Mark Gurman
@markgurman.bsky.social
Breaking News on Apple and Tech. Bloomberg Managing Editor and Chief Correspondent. Subscribe to Power On. Tips: mark@markgurman.com. Signal: markgurman.01. Telegram: GurmanMark.
NEW: Apple gears up for in-person iPhone event in the first half of September, asking retail employees to apply for a lottery to work the event www.bloomberg.com/news/article...
Apple Gears Up for September iPhone Launch With Retail Employee Lottery
With Apple Inc. gearing up for its biggest product launch of the year, the company is opening a lottery for US retail employees who want to help staff the in-person unveiling.
bloomberg.com
Apple's incoming CEO John Ternus is bringing back a retired senior hardware executive to serve on his new management team as a vice president. A rare case of an Apple executive returning to the company. www.bloomberg.com/news/article...
Apple’s New CEO Taps Retired Hardware Executive for Management Team
Incoming Apple Inc. Chief Executive Officer John Ternus is bringing back a trusted lieutenant from his time running hardware engineering to join his new management team.
bloomberg.com
Also in Power On: Apple is working on turning its upcoming smart glasses and headsets into health devices. Apple is looking for a team leader to “define the future of health, well-being and fitness experiences across vision products.” www.bloomberg.com/news/newslet...
Apple Is Reinventing Itself as the World’s Biggest Subscription Provider
Also: MacBook Air runs into major shortages.
bloomberg.com
Also in Power On: Major shortages hit the MacBook Air amid the memory and silicon crunch, with many new orders now not arriving until September. Apple appears to be prioritizing sales now of the entry level MacBook Pro. www.bloomberg.com/news/newslet...
Apple Is Reinventing Itself as the World’s Biggest Subscription Provider
Also: MacBook Air runs into major shortages.
bloomberg.com
Power On: Apple is reinventing itself as the world’s biggest subscription, with Apple Upgrade being its path to its next trillion dollars of growth. www.bloomberg.com/news/newslet...
Apple Is Reinventing Itself as the World’s Biggest Subscription Provider
Also: MacBook Air runs into major shortages.
bloomberg.com
NEW: Apple is about to debut its revamped push into the smart home, built around Siri AI. The long-awaited smart home hub with a screen arrives between the end of year and early next year, while a new Apple TV and HomePod mini are set to launch this fall. www.bloomberg.com/news/article...
Apple Set to Make Major Smart Home Push With Siri AI at Center
Apple Inc., after spending years as a laggard in the smart home market, is preparing a dramatic new push into the category with fresh devices and software.
bloomberg.com
Power On: Apple’s upcoming smart glasses - planned to be introduced as early as next June at WWDC 2027 ahead of a release next fall - will need to overcome the privacy baggage and reputation associated with Meta’s offerings. www.bloomberg.com/news/newslet...
Apple’s Smart Glasses Will Need to Overcome Meta’s Privacy Reputation
Company debated whether glasses will be able to record video.
bloomberg.com
NEW: Apple readies end-to-end Mac overhaul, including M6 MacBook Pro and new iMacs this year; and several new redesigned MacBook Pros with touch and OLED and new MacBook Air and MacBook Neo models across end of this year and next year. www.bloomberg.com/news/article...
Apple Plans Overhaul of MacBooks, iMac in Push to Meet AI Demand
Apple Inc. is readying an overhaul of its Mac line, seeking to capitalize on demand for powerful laptops and desktops fueled by the artificial intelligence boom.
bloomberg.com
BREAKING: Apple will launch Apple Upgrade next week, an iPhone, iPad, Mac and Apple Watch leasing/subscription program. It’s partnering with Klarna to launch in the U.S. at online and retail stores. www.bloomberg.com/news/article...
Apple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur Sales
Apple Inc. is preparing to introduce Apple Upgrade, a leasing program that will mark one of the biggest-ever changes to how the company sells devices.
bloomberg.com
Apple had bigger plans for the Mac Pro before discontinuing it earlier this year. That includes chips with double the performance of the Ultra, an M3 Ultra version and, early in the Apple Silicon era, another Intel version. www.bloomberg.com/news/newslet...
Why Apple’s Lawsuit Against OpenAI Over Devices Spares Jony Ive
Also: The company tries out AI recording for Genius Bar appointments.
bloomberg.com
Also in Power On: Apple is piloting a new AI recording and transcription system at Apple retail stores for Genius Bar appointments. Staff can live transcribe conversations with customers to fill in notes about the session. Details and implications - www.bloomberg.com/news/newslet...
Why Apple’s Lawsuit Against OpenAI Over Devices Spares Jony Ive
Also: The company tries out AI recording for Genius Bar appointments.
bloomberg.com
Power On: An in-depth look at why Apple’s massive lawsuit against OpenAI leaves out a central figure: legendary designer Jony Ive. www.bloomberg.com/news/newslet...
Why Apple’s Lawsuit Against OpenAI Over Devices Spares Jony Ive
Also: The company tries out AI recording for Genius Bar appointments.
bloomberg.com
Power On: An in-depth look at why Apple’s massive lawsuit against OpenAI leaves out a central figure: legendary designer Jony Ive. www.bloomberg.com/news/newslet...
Why Apple’s Lawsuit Against OpenAI Over Devices Spares Jony Ive
Also: The company tries out AI recording for Genius Bar appointments.
bloomberg.com
NEW: Apple Inc. and the US Justice Department are in early but active discussions about settling a 2024 lawsuit that alleges the iPhone maker violated antitrust laws. www.bloomberg.com/news/article...
Apple in Early Settlement Talks With DOJ Over Antitrust Case
Apple Inc. and the US Justice Department are in early discussions about settling a 2024 lawsuit that alleges the iPhone maker violated antitrust laws.
bloomberg.com
NEW: Apple readies an end-to-end iPad overhaul, including a revamped iPad mini with OLED by October; a new entry level iPad early next year, a new iPad Air line in the spring alongside new iPad Pros and Apple Pencils. www.bloomberg.com/news/article...
Apple Readies OLED iPad Mini, With Low-End and Air Updates Coming in 2027
Apple Inc. is preparing to introduce its biggest overhaul to the iPad mini in half a decade, giving new life to a product that’s popular with travelers and technology enthusiasts.
bloomberg.com
There’s a new smart ring: the Signal Ring, and its focus is entirely on taking your blood pressure and giving you actual systolic and diastolic readings, which makes it different than Apple and Oura. www.bloomberg.com/news/feature...
A $399 Smart Ring Aims to Replace the 150-Year-Old Blood Pressure Cuff
A three-year-old startup says it has produced a smart ring that can track blood pressure as accurately as a traditional arm cuff and that — eventually — it could be able to make medical diagnoses. If ...
bloomberg.com
AppleCare+ prices are going up by $.50/month or $5/year for new subscriptions for iPads and Macs. www.bloomberg.com/news/article...
Apple Boosts AppleCare+ Monthly Prices by 50 Cents in Latest Increase
Apple Inc. slightly raised the cost of individual AppleCare+ service subscriptions, marking its latest price increase in the face of a global memory shortage and other challenges.
bloomberg.com
NEW: OpenAI’s first product is a mobile, screen-free home smart speaker that a user can build a connection with like an AI companion. Amid Apple’s trade secret lawsuit, the iPhone maker has nothing like it on the market. www.bloomberg.com/news/article...
OpenAI’s First Device Will Be Moveable, Screenless Speaker Built as AI Companion
OpenAI’s much-anticipated push into consumer devices is slated to begin with a mobile, screen-free smart speaker designed to be a new type of home computer for the AI era, according to people familiar...
bloomberg.com
NEW: Apple’s lawsuit threatens to upend OpenAI’s ability to build an iPhone rival — well before the companies even go to court. An in-depth look at the immediate impact on the AI company and the stakes for Apple. www.bloomberg.com/news/article...
Apple’s Lawsuit Threatens to Disrupt OpenAI’s Bid to Rival the iPhone
Apple Inc.’s lawsuit accusing OpenAI of systematically stealing its intellectual property threatens to disrupt the AI company’s device ambitions long before the case is resolved.
bloomberg.com
Apple will launch new Apple Pencils next spring, including a new version of the Apple Pencil Pro and low-end USB-C Apple Pencil. These will debut alongside the next iPad Pros. More in Power On: www.bloomberg.com/news/newslet...
Apple’s M6, M7 and M8 Chips Show How AI Is Reshaping the Company
Also: New Apple Pencils are coming.
bloomberg.com
Power On: Apple’s Mac chip shake-up around the M6, M7, M7 Pro, M7 Max, M7 Ultra and M8 show how AI is continuing to reshape the company. New details on Apple’s chip plans. www.bloomberg.com/news/newslet...
Apple’s M6, M7 and M8 Chips Show How AI Is Reshaping the Company
Also: New Apple Pencils are coming.
bloomberg.com
GURMAN: “.. Suing OpenAI for trade secret theft could seriously slow down or even completely alter OpenAI’s ability to compete with Apple devices.” @bloomberg.com $AAPL www.bloomberg.com/news/article...
NEW: Apple is planning a refreshed iPad Pro line in spring 2027, as well as a redesigned entry-level MacBook Pro. It's also planning its first M7 chip for around the same time. www.bloomberg.com/news/article...
Apple Readies New iPad Pro, Redesigned Entry MacBook Pro for 2027
Apple Inc. is preparing an upgraded iPad Pro line and a redesigned entry-level MacBook Pro for next year, adding to a slate of several other major new products planned for the iPhone’s 20th anniversar...
bloomberg.com
Power On: Apple’s sweeping price increases bring home the costs of the AI era for many people for the first time. www.bloomberg.com/news/newslet...
Apple’s Sweeping Price Increases Bring Home the Costs of the AI Era
The latest on the smart glasses competition.
bloomberg.com
BREAKING: Apple’s Vision Pro and Smart Glasses chief is leaving for OpenAI’s hardware division, the latest blow to Apple’s efforts in the space. www.bloomberg.com/news/article...
Apple’s Vision Pro and Smart Glasses Chief Is Leaving for OpenAI
Apple Inc.’s top executive in charge of the Vision Pro headset and the company’s smart glasses efforts is leaving for OpenAI, continuing a streak of high-profile defections to rivals in the artificial...
bloomberg.com
NEW: Apple plans to use the existing M5 Pro and M5 Max chips in its first touch and OLED high-end MacBooks. An M7 Pro and M7 Max follow-up for as early as end of 2027 is already in the works. www.bloomberg.com/news/article...
Apple’s Touch MacBook to Use M5 Pro and Max Chips, With M7 Models to Follow
Apple Inc.’s first-ever touch-screen laptop will rely on the company’s current high-end M5 chips, rather than next-generation silicon, though the company is working on a follow-up model with future M7...
bloomberg.com
NEW: Apple has shaken up its Mac chip strategy. It plans to launch a base M6 chip and then jump ahead to the M7, M7 Pro, M7 Max and M7 Ultra, skipping higher-end M6 models. www.bloomberg.com/news/article...
Apple to Skip High-End M6 Mac Chips in Favor of AI-Focused M7 Line
Apple Inc. is making one of the biggest-ever changes to its Mac silicon strategy, preparing to jump ahead to a new artificial intelligence-focused chip generation for its next top-end processors.
bloomberg.com
Power On: The No. 1 priority for new Apple CEO John Ternus should be revamping the company’s design team and reprioritizing design. Inside how Apple’s design team fell apart over the last decade. www.bloomberg.com/news/newslet...
Apple’s New CEO Must Rebuild a Design Team That Lost Its Way
Also: The 2027 iPhone and AirPods plans.
bloomberg.com
NEW: Apple’s second-generation iPhone Air is set for spring, with Apple testing a second back camera and battery life improvements. It’s all part of a major multi-year iPhone overhaul. www.bloomberg.com/news/article...
Apple Prepares Second-Generation iPhone Air for Spring 2027
Apple Inc. is preparing a second-generation iPhone Air for spring 2027, aiming to boost the appeal of the slimmed-down device, according to people with knowledge of the matter.
bloomberg.com
The Snap Specs are official - $2,195, all-in-one AR glasses that Evan Spiegel has dubbed the next computer. Details and interview here. www.bloomberg.com/news/article...
Snap Launches $2,195 Specs, Declaring Glasses the Next Computer
Snap Inc. introduced Specs, a $2,195 pair of augmented reality glasses that co-founder Evan Spiegel described as a leapfrog advancement and the computer of the future.
bloomberg.com