The MacBook Neo is apparently a big hit. So big that Apple is reportedly ramping up production.
Now the bad news: Since the MacBook Neo is powered by the A18 Pro chip from 2024’s iPhone 16 Pro, a product that’s been discontinued, there is likely a finite number of chips available for MacBook Neo production. Which is why, as reported by Tim Culpan, Apple faces a dilemma, namely: What happens when it runs out of chips to use in the MacBook Neo?
This is a really juicy question. If Apple’s hottest new Mac is limited by the number of A18 Pro chips available, there are only so many MacBook Neos that Apple can possibly sell. And if the chip isn’t being made anymore, what can the company do?
While we are all left puzzling this one, I don’t believe that this is as much of a dilemma for Apple. Even if Neo sales are higher than forecast, I do not believe that Apple simply never imagined that it might have a hit product on its hands! If there’s any company that believes in its own greatness, it’s Apple, which is why I’m pretty confident that Apple’s MacBook Neo strategy always came with a contingency plan for runaway success.
What we don’t know is what that contingency plan is. One possibility is that it would go back to its chipmaker, TSMC, and beg to get some space to build some fresh A18 Pro chips. This doesn’t make sense for a few reasons. Apple’s not using this particular TSMC chip process anymore, and TSMC’s capacity is likely sold out with business from other partners. Beyond that, the profit margins built into the MacBook Neo are based on odds and sods from the high-volume iPhone 16 Pro, not fresh new chips baked just for the MacBook Neo. If Apple asks TSMC to fire up the A18 Pro forge again, one of the main methods of making the Neo affordable disappears.
