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蘋果進擊平價 NB 拉攏 Chromebook、Windows 用戶 鴻海、廣達等沾光
Apple advances in affordable notebooks attracting Chromebook and Windows users benefiting Foxconn, Quanta, and others
Yahoo Finance | Local Language | News | Nov. 7, 2025 | UndeterminedTech Development/Adoption
Apple Inc. is preparing to enter the affordable laptop market with a low-cost Mac laptop, codenamed “J700,” expected to launch in the first half of 2026. Priced around $600 to below $1,000, the device targets Chromebook and entry-level Windows PC users, marking a significant strategic shift from Apple’s traditional focus on high-end products. The new Mac laptop will feature an iPhone processor, a smaller low-end LCD screen under 13.6 inches, and aims to balance cost savings with competitive performance, reportedly outperforming the older M1 chip in testing.
This move is expected to benefit key players in Apple’s supply chain, including Foxconn, Quanta, Catcher Technology, Delta Electronics, and Wintek, with expectations of increased orders for laptop assembly and components. Quanta, in particular, holds a strong position in MacBook assembly, while Catcher Technology anticipates more chassis orders. Despite some supply chain challenges such as semiconductor shortages impacting Foxlink’s revenues, industry sentiment remains optimistic about laptop shipment growth in 2026, especially as tariff pressures ease and peak season demand returns.
Apple’s fiscal performance continues to be strong, with the recent launch of iPhone 17 driving revenue growth and surpassing $100 billion in quarterly revenue for the first time. CEO Tim Cook forecasts at least 10% year-over-year revenue growth for the fiscal first quarter ending December 2025, potentially the company’s strongest ever. However, challenges persist in the Greater China market due to local competition and limited availability affecting sales. Apple has also imposed restrictions on its offline authorized dealers in China against cooperating with e-commerce platforms for product promotion and sales.
In addition to hardware developments, Apple released updates to iOS, iPadOS, and macOS that include the launch of the Traditional Chinese version of Apple Intelligence, integrating AI-based features like real-time translation and visual intelligence. However, the broader rollout of Apple Intelligence, particularly in mainland China, has faced ongoing technical and regulatory challenges, delaying its full deployment. Looking forward, Apple plans a series of new product launches in the first half of 2026 across laptops, tablets, and smart home devices, coinciding with the company’s 50th anniversary.
Meanwhile, Taiwan-based contract manufacturer Inventec reported lower revenue and shipments in October 2025 due to seasonal and supply constraints but is expanding its production footprint with new facilities in the Czech Republic, India, and Vietnam to support future growth. Overall, Apple’s strategic shift toward affordable Macs and its continued product innovations are expected to influence market dynamics and supply chain performance through 2026.