2026-02-02 20:03:08
Apple's rumored plan to enter the smart glasses market by late 2026 is already reshaping the global AR optics supply chain, according to DigiTimes.
According to the paywalled report, demand for smart glasses from the likes of Meta is rising steadily, but the industry now expects Apple's equivalent product to act as the primary catalyst for large-scale commercialization. Multiple suppliers across Taiwan's optical sector have apparently increased capital expenditure to expand capacity and shift research priorities toward AR technologies, citing Apple's expected requirements.
For example, Kinko Optical has positioned itself as a key supplier by opening a new AR, VR, and MR research center, backed by an investment of about $5.6 million. Kinko is currently the only Taiwanese company developing both nanoimprint optical waveguides and optical engines at the same time, technologies that are essential to modern AR glasses designs. Joint development projects with clients are expected to begin in 2026, aligning with the rumored launch timelines of major new products from brands like Apple.
Other Taiwanese suppliers are moving in the same direction. Asia Optical is accelerating development of AR, VR, and metalens products and has partnered with Singapore-based MetaOptics to co-develop metalens technology. JMO Corp. has already entered AR glasses supply chains, while Aiimax Innovation has completed metalens samples now undergoing brand certification.
Samsung has already announced plans to launch AR glasses in 2026, while Apple is expected to introduce its first smart glasses by the end of the year. Apple's entry is expected to increase volumes, stabilize supply chains, and lower component costs, prompting Taiwanese suppliers to position themselves more aggressively as the market for smart glasses expands.
2026-02-02 11:53:08
TSMC has been the exclusive supplier of Apple's systems-on-a-chip since 2014, but that 12-year streak could be nearing its end.
According to The Wall Street Journal, Apple is exploring whether some of its lower-end processors could be manufactured by a company other than TSMC.
"Now that TSMC is doing more business with Nvidia and other AI companies, people with knowledge of the chip supply chain said Apple was exploring whether some lower-end processors could be made by someone other than TSMC," the report said.
The report did not mention any candidates, but previous rumors have indicated that Intel could begin supplying some lower-end Apple processors in 2027 or 2028.
A few months ago, GF Securities analyst Jeff Pu said that he expected Intel to reach a chip supply deal with Apple for at least some non-pro iPhone models starting in 2028. Based on that timeframe, Intel could supply Apple with at least a portion of A21 or A22 chips for future iPhone models, if the companies agree to a partnership.
Apple's return to Intel might also involve some Mac and iPad chips. Last year, Tianfeng Securities analyst Ming-Chi Kuo said he expected Intel to begin shipping Apple's lowest-end M-series chip for select Mac and iPad models as early as mid-2027. For this, Kuo said Apple planned to utilize Intel's 18A process. He did not mention the iPhone.
There is no indication that Intel would play a role in designing the iPhone chips, with its involvement expected to be strictly limited to fabrication. That would differ from the era of Intel Macs, which used Intel-designed processors with x86 architecture. Apple began transitioning away from Intel processors in Macs in 2020.
Intel would help Apple diversify its supply chain, which could come at a pivotal time, as Nvidia has reportedly surpassed Apple as TSMC's largest customer amid rising competition for NAND memory and RAM chip supply for AI servers.
TSMC is not the only chip supplier seeing increased demand amid the AI server boom, as Samsung and SK Hynix have both gained enough leverage to demand Apple pay more for RAM chips, according to The Wall Street Journal's supply chain sources.
On an earnings call last week, Apple CEO Tim Cook said that rising memory chip prices had a "minimal impact" on Apple's gross margin last quarter, but he does expect a "bit more of an impact" on the company's gross margin in the current quarter. He said Apple "will look at a range of options to deal with that" as necessary.
Apple analyst Ming-Chi Kuo does not expect price increases for the iPhone 18 lineup.
Apple reported record-breaking revenue of $143.8 billion last quarter, up 16% year-over-year, and it is predicting similar 13% to 16% year-over-year growth and gross margin of 48% to 49% in the current quarter, so the company is still reporting impressive earnings results despite concerns surrounding memory chip prices.
2026-02-02 02:08:26
Last year, Apple launched CarPlay Ultra, the long-awaited next-generation version of its CarPlay software system for vehicles. Nearly nine months later, CarPlay Ultra is still limited to Aston Martin's latest luxury vehicles, but that should change fairly soon.
In May 2025, Apple said many other vehicle brands planned to offer CarPlay Ultra, including Hyundai, Kia, and Genesis. At the time, it said CarPlay Ultra would begin expanding to more vehicles around the world "in the next 12 months."
In his Power On newsletter today, Bloomberg's Mark Gurman said he was told that CarPlay Ultra will come to at least one major new Hyundai or Kia vehicle model "in the second half of this year." It is unclear if he is referring to Hyundai's upcoming IONIQ 3, as previously reported, or if it will be a different model.
CarPlay Ultra features deeper integration with a vehicle's instrument cluster and systems, built-in apps for radio and climate controls, rear-view camera feed support, and more. The connected iPhone provides app-related data, while the vehicle provides information like the current speed, fuel level, tire pressure, engine temperature, and more.
The interface is tailored to each vehicle model and automaker's identity, and drivers can choose from various preset design options.
BMW, Ford, and Rivian are among the brands that have publicly downplayed CarPlay Ultra, while General Motors controversially ditched the regular version of CarPlay in its new electric vehicles, so it is likely to pass on CarPlay Ultra too. That means vehicles from brands like Chevrolet, Cadillac, and GMC are likely out of the running.
It is improbable that Tesla would offer CarPlay Ultra either, but it is reportedly working on offering the regular version of CarPlay in a major pivot.
2026-02-02 01:27:44
Apple's first foldable could feature the biggest ever iPhone battery and eclipse rival devices, according to a known leaker.
In a new post, the Weibo user known as "Fixed Focus Digital" says that the foldable's battery could be over 5,500 mAh in size, which would make it the largest capacity of any current or previous iPhone. The iPhone 17 Pro Max has the biggest iPhone battery to date at 5,088 mAh.
Competing foldables already on the market feature a noticeably smaller battery than the rumored size. The Google Pixel 10 Pro Fold has a battery capacity of 5,015 mAh, while the Samsung Galaxy Z Fold 7 has a 4,400 mAh battery. As a result, any foldable smartphone from Apple with a battery over 5,500 mAh in size would be class-leading.
Last year, the leaker known as "yeux1122" said that Apple was testing a battery for the device in the 5,400–5,800 mAh range, citing supply chain sources. A March report from the same Korean account claimed that Apple has placed a heavy focus on improving power efficiency while slimming down key components of its foldable iPhone, with battery life said to be a key priority for the company. Separately, Apple analyst Ming-Chi Kuo said the device will use high-density cells to deliver superior battery life.
Apple's first foldable iPhone is rumored to feature a 7.8-inch crease-free inner display, a 5.5-inch cover display, Touch ID, two rear cameras, the A20 chip, and the "C2" modem. It is expected to launch alongside the iPhone 18 Pro and iPhone 18 Pro Max later this year.
2026-02-02 01:21:08
Apple is "exploring" the idea of a foldable iPhone with a "square, clamshell-style" design, according to Bloomberg's Mark Gurman.
A so-called "iPhone Flip" — unlikely to be the real name — would compete with devices such as Samsung's Galaxy Z Flip 7 and the modern-day Motorola Razr.
The clamshell iPhone would be released at some point after Apple's first foldable iPhone, which is expected to launch in September this year.
The first foldable iPhone is expected to open up like a book, similar to Samsung's Galaxy Z Fold 7. This design will provide users with a large 7.7-inch inner display for watching videos and gaming, and there will likely be multitasking functionality. A clamshell iPhone, on the other hand, would be more about portability and pocketability.
"Apple is betting that its first foldable iPhone will be successful enough to generate real demand for the category and that customers will want additional shapes and sizes, much as they have with traditional slab-style iPhones," said Gurman. Nevertheless, he said a clamshell iPhone is "far from guaranteed to reach the market."
2026-02-01 22:48:05
Amazon this weekend has all-time low prices on the Apple Watch Series 11, with $100 discounts across numerous models of the smartwatch. This is only the second time so far in 2026 that we've tracked $100 markdowns on the Series 11, and nearly every aluminum model is on sale right now.
Note: MacRumors is an affiliate partner with Amazon. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.
You can get the 42mm GPS Apple Watch Series 11 for $299.00, down from $399.00, and the 46mm GPS model for $329.00, down from $429.00. On Amazon, you'll find four of the 42mm GPS models on sale at this all-time low price, and four of the 46mm GPS models on sale as well.
