Global Scans · Apple · Weekly Summary

• [New] In a moment where AI systems increasingly act on behalf of consumers, Apple is making a clear bet that trust will be a competitive advantage. Re:Tech
• [New] Hardware Saturation: If the AI supercycle peaks in 2026, Apple may face a growth cliff in 2027 as upgrade cycles lengthen again. Valley City Times-Record
• [New] Apple is expected to ship the iPhone 17 e with the new A19 chip, along with MagSafe support, pushing wireless charging speeds up to 25 W. Sammy Fans
• [New] Samsung has already announced plans to launch AR glasses in 2026, while Apple is expected to introduce its first smart glasses by the end of the year. MacRumors
• [New] Apple plans to focus on shipping three high-end iPhone models in the second half of 2026 - including its first-ever foldable iPhone and two non-folding premium variants with upgraded cameras and larger displays. Economic Times
• [New] Apple Inc. is entering its reporting window with high expectations for an iPhone 17 supercycle powered by Gemini-integrated Apple Intelligence, which is expected to drive higher average selling prices. Valley City Times-Record
• [New] Apple signaled bigger AI ambitions for wearables at CES and reportedly plans deep Gemini-like integrations for Siri, which would shift AR from novelty to daily utility. Glass Almanac
• [New] AI Monetization: Analysts expect Apple to introduce a Siri Premium or Apple Intelligence + subscription tier by 2027, potentially adding billions to high-margin Services revenue. Valley City Times-Record
• [New] Regional Diversification: Apple continues to move production from China to India and Vietnam to mitigate geopolitical risk, a process that is now roughly 25% complete for iPhones. Valley City Times-Record
• Apple will turn Siri into a ChatGPT-style chatbot in an overhaul slated for the second half of 2026, with the tool-codenamed Campos-embedded across iPhone, iPad and Mac operating systems. / USA Saxo Markets
• Apple integrates system-level AI that could bypass third-party providers. AI CERTs News
• Apple has confirmed that it will be pushing more ads to the App Store starting from March. Mint
• Apple is reportedly developing an AI wearable pin for 2027, and pivoting Siri toward a Google Gemini-backed chatbot. Sophic Capital
• Apple could release its AI pin as early as 2027. Engadget
• Apple recently announced that it will use Google's gen AI models. RCR Wireless News
• Apple and Google announced a multi-year partnership that will see Google's Gemini models and cloud infrastructure powering the next generation of Apple Foundation Models. BearNetAI - Bytes to Insights
• Apple Intelligence will continue to run on Apple devices and through Apple's Private Cloud Compute, while maintaining Apple's industry-leading privacy standards. Campus Technology
• Apple has announced a $600 billion U.S. investment program over the next four years, projected to generate 450,000 jobs, and as part of a new American Manufacturing Program aimed at strengthening the domestic silicon supply chain. Brookings

Last updated: 08 February 2026