Global Scans · Apple · Weekly Summary

• [New] Apple is widely expected to introduce its first foldable iPhone in the fall, a move that could significantly accelerate adoption, particularly in the US market. Vietnamnet.vn
• [New] Innovation going forward around foldable phones, an AI-enabled smartphone, new sleeker / affordable Apple Glasses, and future hardware developments will be the hearts and lungs of Apple's success. The Guardian
• [New] Under a multi-year collaboration reportedly worth $1 billion, Apple Foundation Models will be based on Gemini and Google Cloud technology. Grand Linux Solution Co., Ltd.
• [New] Apple is developing new smart glasses for the year 2027. CEOWORLD Magazine
• [New] Among Microsoft, Amazon, Alphabet, Meta Platforms, Apple, and Tesla, a cumulative sum of $680 billion will be spent on AI infrastructure in 2026. Yahoo Finance
• [New] Apple appears to be exploring how people want to interact with AI in everyday life, rather than assuming glasses will be the default answer. AppleInsider
• [New] Prediction 4: Apple will increase its AI capital expenditure to $25+ billion by fiscal 2027. Tech Insider
• [New] Expect to see dedicated student mode AI assistants built into devices from Samsung, Lenovo, and Apple, with parental dashboards that let you see how AI tools are being used. Tech Dads Life
• [New] Apple (AAPL) is migrating to internally developed modem silicon, and the consensus estimate is that Qualcomm's share of the iPhone 18 modem socket will drop to around 20% - implying a $7 billion to $8 billion annualized revenue hole that needs to be plugged with growth from other verticals. investing.com
• [New] EU Digital Markets Act compliance: Apple has been forced to allow third-party app stores and alternative payment systems in Europe, threatening the 15-30% App Store commission that fuels Services revenue. SWOTPal
• [New] Taiwan Semiconductor Manufacturing Corp., a key supplier for Apple and Nvidia and the largest contract chipmaker in the world, reported a record net quarterly profit of $18.1 billion for the first three months of the year, better than analysts had expected. TelegraphHerald.com
• [New] Apple is supporting NVIDIA Cloud XR, a well-known solution for cloud streaming, which will probably also integrate with the Vision Pro foveated streaming. The Ghost Howls
• [New] The Islamic Revolutionary Guard Corps is threatening to target American companies, including Microsoft, Apple, and Boeing. Alma Research and Education Center
• [New] Apple is rumored to release a pair of smart glasses in 2027, and Google's smart glasses with Samsung are rumored to land in 2026. TechCrunch
• [New] The biggest threat to Netflix's bull case is intensifying competition from deep-pocketed tech giants like Apple (via Apple TV) and Alphabet (via YouTube), as well as the ongoing transition of traditional media companies away from linear television to streaming. Nasdaq
• Apple is escalating its App Store battle by appealing to the Supreme Court over fees on external payments, a move that could reshape app ecosystems. Coaio Limited
• Apple reportedly bought up memory chips at higher prices earlier in 2026 before they could climb even higher this quarter, ensuring it has enough supply for this fall's flagship release. Yahoo Finance
• The potential for multiple design launches suggests Apple views smart glasses as a substantial long-term opportunity rather than an experimental product category. BUSINESS 2.0 NEWS
• Apple is reportedly testing four distinct designs for smart glasses planned for 2027 launch, with potential unveiling in late 2026. BUSINESS 2.0 NEWS
• Apple could reveal its smart glasses as soon as the end of 2026 or early 2027, followed by an official release sometime in 2027. Engadget
• Apple plans to sell its first smart glasses in 2027, with a possible unveiling at the end of 2026. TechCrunch
• Mainstream coverage is again circling an Apple AR device expected within months, which shifts developer roadmaps and investor attention. Glass Almanac

Last updated: 03 May 2026