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
Related Coverage
- Apple May Break a 12-Year Chip Strategy MacRumors · Joe Rossignol
- How Process Improvement Is the Real Game-Changer of AI SupplyChainBrain · Frank Vega
- Prediction: Apple's Dominant Competitive Position Won't Fade in the Artificial Intelligence (AI) Age Motley Fool · Neil Patel
- Apple's got plenty of memory chips. What it lacks is access to the best foundries. Philip Elmer‑DeWitt · Philip Elmer-DeWitt
- Apple May Break a 12-Year Chip Strategy MacRumors Forums
- If Apple drops 128GB again, your iPhone 18 Pro gets pricy fast Digital Trends · Paulo Vargas
- Premarket: Apple is red Philip Elmer‑DeWitt · Philip Elmer-DeWitt
- Tim Cook didn't rule out price rises for Apple products, and here's why 9to5Mac · Ben Lovejoy
- AI demand forcing Apple to look for alternatives to TSMC AppleInsider · William Gallagher
- New MacBook Pro models “imminent”, says Apple expert - get a major bump in performance T3 · Sam Cross
- Apple keeps winning today by betting on tomorrow Macworld · David Price
- Report: Second Foldable iPhone May Have a Clamshell Design PCMag · James Peckham
- Apple is yet to launch the iPhone Fold, but iPhone Flip rumours are already circulating Moneycontrol · Ankita Chakravarti
- Apple's second foldable could be a flip phone — and that's exactly the kind of foldable iPhone I'd buy Tom's Guide · Tom Pritchard
- Expect more upsells and subscription bundles from Apple, Creator Studio was just the start 9to5Mac · Benjamin Mayo
- Studio Display refresh looms with three key upgrades 9to5Mac · Chance Miller
- Apple Overhauls Its Mac Configurator Offering More Choice GameRevolution
- More Apple Subscriptions Are Coming and ‘Creator Studio’ Shows What Is Next The Mac Observer · Rajat Saini
- Your wait for a refreshed Apple Studio Display may be nearly over Digital Trends · Pranob Mehrotra
- Apple's already thinking about an iPhone flip phone Phandroid · Tyler Lee
- The M5 Pro-powered MacBook Pro might be here sooner than expected Trusted Reviews · Diane Templado
- New MacBook Pro release date: Here's when M5 Pro and M5 Max might debut 9to5Mac · Michael Burkhardt
- Apple Might Copy Samsung Foldables Sam Lover · Puru
- The iPhone Flip might be real, you guys Mashable · Stan Schroeder
- Apple May Launch Two Foldable iPhones, Including Clamshell Variant The Hans India · Kahekashan
- Gurman: Apple is actively exploring a flip-style foldable iPhone GSMArena.com · Michail
- Apple could be planning to copy Samsung's foldables after all Android Authority · Tushar Mehta
- Apple's foldable plans may not stop at just one iPhone Cult of Mac · Rajesh Pandey
- Apple's first foldable iPhone might be a flip-style device instead of book design: Report The Indian Express
- Apple is exploring a ‘flip-phone’ concept for future iPhones Appleosophy · Nick Soong
- Apple Is Reportedly Exploring a Clamshell Design for Its Second Foldable iPhone Hypebeast · Zoe Leung
- iPhone Flip to launch soon? Report suggests Apple is working on a Galaxy Z Flip rival Livemint · Aman Gupta
- Apple may explore clamshell foldable iPhone after first fold launch: Report Business Standard · Harsh Shivam
- Apple reportedly exploring a foldable iPhone to compete with Galaxy Z Flip SamMobile · Asif Iqbal Shaik
- Apple may launch Samsung Galaxy Z Flip competitor anytime soon: Report Digit · Ayushi Jain
- Apple May Challenge Samsung's Flip Lineup with Clamshell Foldable iPhone SammyGuru · Binay Konwar
- Apple's Next-Gen CarPlay Set to Expand Beyond Luxury Cars With Hyundai, Kia [Gurman] iClarified · Shalom Levytam
- Apple Exploring Clamshell ‘iPhone Flip’ as Follow-Up to 2026 Foldable [Gurman] iClarified · Shalom Levytam
- Apple Reportedly Exploring An ‘iPhone Flip’ With A Clamshell Design, With The Company Hoping That The iPhone Fold Can Generate ‘Real Demand’ So It Can Pursue This Form Factor Wccftech · Omar Sohail
- Apple's Upcoming New MacBook Pro To Launch Alongside macOS 26.3 Update WiFi Planet · Eric Sandler
- You might want to hold off buying a MacBook right now Digital Trends · Moinak Pal
- Apple is already thinking about its second foldable iPhone, and it may be a clamshell Engadget · Jackson Chen
- Apple Leadership Is Quietly Getting AI-Pilled, Report Claims Gizmodo · Mike Pearl
- New MacBook Pros Imminent as Apple Store Inventory Begins to Sell out iPhone in Canada · John Quintet
- Apple's CarPlay Ultra to Expand to These Vehicle Brands Later This Year MacRumors · Joe Rossignol
- Upcoming iPhone: A “Flip” Phone With a Square Foldable Design, Details Leaked The Mac Observer · Rajat Saini
- Apple Prepares M5 Pro and M5 Max MacBook Pro Launch as Inventory Tightens [Gurman] iClarified · Shalom Levytam
- Mark Gurman rains on Apple's blowout results Philip Elmer‑DeWitt
- Meta Bets the Farm, Apple Milks the Cows Spyglass · M.G. Siegler
- Apple Has A Chance To Fix Its MacBook Mistake Forbes · Ewan Spence
- M5 Pro, Max updates for MacBook Pro expected alongside macOS 26.3 AppleInsider · Malcolm Owen
- New MacBook Pros Reportedly Launching Alongside macOS 26.3 MacRumors · Joe Rossignol
- Apple didn't introduce Mac customisation last week. They've offered build-to-order since November 1997 - the day the Apple Online Store launched. … Neal Riley
- RE: https://mastodon.online/... I like how someone at Apple is obviously leaking this to make the project look like it's making traction. Maybe next year they can let us know if one more car will get it. @joesteel@duck.haus · Joe Rosensteel
- Apple is Exploring an ‘iPhone Flip’ MacRumors Forums
- iPhone 18 Pro could deal with the RAM crisis through a storage hike — here's why I think that's unlikely Tom's Guide · Jeff Parsons
- After a Decade of TSMC, Apple May Start Looking Elsewhere for Chips The Mac Observer · Rajat Saini
- Apple “exploring” iPhone Flip as a follow-up to iPhone Fold, says expert T3 · Britta O'Boyle
- Apple Now Allows Customers More Customization When Building their New Mac iPhone in Canada · Steve Vegvari
- Apple just completely changed how you buy a Mac Macworld · Michael Simon
- New Report Corroborates Split iPhone Release Dates iLounge · Samantha Wiley
- Apple may be planning a folding throwback that you'll flip over Macworld · David Price
- Subscriptions like Creator Studio are the future of Apple's revenue AppleInsider · Malcolm Owen
- Apple explores square, clamshell-style foldable iPhone MacDailyNews
- Apple May Break a 10-Year Chip Strategy MacRumors Forums
- Apple Store Now Better Shows All Specs Choices to Mac Buyers Thurrott · Laurent Giret
- Apple Reportedly Set for ‘Imminent’ Launch of M5 Pro, M5 Max MacBook Pros PCMag · Jibin Joseph
- Apple Explores Clamshell iPhone Design as Second Foldable Option Android Headlines · Jean Leon
- The AI boom could cost Apple up to $57 more per iPhone - for memory chips alone. The Decoder · Maximilian Schreiner
- Sources: Apple's executives question if it has the right ingredients to win the AI era, new MacBook Pros are coming, and Apple mulls a clamshell foldable iPhone Bloomberg · Mark Gurman
- AI infrastructure surge begins squeezing Apple's component costs — company considering supplier other than TSMC for lower-end chips, report claims Tom's Hardware · Luke James
- Apple Intelligence: Why Apple's AI Strategy Breaks from the Cloud Norm Appleosophy
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