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• What’s coming from Apple.

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Apple’s Next Two Years: AI-First, Ultra-Thin, and Finally Foldable

Record Momentum Sets the Stage

Apple closed its latest holiday quarter with all-time-high revenue of $124.3 billion and EPS of $2.40, giving Tim Cook the confidence to tell investors “there’s a lot more to come.” (apple.com) Wall Street has taken him at his word: the stock is edging toward a $4 trillion market cap, a bet that the 2025-26 product slate will unlock a fresh hardware super-cycle anchored by on-device AI.

iPhone: The “Air” Era Begins—Then a Foldable

Fall 2025 brings a wholesale shake-up of the lineup. Leaks point to an ultra-slim iPhone 17 Air—~6 mm thin, 6.6-inch 120 Hz display, A19 silicon, and a single 48 MP rear lens—to replace today’s Plus model. (macrumors.com) Standard and Pro versions keep dual- and triple-camera systems, add 24 MP selfie sensors, and show off a new “camera-bar” bump.

Twelve months later, Apple pivots from thin to flexible. Suppliers have reportedly secured Samsung Display panels for a book-style foldable iPhone: ~5.5″ outer, 7.8″ inner screen, slated for late 2026 alongside 2 nm A20 chips and Apple’s first in-house 5G modem. (macrumors.com, dev.ua) Pro models that year are also expected to hide Face ID sensors under the display, erasing the Dynamic Island and pushing toward a true edge-to-edge front.

MacBook Pro: One Quiet Refresh, One Loud Redesign

Apple is sticking to its annual chip cadence. A spec-bump MacBook Pro with M5 and Wi-Fi 7 lands in October 2025, keeping the 14- and 16-inch chassis unchanged. (macrumors.com) The fireworks wait for 2026: the first OLED MacBook Pro pairs a thinner shell, a hole-punch webcam that kills the notch, and an M6 built on TSMC’s 2 nm line. (trendforce.com) Analysts see it as the laptop’s biggest leap since Apple Silicon debuted in 2020.

Apple Intelligence: Privacy-First Gen-AI Rolls Out

At WWDC 25, Cook branded generative AI “intelligence as only Apple can deliver.” The updated suite lets Siri chain cross-app tasks (“trim this clip and AirDrop it”), rewrites any text field system-wide, and spins up custom Genmoji or on-device image prompts—all without shipping personal data off-device thanks to a Private Cloud Compute fallback. (apple.com) Developers can now tap the same foundation models, foreshadowing a wave of AI-powered third-party iOS features through 2026.

visionOS & Wearables: Lighter Headset, Micro-LED Pause

Apple’s spatial-computing team has redirected resources from Vision Pro 2 to a lighter, lower-cost “Vision” headset (codename N107) targeted for late 2025. Weight savings may come from a simplified mixed-reality display stack and a cheaper external battery pack. (9to5mac.com)

On wrists, the once-touted micro-LED Apple Watch Ultra is wobbling: key supplier ams Osram scrapped part of its project, pushing the 2.1″ micro-LED debut beyond the original 2026 goal. (trendforce.com) Expect Apple to stick with OLED in the interim and focus on new health sensors for the 10-year “Watch X” refresh in 2025.

Software Rebrand & UI Overhaul

WWDC 25 also confirmed Apple will ditch version numbers for years, so the 2025 releases ship as iOS 26, macOS 26, iPadOS 26, watchOS 26. (engadget.com) Internally codenamed “Cheer,” macOS 26 carries the most radical visual update since Big Sur: glass-like translucency, visionOS-style icons, and deeper cross-device sync (even Wi-Fi captive-portal credentials flow from iPhone to Mac).

So… what we’re thinking

Apple’s roadmap promises a “hardware renaissance”—an ultra-thin iPhone, OLED Macs, and the first Apple foldable—just as its AI stack matures. Yet challenges loom: EU rules force sideloading and open NFC, China tension complicates supply chains, and Samsung/Google are already on their fifth-gen foldables. Even so, with a billion active iPhones waiting to upgrade, analysts say Apple needs only single-digit share gains to add tens of billions in revenue. If Tom Cook & team delivers on these blueprints, that elusive $4 trillion market cap may arrive sooner than critics expect.