Apple Must

New Counterpoint data shows Apple dominating the emerging Edge AI smartwatch market, giving it a wearable AI deployment advantage rivals have yet to match. Apple Watch accounted for nearly all the Edge AI-capable smartwatches shipped in Q1 2026, Counterpoint said – even as global shipments for this emerging category of devices grew 70% on last year.

While I don’t believe Apple intended to abuse the technology, I’m glad it may have shelved plans for AirPods with cameras inside – and concerned in case it hasn’t. That’s because ever since I first heard about this idea I’ve been concerned at how these tools could be abused by hackers, third party companies with access to the operating system, and governments that prioritize surveillance above privacy. The original intent seemed quite benign.

🍎 Get the daily Apple briefing — 5 minutes, no noise. Subscribe free → Skip to content Apple speculation is emerging sleepily and extremely slowly from its post-Independence Day fugue, perhaps the whole world was watching the England v. Mexico match? Big news? Apple’s working with Broadcom to improve its own server silicon. This is the news I provide daily in my Substack newsletter. Please sign up and subscribe to help our work. Interesting new focus on ASIC for AI.

Broadcom and Apple have once again extended their long-term technology collaboration, this time into 2031. Reuters reports that Broadcom will continue to develop and supply custom ASIC silicon products for use in Apple’s devices. Apple is one of Broadcom’s largest customers, accounting for c.20% of its revenue. The company will likely continue to make wireless connectivity and radio frequency components for Wi-Fi and Bluetooth connectivity, and other networking semiconductors.

If you’ve been enjoying RAM-ageddon and its best buddy, AI-flation so far, get ready for more as Samsung reportedly plans a 20% DRAM price hike in Q3. Citing Chinese sources, the Korea Herald shares the news, telling us Samsung has “verbally informed” customers of its intentions. The source confirmed these higher DRAM prices will eventually lead to price increases for electronic products, which I’d suggest will also be applied to Samsung’s own devices.

India’s government has told Apple and Google to remove three battery monitoring apps from their App Stores, even as it launches a national cybersecurity probe. The app removal demand followed complaints from rickshaw drivers across multiple states and growing worries regarding the security of Bluetooth-enabled battery management systems used in such vehicles. The apps allegedly had been abused to stop e-rickshaws dead in their tracks.

Moving into a US holiday we expected the news flow to slow, and it has, though Apple seems pretty confident we’ll like its folding iPhone, even as it prepares to redesign the iconic MacBook Pro. It looks like we’ll see a lot of new product designs in future. If you like this daily news rundown, please subscribe to the newsletter over at Substack – you’ll get all of this, everything on this website and special subscriber-only content in future. Please subscribe.

Elon Musk has denied claims that his company is developing a handheld AI device that’s reported as a competitor for iPhone, condemning these as being “utterly false”. The denial follows a recent report that the company showed investors a prototype of such a device. This was described as like an iPhone, but slimmer, and would run on Space X’s own operating system. As reported, the device would use Musk’s own AI tech from xAI and use Qualcomm chips.

The iPhone Fold/Ultra is expected to take around 29% of the foldable market when it drops this fall â€“ even though it is likely to carry a hefty $2,500 price tag. With expensive the new normal as we struggle through crisis by creating more crises, including the impact of wars no one voted for, perhaps the price tag isn’t the turn-off it would have been once upon a time.

🍎 Get the daily Apple briefing — 5 minutes, no noise. Subscribe free → Skip to content Apple Park 24 November 2014 c/o DigitalGlobe 2017 Today’s biggest Apple news in one easy to read, easy to subscribe to news feed – get all this free in your in-box at Substack. Spoke with EU tech chief Henna Virkkunen as Apple seeks to unlock Siri AI there. Among other things, Gemini Spark lets you use your Mac remotely from your phone.