉴于市场对这款低价设备的初步反应，行业分析师认为，这可能只是这家科技巨头进一步布局入门级市场的开始。苹果在上周发布了MacBook Neo，采用4款靓丽配色，铝金属机身设计，配备13英寸Liquid视网膜显示屏，售价人民币4599元起。MacBook Neo搭载了此前用于iPhone 16 ...

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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":{"GOOW":0.6,"MSFD":0.6,"MSFW":0.6,"GOOX":0.6,"MSFX":0.6,"AAPX":0.6,"MSFL":0.6,"MSFY":0.6,"MSFO":0.6,"MSFU":0.6,"GGLL":0.6,"MACW.SI":0.6,"GOOGL":0.9,"USJW.SI":0.6,"AAPB":0.6,"AAPL":1.5,"GOU":0.6,"GOOP":0.6,"AAPD":0.6,"PC":1.5,"GOOY":0.6,"AAPW":0.6,"GOOG":0.9,"GGLS":0.6,"AAPU":0.6,"MSFT":0.9,"AAPY":0.6,"APLY":0.6},"content_text":"智通财经获悉，苹果(AAPL.US)新推出的全新入门级笔记本电脑MacBook Neo已于周三正式开售。鉴于市场对这款低价设备的初步反应，行业分析师认为，这可能只是这家科技巨头进一步布局入门级市场的开始。苹果在上周发布了MacBook Neo，采用4款靓丽配色，铝金属机身设计，配备13英寸Liquid视网膜显示屏，售价人民币4599元起。MacBook Neo搭载了此前用于iPhone 16 Pro的苹果A18 Pro处理器，采用无风扇设计，运行完全静音。通过这款更便宜的电脑，苹果旨在瞄准Chromebook和低端Windows用户，以及那些可能想要MacBook但觉得价格难以承受的人群。天风国际证券分析师郭明𫓹表示，下一代MacBook Neo(他称之为Neo 2)可能不会配备触摸屏，尽管他原本认为会如此。郭明𫓹补充称，虽然MacBook Neo在去年12月才进入“小批量生产”阶段(量产比预期晚了三个月)，但今年的出货量可能在450万至500万台左右，“对于单一笔记本电脑型号而言，这仍然是一个非常强劲的数字”。郭明𫓹认为，MacBook Neo今年的出货势头应该会保持稳定，原因有两个：返校季和假日购物需求，以及由于存储芯片价格因素，竞争对手在明年上半年末之前可能无法在价格上与之匹敌，“因此，从2026年第二季度起，可能会有更多笔记本电脑型号因存储成本上升而开始提价，这使得它们更难与Neo竞争”。Evercore ISI分析师阿米特·达里亚纳尼表示，起售价599美元(教育用户499美元)的MacBook Neo有助于填补苹果MacBook产品线的“空白”，使其能够有力进军教育市场，而谷歌(GOOGL.US)Chromebook和微软(MSFT.US)Surface设备在该市场颇受欢迎。达里亚纳尼在给客户的一份报告中写道：“MacBook Neo的推出将苹果在中端PC市场获得了更明确的定位，在这一市场中它将面临来自传统PC OEM厂商更激烈的竞争。此外，Neo还强化了苹果的‘飞轮效应’，将更多价格敏感型消费者吸引到Mac生态系统中，并通过与iPhone的整合功能(如Handoff)加深跨设备互动，这最终可能推动更多硬件与服务收入的增长。”摩根大通分析师萨米克·查特吉对此表示赞同，他认为MacBook Neo将苹果能够“显著”提升其在电脑市场的份额，从而与Chromebook以及Windows设备展开竞争。查特吉解释称：“我们认为MacBook Neo将使苹果能够显著提升市场份额，因为价格较低的细分市场通常对应更高的销量规模。此外，MacBook Neo采用了A18 Pro芯片——这也是驱动iPhone 16 Pro系列的芯片，并且已经拥有成熟的供应链，这有助于顺利推进新产品的生产和交付。”财经频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树","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"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2618078169","isCrawlerRequest":true}