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Exclusive: Apple's MacBook Neo pressures Microsoft to cut specs for low-cost 12-inch Surface
What happened
Apple's MacBook Neo is intensifying competition in the global low-cost notebook market, and rising supply-chain costs are pushing Microsoft and other notebook makers to reassess their product strategies. According to an exclusive report, Microsoft is initially planning to reduce the specifications of its entry-level 12-inch Surface model, reviewing everything from the SoC, memory, camera, and battery to structural components in order to lower the bill of materials (BOM). The plan remains at an initial planning stage, and the source does not state the extent of the spec reduction or a timetable.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
SoCmemorycamerabatterystructural components
MacBook Neo12-inch SurfaceBOM cost reductionlow-cost notebook
Source and time
Source: DigiTimes Asia · 10/19/2026 · View original source
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