On May 24, Fast Technology reported that Guo Mingxuan, an analyst of Tianfeng International, recently brought the latest survey of Apple's first folding screen MacBook.
Guo Mingxuan said that, The folding screen MacBook is expected to be launched in 2026, while he predicted that it would be launched in 2027, One year ahead of schedule.
In terms of screen size, Apple is considering replacing the previously rumored 20.3-inch panel with an 18.8-inch panel.
The 20.3 inch panel will be similar to the current 14-15 inch MacBook after folding, and the 18.8 inch version will be close to the 13-14 inch version.
Guo Mingxuan said that Apple hopes to reduce screen creases as much as possible, which has very high requirements for the design specifications of panels and hinges.
Therefore, the cost of panel and hinge is also very high, At present, it is preliminarily estimated that the cost of panel and hinge is about 600-650 dollars and 200-250 dollars respectively.
He pointed out that if the yield rate has significantly improved in mass production, it is expected to further reduce costs.
Guo Mingxuan said frankly that from the cost of the panel and hinge, the price of the folding screen MacBook should not be cheap.
If Apple cannot improve the goodness rate and reduce costs before mass production, Then the cost of the folding screen MacBook may be close to the current Vision Pro (from $3499).
However, because the product positioning of the folding screen MacBook is more clear, the shipment volume should be significantly higher than that of Vision Pro. Guo Mingxuan estimates that the shipment volume will reach more than 1 million in 2026.
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