Global Scans · Apple · Weekly Summary

• [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
• 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
• 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
• 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
• 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
• 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
• 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

Last updated: 15 February 2026