The Core: Apple;TLDR (July 8)

Here is today’s quick and easy hand-crafted and human-curated summary of Apple-related news. Subscribe to help this work!
iPhone Ultra is in production
Report claims no delays expected, countering previous claims.
The $2,000 club: Apple, Samsung, Google bet on foldables
They all want to reset consumer expectations for high-end smartphones.
Mac climbs 10%, PC market shrinks 4.9%
IDC data says the MacBook Neo has been a huge success.
Apple’s Broadcom deal is bigger than we thought
$30b+ deal sees Broadcom make 15b+ chips for Apple devices by 2031
Please subscribe to my human-curated daily Apple news summary on Substack – lower cost than the Broadcom deal and it helps me out
Apple testing CXMT DRAM for China
Smart move, makes memory go further and means devices sold elsewhere can use other suppliers.
No to low-cost Vision Pro
Apple has cancelled component development for a lower-cost Vision Pro
Europe rejects Apple’s defense
Apple lost its legal challenge against DMA ‘gatekeeper’ status.
Tim Cook and John Ternus virtually in Germany
Both Apple CEOs spoke with Bavaria’s leader. Bavaria is home to Apple’s Munich facility, German leader railed against “overregulation” following meeting.
Apple’s leadership attend Sun Valley Conference
Tim Cook, John Ternus, Eddy Cue prowl the big money media dealmaking party.
Apple may bid for US FIFA streaming deal
Though FIFA is speaking to everyone.
JP Morgan, Bernstein stay hot for Apple
Price hikes won’t hurt demand, analysts say.
Macs will drop Mac OS Extended (HFX+) support next year
You’ll need to reformat your external drives.
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