On this week's episode of The MacRumors Show, we answer your listener questions about the future of Apple's product lineup, the software and services shaping the ecosystem, and our own personal histories with the company and its devices.



Some questions center on the iPhone Air and its future direction, including whether Apple might adopt silicon-carbon battery technology for a second-generation model, or prioritize adding a second camera lens instead. There is also interest in how ‌iPhone Air‌ might evolve with features like a vibrating surface speaker.

The foldable iPhone generates a lot of discussion, with questions touching on whether listeners would choose it over an ‌iPhone Air‌, whether it could replace both an iPhone and iPad mini, and whether its arrival signals the end of the dedicated compact tablet.

Broader hardware questions include when the 11th-generation iPad will be updated, when Apple plans to complete the OLED with ProMotion rollout across its entire laptop lineup, whether the MacBook Neo risks cannibalizing ‌iPad‌ sales, and what the future holds for Apple Vision Pro given its underwhelming reception.

On the software side, questions cover what visionOS might look like several years down the line, Photomator's future and whether Apple intends to develop it into a proper Lightroom alternative, and whether Apple is falling behind competitors like Alexa on basic smart home automation, pointing out that HomePod still relies on Shortcuts for many routines that Alexa handles natively.

The general tech questions are the most varied, asking which Apple device would cause the biggest bottleneck if swapped for an entry-level version, whether we would attempt an Apple Watch-only week without an iPhone, and what device combinations we actually rely on day to day. There is also curiosity about Nothing as a brand and whether it is worth taking seriously, as well as concerns about the escalating cost of MacBook Pro models and where the ceiling might be.

A number of questions are more personal, asking about our first Apple products, what originally drew us to the ecosystem, our favorite and oldest devices, and whether family members using non-Apple products causes any friction. ‌The MacRumors Show‌ has its own YouTube channel, so make sure you're subscribed to keep up with new episodes and clips.



You can also listen to ‌The MacRumors Show‌ on Apple Podcasts, Spotify, Overcast, or other podcast apps. You can also copy our RSS feed directly into your player.



If you haven't already listened to the previous episode of The MacRumors Show, catch up to hear our discussion about Apple's bombshell announcement that Tim Cook will step down as CEO on September 1, 2026, with hardware engineering chief John Ternus set to succeed him.

Subscribe to ‌The MacRumors Show‌ for new episodes every week, where we discuss some of the topical news breaking here on MacRumors, often joined by interesting guests such as Kayci Lacob, Kevin Nether, John Gruber, Mark Gurman, Jon Prosser, Luke Miani, Matthew Cassinelli, Brian Tong, Quinn Nelson, Jared Nelson, Eli Hodapp, Mike Bell, Sara Dietschy, iJustine, Jon Rettinger, Andru Edwards, Arnold Kim, Ben Sullins, Marcus Kane, Christopher Lawley, Frank McShan, David Lewis, Tyler Stalman, Sam Kohl, Federico Viticci, Thomas Frank, Jonathan Morrison, Ross Young, Ian Zelbo, and Rene Ritchie.

‌The MacRumors Show‌ is on X @MacRumorsShow, so be sure to give us a follow to keep up with the podcast. You can also email us at podcast@macrumors.com or head over to The MacRumors Show forum thread. Remember to rate and review the podcast, and let us know what subjects and guests you would like to see in the future.
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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.
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Apple remains the top manufacturer of satellite-capable smartphones globally, with such devices projected to reach 46% of all smartphone shipments by 2030, according to a new report from Counterpoint Research.


The firm's Smartphone Satellite Connection Report finds that Apple kickstarted the satellite phone trend when it partnered with Globalstar to bring Emergency SOS via satellite to the iPhone 14 in 2022 and has maintained a clear lead since. Samsung leads the Android ecosystem, while Huawei and Google also follow a proprietary approach. Other Android players, including Xiaomi, OPPO, HONOR, and vivo, have aligned with the 3GPP non-terrestrial network (NTN) standard to enable broader scalability and interoperability.

The market is currently dominated by the premium segment, with the lack of compelling everyday use cases limiting broader adoption. 3GPP Release 17 supports only SOS messaging and basic location sharing. Release 18 is expected to expand adoption further across premium brands, but mass-market penetration in the mid-price segment is not anticipated until Release 19.

Qualcomm leads among Android vendors with its Snapdragon X80 and X85 modems, with MediaTek, Samsung, Google, and Huawei all increasing competition. North America is the leading region for adoption, driven by carrier partnerships including T-Mobile with SpaceX, AT&T with AST Mobile, and Rogers with SpaceX, alongside Apple's Globalstar arrangement. Amazon's acquisition of Globalstar is seen as a notable development, potentially opening new connectivity-as-a-service revenue streams.

Counterpoint expects Apple, Google, and Samsung to lead in overall market penetration toward 2030, with Android brands targeting entry-level and mid-range price points seeing slower uptake. Apple recently agreed a new satellite deal with Amazon following its acquisition of Globalstar, and has several new satellite features in development, including Maps via satellite, photos in Messages via satellite, and a satellite API for third-party apps.
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Apple's AirTag item tracker turns five years old today, with the $29 accessory having spent half a decade as the best-selling item tracker in the world.



The ‌AirTag‌ launched on April 30, 2021, alongside the M1 iMac, a new iPad Pro, and a new Apple TV 4K. The coin-shaped accessory has a polished stainless steel back, IP67 water resistance, and a U1 Ultra Wideband chip that powers Precision Finding, a feature that combines haptic, visual, and audio feedback to guide users to a lost item's precise location with the iPhone 11 and later.

Setup works by bringing the tag close to an iPhone, with each ‌AirTag‌ appearing in the Items tab of the Find My app. The ‌Find My‌ network, which relies on Bluetooth signals from nearby Apple devices to relay location data, allows a lost item to be tracked even when out of direct range. The ‌AirTag‌ is priced at $29 for a single tag or $99 for a four-pack, with free engraving available.

Reports of the AirTag being misused for stalking and vehicle theft surfaced within months of launch, with its small size, low price, and the breadth of the ‌Find My‌ network making it an attractive tool for bad actors. Apple released a statement in February 2022 saying incidents of misuse were "rare; however, each instance is one too many," and introduced setup warnings making clear that using an ‌AirTag‌ to track people without consent is a crime in many regions.

A class-action lawsuit filed in California in December 2022, later expanded to include more than three dozen plaintiffs, alleged that the product's accuracy and affordability made it well-suited for misuse, and a federal judge allowed certain claims to move forward in March 2024. Apple and Google later aligned on cross-platform specifications so that Android users receive automatic unwanted tracking alerts alongside iPhone users.

Despite the controversy, Apple says the ‌AirTag‌ became its best-selling item tracking accessory, citing user stories of recovering lost luggage, bicycles, and bags in the years since launch.

Apple released the second-generation AirTag in January 2026. The updated model features a second-generation Ultra Wideband chip with Precision Finding working from up to 50% farther away, an upgraded Bluetooth chip, and a speaker 50% louder than the original. For the first time, Precision Finding also works with Apple Watch Series 9 models and later. A teardown revealed that the speaker magnet is more firmly secured in the second-generation model, making it harder to remove, a modification that had previously been used to silence unwanted tracking alerts. Pricing remains $29 for a single tag and $99 for a four-pack.
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Apple has reportedly abandoned plans for a foldable "iPad Ultra" following years of disappointing sales performance for the iPad Pro.


The claim predominantly comes from the Weibo leaker known as "Instant Digital," who posted the remark in response to a question about whether the ‌iPad‌ would join a rumored "Ultra" series of Apple devices. Instant Digital listed the Apple Watch Ultra, M-series Ultra chips, "iPhone Ultra," and "MacBook Ultra" with an OLED display as products in the pipeline, but explicitly excluded the ‌iPad‌ from that group, citing weak market performance for the ‌iPad Pro‌. They added that Apple now has "no plans" to release an ‌iPad‌ Ultra.

The ‌iPad Pro‌'s sales struggles are well documented. In October 2024, it was reported that shipment projections for the M4 ‌iPad Pro‌ had been significantly cut after weaker-than-expected demand following its launch earlier that year. DSCC analyst Ross Young lowered his full-year 2024 forecast from up to 10 million units to just 6.7 million, with shipments of the 13-inch model projected to fall by more than 50% and 90% in the third and fourth quarters respectively.

Young attributed the sluggish reception in part to the high price point, with the 11-inch model starting at $999 and the 13-inch at $1,299, levels that deter buyers who view tablets as secondary devices alongside a smartphone or laptop. ‌iPad‌ revenue has declined for three consecutive years, and the category accounted for just 6.73% of Apple's total revenue in 2025.

In his latest "Power On" newsletter, Bloomberg's Mark Gurman said that Apple has been developing a 20-inch foldable ‌iPad‌, describing the project as a priority for Senior Vice President of Hardware Engineering and future Apple CEO John Ternus. Gurman noted, however, that the device "may end up being a wacky experiment that doesn't see the light of day, according to several people who have worked on it."

The rumored foldable ‌iPad‌ has a long and troubled development history. Last October, it emerged that engineering challenges tied to weight, features, and display technology had pushed Apple's target launch from 2028 to 2029 or later. The device was reportedly being developed with a large Samsung OLED display, with Apple focused on minimizing the visible crease, just like the upcoming foldable iPhone.

Prototype units reportedly weighed around 3.5 pounds, making them heavier than a 14-inch MacBook Pro and nearly three times the weight of a 13-inch ‌iPad Pro‌. The device could have been priced as high as $3,900, roughly triple the $1,299 starting price of the 13-inch ‌iPad Pro‌.

There has also been uncertainty about how the product would be categorized. In March, Gurman noted that a "gigantic" foldable ‌iPad‌ would challenge Apple's tradition of keeping the Mac and ‌iPad‌ as separate product lines, with some internally describing it as a foldable ‌iPad‌ and others as an all-display MacBook. When closed, the device reportedly resembles a Mac, with an aluminum shell and no exterior display. The design is said to be similar to Huawei's MateBook Fold, an 18-inch foldable tablet currently priced at $3,400.

The reports come against a backdrop of Apple's rumored plans to expand its "Ultra" branding across multiple product lines. At least three Ultra devices are believed to be in the pipeline for this year alone: a foldable ‌iPhone Ultra‌ priced at around $2,000, AirPods Ultra with cameras for Visual Intelligence, and a MacBook Ultra featuring a touch-enabled OLED display priced up to 20% above the current ‌MacBook Pro‌ lineup. A source speaking to Macworld subsequently corroborated the ‌iPhone Ultra‌ and MacBook Ultra names.

Apple already applies the "Ultra" moniker to Apple Watch Ultra, M-series Ultra chips, and CarPlay Ultra. An ‌iPad‌ Ultra might seem like a natural fit for a family of higher-end, more experimental hardware at the top of each lineup, but with the ‌iPad Pro‌ already struggling to find buyers at its current price point, the question of whether sufficient demand exists for an even more expensive ‌iPad‌ may be answering itself.
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A leaker claims Apple is currently embroiled in an internal debate over whether MagSafe should remain a standard iPhone feature.


The Weibo leaker known as "Instant Digital" says that when ‌MagSafe‌ was first introduced, the mood inside Apple was reportedly aggressive about its expansion. ‌MagSafe‌ for the iPhone was introduced with the iPhone 12 lineup in 2020, bringing a ring of magnets to the back of the device for snap-on charging and accessory attachment. The ecosystem has since expanded significantly, with dozens of third-party wallets, cases, stands, and chargers built around the standard.

There were purportedly even plans to bring built-in ‌MagSafe‌ magnets to the iPad lineup, something the leaker previously hinted at, though those plans never materialized. Bloomberg's Mark Gurman first reported in 2021 that Apple was testing a glass-backed iPad Pro that would support wireless charging, specifically noting that MagSalfe was under consideration. A follow-up report in early 2022 suggested Apple had prototyped an iPad Pro with a large glass Apple logo that would serve as the wireless charging area, an approach aimed at avoiding the fragility of an all-glass back. Neither design made it to a shipping product. The rumors resurfaced in late 2023, with reports suggesting that the then-upcoming iPad Pro could include MagSafe support, based on information from sources familiar with Apple's magnet suppliers. The redesigned M4 ‌iPad Pro‌ that launched in 2024 still shipped without the feature.

Now, Instant Digital claims that confidence around ‌MagSafe‌ has given way to uncertainty. The leaker says Apple is weighing the costs of including ‌MagSafe‌ magnets in the iPhone against the strength of the accessory ecosystem that has grown up around the feature, though the nature of the debate and what any change might look like remains unclear.

The iPhone 16e launched without ‌MagSafe‌, making it the first new iPhone in years to omit it. Many iPhone 16e owners, as well as users of older iPhones without built-in magnets, turned to third-party cases with embedded magnet rings as a workaround, though the experience is generally considered to be inferior to native ‌MagSafe‌ support. The decision nonetheless drew criticism, and Apple reversed course with the iPhone 17e, restoring ‌MagSafe‌ support when the device launched earlier this year.

There is no indication that ‌MagSafe‌ is at imminent risk of disappearing from the iPhone lineup. However, the upcoming foldable "iPhone Ultra" may be a different story. Dummy models of the device show no visible indentations for the internal magnet array that ‌MagSafe‌ requires, suggesting the feature could be absent at launch. The iPhone Ultra is rumored to be just 4.5mm thin when unfolded, and it is thought that the device may simply be too slim to accommodate the magnets. If that proves accurate, the ‌iPhone Ultra‌ would be both the most expensive iPhone ever, with a starting price rumored at around $2,000, and the first new high-end model to ship without ‌MagSafe‌ since the iPhone 11 Pro.

While the wording of Instant Digital's post is somewhat ambiguous, it raises the possibility that Apple could be at least considering pulling ‌MagSafe‌ from its standard iPhone models, potentially making it exclusive to higher-end devices. Recent reports suggest that the standard iPhone 18 is being downgraded to cut costs.

An alternative scenario could see Apple scale back its in-device ‌MagSafe‌ implementation, relying more heavily on cases with embedded magnets to provide compatibility, as many iPhone 16e users already do. Given that Qi2, the open wireless charging standard now widely adopted across the industry, is built directly on ‌MagSafe‌'s magnet ring specification, a full removal of the feature from the entire iPhone lineup seems unlikely.
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Apple last month announced a new MacBook Air, introducing the M5 chip, faster wireless connectivity, double the base storage, and a more capable charger, while simultaneously discontinuing the M4 model. So how does the new machine compare?


The M5 MacBook Air starts at $1,099 for the 13-inch model and $1,299 for the 15-inch, a $100 increase over the equivalent M4 models. In exchange, base storage doubles from 256GB to 512GB, and Apple says the new SSD delivers twice the read and write speeds of the previous generation. Education pricing is also available directly from Apple and typically shaves at least $100 off the price.

The main upgrade between the two models is the chip. Compared to the M4, the M5 delivers:

• Up to 15% faster multithreaded CPU performance


• Up to 30% faster overall graphics performance


• Up to 45% faster ray tracing performance


• 27.5% higher unified memory bandwidth

In addition to these general performance claims, Apple published a set of specific real-world workload results showing measurable gains in AI-driven applications:

• 4×+ peak GPU compute performance for AI


• 3.6× faster time to first token (LLM)


• 1.8× faster Topaz Video Enhance AI processing


• 1.7× faster Blender ray-traced rendering


• 2.9× faster AI speech enhancement in Premiere Pro

Beyond raw performance, the M5 introduces several meaningful architectural changes. The GPU includes a dedicated Neural Accelerator in every core, a hardware addition absent from the M4, and Apple is exposing this via new Metal 4 developer APIs with Tensor capabilities.

The ray tracing engine advances to its third generation, and dynamic caching moves to its second generation. Memory bandwidth rises from 120 GB/s to 153 GB/s, enabled by the move from TSMC's second-generation 3nm process (N3E) to its third-generation ‌3nm‌ process (N3P).

The M5 ‌MacBook Air‌ also gains Apple's N1 wireless chip, bringing Wi-Fi 7 and Bluetooth 6 in place of the M4 model's Wi-Fi 6E and Bluetooth 5.3.

‌MacBook Air‌ (2025)	‌MacBook Air‌ (2026)
Apple M4 chip	Apple M5 chip
Based on A18 chip from 2024's iPhone 16	Based on A19 Pro chip from 2025's iPhone 17 Pro
4 performance + 6 efficiency cores	4 super cores + 6 efficiency cores
Made with TSMC's second-generation ‌3nm‌ node (N3E)	Made with TSMC's third-generation ‌3nm‌ node (N3P)
No integrated Neural Accelerators	Integrated Neural Accelerator in every GPU core
Metal 3 developer APIs	Metal 4 developer APIs with Tensor APIs to program GPU Neural Accelerators
Second-generation ray tracing engine	Third-generation ray tracing engine
First-generation dynamic caching	Second-generation dynamic caching
Shader cores	Enhanced shader cores
PCIe NVMe Gen 3 SSD	PCIe NVMe Gen 4 SSD (2× faster read/write speeds)
120 GB/s memory bandwidth	153 GB/s memory bandwidth
	Apple N1 chip
Wi-Fi 6E	Wi-Fi 7
Bluetooth 5.3	Bluetooth 6
Support for up to two external displays when the lid is open	Support for up to two external displays simultaneously over a single Thunderbolt port; one display up to 8K at 60Hz or 5K at 120Hz
30W USB-C Power Adapter	40W Dynamic Power Adapter with 60W Max
256GB base storage, up to 2TB	512GB base storage, up to 4TB
Introduced in March 2025	Introduced in March 2026
Started at $999 (13-inch), $1,199 (15-inch)	Starts at $1,099 (13-inch), $1,299 (15-inch)

For users whose workloads include on-device AI inference, complex 3D rendering, or other GPU-bound and memory-intensive tasks, the jump from M4 to M5 is significant. The combination of per-core Neural Accelerators, higher memory bandwidth, and the new GPU architecture produces multi-fold speed-ups in specific AI operations. In environments where time-to-result directly affects workflow such as local LLMs, diffusion models, video enhancement, or ray-traced production, the M5 represents a meaningful step-change. The Gen 4 SSD, which delivers approximately twice the read and write speeds of the M4 Air's Gen 3 drive, further compounds these gains for storage-intensive workflows.

For typical day-to-day usage including browsing, office work, media playback, and basic editing, the difference is highly unlikely to be perceptible in any way. The M4 was already a high-performance chip that routinely exceeded the demands of normal Mac workloads, and for the overwhelming majority of M4 ‌MacBook Air‌ owners, there is clearly no general-purpose reason to upgrade.

For new buyers choosing between the two models, the M5 is the more straightforward long-term choice. The doubled base storage alone changes the value calculus, and when you consider that Apple previously charged $200 to upgrade the M4 Air from 256GB to 512GB, the M5 effectively costs $100 less than a comparably configured M4 model would have at launch. If future-proofing is a priority and you intend to keep the machine for many years, the M5 model will be better equipped to handle increasingly prevalent on-device AI workloads as they mature.
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Spotify today launched a new Fitness hub, bringing over 1,400 on-demand Peloton workout classes to Premium subscribers alongside a range of free content from independent wellness creators.


The Peloton classes span strength, cardio, yoga, pilates, barre, meditation, stretching, and outdoor run and walk, and require no specialist equipment. Peloton's bike workouts are not included. The catalog is available in the U.S., UK, Australia, Germany, Austria, Canada, Mexico, Sweden, and Spain, with Spotify saying it will expand to more countries over time.

Both free and Premium subscribers can access curated playlists and content from a range of established wellness creators, including Yoga With Kassandra, Caitlin K'eli Yoga, Sweaty Studio, Chloe Ting, Pilates Body by Raven, Abi Mills Wellness, and Sophiereidfit. The Peloton partnership content, featuring instructors such as Rebecca Kennedy, Ally Love, and Rad Lopez, is available to Premium subscribers only, ad-free.

The Fitness hub includes an onboarding questionnaire that asks users what type of movement they want, how hard they want to push, and their experience level, then generates a personalized starter pack. Classes are primarily in English, with select options in Spanish and German. Offline downloads are supported, and users can switch between watching a class on TV and listening on a phone or smart speaker in audio-only mode.

Nearly 70% of Premium subscribers apparently work out monthly, and there are more than 150 million fitness playlists active on the platform. Fitness and workout content also ranks among the top use cases for the company's recently launched AI-powered Prompted Playlist feature.

The Fitness hub is accessible by searching "fitness" in the Spotify app's Search tab, or via the "Browse all" menu.
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Apple has decided to market two of its new products over the next year as "Ultra" devices, Macworld reports.


Citing sources familiar with the matter, the report claims that Apple's first foldable iPhone will be called the "iPhone Ultra." The device will become the highest end option in the lineup.

The ‌iPhone Ultra‌ will not be considered part of the iPhone 18 iPhone lineup, despite arriving alongside the iPhone 18 Pro and ‌iPhone 18 Pro‌ Max. This would be just like how the iPhone Air is not considered to be part of the iPhone 17 series. Although Apple is hoping to ship the ‌iPhone Ultra‌ alongside the ‌iPhone 18 Pro‌, it may launch a few weeks later and with scarcer availability.

Moreover, Apple is apparently planning to release a "MacBook Ultra" later this year or in early 2027. It will feature an OLED panel and a touchscreen, sitting above the MacBook Pro in the lineup at a "significantly" higher price point. While the device was originally intended to launch later this year, it is now likely pushed back by several months due to memory supply chain shortages.

Apple already offers M-series Ultra chips, the Apple Watch Ultra, and CarPlay Ultra. "Ultra" branding for the foldable iPhone and OLED MacBook was previously rumored by Bloomberg, which added that "AirPods Ultra" could also be on the way.
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OpenAI is working on a smartphone in what appears to be a significant reversal from previous reports that the company had no plans to enter the phone market, according to supply chain analyst Ming-Chi Kuo.


Kuo shared the findings from his latest supply chain checks in a post on X, saying MediaTek and Qualcomm are the chosen chip partners and Luxshare Precision Industry is the exclusive manufacturing partner, with mass production scheduled for 2028. Exact chip specifications and additional suppliers are expected to be finalized by late 2026 or the first quarter of 2027.

Kuo argues that the smartphone remains uniquely positioned for AI agent use because it is the only device that captures a user's full real-time state, including location, activity, communication, and context, which he describes as the most important input for real-time AI agent inference. He claims that AI agents will fundamentally change how people interact with a phone, shifting the focus from launching individual apps to completing tasks through a more continuous, context-aware interface.

He argues that fully controlling both the operating system and the hardware is the only way for the company to deliver a comprehensive AI agent service, and that a subscription-bundled business model could enable OpenAI to build a developer ecosystem around those agents.

Kuo suggests that Luxshare, which has long sought to reduce its dependence on Apple supply chain work, could benefit substantially from an early position in what he frames as the next generation of smartphone hardware.

The development represents a notable reversal in OpenAI's publicly stated hardware strategy. Previous reports have consistently described the company's hardware ambitions as centered on non-phone form factors developed in collaboration with Jony Ive, the former Apple design chief whose startup io Products was acquired by OpenAI for $6.5 billion. Those plans include a smart speaker, which is likely the first product to launch, along with smart glasses, a smart lamp, and potentially earbuds. OpenAI Chief Global Affairs Officer Chris Lehane has said the first hardware announcement is expected in the second half of 2026, with launch around early 2027.

OpenAI CEO Sam Altman posted on X the same day Kuo published his analysis, writing that it "feels like a good time to seriously rethink how operating systems and user interfaces are designed." Such a device would obviously put OpenAI in direct competition with Apple's iPhone.
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X today launched XChat, a standalone messaging app for the iPhone and iPad, available now on the App Store.


XChat allows users to chat with anyone on X in a private, focused space separate from the main X app. At launch, the app supports direct messaging and group chats, audio and video calls, and file sharing. X claims all messages are end-to-end encrypted and PIN protected, with no ads or tracking.

Other features include disappearing messages, the ability to edit and delete messages for everyone in a chat, and a mechanism to block or alert users when a screenshot is attempted. The app is free to download and requires iOS 26.0 or later.



The app has been in testing with a small group of beta users since last year. X says more updates are still planned, with X lead designer Benji Taylor teasing that XChat is "just the beginning of what we're building for messaging."

Unlike the main X app, XChat adopts iOS 26 design conventions, including the ‌iOS 26‌ keyboard. The app offers several customization options, including light and dark modes, message permissions, left-swipe interaction settings, and a selection of app icon options. There is also a prominent button within XChat for jumping back to the main X app.

XChat can now be downloaded from the App Store in the United States. A release date for an Android version of the app has not yet been announced.
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Apple's standard iPhone 18 could feature 12GB of memory for the first time, according to analyst Dan Nystedt.


In a new post on X, Nystedt said that the standard ‌iPhone 18‌ will match the 12GB of RAM Apple gave the iPhone 17 Pro and ‌iPhone 17 Pro‌ Max last September. It would mark the first time the entry-level iPhone model has shipped with that much memory.



Nystedt also flagged an earlier rumor claiming that Apple has secured TSMC's first 2nm chip production run for the A20 chip set to power the ‌iPhone 18‌ lineup. According to that report, TSMC's 2nm process delivers 15% better computing performance than 3nm, with no loss in power efficiency. The iPhone 17 series uses TSMC's N3P ‌3nm‌ node.

The jump to 12GB of RAM on the base model is likely tied to Apple Intelligence. Apple is expected to introduce expanded AI features with iOS 27, which the company is set to announce at WWDC on June 8. On-device AI workloads are memory-intensive, and keeping the entry-level iPhone capable of running ‌Apple Intelligence‌ in full would give Apple reason to push the standard model's memory up to par with last year's Pro tier.

The ‌iPhone 18‌ is not expected to launch alongside the iPhone 18 Pro this fall. Apple is reportedly planning to delay the standard model until early 2027, alongside the iPhone 18e and a second-generation iPhone Air, while the Pro models and the long-anticipated foldable iPhone will ship in the usual fall time frame.
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Apple today released a YouTube Short revealing a rare behind-the-scenes look at the making of its playful MacBook Neo introduction video.


The short clip gives what Apple describes as "a peek at some handmade magic," revealing the physical models and camera techniques used during production. Apple shows how real-world props were combined with visual effects to produce the final sequences. Apple does not usually share production insights for a major product launch videos.

See the original "Hello, MacBook Neo" video below:



The MacBook Neo launched in March at $599, and its introductory video was widely noted for its whimsey and charm. The ‌MacBook Neo‌ itself has proven to be very strong seller since its launch; Apple reportedly broke a Mac launch week record in the weeks following its debut, and the device has since sold out of inventory until the middle of next month.
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Apple's first foldable iPhone, dubbed the "iPhone Ultra," could be missing at least five key features present on the iPhone 18 Pro models despite its $2,000 price point.


Recent images of dummy models shared by Sonny Dickson and Vadim Yuryev seem to reveal two previously undiscussed missing features of the ‌iPhone Ultra‌: MagSafe and the Action Button.

iPhone dummy units are intended to take the place of real devices for testing purposes, particularly for accessory manufacturers, who seek to mass produce items such as cases prior to the announcement of new devices, which necessitates a high level of accuracy and manufacturing precision.

Both sets of dummy models show that the volume buttons will be located on the top edge of the device, aligned to the right, similar to the iPad mini. This aspect was first rumored by Weibo leaker "Instant Digital," who said that the motherboard is apparently located on the right side of the device. As to not run cables across the screen to the left side for the volume buttons (where they are located on all other iPhone models), Apple is said to have decided to run them directly upwards, which maximizes internal space.



While a power button and volume buttons in their new location are clearly visible on the dummy models, the Action button is curiously missing. This suggests that the ‌iPhone Ultra‌ will be the first iPhone model with no Action button or silent switch. Apple introduced the Action button on the iPhone 15 Pro as a replacement for the silent switch, and it has since come to every available iPhone model.

The images of the foldable iPhone dummy models shared so far have been shown alongside mock ‌iPhone 18 Pro‌ and ‌iPhone 18 Pro‌ Max units. These dupes for the high-end models, like most dummies, clearly show precise indentations for the internal array of ‌MagSafe‌ magnets to help manufacturers obtain correct alignment with their accessories.



Crucially, these indentations are absent on the foldable iPhone dummies, suggesting that the device may not have ‌MagSafe‌. This aspect remains speculative, but at 4.5mm, the ‌iPhone Ultra‌ is expected to be Apple's thinnest iPhone to date by a considerable margin, so it is not implausible that it could be too thin for ‌MagSafe‌.

The ‌iPhone Ultra‌ is believed to be too thin to accommodate Apple's TrueDepth camera array, which is required for Face ID authentication and now located in the Dynamic Island. As a result, Apple is expected to revert to Touch ID on the device. The last iPhone to feature ‌Touch ID‌ was 2022's iPhone SE 3, where it was part of the device's budget offering. The last flagship iPhone with ‌Touch ID‌ was 2016's iPhone 7, so the return of ‌Touch ID‌ as the sole method of authentication on what will be the highest-end iPhone will be unprecedented.



As visible on the dummy models, which corroborate a multitude rumors, the ‌iPhone Ultra‌ is expected to sport only two rear cameras. These are expected to be wide and ultra wide cameras, just like the iPhone 17. Unlike the Pro iPhones, there will be no third camera with telephoto capabilities.

Previous rumors indicate that the ‌iPhone Ultra‌ will also not have a SIM card slot, again just like the iPhone Air, being compatible with eSIM only. As a result, the ‌iPhone Ultra‌ could be missing the following features:

• ‌Face ID‌/TrueDepth camera array


• Telephoto camera/third rear camera


• ‌MagSafe‌


• Action Button


• Physical SIM card slot

The ‌iPhone Air‌ lacks Ultra Wide and Telephoto rear cameras, a SIM card slot, and stereo speakers. With a super-thin design, a titanium frame, and a glass back, the ‌iPhone Ultra‌ is expected to be very similar to the ‌iPhone Air‌ in terms of design, and it is possible that similar feature concessions will be present on the device when it launches later this year. There are no indications that the ‌iPhone Ultra‌ will be missing stereo speakers, but it is not out of the question given the other design compromises Apple has chosen to make with the device.

The rumored starting price for the ‌iPhone Ultra‌ varies somewhat, but reports agree that it will not be below $1,999. The iPhone 17 Pro starts at $1,099 and has all of the above missing features, so the ‌iPhone Ultra‌'s compromises could be controversial given its markedly higher price point. The device is expected to launch alongside the ‌iPhone 18 Pro‌ and ‌iPhone 18 Pro‌ Max in the fall.
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On this week's special episode of The MacRumors Show, we discuss Apple's bombshell announcement that Tim Cook will step down as CEO on September 1, 2026, with hardware engineering chief John Ternus set to succeed him.


Cook will transition to executive chairman, where he will "assist with certain aspects of the company, including engaging with policymakers around the world." The transition was approved by the board and is the result of a "thoughtful, long-term succession planning process." Current board chair Arthur Levinson will become the lead independent director. Cook has served as Apple's CEO since 2011.

Ternus, who has spent nearly his entire career at Apple, will join the board ahead of assuming the CEO role. He is a product person in the mold of Steve Jobs rather than a supply chain operator like Cook, and according to Bloomberg's Mark Gurman, he is expected to take a more centralized approach to decision-making. "If you go to Tim with 'A' or 'B,' he won't pick," one person who has worked closely with both executives told Gurman. "Ternus will make decisions." Ternus will take over in time to oversee the launch of the iPhone 18 Pro models and Apple's first foldable iPhone, both expected in September.

Alongside the leadership transition, Apple said that Johny Srouji, currently SVP of Hardware Technologies, will take on an expanded role as Chief Hardware Officer, leading Hardware Engineering and reporting to Ternus. Srouji's remit will cover everything from product design to system engineering to reliability and durability testing. Cook described Srouji as having "played a singular role in driving Apple's silicon strategy" and said his influence has been felt "not just inside the company, but across the industry."

In a statement, Cook said leading Apple has been the "greatest privilege" of his life and described Ternus as "a visionary whose contributions to Apple over 25 years are already too numerous to count." Ternus said he is "filled with optimism" about what Apple can achieve in the years to come, adding that he promises to "lead with the values and vision that have come to define this special place for half a century."

The MacRumors Show has its own YouTube channel, so make sure you're subscribed to keep up with new episodes and clips.



You can also listen to ‌The MacRumors Show‌ on Apple Podcasts, Spotify, Overcast, or other podcast apps. You can also copy our RSS feed directly into your player.



If you haven't already listened to the previous episode of The MacRumors Show, catch up to hear our discussion about Apple's upcoming overhaul of the iPad mini and iPad Air, looking at the future of the product lineup as a whole.

Subscribe to ‌The MacRumors Show‌ for new episodes every week, where we discuss some of the topical news breaking here on MacRumors, often joined by interesting guests such as Kayci Lacob, Kevin Nether, John Gruber, Mark Gurman, Jon Prosser, Luke Miani, Matthew Cassinelli, Brian Tong, Quinn Nelson, Jared Nelson, Eli Hodapp, Mike Bell, Sara Dietschy, iJustine, Jon Rettinger, Andru Edwards, Arnold Kim, Ben Sullins, Marcus Kane, Christopher Lawley, Frank McShan, David Lewis, Tyler Stalman, Sam Kohl, Federico Viticci, Thomas Frank, Jonathan Morrison, Ross Young, Ian Zelbo, and Rene Ritchie.

‌The MacRumors Show‌ is on X @MacRumorsShow, so be sure to give us a follow to keep up with the podcast. You can also email us at podcast@macrumors.com or head over to The MacRumors Show forum thread. Remember to rate and review the podcast, and let us know what subjects and guests you would like to see in the future.
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Apple's entire entry-level product lineup now costs less than a single 16-inch MacBook Pro with the M5 Pro chip.


The ten products that now define Apple's lowest-cost tier are as follows:

• iPhone 17e: $599


• MacBook Neo: $599


• iPad (11th generation): $349


• Magic Keyboard Folio: $249


• Apple Pencil (USB-C): $79


• Apple Watch SE 3: $249


• AirPods 4: $129


• Apple TV 4K: $129


• HomePod mini: $99


• AirTag: $29

The total comes to $2,510, which is $189 less than the $2,699 starting price of the 16-inch ‌MacBook Pro‌ with the M5 Pro chip. AppleCare One, which can cover any three Apple devices of the buyer's choosing, costs an additional $19.99 per month.

The MacBook Neo, announced on March 4, is the linchpin of the shift. At $599, it is Apple's most affordable laptop ever and the first Mac to contain an A-series chip, using the A18 Pro that debuted in the iPhone 16 Pro. After its March 11 launch, Apple CEO Tim Cook said Apple saw its "best launch week ever for first-time Mac customers."

The iPhone 17e and MacBook Neo, both at $599, anchor the lineup at an identical price point that would have seemed implausible just two years ago, when the cheapest Mac laptop cost $999.

What is striking about today's lineup is how capable most of Apple's entry-level products have become relative to their more expensive siblings. The iPhone 17e uses the same A19 chip and 48-megapixel main camera as the $799 iPhone 17, differing meaningfully only in its slightly smaller 60Hz display, single rear camera, and notch design. The ‌MacBook Neo‌'s A18 Pro chip posts a single-core score of 3,461, within 6% of the M5 MacBook Air, and is highly capable for everyday tasks. The Apple Watch SE 3 shares the same S10 chip as the $399 Series 11 and, with its last refresh, gained an always-on display, sleep apnea detection, body temperature sensing, and fast charging. The notable exception in the lineup is the entry-level iPad, which is the only current Apple device that does not support Apple Intelligence.

It is also notable that three of the eleven products on the list are also due for imminent replacements. The 12th generation ‌iPad‌ with an A18 chip and Apple Intelligence support is said to be "ready to go" and "still coming this year." The next Apple TV and HomePod mini are expected to gain faster chips, along with Apple's N1 chip for Wi-Fi 7 and Thread support. All three devices have reportedly been ready for release since last year, primarily held up by the delayed arrival of a more capable version of Siri.

Overall, Apple's entry-level lineup arguably never seems to have been stronger or more affordable.
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Following the emergence of a rumor that Apple is planning to downgrade the iPhone 18 to cut costs, further detail has emerged suggesting that display and chip specifications will see downgrades.


Earlier this week, the leaker known as "Fixed Focus Digital" said that the ‌iPhone 18‌ features "certain manufacturing downgrades" that bring it more into line with the low-cost iPhone 18e model. The decision is said to be "a cost-cutting measure."

Now, the leaker has provided further detail. For example, the ‌iPhone 18‌'s display specifications will be downgraded, resulting in inferior screen quality. The manufacturing process itself is said to be "taking a step backward."

The iPhone 17 features a 6.3-inch display with ProMotion and up to 3,000 nits of peak outdoor brightness. Since ProMotion was among the biggest upgrades for the device last year, it seems likely that brightness could be among the display specifications to be reduced.

In a follow-up post, the leaker provided some insight into Apple's decision. Rather than increase the price of the ‌iPhone 18‌, the company plans to downgrade certain components, including the chip, to maintain the same price point.

Although both the ‌iPhone 17‌ and iPhone 17e feature the A19 chip, the ‌iPhone 17‌'s variant has a five-core GPU, instead of the ‌iPhone 17e‌'s four-core version. The iPhone 17 Pro's A19 Pro chip is essentially the same but has a six-core GPU.

As a result, a reduction from five to four GPU cores in the ‌iPhone 18‌ could be among the planned downgrades. Fixed Focus Digital added that it is "highly probable" that Apple will tweak the name of the device's A-series chip in an effort to disguise the extent of downgrade.

The Weibo leaker ultimately doubled-down on the move, saying that "the downgrade in the standard ‌iPhone 18‌ model's specifications has now been confirmed." Engineering Validation Testing (EVT) of the ‌iPhone 18‌ and iPhone 18e are apparently set to take place simultaneously in June.

The leaker's previous report outlined Apple's decision to implement new cost-control strategies for the device, including specific downgrades to manufacturing processes, chips, memory, and more. The move will "effectively bring it in line with the '18e' model."

With the ‌iPhone 17e‌ and ‌iPhone 17‌, the biggest differences are the Dynamic Island, display size, ProMotion, brightness, the front facing camera, the Ultra Wide camera, and battery life. It is not clear which key differentiators will remain between the two devices in their next iterations.

• iPhone 17e vs. iPhone 17 Buyer's Guide: 35+ Differences Compared

The leaker apparently verified the information using multiple sources. They noted that the information originates from the same source who correctly confirmed that the ‌iPhone 17e‌ would continue to feature a "notch," contrary to false reports that the device would have a ‌Dynamic Island‌.

The standard ‌iPhone 18‌ is expected to launch months after the iPhone 18 Pro models as part of an all-new split launch strategy. Apple's usual fall iPhone announcement is expected to include the ‌iPhone 18 Pro‌, ‌iPhone 18 Pro‌ Max, and the so-called foldable "iPhone Ultra." The iPhone 18e, ‌iPhone 18‌, and iPhone Air 2 will likely follow in the spring of 2027.
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Apple is downgrading the planned specifications of the standard iPhone 18 to cut costs, a leaker claims.


In a new post on Weibo, the user known as "Fixed Focus Digital" said that the ‌iPhone 18‌ features "certain manufacturing downgrades" that bring it more into line with the low-cost iPhone 18e model. The decision is said to be "a cost-cutting measure."

Apple has apparently chosen to implement new cost-control strategies for the device, including specific downgrades to manufacturing processes, chips, memory, and more. The move will "effectively bring it in line with the '18e' model."

With the iPhone 17e and iPhone 17, the biggest differences are the Dynamic Island, display size, ProMotion, brightness, the front facing camera, the Ultra Wide camera, and battery life. It is not clear which key differentiators will remain between the two devices in their next iterations.

• iPhone 17e vs. iPhone 17 Buyer's Guide: 35+ Differences Compared

The leaker apparently "confirmed" and verified the information using multiple sources. They noted that the information originates from the same source who correctly confirmed that the ‌iPhone 17e‌ would continue to feature a "notch," contrary to false reports that the device would have a ‌Dynamic Island‌.

The standard ‌iPhone 18‌ is expected to launch months after the iPhone 18 Pro models as part of an all-new split launch strategy. Apple's usual fall iPhone announcement is expected to include the ‌iPhone 18 Pro‌, ‌iPhone 18 Pro‌ Max, and the so-called foldable "iPhone Ultra." The iPhone 18e, ‌iPhone 18‌, and iPhone Air 2 will likely follow in the spring of 2027.



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Apple's first foldable iPhone will be eSIM only and feature a Camera Control despite its ultra-thin design, according to a known leaker.


In a series of new posts, the leaker known as "Instant Digital" said that Apple has made deliberate engineering compromises to ensure that the first foldable iPhone features a Camera Control button, despite it being at least 1.1mm thinner than the iPhone Air when unfolded.

According to the leaker, Apple's rationale is largely ergonomic: With competing foldable phones, Apple believes that making adjustments and taking photos can be "cumbersome" owing to their large size. The Camera Control is said to be the company's preferred solution, enabling users to maintain a steady grip on the device while making any required adjustments, or do so one-handed if they wish.

This ensures that even when the screen is fully unfolded, users can still perform these operations effortlessly using just one hand.

Although the reception for this button on standard flat-screen iPhones has been somewhat polarized, Apple believes that within the unique context of a foldable device's ergonomics, its practical value will be significantly enhanced. Consequently, the Apple team made a firm decision to prioritize this feature—even at the cost of sacrificing precious internal component stacking space—to ensure the "Camera Control" button is included on their very first generation of foldable iPhones.

In addition, Apple's U.S. imaging team apparently recently took a trip to Shenzhen, China, to test the cameras of foldable smartphones from rival brands such as Huawei, with particular attention to telephoto zoom capabilities. The first foldable iPhone is not expected to offer a telephoto camera, with only wide and ultra wide cameras on the rear like the iPhone 17. Most high-end rival foldable smartphones, such as the Samsung Galaxy Z Fold 7, feature three rear cameras, including a telephoto.

Instant Digital added that they have seen no signs in the supply chain of tooling or stocking for SIM card tray modules for the foldable iPhone, concluding the device will be eSIM-only across all regions, just like the ‌iPhone Air‌. The leaker also puts first-year production at a conservative 10 million units, with pricing expected to fall between 15,000 and 20,000 RMB (roughly $2,060–$2,750).

The leaker added that the mainland China variants of the iPhone 18 Pro models are set to adopt a "Single SIM + eSIM" configuration, dropping the dual-physical-SIM setup currently used in the region. The Hong Kong version is said to follow the same approach while retaining a physical SIM card slot.

The foldable iPhone is widely expected to launch alongside the ‌iPhone 18 Pro‌ and ‌iPhone 18 Pro‌ Max in fall 2026. It is expected to feature a 7.8-inch inner display, a 5.5-inch outer display, Touch ID, the A20 chip, the C2 modem, and more.
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On this week's episode of The MacRumors Show, we talk through Apple's upcoming overhaul of the iPad mini and iPad Air, looking at the future of the product lineup as a whole.


The headline upgrade for the ‌iPad mini‌ 8 is a switch from LCD to OLED display technology. The device is expected to use a single-stack LTPS panel, which is dimmer than the tandem OLED in the iPad Pro, but a substantial step up from the current display. The screen will also likely grow from 8.3 to 8.7 inches, and ProMotion is a possibility.

On the chip, sources disagree. Code Apple accidentally published in August pointed to the A19 Pro, but other evidence suggests the device will use the unreleased A20 Pro chip instead. The N1 and C1X chips are also highly likely to be present.

Bloomberg's Mark Gurman reported that Apple is also working on a more water-resistant design, which would make new the ‌iPad mini‌ the first to carry an official IP rating. Apple is said to have developed a vibration-based speaker system that eliminates traditional speaker holes, removing a primary path for water ingress.

The scale of the upgrades strongly suggests a redesigned, thinner chassis to accommodate them. Gurman says the upgrades could push the price up by as much as $100 to around $599. The leaker known as "Instant Digital" has said the device will launch in the second half of 2026 at the earliest.

Apple is also expected to update the ‌iPad Air‌ in early 2027, with the headline change similarly being a switch to OLED. Like the ‌iPad mini‌ 8, the next-generation ‌iPad Air‌ is expected to use a single-stack LTPS panel supplied by Samsung, keeiping costs down relative to the tandem OLED in the ‌iPad Pro‌. Arriving over six years after the device's last redesign, it is also likely to feature a new design similar to the ‌iPad mini‌, along with the M5 chip.

The next ‌iPad Pro‌ is expected in spring 2027, with an M6 chip and a vapor chamber cooling system similar to the one Apple introduced in the iPhone 17 Pro, but no design changes are rumored. With the ‌iPad Air‌ set to close the gap significantly by adopting OLED and a thinner design, the Pro's key differentiators will narrow considerably. A more transformative reason to choose the Pro may not arrive until Apple launches its long-rumored foldable iPad, which Gurman says will feature an 18-inch display. The device has faced development hurdles around weight and display technology and is now expected no earlier than 2029, with a price potentially reaching $3,900, up to three times the cost of the current 13-inch ‌iPad Pro‌.

The MacRumors Show has its own YouTube channel, so make sure you're subscribed to keep up with new episodes and clips.



You can also listen to ‌The MacRumors Show‌ on Apple Podcasts, Spotify, Overcast, or other podcast apps. You can also copy our RSS feed directly into your player.



If you haven't already listened to the previous episode of The MacRumors Show, catch up to hear our discussion about all of the rumors surrounding Apple's upcoming foldable iPhone, now said to be called the "iPhone Ultra," which is shaping up to be a comprehensive redesign unlike anything the company has shipped before.

Subscribe to ‌The MacRumors Show‌ for new episodes every week, where we discuss some of the topical news breaking here on MacRumors, often joined by interesting guests such as Kayci Lacob, Kevin Nether, John Gruber, Mark Gurman, Jon Prosser, Luke Miani, Matthew Cassinelli, Brian Tong, Quinn Nelson, Jared Nelson, Eli Hodapp, Mike Bell, Sara Dietschy, iJustine, Jon Rettinger, Andru Edwards, Arnold Kim, Ben Sullins, Marcus Kane, Christopher Lawley, Frank McShan, David Lewis, Tyler Stalman, Sam Kohl, Federico Viticci, Thomas Frank, Jonathan Morrison, Ross Young, Ian Zelbo, and Rene Ritchie.

‌The MacRumors Show‌ is on X @MacRumorsShow, so be sure to give us a follow to keep up with the podcast. You can also email us at podcast@macrumors.com or head over to The MacRumors Show forum thread. Remember to rate and review the podcast, and let us know what subjects and guests you would like to see in the future.
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China's smartphone shipments fell 4% year over year in the first quarter of 2026, according to data from Counterpoint Research, with Apple delivering the strongest growth among the top six brands.



Counterpoint's Market Monitor Tracker attributed the decline primarily to a high base effect from last year's government subsidy program and rising component costs. Counterpoint noted that February's Lunar New Year promotions provided a slight boost, but said the "magnitude of these discounts was hampered by a sharp increase in memory costs." Rising costs are already driving up retail prices on both new and used devices, and the pressure is expected to continue through the second quarter.

Apple rose to second place in the market with shipments up 20% year over year, driven by strong iPhone 17 series demand, promotional price cuts, and government subsidies. Counterpoint says Apple is best positioned among manufacturers to navigate the ongoing global memory crunch, supported by its premium product portfolio and supply chain management. The firm expects Apple to absorb rising costs internally in the near-to-medium term and expand its market share as a result. The first quarter result extends a strong run for Apple in China; the company reclaimed the top spot in the country in the fourth quarter of 2025 with shipments up 28% year over year, and recorded a 23% sales increase in the first nine weeks of 2026.

Huawei led with a 20% market share, its highest since the fourth quarter of 2020, with shipments up 2% year over year, aided by domestic supplier relationships that cushion the impact of rising memory costs. OPPO ranked third following the reintegration of realme, with OnePlus rising 53% year over year on the Ace 6 and Turbo 6 series, though OPPO's decision to raise prices on older models in March has weighed on demand. vivo grew 2% year over year on mid-to-low-end strength, while Xiaomi was the sharpest decliner, falling 35% year over year as its core models underperformed the previous generation.

Counterpoint warned that manufacturers broadly face a "double hit" of shrinking shipments and thinning margins, and forecast that China smartphone shipments will decline 9% for the full year. Apple, by contrast, is expected to use the cost pressure to its advantage, absorbing memory price increases internally while rivals are forced to raise prices and cede ground.
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Stan Ng, Apple's vice president of product marketing for Apple Watch, AirPods, Health, and Home, has retired after 31 years at the company (via Bloomberg).


Ng publicly announced his departure on LinkedIn on Thursday, sharing an image of the sunrise at Apple Park. "After 31 years at Apple, today was my last day," he wrote. "It was a joy to work at Apple and I truly loved what I did." Apple's latest stock vesting date took place on Wednesday, and many employees who retire or leave tend to do so around that time.

Ng joined Apple in 1995 as a senior systems engineer, before Steve Jobs had returned to the company. He later moved into product roles for the Mac before becoming one of the key marketing executives behind the original iPod. He also appeared in product launch videos, including the iPod touch reveal in 2007, and went on to oversee marketing for the iPhone and Apple Watch before Home initiativesmarketi were added to his remit in 2021.

Within Apple's marketing organization, Ng reported to Bob Borchers, who oversees product marketing under senior vice president Greg Joswiak. Marketing leaders at Apple go beyond traditional marketing roles, playing an active role in shaping the products themselves. Erik Treski, Apple's worldwide product marketing executive for AirPods and Home, who was referenced in last month's AirPods Max update announcement, will assume part of Ng's responsibilities. It is not yet known how the rest of his responsibilities will be divided up.

Ng's exit is the latest in a wave of senior departures that has accelerated in recent months. John Giannandrea, Apple's longtime artificial intelligence chief, was also reported to be leaving this week. Former COO Jeff Williams retired last year, design chief Alan Dye departed for Meta Platforms at the end of 2025, environment and government affairs head Lisa Jackson retired earlier this year, and general counsel Katherine Adams is set to leave later in 2026.

Ng is also the third executive closely tied to Apple's health and fitness push to exit in quick succession. Williams had overseen those groups until his retirement, while Jay Blahnik, head of Fitness+, is departing following an investigation and lawsuit related to allegations about his behavior. Apple's health initiatives were recently brought under Eddy Cue as part of a broader organizational reshuffle following Williams' retirement.
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A source said to be familiar with Apple's supply chain today revealed the color options Apple is planning for the iPhone 18 Pro, ‌iPhone 18 Pro‌ Max, and the upcoming foldable iPhone.


The information comes from Macworld, which says the signature new color for this year's Pro models will be Dark Cherry, a deep wine-like red. While other sources had previously reported on a "Dark Red" option, the hue is said to be considerably closer to wine than a brighter red. Bloomberg's Mark Gurman and other leakers had previously suggested Apple was experimenting with a shade of red for the ‌iPhone 18 Pro‌, but the color will apparently be much more muted than last year's Cosmic Orange on the iPhone 17 Pro.

According to Macworld's source, Apple has been working on four color options for the ‌iPhone 18 Pro‌ and Pro Max, with the following Pantone codes said to be in use internally:

• Light Blue (Pantone 2121), resembling the current iPhone 17's Mist Blue


• Dark Cherry (Pantone 6076), the headline new color


• Dark Gray (Pantone 426C)


• Silver (Pantone 427C), similar to the current generation

The source cautions that all four colors are still in development, and since the ‌iPhone 18 Pro‌ has not yet gone into mass production, Apple still has time to make changes. Apple also does not always offer four color options for the Pro lineup, so one of these shades could be dropped before launch. Last year, both Macworld and leaker Sonny Dickson reported that Apple had considered launching the ‌iPhone 17 Pro‌ in black or steel gray, but neither color was released.

For the first foldable iPhone, which has been rumored to be called the "iPhone Ultra," the device will reportedly come in fewer options than the Pro models, with no bold or vibrant colors. Macworld's source says Apple has been working on a classic silver and white model, as well as an Indigo option similar to the ‌iPhone 17 Pro‌'s Deep Blue.

The same source corroborates earlier leaks on the foldable's design, saying the device will feature two rear cameras, a selfie camera on the outer display, a second selfie camera in the upper-left corner of the inner display, and an iPad mini-style shape when unfolded. The foldable is reportedly just 4.7 millimeters thick when unfolded, which would make it considerably thinner than the 5.6mm iPhone Air.

On the design of the ‌iPhone 18 Pro‌, the CAD drawings seen by Macworld's source support existing rumors of a smaller Dynamic Island, which would free up a small amount of additional screen space when Live Activities are not in use. The schematics also show a slightly reduced gap between the glass cutout on the back and the camera bump in at least one render, though the source was unable to confirm whether this reflects a finalized design change. A Weibo leaker known as "Instant Digital" previously reported that Apple would adopt a new manufacturing process to minimize the color difference between the glass and the aluminum frame, which may be connected.

The ‌iPhone 18 Pro‌ models and foldable iPhone are expected to be announced in September 2026, though some analysts suggest the foldable will launch at a later date. The iPhone 18, iPhone 18e, and ‌iPhone Air‌ 2 are rumored to follow in the first half of 2027.
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