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Apple Shares Fall After News of iPhone 18 Pro Order Cuts

Apple shares fell more than 2.5% in early trading today in response to Nikkei Asia's report that the company is cutting iPhone 18 Pro component orders due to weaker-than-expected demand. October orders were reportedly reduced by at least 15%, with higher memory costs and $100 price increases weighing on demand.
Related Roundup: iPhone 18 Pro
Tag: AAPL
Related Forum: iPhone

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The MacRumors Show: Apple's Smart Home Products Are Coming

On this week's episode of The MacRumors Show, we look ahead to Apple's recently announced October 13 event and its expected push into the smart home market, including a dedicated home hub, the HomePod mini 2, and a new Apple TV.


Apple is expected to introduce its first smart home hub, a new β€ŒHomePod miniβ€Œ, and an updated β€ŒApple TVβ€Œ 4K, according to Bloomberg's Mark Gurman. Siri AI is expected to be central to all three devices, following years of delays.

The impending launch also comes amid Apple's reported efforts under CEO John Ternus to introduce products more frequently and accelerate development. Moving beyond predictable spring and fall release cycles could give Apple more opportunities to experiment, particularly in categories where existing products have gone years without substantial hardware changes.

The home hub is expected to feature a square 6-inch display, with a tabletop version resembling the iMac G4 and a separate wall-mounted model. Its new operating system reportedly combines customizable clock and photo displays, Apple Watch-style app icons, and iPad-like layouts. A range of apps including FaceTime, Music, Calendar, Notes, and more should make it useful for quick interactions throughout the day. Facial and voice recognition will bring up individual profiles, while a guest mode will hide personal information from visitors. The device is rumored to start at around $350.

The β€ŒApple TVβ€Œ 4K is rumored to tout an A19 or A19 Pro chip, additional memory, Apple's N1 networking chip, and an updated β€ŒSiriβ€Œ Remote, while retaining its existing design. The hardware should improve gaming performance and enable Apple Intelligence and Siri AI.

The β€ŒHomePod miniβ€Œ 2 is also expected to retain its current design, with leaked images revealing green, pink, and lighter blue finishes alongside white and black. A faster S-series chip would support Siri AI. A new full-sized HomePod is reportedly planned for a later date. Separately, software findings point to four-HomePod surround sound mode.

Apple's reported collaboration with LG could help expand the ecosystem around the home hub. The planned lineup includes a video doorbell, deadbolt lock, thermostat, and temperature sensor, along with indoor, outdoor, and floodlight cameras. These would carry LG branding, with Apple reportedly contributing to their development.

Apple's longer-term plans also include its own privacy-focused camera and sensor, reportedly designed to analyze the home without recording video. A higher-end home hub with a 9-inch display mounted on a robotic arm also reportedly remains in development.

Apple has now announced a product event for Tuesday, October 13, sharing a "Welcome home" teaser. Selected members of the media have been invited to an "Apple Experience" in Tribeca, New York, beginning at 9:00 a.m. Eastern Time. 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 β€ŒThe MacRumors Showβ€Œ 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 with photographer and videographer Tyler Stalman about whether the iPhone 18 Pro's camera is a compelling reason to upgrade, how its new features affect everyday shooting, and what photographers gain or give up with the iPhone Duo.

Subscribe to β€ŒThe MacRumors Showβ€Œ for new episodes every week, where we discuss some of the topical news breaking here on MacRumors, often joined by interesting guests such as Michael Fisher, 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, Sam Kohl, Federico Viticci, Thomas Frank, Jonathan Morrison, Ross Young, Ian Zelbo, and Rene Ritchie.

β€ŒThe MacRumors Showβ€Œ 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.
This article, "The MacRumors Show: Apple's Smart Home Products Are Coming" first appeared on MacRumors.com

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Leak Details iPhone Features for Apple's LG Home Accessories

Smart home accessories that Apple reportedly helped LG develop could offer iPhone proximity controls and a way to begin setup before the devices have power, according to findings shared by the leaker known as "pdfu."


The findings concern the upcoming LG-branded accessory range that Bloomberg revealed earlier this week. The lineup reportedly includes a thermostat, temperature sensor, deadbolt lock, wired video doorbell, and several security cameras. Apple apparently co-developed the accessories.

One of the features, called "Proximity Control," will surface a shortcut when an iPhone is tapped against or brought close to an accessory. Pdfu says the Dynamic Island will present an "Open Controls" option for products such as thermostats. Cameras and doorbells will instead display a camera viewer.

The interaction will also apparently work on iPads and iPhones without a β€ŒDynamic Islandβ€Œ, using a notification that remains visible for 30 seconds. A setting in the Home app will let users switch proximity controls off after configuring the accessory.

MacRumors contributor Aaron Perris identified the Dynamic Island references earlier this week. Pdfu says the underlying feature has appeared in code since iOS 27.0, with its settings changing during development. Earlier versions included an option to open controls automatically, but the enabled setting in iOS 27.2 currently asks users to open them through a prompt.

According to the leaker, the accessories will use an identifier stored on an NFC tag alongside a Bluetooth Low Energy broadcast to support recognition and proximity interactions. Tapping a device for the first time will also produce β€ŒDynamic Islandβ€Œ feedback as setup begins.

Apple's "second-party" LG accessories will debut another Home feature: Proximity Control.

As with HomePod, tapping or bringing iPhone near the accessory shows a hint in the Dynamic Island. An "Open Controls" button opens the accessory's controls. Cameras and doorbells show a camera viewer.

An iPhone without a Dynamic Island or an iPad will show a 30-second notification instead. You can disable this behavior in the Home app after setup.

You'll also see feedback in the Dynamic Island as iPhone launches setup when you first tap the accessory to pair it.

Behind the scenes, the accessory writes an "apple-deviceid" in the Matter payload stored on its NFC tag that helps iOS identify it when tapped. It also broadcasts a Bluetooth Low Energy advert for Apple Proximity Control.

The feature appears in code since iOS 27.0. In earlier versions, Apple showed three presentation options instead of the on/off toggle in iOS 27.2:
β€’ Never: Suppresses proximity controls.​
β€’ Ask to Launch: ​Shows Dynamic Island hint or notification, which deep links the control card.
β€’ Launch Automatically: Shows control card.​

In the current implementation, the enabled state is equivalent to Ask to Launch. Home's helper text reads: "Show controls when you bring your iPhone near your [accessory]." The feature is still in active development across beta releases, so the final behavior may change.

The Dynamic Island proximity control code in iOS 27.2 was first reported by @aaronp613 and @MacRumors.

β€” pdfu (@itspdfu) October 9, 2026



The second feature, described in a separate post, will allow pairing to start while an accessory is unpowered. An iPhone will transfer its pairing identity and network credentials into the accessory's secure element using near-field communication (NFC). When the device receives power, it will connect to Wi-Fi or Thread, allowing a home hub to finish Matter setup.

Pdfu says that this setup method will be exclusive to HomeKit. LG replaces the secure element's Matter NFC applet with a β€ŒHomeKitβ€Œ applet, even though iOS 27 also supports standard Matter NFC. Conventional Matter pairing will remain available once the accessories are powered on.

LG home accessories are set to debut with HomeKit-exclusive "tap to set up without power" feature, according to iOS 27 code and device firmware.

When you tap your iPhone on the accessory, HomeKit pairing happens over NFC. Your iPhone's pairing identity and network credentials are stored in the accessory's NFC secure element.

Once powered on, the accessory joins your Wi‑Fi or Thread network, and your home hub completes the Matter setup.

β€’ Apple's HomeKit-over-NFC implementation is separate from Matter NFC Commissioning.
β€’ Firmware for the LG lock and thermostat identifies an NXP SE051H Secure Element.
β€’ While iOS 27 supports standard Matter NFC commissioning, LG's firmware replaces NXP's Matter NFC applet in the secure element with a HomeKit applet. This suggests that NFC provisioning will be a HomeKit exclusive. You can still pair the accessories over Matter once they're powered on.

(Shown here: Setup instruction asset for the LG lock)

β€” pdfu (@itspdfu) October 8, 2026



Proximity Control is still being revised across beta releases, according to pdfu, so its behavior could change before shipping.

Apple yesterday announced its "Welcome home" event for Tuesday, October 13, with a home hub, updated Apple TV 4K, and refreshed HomePod mini expected to be announced. Apple could provide a preview of LG's accessories, although Bloomberg says their release remains at least a few months away.
This article, "Leak Details iPhone Features for Apple's LG Home Accessories" first appeared on MacRumors.com

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Mac Shipments Fall, But Apple Still Gains Ground in Shrinking Market

Apple's Mac shipments declined 11.3% in the third quarter of 2026, but the company increased its market share as worldwide PC shipments fell more sharply, according to IDC's latest preliminary estimates.


Apple shipped an estimated 5.9 million Macs between July and September, compared with 6.7 million a year earlier. That put Apple's market share at 9.5%, up from 8.5% in the third quarter of 2025. Apple retained fourth place in IDC's vendor rankings.

Across all brands, shipments dropped to 62.7 million units from 78.5 million a year earlier, a decline of 20.1%. The downturn followed a 3.8% annual decrease in the second quarter. Third-quarter shipments were also 9.1% below the second-quarter total, despite this usually being a busier period for the industry.

Lenovo led the market with 14.9 million shipments, followed by HP with 10.3 million and Dell with 7.6 million. Their respective declines were 22.6%, 30.9%, and 25%. ASUS, in fifth place with 5.5 million shipments, recorded an 8.6% decrease, making it the only top-five vendor with a smaller percentage decline than Apple.

IDC says the timing of earlier orders contributed to the weak quarter. Manufacturers and distribution partners secured stock sooner than usual to limit their exposure to rising memory costs, reducing the volume left for later in the year. With sellers still holding that inventory, there was apparently less need to order additional devices during the third quarter.

The research firm also cited component shortages and higher prices, linking the pressure on supply and costs to the expansion of AI data centers. Apple raised prices in June, with former CEO Tim Cook citing sharply rising memory expenses during the company's July earnings call.

IDC added that sellers could offer discounts to reduce unsold stock, but it does not expect prices to return to where they were a year ago. The firm also warned that a weakening economy could further depress demand through the end of 2026 and into 2027.
Tag: IDC

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