David Naranjo

Apple’s OLED MacBook Pro signals a new phase in premium notebook pricing.

Based on our BOM and display panel cost analysis, we forecasted a $300–$500 increase for the 14” model, to $2,799–$2,999.

Apple’s announced $2,899 price, a $400 increase hit our forecast midpoint exactly!

My expectations for the Apple event next week as quoted in the news:

thenationalnews.com/future/technol…

tomsguide.com/computing/macb…

The shift toward premium displays is accelerating! 📈

Our latest Advanced IT Display Shipment & Technology Report forecasts 50% growth in OLED notebook PC display shipments in 2026, highlighting the growing momentum behind OLED adoption in the PC market.

counterpointresearch.com/en/insights/ol…

Great speaking with BBC about Dell’s record Q2. My takeaway: AI infrastructure spending isn’t slowing, it’s expanding. With Dell raising its FY27 AI server outlook to $74B, the company is increasingly at the center of the AI data-center buildout. #Dell #AI #counterpointresearch

Apple is expected to post its fourth consecutive quarter above $100 billion in revenue and set a June-quarter record. iPhone revenue is projected to surpass $50 billion for the first time in a June quarter. Mac is expected to post an all-time revenue record.