Apple's rumored all-glass iPhone expected to mark the device's 20th anniversary has been canceled, according to Jefferies analyst Edison Lee.


Rumors have circulated since at least 2025 that Apple was developing a radically redesigned all-glass iPhone, with launch expected as early as September 2027. Lee's analysis today provided in Barron's claims that his firm's supply chain checks now point to the project being scrapped due to poor production yield, the rate at which manufacturing produces defect-free units.

As a result of the findings, Jefferies downgraded Apple stock to "Underperform," the equivalent of a "Sell" rating, from "Hold" today, cutting its price target to $263.66 from $285.56, one of the lowest on Wall Street. Apple shares fell 2.1% following the downgrade.

The all-glass iPhone has been rumored for well over a year as the most significant redesign since the iPhone X, expected to arrive in fall 2027 alongside a second-generation foldable iPhone. Reports pointed to a curved glass panel wrapping around the front and back with virtually no cutouts in the display, along with under-display Face ID and solid-state buttons.

• 20th Anniversary iPhone Coming Next Year With These 10 Features

Lee previously viewed the all-glass iPhone as a plausible upcoming release, and its apparent cancellation changes his view of Apple's ability to raise iPhone prices going forward. He called the move a major setback for pushing higher-priced iPhones as memory costs continue to climb. Had it launched in 2027, Lee estimated the device would have carried a blended retail price of around $2,060, higher than any previous iPhone.

The bigger concern for Lee is what the cancellation means beyond a single model. He believes Apple had planned to eventually bring all-glass styling to the iPhone Pro and Pro Max lines as well, in a move he saw as a way to further raise those models' average selling price and margin at a time when rising memory costs are squeezing profitability.

Lee also pointed to Apple's AI strategy and rising component costs for the "iPhone 19 Pro Max," expected in 2027, as additional reasons behind the downgrade. The slow rollout of Apple Intelligence, he argued, makes it harder for Apple to justify equipping more iPhones with the extra RAM needed to run AI models on-device.

It remains unclear whether Lee is describing the end of the entire 20th-anniversary redesign or just its all-glass display component. It has repeatedly been questioned whether Apple can eliminate the Dynamic Island next year at all, given the engineering hurdles involved, meaning a genuinely seamless glass front may never have been realistic regardless of Lee's yield and cost concerns. Even so, other elements of the rumored 20th anniversary design, including the quad-curved chassis, could still be on track.
This article, "Apple's All-Glass 20th Anniversary iPhone Reportedly Canceled" first appeared on MacRumors.com

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A known Weibo leaker has stepped into an ongoing disagreement over exactly how dark the iPhone 18 Pro Max's rumored Dark Cherry color will look, saying the deeper of two shades circulating online is the accurate one.


In a new post on Weibo, the leaker known as "Fixed Focus Digital" said two versions of the color have been mocked up online, one lighter and one darker, and claimed the darker version is correct. The leaker described the accurate shade as closer to a purplish red similar to a cherry, rather than the lighter, brighter red alternative some renders have shown.

The claim adds to what has already become one of the most heavily reported details of the ‌‌iPhone 18 Pro‌'s‌ rumor cycle. Bloomberg's Mark Gurman was among the first to report on the color, describing it in February as a deep red.

In April, Macworld reported that Apple was preparing a signature new color called "Dark Cherry" for the ‌‌iPhone 18 Pro‌‌ and ‌‌iPhone 18 Pro‌ Max‌, described as a deep, wine-like red rather than a brighter tone. The report said the color would replace Cosmic Orange as the line's headline shade and listed an internal Pantone code of 6076. A follow-up report in May from the leaker known as "Instant Digital" corroborated the color, describing it as a mix of burgundy, coffee, and deep purple.

Dummy models shared later that month by leaker Sonny Dickson showed the ‌‌iPhone 18 Pro‌ Max‌ in "Dark Cherry" alongside Light Blue, Black, and Silver, with Dickson predicting the color would follow Cosmic Orange as the line's next standout hit. A separate SIM tray image shared in June by leaker Ice Universe offered another look at the color.

Apple is expected to unveil the ‌‌iPhone 18 Pro‌‌ and ‌‌iPhone 18 Pro‌ Max‌ next month alongside its first foldable iPhone.
This article, "Leaker Weighs in on Correct Shade for 'Dark Cherry' iPhone 18 Pro" first appeared on MacRumors.com

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Apple briefly published a support guide in China explaining how Mac users can connect Alibaba's Qwen AI to Siri and Writing Tools, before pulling it entirely less than a day later.


Reuters first spotted the Chinese-language guide on Apple's support site on August 8, which explained how eligible Mac users in mainland China could connect Qwen, Alibaba's family of generative AI models, to ‌Siri‌ and Writing Tools. According to the document, the extension required macOS 26.6 or later, needed users to sign into their own Qwen account, and specified that Alibaba was barred from using submitted materials to train or improve its models.

‌Siri‌ would be able to lean on Qwen for more detailed responses to certain requests, including analysis of photos and documents, while Writing Tools could use it to generate text and images. No equivalent guide was published for the iPhone or iPad.

The setup closely mirrors Apple's existing ChatGPT extension available elsewhere, which similarly lets ‌Siri‌ hand off complex requests and gives Writing Tools a "Compose" option, all on an opt-in basis.

By August 9, the guide had been removed. Chinese news aggregator ReadHub reported that the guide had disappeared from Apple's site, and TechNode reports that Apple's customer service told Chinese media it had received no notification of a new feature launch. Separately, tech analyst Liu Dingding told the Global Times that the takedown could reflect pending technical adjustments still tied to the regulatory process, rather than a full reversal.

It's a similar pattern to what happened back in March, when Apple Intelligence itself briefly went live for some Chinese users before being pulled offline without regulatory approval. China maintains strict rules around releasing AI features, and in practice requires companies like Apple to partner with local providers. Apple originally lined up Baidu as its primary China AI partner, but by February 2025, reports indicated Alibaba had taken over as the lead partner after Baidu's models fell short of Apple's requirements, with Baidu shifted to a supporting role.

Chinese regulators cleared Apple Intelligence for launch in the country in July, registering Apple's on-device AI service with the Cyberspace Administration of China. That approval covered the iPhone only, and Apple did not say whether or when the ‌iPad‌ and Mac would follow, making this week's brief Mac-specific guide the clearest signal yet on the Mac timeline specifically.

It remains unclear when Apple will formally relaunch the Qwen integration for the Mac, or whether the guide's brief appearance points to an imminent rollout.
This article, "Apple Briefly Posts China Guide for Connecting Siri to Qwen AI" first appeared on MacRumors.com

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