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MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple’s MacBook Neo is selling briskly, lifting the company’s notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.