Global Scans · Apple · Weekly Summary

• [New] Apple: While the Vision Pro is getting performance updates, reports suggest Apple is shifting strategy to develop lighter, AI/AR glasses suitable for everyday wear, possibly launching in 2026 or 2027 [2]. Shenzhen MSHILOR Technology Co.,Ltd
• [New] With leading manufacturers such as Lenovo and Apple committing to a greater proportion of AI PC sales, IDTechEx expects the majority of new PC sales to be AI PCs by the early 2030s. Idtechex
• [New] Apple Inc. enters the mid-2020s not just as a hardware company, but as an indispensable AI ecosystem provider. The Chronicle-Journal
• [New] Health Tech: Further integration of non-invasive glucose monitoring or advanced sleep apnea detection in Apple Watch could unlock massive healthcare revenue. The Chronicle-Journal
• [New] Supply Chain Diversification: Apple continues to shift production away from China toward India and Vietnam to mitigate geopolitical risks. The Chronicle-Journal
• [New] By marketplace, the Apple App Store segment is expected to expand at the fastest CAGR between 2026 and 2035. Precedence Research
• [New] Apple will not release new Vision models in the near future, instead focusing on AI smart glasses like competitors' products. BGR
• [New] In a landmark victory for the domestic ecosystem, Apple has reportedly qualified Intel's 18 A for a subset of its future M-series silicon, intended for 2027 release. FinancialContent
• [New] Expect a multi-phase release of Apple's new AI features in 2026, with the potential for new / upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. 24/7 Wall St.
• [New] Apple is overhauling its 2026 iPhone launch strategy, prioritizing a fall release for its first foldable iPhone (iPhone Fold) and the high-end iPhone 18 Pro models, while delaying the standard iPhone 18 until 2027. BigGo Finance
• [New] Apple is expected to debut its own in-house 5G and Wi-Fi chips in the iPhone 17 e. Vietnamnet.vn
• [New] Apple's iPhone 17 series is expected to arrive in its usual September window, but with dramatically expanded AI capabilities powered by Apple Intelligence. WebProNews
• [New] Apple plans to allow third-party voice-controlled AI apps in CarPlay. Engadget
• [New] Apple could enter a new product category directly tied to the Siri AI efforts: smart glasses that work with the iPhone in your pocket to bring AI into everyday use. BGR
• [New] Apple is expected to release the next-generation Siri voice assistant that will behave more like Gemini and ChatGPT. BGR
• [New] For investors, the next 12 months will be defined by whether Apple can translate its AI dominance into a sustainable multi-year growth story, or if regulatory intervention will finally crack the walls of its lucrative ecosystem. Valley City Times-Record
• [New] Meta, Apple and other Big Tech firms are expected to ramp up their spending on artificial intelligence in 2026. WSLS 10
• [New] Apple is in a supply chase mode for memory, with demand outpacing supply and little clarity on when balance will return. Bez Kabli
• [New] Unlike past antitrust cases centered on app store fees, the new frontier of regulation will likely focus on Data Sovereignty - how Apple uses private user data to train personalized AI models that cannot be easily exported to rival platforms. FinancialContent
• 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
• 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
• 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

Last updated: 22 February 2026