In the new “Power On” newsletter from Bloomberg, Mark Gurman says there’s a shortage of MacBook Airs due to the ongoing memory crisis.
From his report: From what I’ve heard, the MacBook Air shortage is indeed tied to the ongoing memory crunch. Apple has been working to alleviate the issue by preparing to source memory from Chinese suppliers, at least for devices sold in that country.
And I’ve heard the company is prioritizing sales of the entry-level 14-inch MacBook Pro, in part to clear the way for an M6 refresh coming this fall. I don’t expect a new MacBook Air until a bit later.
And don’t look for a MacBook Air with an OLED display until 2028 or 2029, analyst Ming-Chi Kuo says in an X post.
Previously, he predicting that such an upgrade would arrive later this year. He hasn’t offered a reason for the delay. But I’d guess that, if he’s right, the delay is an effort to keep pricing down with memory prices skyrocketing.
Kuo is still expecting a MacBook Pro with an OLED display to roll out in late 2026 or early 2027. Bloomberg’s Mark Gurman thinks this laptop will be dubbed the “MacBook Ultra.” It will likely be Apple’s most expensive laptop ever.
Power On is exclusively for Bloomberg.com subscribers. Get the full Power On newsletter every week — plus unlimited access to every featured article and a Q&A with Gurman— when you subscribe to the Tech Newsletter Bundle.
I hope you’ll help support Apple World Today by becoming a patron. Almost all our income is from Patreon support and sponsored posts. Patreon pricing ranges from $2 to $10 a month. Thanks in advance for your support.
