MoreRSS

site iconMacRumorsModify

Apple, iPhone, iPad, Mac News and Rumors
Please copy the RSS to your reader, or quickly subscribe to:

Inoreader Feedly Follow Feedbin Local Reader

Rss preview of Blog of MacRumors

iPhone Air's Poor Sales Spook Rivals Into Ditching Ultra-Thin Phone Plans

2026-05-01 22:34:47

A Weibo leaker today suggested that Apple's iPhone Air 2 may be the only next-generation ultra-thin flagship smartphone from a major brand, after the original model's poor sales performance appears to have led competing manufacturers to abandon plans for their own follow-up products.


The leaker known as "Digital Chat Station" today posted on Weibo, claiming that the ‌iPhone Air‌ barely surpassed 700,000 unit activations even after multiple rounds of price reductions. The post also noted that an unspecified domestic Chinese ultra-thin device managed only 50,000 activations, and that the rival's planned follow-up now looks "highly precarious" and is in all likelihood going to be scrapped. The leaker concluded that the ‌iPhone Air‌ 2 may end up as the sole ultra-thin flagship of the next generation.

The ‌iPhone Air‌ has struggled commercially since its September 2025 launch. A KeyBanc Capital Markets survey found "virtually no demand" for the device, supply chain analyst Ming-Chi Kuo reported that suppliers had been asked to cut capacity by more than 80% between launch and early 2026, and the ‌iPhone Air‌ is now widely believed to be entirely out of production.

The device's poor reception has reverberated across the industry. Xiaomi reportedly planned a "true Air model" to rival Apple's offering, while Vivo targeted thinness within its mid-range S series. Both companies are said to have halted related projects. Samsung similarly cancelled the Galaxy S26 Edge after the Galaxy S25 Edge sold poorly.

Despite all of this, a separate leaker claimed last month that Apple will push ahead with at least two generations of the device regardless of sales performance. Reports are now aligned around a spring 2027 launch, with the delay attributed both to poor sales of the original and to Apple's new split launch strategy, which moves the standard iPhone 18, iPhone 18e, and ‌iPhone Air‌ 2 to a spring window while reserving fall 2026 for the iPhone 18 Pro, ‌iPhone 18 Pro‌ Max, and foldable iPhone. Reports from Nikkei Asia, Bloomberg's Mark Gurman, and The Information all point to an early 2027 release.

Apple is said to be significantly revising the ‌iPhone Air‌ 2 to address the main criticisms of the original. The Information reported that Apple is considering adding a second rear camera, likely an Ultra Wide lens to complement the existing 48-megapixel Fusion camera, along with lower pricing. Other rumored changes include reduced weight, vapor chamber cooling, and increased battery capacity. Apple is believed to have requested an ultra-thin Face ID module from suppliers to free up internal space for the additional camera. According to The Elec, Apple also plans to bring a thinner, brighter Samsung OLED technology called CoE (Color Filter on Encapsulation) to the ‌iPhone Air‌ 2, after debuting it first on the foldable iPhone.

Related Roundup: iPhone Air
Buyer's Guide: iPhone Air (Buy Now)

This article, "iPhone Air's Poor Sales Spook Rivals Into Ditching Ultra-Thin Phone Plans" first appeared on MacRumors.com

Discuss this article in our forums

MacRumors 2026 Blood Drive

2026-05-01 21:30:58

MacRumors is pleased to announce our Seventeenth Annual MacRumors Blood Drive, throughout the month of May 2026. Let's save lives together by encouraging donations of blood, platelets, and plasma, and signing up as bone marrow and organ donors. While most blood drives are specific to a geographic location, our blood drive is online and worldwide. Anyone can participate.


Over the past 16 years, MacRumors Blood Drives have recorded donations of 1,795 units of blood, platelets, and plasma, cheered for donors, and celebrated new signups for the bone marrow and organ donor registries. We've heard from hundreds of forum members who donate or whose lives were saved by the donations of strangers.

This year's featured donor is user m53rd. Not only is he a blood donor, registered as an organ donor, and registered as a bone marrow donor, but he's already been an organ donor, having donated a kidney and then 60% of his liver to people in need. It's a magnificent example how a single person can save many lives.

Whether you're a regular donor or someone overcoming apprehension to donate for the very first time, we welcome and congratulate you.


How to participate in the MacRumors Blood Drive

  1. If you are an eligible donor, schedule a blood, platelet, or plasma donation (FAQ) at any donation center near you. Post in the MacRumors 2026 Blood Drive! thread to tell us about it. Also post if you sign up for the bone marrow registry (FAQ) or register as an organ donor. We'll add all registrants to our Honor Roll.

  2. Not everyone is eligible to donate blood, due to their health status or based on risk factors that result in deferrals (see LGBTQ+ donor information). If you aren't eligible to donate blood, please encourage a friend or relative to make a donation, and let us know. If they donate, you'll both be added to our Honor Roll.

  3. Share our #MacRumorsBloodDrive message with friends, relatives, and followers. Help us thank the forum members who post in the MacRumors 2026 Blood Drive! thread.

After the MacRumors Blood Drive ends on May 31, continue recording your blood, platelet, and plasma donations, from June 2026 through next April 2027, on our Team MacRumors 2026-2027 page (instructions). We'll tally your donations and count them for the MacRumors 2027 Blood Drive next May.
This article, "MacRumors 2026 Blood Drive" first appeared on MacRumors.com

Discuss this article in our forums

Apple's Q2 2026 Earnings Call: 11 Key Takeaways

2026-05-01 06:39:20

Apple held its earnings call for the second fiscal quarter (first calendar quarter) of 2026 today after announcing its best March quarter ever. Apple saw revenue of $111.2 billion with double-digit growth across every geographic segment and across every product category. Apple CEO Tim Cook and Apple CFO Kevan Parekh provided insight into iPhone sales, Mac sales, RAM supply issues, and more.


We've rounded up the most interesting takeaways from the call.

iPhone 17 Sales


Apple attributed its success to the new iPhone models. Cook said "demand was off the charts," but Apple was facing supply constraints that impacted revenue. Had there not been supply issues, Apple would have seen higher revenue.

The A19 and A19 Pro chips from TSMC proved to be a bottleneck because TSMC uses the same 3nm process for AI chips that are in high demand. Cook said iPhone constraints were "primarily driven" by the availability of the advanced nodes Apple's SoCs are produced on.

According to Parekh, the iPhone 17 family is Apple's best-selling iPhone lineup to date. "The ‌iPhone 17‌ family is now the most popular lineup in our history... we believe we gained market share during the quarter," he said.

iPhone revenue was $57 billion, up 22 percent year-over-year, which is a new March quarter record. Apple saw strong demand from upgraders and customers choosing an iPhone for the first time. Cook said Apple is "enormously pleased" with how the ‌iPhone 17‌ lineup has been received.

Memory Costs


Apple had higher memory costs during the March quarter, and the impact is expected to get worse as the year goes on. Apple CEO ‌Tim Cook‌ said that Apple is expecting "significantly higher memory costs" in the June quarter, and beyond June, memory costs will "drive an increasing impact" on Apple's business.

Mac Sales


Mac revenue was $8.4 billion, up six percent year-over-year. Cook said sales were impacted by supply constraints "driven by higher than expected levels of demand."

The MacBook Neo that was introduced during the quarter was a hit, and Apple sold out. Shipping times for new machines reached several weeks. Apple also saw high demand for the Mac mini and the Mac Studio from people buying the machines for use with AI.

Apple set March quarter records for upgraders and customers new to the Mac, leading to a new all-time record for the overall Mac install base. Apple is focused on customers new to the Mac and customers who have been holding onto their Mac for a long period of time, and the Neo is selling well to those customers.

Apple expects Macs to face supply constraints in the June quarter due to continued high demand and "less flexibility in the supply chain."

Mac Studio and Mac mini Supplies


Apple expects it to take months to reach supply/demand balance on the ‌Mac Studio‌ and ‌Mac mini‌, suggesting they are going to be hard to get for months to come.

Apple underestimated demand for the ‌Mac mini‌ and the ‌Mac Studio‌. "Both of these are amazing platforms for AI and agentic tools and the customer recognition of that is happening faster than what we had predicted, and so we saw higher than expected demand," Cook said.

John Ternus


Cook addressed John Ternus, who will take over as Apple's CEO on September 1, 2026.
As I have said, there is no one on this planet I trust more to lead Apple into the future than John Ternus. John is a brilliant engineer, a deep thinker, a person of remarkable character, and a born leader. I know he will push us to go further than we think is possible in order to deliver the greatest products and services for our users. I have been so proud to call him a colleague and a friend, and I will be even more proud to call him Apple's CEO.

Ternus also spoke on the call, where he teased Apple's upcoming product lineup.
As Tim mentioned, we have an incredible roadmap ahead. And while you're not going to get me to talk about the details of that roadmap, suffice it to say this is the most exciting time in my 25-year career at Apple to be building products and services.

There are so many opportunities before us, and I couldn't be more optimistic about what's to come. For now, let me simply say I am deeply grateful to Tim, to the executive team and to everyone at Apple, and I look forward to all of the important work ahead with that.

Wearables


Wearables revenue was $7.9 billion, an increase of five percent year-over-year. Apple's wearables install base hit a new all-time high, and more than half of customers who purchased an Apple Watch during the quarter were new to the product.

Services


Apple's services revenue reached $31 billion, a new all-time revenue record.

Apple has an install base of over 2.5 billion active devices, a new all-time high across all major product categories. Both transacting and paid accounts hit new all-time highs in the quarter.

Retail


Apple had a March quarter revenue record for retail, with "very high levels of store traffic throughout the quarter."

AI


Parekh said that AI is a "really important investment area" for Apple, and the company plans to continue to invest in AI "incrementally on top of" what it normally invests in its product roadmap.

Apple's R&D spending accelerated during the quarter, and Cook said that Apple is investing in products and services. "We see opportunities in both of those," he said. "We could not be more excited about how the future is playing out."

On the collaboration with Google, Cook said things are going well. "We're happy with where things are, and we're happy with the work that we're doing independently as well," he said.

Tariffs


From Q1 to Q2, Apple saw less impact from tariffs due to the reduction in IEEPA tariff rates, and the reduced global tariff rate under Section 122. Cook said Apple is following the established processes of applying for a refund of tariffs paid, and any amount received will be invested back into U.S. innovation and advanced manufacturing. Any investment of refunded tariff fees will be in addition to Apple's prior commitments in the U.S.

Next Quarter


Parekh said June quarter total revenue is expected to grow 14 to 17 percent year-over-year. Services revenue is expected to grow at a similar rate to what was reported in the March quarter.

Parekh warned investors about iPad revenue because last year, Apple released the A16 ‌iPad‌. "Keep in mind, we face a difficult compare driven by the launch of the A16-powered ‌iPad‌ in the prior year," Parekh said.

Apple's guidance for the June quarter relies on global tariff rates and policies remaining as they are today.
This article, "Apple's Q2 2026 Earnings Call: 11 Key Takeaways" first appeared on MacRumors.com

Discuss this article in our forums

Apple Says Mac Studio and Mac Mini Will Be in Short Supply for Months

2026-05-01 05:59:58

During today's earnings call for the second fiscal quarter of 2026, Apple CEO Tim Cook said that the Mac mini and Mac Studio could be hard to get for months to come.


"We think, looking forward, that the ‌Mac mini‌ and ‌Mac Studio‌ may take several months to reach supply demand balance," Cook said.

Apple underestimated demand for the ‌Mac mini‌ and the ‌Mac Studio‌. "Both of these are amazing platforms for AI and agentic tools and the customer recognition of that is happening faster than what we had predicted, and so we saw higher than expected demand," Cook said.

Shipping delays for the ‌Mac mini‌ and the ‌Mac Studio‌ have been increasing over the last few months, and the waits for some models stretch into months. Apple stopped selling the ‌Mac Studio‌ with 512GB RAM entirely, and it stopped accepting orders for some models with higher amounts of RAM. As of last week, the base ‌Mac mini‌ was listed as "Currently Unavailable" from Apple's online store because it is out of stock.

Related Roundups: Mac Studio, Mac mini
Related Forums: Mac Studio, Mac mini

This article, "Apple Says Mac Studio and Mac Mini Will Be in Short Supply for Months" first appeared on MacRumors.com

Discuss this article in our forums

Apple Expects 'Significantly Higher Memory Costs' in June Quarter and Beyond

2026-05-01 05:48:39

Apple had higher memory costs during the March quarter, and the impact is expected to get worse as the year goes on. Apple CEO Tim Cook said that Apple is expecting "significantly higher memory costs" in the June quarter, and beyond June, memory costs will "drive an increasing impact" on Apple's business.


Cook said the higher memory costs have been partially offset because the company is selling existing inventory that it has stockpiled. As those supplies dwindle, Apple's costs will go up.

According to Cook, Apple is going to look at a "range of options" and the company is "continuing to evaluate" the situation. Cook declined to provide more insight into how Apple plans to deal with the problem.

Memory costs have been soaring due to global supply constraints caused by AI server demand. Chip makers are prioritizing memory for AI servers rather than consumer devices, causing prices to go up.
This article, "Apple Expects 'Significantly Higher Memory Costs' in June Quarter and Beyond" first appeared on MacRumors.com

Discuss this article in our forums

iPhone 17 Is Apple's Most Popular Lineup Ever

2026-05-01 05:01:51

Apple's iPhone 17 models are its most popular iPhones to date, Apple CFO Kevan Parekh told the Financial Times. Both Parekh and Apple CEO Tim Cook attributed Apple's stellar Q2 2026 performance to iPhone sales.


"The ‌iPhone 17‌ family is now the most popular line-up in our history... we believe we gained market share during the quarter," said Parekh. Cook told Reuters that iPhone demand was "off the charts," and that supply was constrained despite the impressive sales.

"And there's just a little less flexibility in the supply chain at the moment for getting more parts," Cook said. Apple's iPhone sales were held back by the A19 and A19 Pro chips that it gets from TSMC, as TSMC also manufactures AI chips.

Parekh said that memory had an "increasing impact" between the first and second quarters of 2026.

Issues with chip supply and increasing problems acquiring RAM could potentially have an impact on the iPhone 18 lineup that Apple is expected to introduce this September. The lineup will include Apple's first foldable iPhone.

The current ‌iPhone 17‌ family includes the ‌iPhone 17‌, iPhone 17 Pro, ‌iPhone 17 Pro‌ Max, iPhone 17e, and iPhone Air.

Related Roundups: iPhone 17, iPhone 17 Pro
Tag: Earnings
Related Forum: iPhone

This article, "iPhone 17 Is Apple's Most Popular Lineup Ever" first appeared on MacRumors.com

Discuss this article in our forums