Your Daily Apple Briefing

Foldable iPhone Production Ramps Up, Ad Platform Expands, and iCloud Lawsuit Dismissed

• Apple has significantly boosted orders for vapor chamber cooling systems, primarily to support the production of its highly anticipated first foldable iPhone, internally referred to as the "iPhone Ultra," which is on track for a September 2026 debut alongside the iPhone 18 Pro lineup. This ramp-up, which includes preparing around 10 million units for 2026, signals strong confidence in the device's production readiness and its advanced thermal management, a technology first introduced in the iPhone 17 Pro models.

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• The company is poised for a significant expansion of its advertising business, having updated its Advertising Services Terms of Service on July 14, effective July 28, to cover ad placements on non-Apple-operated apps, websites, and other properties. This change represents a dramatic departure from Apple's previous model, which was largely limited to its own controlled inventory, and could materially expand the company's advertising surface area.

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• A federal judge on July 14 dismissed a class-action lawsuit against Apple that alleged the company failed to prevent the spread of child sexual abuse material on iCloud. The judge sided with Apple's defense under Section 230, stating there is no existing law requiring companies to proactively identify and report such content, marking a significant legal win for the tech giant.

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