What happened
Bloomberg reporter Mark Gurman reports that Apple is developing AirPods with cameras in their stems, currently on schedule for a late 2027 launch and being tested internally with iOS 28. Apple is also planning a second-generation foldable phone to follow a model expected this fall, as well as a 20th anniversary iPhone variant with a nearly edge-to-edge display and curved glass.
Why it matters
The camera AirPods are designed to give an upgraded version of Siri visual context about surroundings, positioning them as a stepping stone before Apple releases smart glasses. The commitment to a second foldable phone suggests Apple intends to stay competitive in a product category where current offerings involve trade-offs like app compatibility and battery size.
What to watch
The camera AirPods are targeted for late 2027, while the second foldable and anniversary iPhone variants are planned for 2027 as well. The standard iPhone 18 may not launch until next year. Separately, Apple is considering using Intel alongside TSMC for chip production, a shift that could reshape its supply chain.
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