Apple’s MacBook Neo is winning over a new generation of buyers

So far, the market appears to be responding to Apple’s strategy. Demand for the Neo, Singh said, has exceeded expectations in several countries, including India, where retailers have struggled to secure enough inventory.

Of the MacBook Neo units shipped globally during the March quarter, 44% were shipped to the U.S., per IDC. India, meanwhile, accounted for close to 18,000 shipments despite the laptop being available for only a few weeks during the period.

The MacBook Neo starts at ₹69,900 (about $733) in India, compared with ₹119,900 (around $1,260) for the entry-level MacBook Air.

“Rising prices of Windows notebooks and attractive pricing of the Neo have led to its very high demand,” Singh told TechCrunch.

The Neo’s popularity could also reshape Apple’s strategy in markets such as India, where older MacBook models such as the M1, M2, and M3 Air have historically been important volume drivers when sold at discounted prices during sales events, according to IDC senior market analyst Bharath Shenoy.

“We need to see how that pans out going ahead due to Neo’s rising popularity,” Singh said.

Speaking during Apple’s April earnings call, CEO Tim Cook said customer response to the MacBook Neo had been “off the charts” and acknowledged that the company was facing supply constraints following the launch. Cook also said Apple had set a March-quarter record for customers new to the Mac, partly driven by the Neo.

Counterpoint Research sees the significance of the Neo extending beyond its early sales. The laptop is helping Apple expand beyond its traditional customer base by attracting first-time Mac buyers and competing in lower-priced notebook segments where Macs have historically had little presence, said David Naranjo, associate director at the research firm.

He added that the Neo could eventually help Apple increase its share of the $400-$699 notebook market from about 2% to around 15%.

“Although it is still early, the MacBook Neo launch stands out as one of Apple’s most strategically important recent Mac releases, especially as the wider PC market deals with rising memory costs and ‘shrinkflation,’ while Apple is expanding its reach,” Naranjo told TechCrunch.

IDC’s Singh believes the opportunity extends beyond first-time buyers. Apple, he said, is targeting the Neo at a much broader audience than previous Mac models, a strategy that could help the company gain share in consumer and small-business laptop segments.

The MacBook Neo’s early success is already prompting competitors to respond. Dell this week unveiled a new XPS 13, starting at $699, aimed at the same segment, and said the MacBook Neo’s arrival had demonstrated strong demand for premium-quality laptops at more accessible prices.

That said, the launch-quarter figures may tell only part of the story, with Singh forecasting a “very big spike” in Neo shipments in the current quarter as Apple works through supply constraints and expands availability.

Apple did not respond to a request for comments.