Apple’s affordable MacBook expected to enter mass manufacturing late this year: analyst

Affordable MacBooks from Apple (NASDAQ:AAPL) are expected to enter mass production in the late fourth quarter of 2025 or early first quarter of 2026, according to TF International Securities analyst Ming-Chi Kuo.

The MacBooks are expected to have a nearly 13-inch display and powered by the A18 Pro processor. The device is expected to be in silver, blue, pink, and yellow, the analyst said in a post on X.

The U.S. tech giant intends to return total MacBook shipments to the COVID-19 peak of about 25 million units in 2026 versus an estimated 20 million units in 2025.

The more-affordable MacBook is forecast to account for 5 million to 7 million units in 2026.

Apple’s smart glasses are expected to have no display functionality. The core features include — audio playback, camera, video recording, and AI environmental sensing. The company is actively testing 3D printing technology for production, the analyst noted.

The device’s projected shipments are in the range of 3 million to 5 million units or more in 2027.

Chinese company Everwin Precision is expected to be a key beneficiary of the more–affordable MacBooks and Apple’s 2027 Smart Glasses, according to the analyst.

The company serves as the reference design (NPI) supplier for the more-affordable MacBook casings and the frames/temples of Apple’s 2027 smart glasses.

Everwin currently supplies MacBook Pro casings and is expected to start supplying MacBook Air casings in 2026, with new orders driving shipment growth, the analyst added.

Due to these new products, Everwin’s revenue and profit in 2026 are expected to grow by 155 to 20% year-over-year and 30% to 40% year-over-year, respectively, the analyst noted.

Shares of Apple rose about 1% premarket on Monday.