It was somewhat understandable before as Apple had largely carved out the premium space for itself, and in the Windows market it's harder to differentiate outside of price (there are some truly awesome machines, to be sure).I mean I've been recommending macbooks over windows laptops ever since M2 at this point (was a bit wary of M1, turned out good though). Not surprised, Windows and x86 has been snoozing for years.
I did not expect the low price point of the Neo though. Seriously what a great machine for students.
The Neo's price is the result of a few very unique factors. Apple not only makes nearly the entire stack (design, key chips, software), it has tremendous clout in the supply chain. Apple can ask for 10 million A18 Pro chips and have little trouble getting them at a cost that ensures a $599 standard retail price for a long time. Virtually no other brand, not even Samsung, has that luxury. They have to talk to AMD, Intel, or Qualcomm for processors (and that's assuming they don't need a dedicated GPU). They have to hope Microsoft has their best interests at heart. And they have far fewer component price guarantees, to the point where ASUS is warning that prices could climb by 25% to 30% this quarter.
It's going to be wild if college students end up buying $499 Neos because the comparable Windows models suddenly cost $100 or $200 more. I'm also expecting Apple to offer a back-to-school promo over the summer, although it's likely to be conservative (say, $50 off AirPods or other accessories). Again, I don't expect a giant sea change in the market — just a tangible gain in Mac market share and reactions from PC vendors who rarely competed directly with Apple.
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