The MacRumors Show

On this week's episode of The MacRumors Show, we discuss Google's latest wave of announcements for Android and Gemini, the newly announced Fitbit Air, and Apple Watch Series 12 rumors.
The centerpiece of Google's announcements this week was Gemini Intelligence, Google's new umbrella platform for AI across phones, watches, cars, and laptops. Its headline capability is cross-app automation: users can photograph an event flyer and ask Gemini to find tickets on Expedia, or pull up a grocery list and have it build a cart in a shopping app. A companion feature called Create My Widget lets users describe a home screen widget in natural language and have Gemini generate it, drawing from Gmail and Calendar to build a personalized dashboard.
Google also unveiled the Googlebook, a new laptop category designed from the ground up around Gemini with partners including Acer, Asus, Dell, HP, and Lenovo arriving this fall. Gemini in Chrome for Android gained an agentic browsing layer rolling out end of June, and Android Auto received AI-generated contextual replies and DoorDash voice ordering. A Meta partnership brings Ultra HDR, native stabilization, and night mode to Instagram on Android flagship devices.
In January, Apple and Google announced a partnership under which Gemini would power the next generation of Apple Foundation Models, including a more personalized Siri expected this year. Apple's equivalent cross-app ‌Siri‌ actions were announced at WWDC 2024 but have not yet shipped; Gemini Intelligence is rolling out this summer using the same underlying technology.
Google also unveiled the Fitbit Air this week, a screenless fitness tracker priced at $99 that ships on May 26. The device weighs just 12 grams with the band and tracks heart rate, AFib, HRV, SpO2, and sleep stages in a pill-shaped pebble with no display, no buttons, and no notifications. Battery life lasts for seven days, with a five-minute fast charge delivering a full day of use. A Stephen Curry Special Edition is priced at $129, with core tracking free and Google Health Premium adding an AI Coach for $9.99 per month after a three-month trial.
The launch accompanies a broader rebrand. The Fitbit app becomes Google Health on May 19, with Google Fit folded in, Apple Health data supported on iOS, and APIs for Garmin, Whoop, and Oura. Bloomberg's Mark Gurman reported earlier this year that Apple has scaled back a comparable Health+ coaching service, with the feature now unlikely to launch. The Apple Watch SE starts at $249 and requires daily charging, and the Fitbit Air's $99 price with no mandatory subscription addresses a segment Apple does not cover.
We also discuss the Apple Watch Series 12, which is shaping up to be an incremental upgrade. Bloomberg's Mark Gurmansaid in March that he does not expect any major design changes, and a significant redesign is now not expected until 2028.
The leaker known as Instant Digital said this week that Touch ID, which appeared in leaked Apple code last year, has been deprioritized in favor of battery life improvements. DigiTimes previously reported an eight-sensor array on the back of at least one 2026 model, though blood pressure monitoring is said to be further out. A new chip is expected, with leaked code indicating a meaningful upgrade from the S10 used across the last three series, and watchOS 27 will be previewed at WWDC on June 8. 
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On this week's episode of The MacRumors Show, we talk through how the global memory shortage is forcing Apple's hand across multiple key products, killing configurations, delaying launches, and prompting spec decisions that would have seemed unlikely a year ago.
The pressure originates outside Apple's control. JPMorgan analysis cited by the Financial Timesfound that memory could account for as much as 45% of an iPhone's component costs by 2027, up from around 10% today. Companies like Nvidia are reportedly outbidding consumer electronics makers for limited DRAM supply from Samsung, SK Hynix, and Micron, while cloud firms are locking in capacity with multi-billion-dollar upfront commitments. Apple, which buys memory for roughly 250 million iPhones per year, has shifted from a position where it could dictate terms to one where it must compete for supply, and component prices are being driven up as a result.
The consequences are already visible in the Mac lineup. Apple last week removed the Mac mini's 256GB storage option, pushing its starting price from $599 to $799. Days later, it eliminated Mac mini models with 32GB and 64GB of RAMand stripped the M3 Ultra Mac Studio to a single 96GB configuration, with delivery estimates for remaining Studio models at 9 to 10 weeks. The ‌Mac Studio‌ had already lost its 512GB memory option in March, and multiple configurations became entirely unavailable in April. On Apple's April 30 earnings call, CEO Tim Cook acknowledged that both machines would be "hard to get for months to come" and said Apple expects "significantly higher memory costs" in the current quarter.
The MacBook Neo was sold out through April and Cook described demand on the earnings call as “off the charts." The ‌MacBook Neo‌ uses binned A18 Pro chips, adopting manufacturing rejects from the iPhone 16 lineup with one GPU core disabled, repurposed rather than discarded to keep costs low enough to hit the $599 price point.
Apple's initial production target is believed to be about five to six million units, but demand has since pushed the company to instruct suppliers to prepare for at least 10 million. TSMC's N3E production lines, where the A18 Pro was made, are now running at maximum capacity, with AI-related orders consuming much of the available output. A fresh manufacturing run for the A18 Pro would yield fully functional chips rather than defective ones, raising the per-unit cost before any expedited manufacturing premium is applied.
Apple is now said to be weighing up its options for the ‌MacBook Neo‌. The company is purportedly considering cutting the 256GB entry-level model, which would push the effective starting price up by $100 without changing any existing configuration's price, the same mechanism used with the ‌Mac mini‌. Separately, Apple may be considering new color options to soften any price increase.
Upcoming products are apparently being reshaped too. Weibo leaker "Fixed Focus Digital" has claimed in a series of posts that the standard iPhone 18 is being downgraded as a cost-cutting measure, with both display and chip specifications affected. Most recently, the leaker said certain parts are interchangeable between the ‌iPhone 18‌ and the lower-cost iPhone 18e. For context, iPhone 17 and iPhone 17e differ meaningfully: the standard model has a larger ProMotion display, Dynamic Island, Ultra Wide camera, five-core GPU, and significantly better battery life, but it looks like there could be fewer differences with the next generation.
A follow-up post framed the new split launch strategy, under which the ‌iPhone 18‌ ships in spring 2027 rather than alongside the Pro models in the fall, as a deliberate commercial mechanism to smooth out demand. By extending the ‌iPhone 17‌'s flagship run, Apple is also said to be creating conditions under which a lower-specced successor will be more palatable. The split launch itself has been widely reported since last year, with Ming-Chi Kuo and Nikkei among those to have corroborated it.
The launch of the rumored all-new high-end MacBook Pro or "MacBook Ultra" with an OLED display and touchscreen has also apparently slipped. Bloomberg's Mark Gurman has said early 2027 is now looking more likely than late 2026 due to Apple's constrained memory supply cited as a factor.

On this week's episode of The MacRumors Show, we answer your listener questions about the future of Apple's product lineup, the software and services shaping the ecosystem, and our own personal histories with the company and its devices.
Some questions centre on the iPhone Air and its future direction, including whether Apple might adopt silicon-carbon battery technology for a second-generation model, or prioritise adding a second camera lens instead. There is also interest in how ‌iPhone Air‌ might evolve with features like a vibrating surface speaker.
The foldable iPhone generates a lot of discussion, with questions touching on whether listeners would choose it over an ‌iPhone Air‌, whether it could replace both an iPhone and iPad mini, and whether its arrival signals the end of the dedicated compact tablet.
Broader hardware questions include when the 11th-generation iPad will be updated, when Apple plans to complete the OLED with ProMotion rollout across its entire laptop lineup, whether the MacBook Neo risks cannibalizing ‌iPad‌ sales, and what the future holds for Apple Vision Pro given its underwhelming reception.
On the software side, questions cover what visionOS might look like several years down the line, Photomator's future and whether Apple intends to develop it into a proper Lightroom alternative, and whether Apple is falling behind competitors like Alexa on basic smart home automation, pointing out that HomePod still relies on Shortcuts for many routines that Alexa handles natively.
The general tech questions are the most varied, asking which Apple device would cause the biggest bottleneck if swapped for an entry-level version, whether we would attempt an Apple Watch-only week without an iPhone, and what device combinations we actually rely on day to day. There is also curiosity about Nothing as a brand and whether it is worth taking seriously, as well as concerns about the escalating cost of MacBook Pro models and where the ceiling might be.
A number of questions are more personal, asking about our first Apple products, what originally drew us to the ecosystem, our favorite and oldest devices, and whether family members using non-Apple products causes any friction. The MacRumors Show has its own YouTube channel, so make sure you're subscribed to keep up with new episodes and clips.

On this week's special episode of The MacRumors Show, we discuss Apple's bombshell announcement that Tim Cook will step down as CEO on September 1, 2026, with hardware engineering chief John Ternus set to succeed him.
Cook will transition to executive chairman, where he will "assist with certain aspects of the company, including engaging with policymakers around the world." The transition was approved by the board and is the result of a "thoughtful, long-term succession planning process." Current board chair Arthur Levinson will become the lead independent director. Cook has served as Apple's CEO since 2011.
Ternus, who has spent nearly his entire career at Apple, will join the board ahead of assuming the CEO role. He is a product person in the mold of Steve Jobs rather than a supply chain operator like Cook, and according to Bloomberg's Mark Gurman, he is expected to take a more centralized approach to decision-making. "If you go to Tim with 'A' or 'B,' he won't pick," one person who has worked closely with both executives told Gurman. "Ternus will make decisions." Ternus will take over in time to oversee the launch of the iPhone 18 Pro models and Apple's first foldable iPhone, both expected in September.
Alongside the leadership transition, Apple said that Johny Srouji, currently SVP of Hardware Technologies, will take on an expanded role as Chief Hardware Officer, leading Hardware Engineering and reporting to Ternus. Srouji's remit will cover everything from product design to system engineering to reliability and durability testing. Cook described Srouji as having "played a singular role in driving Apple's silicon strategy" and said his influence has been felt "not just inside the company, but across the industry."
In a statement, Cook said leading Apple has been the "greatest privilege" of his life and described Ternus as "a visionary whose contributions to Apple over 25 years are already too numerous to count." Ternus said he is "filled with optimism" about what Apple can achieve in the years to come, adding that he promises to "lead with the values and vision that have come to define this special place for half a century."
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On this week's episode of The MacRumors Show, we talk through Apple's upcoming overhaul of the iPad mini and iPad Air, looking at the future of the product lineup as a whole.
The headline upgrade is a switch from LCD to OLED display technology. The ‌iPad mini‌ 8 is expected to use a single-stack LTPS panel, which is dimmer than the tandem OLED in the iPad Pro, but a substantial step up from the current display. The screen will also likely grow from 8.3 to 8.7 inches, and ProMotion is a possibility.
On the chip, sources disagree. Code Apple accidentally published in August pointed to the A19 Pro, but a other evidencesuggests the device will use the unreleased A20 Pro chip instead. The N1 and C1X chips are also highly likely to be present.
Bloomberg's Mark Gurman reported that Apple is also working on a more water-resistant design, which would make new the ‌iPad mini‌ the first in the lineup to carry an official IP rating. Apple is said to have developed a vibration-based speaker system that eliminates traditional speaker holes, removing a primary path for water ingress.
The scale of the upgrades strongly suggests a redesigned, thinner chassis to accommodate them. Gurman says the upgrades could push the price up by as much as $100 to around $599. The leaker known as “Instant Digital" has said the device will launch in the second half of 2026 at the earliest.
Apple is also expected to update the iPad Air in early 2027, with the headline change similarly being a switch to OLED. Like the ‌iPad mini‌ 8, the Air is expected to use a single-stack LTPS panel supplied by Samsung Display, keeping costs down relative to the tandem OLED in the ‌iPad Pro‌. Arriving over six years after the device's last redesign, it is also likely to feature a new design similar to the ‌iPad mini‌, along with the M5 chip.
The next ‌iPad Pro‌ is expected in spring 2027, with an M6 chip and a vapor chamber cooling system similar to the one Apple introduced in the iPhone 17 Pro, but no design changes are rumored. With the ‌iPad Air‌ set to close the gap significantly by adopting OLED and a thinner design, the Pro's key differentiators will narrow considerably. A more transformative reason to choose the Pro may not arrive until
Apple launches its long-rumored foldable iPad, which Gurman says will feature an 18-inch display. The device has faced development hurdles around weight and display technology and is now expected no earlier than 2029, with a price potentially reaching $3,900, up to three times the cost of the current 13-inch ‌iPad Pro‌.
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