Apple Delays Production Of Highly Anticipated Foldable MacBook Due To Technical Issues, Says Top Analyst: Timeline Pushed Back To As Late As 2028
Apple Delays Production Of Highly Anticipated Foldable MacBook Due To Technical Issues, Says Top Analyst: Timeline Pushed Back To As Late As 2028
Apple Inc. (NASDAQ:AAPL) has reportedly delayed the mass production of its highly anticipated folding MacBook, according to Ming-Chi Kuo, a well-known analyst.
據知名分析師郭明錤稱,蘋果公司(NASDAQ:AAPL)據報道推遲了備受期待的摺疊式MacBook的大規模生產。
What Happened: Kuo, an analyst at TF Securities, said on X, "Folding MacBook survey update-mass production time will be significantly delayed."
發生了什麼:TF證券的分析師郭明錤在X上表示:「摺疊式MacBook調查更新 - 大規模生產時間將被大幅延誤。」
Technical issues related to displays and mechanisms have pushed back the assembly and mass production timeline from the first half of 2026 to the end of 2027 or 2028.
由於與顯示屏和機構相關的技術問題,裝配和大規模生產時間表被推遲到2027年或2028年底,而不是2026年上半年。
He went on to add that the final size of the folding MacBook will be 18.8 inches, following the decision to scrap the 20.25-inch design.
他繼續表示,摺疊式MacBook的最終尺寸將爲18.8英寸,這是取消20.25英寸設計的決定的結果。
Kuo also stated that previously, the market had expected the launch of a folding iPad in 2025. However, recent supply chain surveys suggest that the folding iPad is not yet on the horizon.
郭明錤還表示,之前市場預期將在2025年推出摺疊iPad。然而,最近的供應鏈調查顯示,摺疊iPad尚未出現在視野中。
"This may also be because some people call this folding MacBook a folding iPad," he said.
「這也許是因爲有些人將這款摺疊式MacBook稱爲摺疊iPad,」他說。
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Why It Matters: Earlier this year, there were rumors that Cupertino might be abandoning the innovation of foldable devices. However, in February, a supply chain report suggested that Apple is working on a foldable iPad or MacBook.
爲什麼關係重大:今年早些時候,有傳聞稱庫比蒂諾可能放棄摺疊設備的創新。然而,今年2月,供應鏈報告暗示蘋果正在研發摺疊iPad或MacBook。
Later in May, Kuo reported that the foldable MacBook could feature a crease-free panel, a design goal that has resulted in high costs for both the panel and hinge.
5月份,郭明銳報道稱,摺疊MacBook可能採用無摺痕面板的設計目標,這一目標導致面板和鉸鏈的成本都很高。
Preliminary estimates put these costs at around $600–$650 and $200–$250, respectively. However, these costs could decrease if production yields improve significantly by the time of mass production.
初步估計,這些成本分別爲約600-650美元和200-250美元。然而,如果生產產量在量產之前顯着提高,這些成本可能會降低。
The product is expected to use the M5 series processor.
預計該產品將使用M5系列處理器。
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