KGI: Apple to Launch Cheaper MacBook Air in 2Q 2018

KGI Securities analyst Ming-Chi Kuo has issued a new research report encouraging investors to keep their eyes on three products for 2018: the rumored 6.1-inch LCD iPhone, AirPods, and a "more affordable MacBook Air." The first two in that list have been widely discussed in recent weeks and months, but this is the first we've heard about an update to the MacBook Air.

macbook air high sierra

We expect Apple (US) to roll out the new MacBook Air with a lower price tag in 2Q18. We forecast total shipments of MacBook models will grow 10-15% YoY in 2018 (vs. 0-5% YoY decline for the NB industry), up from 15.5-16mn units in 2017. While Quanta, Radiant, Catcher and SZS are likely to benefit from strong shipments momentum, SZS also stands to benefit from increased market share and a higher ASP.

Kuo doesn't offer any details on what to expect in an updated MacBook Air beyond a lower price tag, but the current models are certainly outdated as they haven't had any substantial updates in three years. Since that time, Apple has cut back on available models including a complete discontinuation of the 11-inch model. The only recent upgrade to the 13-inch model has been a bump to the base processor option last June, but it's still a Broadwell chip from the 2014–15 timeframe.

Aside from obvious internal upgrades like processors and graphics, another area that could see improvement is the display, as the MacBook Air currently offers a 1440 x 900 non-Retina display. We'll likely also see some USB-C/Thunderbolt 3 upgrades and perhaps an overall redesign given the age of the current design.

Kuo's claim of a second-quarter introduction points to the April–June timeframe, which could mean an announcement at WWDC in June, and we'll likely hear more rumors as the time gets closer.

In a separate report, Kuo predicts that AirPods and the rumored high-end over-ear headphones are the future of Apple's artificial intelligence and augmented reality ambitions. Kuo believes that compared to HomePod, Apple's headphones offer more opportunities for reaching users quickly, personalization, and complementing rumored augmented reality glasses. Kuo is extremely optimistic about AirPods demand going forward, but less enthusiastic about HomePod given "mediocre" demand so far.

Top Rated Comments

69650 Avatar
39 months ago
Since Steve passed the MacBook range has become increasingly confused and lacking any clear strategy.
Score: 116 Votes (Like | Disagree)
Andres Cantu Avatar
39 months ago
How can technologies like Thunderbolt 3 push forward if Apple keeps selling products with obsolete technology? And a 900p non-IPS display in 2018?

Just lower the price of the Retina MacBook (they’re on sale all the time, anyway), add a second USB-C port, and be done with it. People buy the Air only for it’s affordability, anyway.

And while they’re at it, update the Mac mini as well.
Score: 90 Votes (Like | Disagree)
ButteryScrollin Avatar
39 months ago
Make the 13 inch MacBook Pro as cheap as the current Air and get Rid of the air.
Score: 84 Votes (Like | Disagree)
macsrcool1234 Avatar
39 months ago
I look forward to the 1995 era specs they plan to put in it.
Score: 52 Votes (Like | Disagree)
m0nkeyb0y Avatar
39 months ago
Give me an Air keeping the same keyboard, form factor, battery life, and add a Retina screen! Sold!
Score: 50 Votes (Like | Disagree)
DocMultimedia Avatar
39 months ago
I'll be buying so long as they don't make any drastic changes to ports or power cord. Any upgrades in speed/display would be nice. My 2012 is still cruising along.
Score: 37 Votes (Like | Disagree)

Top Stories

jon prosser imac 2021colors

Prosser: 2021 iMac to Come in Five Colors, Apple Silicon Mac Pro to Resemble 'Stacked' Mac Minis

Wednesday February 24, 2021 7:26 am PST by
Hit-and-miss leaker Jon Prosser has today alleged that the upcoming 2021 iMac models will offer five color options, mirroring the colors of the fourth-generation iPad Air, and revealed a number of additional details about the Mac Pro with Apple Silicon. In a new video on YouTube channel FrontPageTech, Prosser explained that the redesigned iMacs will come featuring options for Silver, Space ...
2021 mbp sd slot feature2

Kuo: New MacBook Pro Models With HDMI Port and SD Card Reader to Launch Later This Year

Monday February 22, 2021 8:52 pm PST by
Apple plans to release two new MacBook Pro models equipped with an HDMI port and SD card reader in the second half of 2021, according to analyst Ming-Chi Kuo, who outlined his expectations in a research note obtained by MacRumors. The return of an SD card reader was first reported by Bloomberg's Mark Gurman last month. "We predict that Apple's two new MacBook Pro models in 2H21 will have...
m1 mac mini

M1 Mac Users Report Excessive SSD Wear

Tuesday February 23, 2021 7:07 am PST by
Over the past week, some M1 Mac users have been reporting alarming SSD health readings, suggesting that these devices are writing extraordinary amounts of data to their drives (via iMore). Across Twitter and the MacRumors forums, users are reporting that M1 Macs are experiencing extremely high drive writes over a short space of time. In what appear to be the most severe cases, M1 Macs are sai...
iphone 12 pro display video

BOE Rumored to Supply iPhone 13 Display Panels After iPhone 12 Failures

Monday February 22, 2021 9:54 am PST by
Display manufacturer BOE will be one of the main suppliers of OLED panels for iPhone 13 models, according to a new report today from Taiwan's Economic Daily News. BOE is said to be working with touch panel manufacturer General Interface Solution (GIS), part of the Hon Hai Group to develop OLED panels. Multiple iPhone 12 rumors suggested that BOE would supply some panels for the devices,...
flat mbp 14 inch feature yellow

Redesigned 14-Inch MacBook Pro Expected to Feature Brighter Mini-LED Display With Slimmer Bezels and More

Thursday February 25, 2021 7:48 am PST by
Apple plans to unveil new 14-inch and 16-inch MacBook Pro models with Mini-LED-backlit displays in the second half of this year, according to industry sources cited by Taiwanese supply chain publication DigiTimes. The report claims that Radiant Opto-Electronics will be the exclusive supplier of the Mini-LED backlight units, while Quanta Computer is said to be tasked with final assembly of the...
anker magsafe powercore battery pack

Anker Releases MagSafe-Compatible Battery Pack for iPhone 12 Lineup

Tuesday February 23, 2021 7:49 am PST by
Following rumors that Apple is working on a MagSafe battery pack for iPhone 12 models, popular accessory maker Anker has beaten Apple to the punch with the release of its PowerCore Magnetic 5K Wireless Power Bank. First previewed at CES 2021, the PowerCore battery pack magnetically attaches to the back of any iPhone 12 model and provides 5W of wireless charging. With a 5,000 mAh capacity,...
iPad Pro Mini LED

New iPad Pro and MacBook Models With Mini-LED Displays Again Rumored to Launch This Year

Monday February 22, 2021 9:32 pm PST by
Taiwanese company Ennostar will begin production of Mini-LED backlight units for an upcoming 12.9-inch iPad Pro in the late first quarter or second quarter of this year, according to industry sources cited by DigiTimes. Ennostar is a holding company that was jointly established in January 2021 by LED-related manufacturers Epistar and Lextar Electronics. Apple is expected to unveil the new ...
First Look Big Sur Feature2

Apple Releases macOS Big Sur 11.2.2 to Prevent MacBooks From Being Damaged by Third-Party Non-Compliant Docks

Thursday February 25, 2021 10:07 am PST by
Apple today released macOS Big Sur 11.2.2, the fourth update to the macOS Big Sur operating system that launched in November. macOS Big Sur 11.2.2 comes two weeks after the release of macOS Big Sur 11.2.1, a bug fix update. The new ‌‌‌‌macOS Big Sur‌‌‌ 11.2.2‌ update can be downloaded for free on all eligible Macs using the Software Update section of System Preferences....
steam apple logo

Valve Ordered to Give Apple Information on 436 Steam Games As Part of Epic Games Legal Case

Thursday February 25, 2021 1:50 am PST by
Valve, the makers behind popular game distribution platform Steam, will be forced to hand over aggregate historical sales, price, and other information on 436 games hosted on the store to Apple, as part of the Apple vs. Epic Games antitrust case. As reported in a paywalled report by Law360, during a virtual discovery hearing on Wednesday, U.S. Magistrate Judge Thomas S. Hixson ordered that...
scott forstall original iphone

Epic Games 'Attempting to Locate' Former iOS Chief Scott Forstall to Testify in Ongoing Legal Battle with Apple

Tuesday February 23, 2021 4:22 am PST by
As part of its ongoing legal battle, Epic Games is now seeking testimony from Apple's former iOS software chief, Scott Forstall. Forstall left Apple in 2013, in what was widely reported at the time to have been a forced exit, largely because of the botched early launch of Apple Maps. Since then, Forstall has kept a very low profile and has only made a few media appearances in the past few...