Pull to refresh
Logo
Daily Brief
Following Why
Apple's 2026 hardware offensive

Apple's 2026 hardware offensive

New Capabilities
By Newzino Staff |

New iPhones, Macs, and iPads Showcase Apple's Chip and Modem Ambitions

6 days ago: Apple Announces March 4 Product Launch Event

Overview

Apple announced a March 4, 2026 product launch spanning New York, Shanghai, and London—its first major hardware event of the year. The company is expected to unveil MacBooks powered by M5 processors, updated iPads, and the iPhone 17e featuring Apple's in-house cellular modem. The simultaneous three-city format, unusual for Apple, signals the company's intent to make a global splash.

This launch continues Apple's aggressive push toward vertical integration. The M5 chip, introduced in October 2025, delivers six times the artificial intelligence compute performance of the M1. The iPhone 17e will mark only the second iPhone to use Apple's own cellular modem—a technology the company has spent over $1 billion and seven years developing to break free from Qualcomm's grip.

Key Indicators

$3.76T
Apple Market Cap
Second-largest company globally by market capitalization as of February 2026
20%
Global Smartphone Share
Apple overtook Samsung in 2025 for the first time in 14 years
6x
M5 AI Performance vs M1
Graphics processing unit compute gains for artificial intelligence workloads
$599
iPhone 17e Starting Price
Budget-tier iPhone with Apple's in-house cellular modem

Interactive

Exploring all sides of a story is often best achieved with Play.

Ever wondered what historical figures would say about today's headlines?

Sign up to generate historical perspectives on this story.

Sign Up

Debate Arena

Two rounds, two personas, one winner. You set the crossfire.

People Involved

Tim Cook
Tim Cook
Chief Executive Officer, Apple (Leading Apple since August 2011)

Organizations Involved

Apple Inc.
Apple Inc.
Technology Company
Status: Second-largest company globally by market capitalization

Consumer electronics and software company that designs iPhones, Macs, iPads, and the software ecosystems that power them.

QU
Qualcomm
Semiconductor Company
Status: Longtime iPhone modem supplier facing reduced Apple orders

San Diego-based chipmaker that has supplied cellular modems for iPhones since 2011.

Timeline

  1. Apple Announces March 4 Product Launch Event

    Announcement

    Apple invited media to simultaneous events in New York, Shanghai, and London for March 4. Expected products include M5 MacBooks, updated iPads, and the iPhone 17e with Apple's in-house modem.

  2. Apple Captures 20% Global Smartphone Market Share

    Market Data

    Industry data confirmed Apple shipped more smartphones than Samsung in 2025 for the first time in 14 years, with 243 million iPhones versus Samsung's 235 million units.

  3. Apple Introduces M5 Chip with 6x AI Performance Gains

    Product Launch

    The M5 debuted in the iPad Pro, MacBook Pro, and Vision Pro, delivering six times the graphics processing unit compute for artificial intelligence compared to the M1.

  4. iPhone 17 Series Unveiled Including Thinner iPhone Air

    Product Launch

    Apple announced the iPhone 17, iPhone 17 Pro, Pro Max, and the new ultrathin iPhone Air at its fall event, all featuring A19 series chips.

  5. iPhone 16e Debuts with Apple's First In-House Modem

    Product Launch

    Apple introduced the iPhone 16e featuring the C1 cellular modem, marking the company's first iPhone with fully Apple-designed mobile connectivity. The iPhone SE line was discontinued.

  6. Mac Lineup Completes Apple Silicon Transition

    Milestone

    Apple finished migrating all Mac computers to its own processors, ending the Intel partnership that began in 2006.

  7. Apple Launches First Macs with M1 Silicon

    Product Launch

    Apple unveiled its first proprietary computer processors, beginning a transition away from Intel chips. The M1 powered MacBook Air, Mac mini, and 13-inch MacBook Pro.

  8. Apple Acquires Intel Modem Business for $1 Billion

    Acquisition

    Apple purchased Intel's smartphone modem division, acquiring 2,200 employees and 17,000 wireless patents. Intel later admitted the sale resulted in a multi-billion dollar loss.

Scenarios

1

Apple Ships M5 MacBooks and iPhone 17e in March, Maintains Market Lead

Discussed by: Bloomberg's Mark Gurman, MacRumors, analyst consensus

Apple launches the M5 MacBook Air, MacBook Pro, updated iPad Air with M4, entry-level iPad with A18, and iPhone 17e as announced. The MacBook Air continues its dominance as the world's best-selling laptop. Apple Intelligence features drive upgrade cycles. Apple maintains its lead over Samsung in global smartphone market share through 2026.

2

In-House Modem Rollout Encounters Technical Setbacks

Discussed by: Industry analysts covering Apple's modem transition

Apple's C1X modem in the iPhone 17e underperforms Qualcomm alternatives in 5G speed or connectivity reliability, generating negative reviews. Apple delays broader modem adoption in flagship iPhones, extending Qualcomm partnership beyond 2027. Stock analysts revise estimates downward on concerns about execution.

3

China Market Reversal Threatens Growth Trajectory

Discussed by: Visible Alpha, Caixin Global, China market analysts

Huawei's Mate 80 series and government policies favoring domestic suppliers erode Apple's 22% China market share gained in Q4 2025. Rising memory costs compress margins on lower-tier products like the iPhone 17e. Apple's 2026 guidance disappoints, and the stock underperforms the broader market.

4

Apple Accelerates AI Integration Across Product Lines

Discussed by: MacRumors, The Verge, technology industry analysts

The M5's AI performance gains drive rapid adoption of Apple Intelligence features. Apple expands on-device AI capabilities that differentiate iPhones, Macs, and iPads from competitors. Services revenue accelerates as AI features deepen ecosystem lock-in. Apple approaches $4 trillion market capitalization.

5

C2 Modem Satellite Integration Accelerates Apple's Connectivity Roadmap

Discussed by: MacRumors, industry analysts tracking Apple's modem evolution

Apple's second-generation C2 modem, expected in iPhone 18 Pro models later in 2026, will support 5G satellite connectivity, enabling direct satellite internet access indoors and in low-signal areas. This advancement signals Apple's ambition to integrate satellite connectivity as a standard feature rather than a premium differentiator, potentially reshaping how users think about mobile connectivity and emergency communication.

Historical Context

Apple's Intel Transition (2005-2006)

June 2005 - August 2006

What Happened

Steve Jobs announced Apple would transition Macs from PowerPC processors to Intel chips after IBM failed to deliver power-efficient chips for laptops. Apple completed the transition in just 210 days, shipping Intel-based Macs by January 2006 and discontinuing the last PowerPC models by August 2006.

Outcome

Short Term

Mac sales accelerated as the machines gained compatibility with Windows through Boot Camp, expanding Apple's addressable market.

Long Term

The Intel era lasted 14 years until Apple began transitioning to its own silicon in 2020, demonstrating the company's willingness to make platform shifts when strategic.

Why It's Relevant Today

Apple's current modem transition follows the same playbook: identify a supplier dependency, acquire talent and intellectual property, execute a multi-year transition, and ultimately gain control over a critical technology stack.

Apple Silicon Transition (2020-2023)

November 2020 - June 2023

What Happened

Apple announced it would replace Intel processors with custom Apple silicon chips designed in-house. The M1 chip launched in November 2020 in lower-end Macs. Apple progressively moved upmarket with M1 Pro, M1 Max, and M1 Ultra variants, completing the transition when the Mac Pro received Apple silicon in June 2023.

Outcome

Short Term

M1 Macs delivered dramatically better battery life and performance per watt than Intel equivalents, generating strong reviews and sales.

Long Term

Apple now controls its entire computer processor roadmap. The M-series architecture powers Macs, iPads, and Vision Pro, with each generation delivering predictable performance gains.

Why It's Relevant Today

The modem transition is Apple's next vertical integration frontier. Just as controlling processors let Apple differentiate on performance and battery life, controlling modems may eventually enable tighter integration between connectivity and other device functions.

iPhone SE Strategy (2016-2025)

March 2016 - February 2025

What Happened

Apple introduced the original iPhone SE in 2016 at $399, using the iPhone 5s body with iPhone 6s internals. The strategy let Apple reach price-sensitive buyers while clearing component inventory. Apple released second and third-generation SE models in 2020 and 2022, maintaining the sub-$500 price point with increasingly capable internals.

Outcome

Short Term

The SE line expanded Apple's addressable market and helped the company compete in markets where flagship prices limited adoption.

Long Term

Apple discontinued the SE line in February 2025, replacing it with the iPhone 16e at $599—a 40% price increase that signals Apple's confidence in its market position.

Why It's Relevant Today

The iPhone 17e at $599 continues this evolution. Apple believes its brand and ecosystem are strong enough to command higher entry prices, but the $170 price gap from the old SE could test that theory in price-sensitive markets.

14 Sources:
+8
Bloomberg MacRumors 9to5Mac Apple Newsroom AppleInsider CNBC Caixin Global TweakTown MacRumors AppleInsider AppleInsider MacRumors 9to5Mac MacRumors