郭明𫓹：苹果低价本Neo将迎来两大利好 Pro、Air都将配OLED屏

JQman科技网03-11

知名苹果分析师郭明𫓹对苹果MacBook Neo的出货量、第二代机型以及OLED屏幕机型进行了预测。MacBook Neo预计于2025年12月底开始小量生产，2026年出货量预计在450万至500万台之间，其中上半年出货量约为200万至250万台。对于Neo 2，郭明𫓹认为其可能不会采用触控面板。广达目前是Neo的独家组装厂，而鸿海有望成为第二供应商，立讯也在积极争取Neo 2的新产品导入。...

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Air预计将在2028或2029年配备OLED面板。他预测，2026年MacBook的出货量将达到约2500万台，同比增长20%至25%，而Windows笔记本的出货量预计将同比下降超过10%。此外，郭明𫓹表示，苹果正利用内存市场的混乱提升自身份额，这进一步强化了他关于新款iPhone不涨价的观点。他认为，苹果市场份额的增长将助力其服务业务的扩张，而当设备端AI爆发时，苹果将成为最大的受益者。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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; 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