Sources: Apple told suppliers to prepare to produce ~10M foldable iPhones in 2026, up from a forecast of 7M to 8M, and 80M iPhones in total across new models
TAIPEI — Apple is planning an ambitious iPhone launch for the second half of this year and first half of 2027 with at least five …
Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027
▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.
Apple says “the rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage”; the MacBook Neo rises from $599 to $699
Some quick thoughts on the hardware prices Apple increased — and didn't increase — today.
Apple says “the rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage”; the MacBook Neo rises from $599 to $699
Apple Inc. took the extreme measure of raising prices of all Macs, iPads, home devices and the Vision Pro on Thursday …
Apple says “the rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage”; the MacBook Neo rises to $699 from $599
Apple Inc. took the extreme measure of raising prices of Macs, iPads and home devices on Thursday …
In an interview, Tim Cook says Apple price hikes are “unavoidable” to offset surging memory and storage chip costs, and “the situation has become unsustainable”
The CEO tells the Journal in an exclusive interview that soaring costs make price increases ‘unavoidable’
In an interview, Tim Cook says Apple price hikes are “unavoidable” to offset surging memory and storage chip costs, and “the situation has become unsustainable”
The CEO tells the Journal in an exclusive interview that soaring costs make price increases ‘unavoidable’
Apple says 79% of all iPhones and 86% of iPhones released in the past four years were running iOS 26 as of June 7, vs. 82% and 88% for iOS 18 before WWDC 2025
Apple says 79% of all iPhones and 86% of iPhones released in the past four years were running iOS 26 as of June 7, vs. 82% and 88% for iOS 18 before WWDC 2025
Apple has shared updated iOS 26 and iPadOS 26 adoption figures, revealing how many iPhones and iPads were running those software versions …
Apple-funded study: the App Store had $1.4T in billings and sales globally in 2025; apps with consumer AI features saw 4x more billings growth than other apps
Apple shares update on 2025 App Store success — “Developers are the heartbeat of the App Store, and this year's incredible milestone …