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Chronicles

The story behind the story

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AI companies are outbidding Apple, long dominant in the electronics supply chain, for chips, memory, glass fiber, and more, as suppliers gain leverage on prices

Parts for iPhones to cost more owing to surging demand from AI companies  —  Apple has dominated the electronics supply chain for years.

Wall Street Journal

Discussion

  • @lanceulanoff Lance Ulanoff on x
    @markgurman Let's see that first one...first.
  • @samsheffer Sam Sheffer on x
    yes, give me something smaller for crying out loud!
  • @samsheffer Sam Sheffer on x
    “The first foldable iPhone is expected to feature an outer display of about 5.5 inches. Personally, I'd like to see that pushed closer to 6.5 inches.” mark please ask apple to revive the mini next thank you
  • @markgurman Mark Gurman on x
    Power On: Apple's blockbuster holiday quarterwas impressive — but it shouldn't give air cover to avoid an AI reckoning https://www.bloomberg.com/...
  • @markgurman Mark Gurman on x
    Apple is already exploring a follow-up to its first foldable iPhone: a smaller, clamshell version. It would compete with existing models from Samsung and Motorola. https://www.bloomberg.com/...
  • @markgurman Mark Gurman on x
    The next MacBook Pros are coming soon, with the release planned for the macOS 26.3 cycle running between now through March and extreme shortages at retail stores and online. MacBook Air and new displays not far off either. https://www.bloomberg.com/...
  • @seldo.com Laurie Voss on bluesky
    Such a strange framing.  Apple is the largest manufacturer of computer hardware in the world.  Does AI change anything about that?  Is there some AI-powered hardware that Apple is going to fail to create and everyone will stop buying iPhones as a result? [embedded post]
  • @mgsiegler.com M.G. Siegler on bluesky
    Meta clearly believes they need to be at the cutting-edge of AI right now.  Apple clearly believes they can outsource the cutting-edge right now and wait and see how it develops.  —  We'll all get to watch which bet was right and which was wrong in real time!
  • r/apple r on reddit
    Apple's Historic Quarter Doesn't Change the Need for AI Reckoning