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  3. Apple is Reportedly Facing a 'Massive Dilemma' With the MacBook Neo

Apple is Reportedly Facing a 'Massive Dilemma' With the MacBook Neo

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appleenthusiast
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  • sundray@lemmus.orgS This user is from outside of this forum
    sundray@lemmus.orgS This user is from outside of this forum
    sundray@lemmus.org
    wrote on last edited by
    #1

    In the iPhone 16 Pro models, the A18 Pro chip has a 6-core GPU. During the chip manufacturing process, however, sometimes a CPU or GPU core can turn out to be faulty. Rather than discarding the leftover A18 Pro chips with only a 5-core GPU, Apple opted to use them in the MacBook Neo, as a way of optimizing its supply chain and costs.

    These so-called "binned" chips with a 5-core GPU are effectively "free" to Apple, given that they otherwise would have been discarded.

    Herein lies the dilemma.

    In the latest edition of his Culpium newsletter today, Culpan said the MacBook Neo is selling so well that Apple's supply of the binned A18 Pro chips with a 5-core GPU will "run out" before the company is able to fully satisfy demand for the laptop.

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    Apple is Reportedly Facing a 'Massive Dilemma' With the MacBook Neo

    The all-new MacBook Neo has been such a hit that Apple is facing a "massive dilemma," according to Taiwan-based tech columnist and former Bloomberg reporter Tim Culpan. In the iPhone 16 Pro models, the A18 Pro chip has a 6-core GPU. During the chip manufacturing process, however, sometimes a CPU or GPU core can turn out to be faulty.

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    • sundray@lemmus.orgS sundray@lemmus.org

      In the iPhone 16 Pro models, the A18 Pro chip has a 6-core GPU. During the chip manufacturing process, however, sometimes a CPU or GPU core can turn out to be faulty. Rather than discarding the leftover A18 Pro chips with only a 5-core GPU, Apple opted to use them in the MacBook Neo, as a way of optimizing its supply chain and costs.

      These so-called "binned" chips with a 5-core GPU are effectively "free" to Apple, given that they otherwise would have been discarded.

      Herein lies the dilemma.

      In the latest edition of his Culpium newsletter today, Culpan said the MacBook Neo is selling so well that Apple's supply of the binned A18 Pro chips with a 5-core GPU will "run out" before the company is able to fully satisfy demand for the laptop.

      Link Preview Image
      Apple is Reportedly Facing a 'Massive Dilemma' With the MacBook Neo

      The all-new MacBook Neo has been such a hit that Apple is facing a "massive dilemma," according to Taiwan-based tech columnist and former Bloomberg reporter Tim Culpan. In the iPhone 16 Pro models, the A18 Pro chip has a 6-core GPU. During the chip manufacturing process, however, sometimes a CPU or GPU core can turn out to be faulty.

      favicon

      MacRumors (www.macrumors.com)

      P This user is from outside of this forum
      P This user is from outside of this forum
      partial_accumen@lemmy.world
      wrote on last edited by
      #2

      I suppose its a good thing there are 1.5 million iPhone Air units that went unsold that use a A19 5 core CPU. Even better, iPhone Air had 12GB RAM onboard. With unsold product and current RAM drought, this would be a good way to turn unsold product into something consumers really want.

      Here's a reference on the iPhone air internals from Jan 2026:

      "Possibly the biggest hurt could be with the chips. Apple uses the same A19 Pro CPU in the Air as it does with the iPhone 17 Pro. But the Air has only 5 GPU cores — as does the base iPhone 17 — while the iPhone 17 Pro has 6 GPU cores. (To be blunt, this is merely chip binning, not a new chip)."

      "As a result, the unused Air chips cannot be put in the the lower-end base iPhone 17 nor in the higher-end iPhone 17 Pro. They cannot be repurposed. Even worse, the Air has 12GB of DRAM while the baseline iPhone 17 has just 8GB, according to TrendForce. So, any processor modules which have already had their DRAM fused onto the CPU would also result in wasted DRAM — unless Apple and TSMC find some magical way to “unfuse” the memory from the base die."

      source

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