Global Scans · Apple · Weekly Summary

• [New] Apple reportedly plans to let users choose third-party AI models across iOS. MarketingProfs
• [New] Though adoption has often been slower than expected, devices that blend physical and virtual spaces such as the Apple Vision Pro and Meta Quest are growing more sophisticated, user-friendly and, critically, affordable. ThoughtWorks
• [New] Apple has now confirmed that end-to-end encrypted RCS messaging in Messages is available with supported carriers and will roll out over time. Forbes
• [New] Based on available reporting, the Apple glasses will target a mainstream price point well below Vision Pro, will integrate tightly with iPhone, and will include a heads-up display rather than full AR. The Gadgeteer
• [New] The coming iPhone 18 Pro line could bring some of the biggest camera hardware upgrades Apple has made in years, paired with new iOS 27 features centered on visual intelligence and a new Siri mode inside the Camera app. Mean CEO's BLOG
• [New] In 2026, investors will look for signs that Apple can make money from new features, such as Apple Intelligence subscriptions or premium AI options, to balance out high research and development costs. FX Leaders
• [New] We forecast iPhone growth above 20% for the year, driven by what Apple does best: high-quality hardware (camera, display, processor), new form factors, and an ever-compelling software ecosystem. Morningstar, Inc.
• [New] Amazon Leo is promising to maintain Globalstar's constellation for Apple while deploying its own D2D satellite constellation by 2028. Ookla
• [New] With Gemini handling the core AI workload and Apple planning its own Extensions marketplace, the rationale for maintaining a separate ChatGPT pipeline will diminish. Tech Insider
• [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
• 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
• Prediction 4: Apple will increase its AI capital expenditure to $25+ billion by fiscal 2027. Tech Insider
• 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
• 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
• 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
• 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
• 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
• The Islamic Revolutionary Guard Corps is threatening to target American companies, including Microsoft, Apple, and Boeing. Alma Research and Education Center
• 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

Last updated: 10 May 2026