Renowned Apple supply chain analyst Ming-Chi Kuo today projected stronger-than-expected momentum for one of the company’s strongest-selling notebooks, doubling his prior forecast for the MacBook Neo.
In his latest X update, Kuo highlighted several positive order trends at Sunny Optical, including the optics specialist becoming a new Apple Compact Camera Module (CCM) supplier specifically for the MacBook Neo CCM. He wrote:
“Sunny has become a new Apple CCM supplier, producing the MacBook Neo CCM. MacBook Neo shipments have come in better than expected, with the 2026 shipment forecast raised from 5 million to 10 million units.”
The upward revision — from an initial 5 million units to a full 10 million units for 2026 — signals significantly improved supply chain confidence and anticipated demand for Apple’s next-generation MacBook model, widely expected to feature advanced display and camera technologies.
This MacBook Neo development is part of a broader set of encouraging Apple-related wins for Sunny Optical. Kuo also noted that Sunny is positioned to supply the ultra-wide CCM for the 2028 iPhone (switching to an improved COB version) and has secured a substantial 40–50% share of the high-ASP variable aperture lens for the second-half 2026 iPhone 18 Pro and Pro Max models — a component carrying roughly 50% higher ASP than the current high-end 7P lens.
Kuo’s post frames these developments as part of Sunny Optical’s overall positive trajectory, which also includes new forays into AI server optics (CPO/silicon photonics components) and orders for OpenAI devices.
MacDailyNews Take: 12 million units for 2026, at least (if Apple can make that many)!
Please help support MacDailyNews — and enjoy subscriber-only articles, comments, chat, and more — by subscribing to our Substack: macdailynews.substack.com. Thank you!
Support MacDailyNews at no extra cost to you by using this link to shop at Amazon.