Apple (AAPL, Financial) is eyeing a late-2025/early-2026 launch of a lower-cost 13-inch MacBook powered by the A18 Pro, alongside smart glasses in 2027—and supplier Everwin Precision stands to score big.
TF International's Ming-Chi Kuo says Apple will kick off mass production of a “more affordable” 13-inch MacBook in Q4 2025 or Q1 2026, with color options like silver, blue, pink and yellow. Pricing hasn't been revealed, but with the current 13-inch MacBook Air starting at $899, it's likely to undercut that.
Apple aims to boost MacBook shipments back to a COVID-era high of 25 million units in 2026 (versus ~20 million in 2025), with this new model making up 5 million–7 million of that total.
Meanwhile, Apple's smart-glasses project—sans display but featuring audio playback, camera, video recording and AI-driven environmental sensing—is slated for 2027 shipments of 3 million–5 million units. Both products rely on Everwin Precision for casings and frames: Everwin already supplies MacBook Pro shells and will add Air casings in 2026. Kuo forecasts Everwin's 2026 revenue to climb 15%–20% and profits 30%–40%.
Rolling out a lower-cost MacBook lets Apple tap budget-conscious buyers and prop up overall Mac volumes, while smart glasses mark its next hardware frontier. By locking in suppliers like Everwin early, Apple secures the manufacturing capacity needed for aggressive shipment targets—and gives investors a clearer line of sight into the supply-chain winners.
With Apple shares nudging higher premarket and a corrected profit forecast for Everwin in hand, all eyes will be on official pricing and pre-order demand next year to see if Apple can recapture its MacBook peak and pioneer a new wearables category.
