Apple CEO Cook: MacBook Neo demand is extremely strong

金十2026/04/30 22:40

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Golden Ten Data reported on May 1 that Apple (AAPL.O) CEO Tim Cook stated that the demand for the company's new entry-level laptop, MacBook Neo, is extremely strong and its pricing is lower than some analysts expected. Cook said in a conference call with analysts, "Customer response to Mac Neo has been extremely enthusiastic." Cook noted that the company was optimistic about the product’s prospects before its launch, but underestimated the level of excitement it would generate, which led to supply constraints. Cook also said that this model helped Apple set a record for the number of new customers for its MacBook product line in the second fiscal quarter.

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According to reports, there is a severe shortage of core components for semiconductor equipment in South Korea. Delivery cycles have generally doubled, and waiting times for some Japanese-made parts are as long as 40 months, with components unavailable even at a premium price. Japanese suppliers are cautious about expanding production capacity, resulting in serious delays that have impacted downstream businesses. Major construction projects like Samsung’s Pyeongtaek and SK Hynix’s Yongin face the risk of postponement, with AI chip expansion plans running into a “hard wall” in the supply chain.

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