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Apple may be moving faster than expected in its modem development work, and Qualcomm's latest comments suggest that shift is already reshaping the iPhone supply chain.
Qualcomm overnight said supply constraints are shrinking some of its Apple business faster than anticipated. "It's availability of supply," CEO Cristiano Amon told Reuters.
While he wasn't specific, that likely reflects the broader industry shortage in memory, storage, and everything else and means the company's share of components used for the next iPhone launch will fall "well below" its anticipated estimates. Amon says this is part of a transition in which future Qualcomm income will be generated by AI datacenter demand.
The company also intends to boost modem prices on Sept. 1 (And remember, the patent licensing agreement between Apple and Qualcomm expires in March 2027.)
Given Apple is selling plenty of smartphones (even as the broader industry shrinks), supply constraints won't necessarily be because of demand for the devices; this could reflec
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Google said a July update resolves the problem on recent devices, with Pixel 9a and 8a getting a fix in September.
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 If you accidentally press the dictation or voice icon after sending a text in Messages, your music may pause while your iPhone starts listening. It's a small annoyance, but a frequent one, since the dictation/audio icon sits so close to the send arrow that stray taps are almost inevitable. In iOS 27 and iPadOS 27, Apple has finally given you a way to get rid of it.
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 Apple's 20th anniversary iPhone is expected to arrive in the fall of 2027 with the most significant redesign the device has seen since the iPhone X.
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The future of artificial intelligence depends on finding more skilled humans for some very physical jobs.
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 Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron - who writes the Where's Your Ed At newsletter, hosts the Better Offline podcast, and has been described by Politico as the AI boom's most "acerbic gadfly" - has spent years arguing the buildout driving those costs will never pay for itself.
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