Analysts: Slim iPhone Air Could be a Design Win for Apple

iPhones on display during Apple's event at the Steve Jobs Theater in Cupertino, California, US September 9, 2025. REUTERS/Manuel Orbegozo
iPhones on display during Apple's event at the Steve Jobs Theater in Cupertino, California, US September 9, 2025. REUTERS/Manuel Orbegozo
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Analysts: Slim iPhone Air Could be a Design Win for Apple

iPhones on display during Apple's event at the Steve Jobs Theater in Cupertino, California, US September 9, 2025. REUTERS/Manuel Orbegozo
iPhones on display during Apple's event at the Steve Jobs Theater in Cupertino, California, US September 9, 2025. REUTERS/Manuel Orbegozo

Apple CEO Tim Cook seemed to be channeling predecessor and design genius Steve Jobs on Tuesday when he unveiled the iPhone Air, the company's slimmest handset yet and the biggest change in eight years to a lineup fans and analysts saw as stagnating.

Cook kicked off the company's annual product launch event at its Cupertino, California, headquarters with a Jobs quote: "For us, design goes beyond just how something looks or feels. Design is also how it works."

Inside its 5.6-mm (0.22-inch) -slim frame, thinner than Samsung Electronics' S25 Edge at 5.8 mm, the iPhone Air's circuitry has been shrunk to the size of a few postage stamps, to deliver on Apple's claim of "all-day battery life.”

Many analysts had predicted a ho-hum reception ahead of the event, but some said on Tuesday the four new iPhones - Air, 17, 17 Pro and 17 Pro Max - were a lineup likely to appeal to customers with varied budgets.

And doubts still linger about whether the new smartphone will match its promised battery capacity, and whether consumers will settle for one camera fewer.

It will incorporate Apple's best and newest A19 Pro processor chip, tuned for artificial intelligence tasks, and two new custom communications chips.

"I heard loud claps the moment it was announced," said Gaurav Chaudhary, a YouTuber with nearly 24 million followers, popularly known as "Technical Guruji."

He praised the Air's titanium frame and "ceramic shield" glass, which Apple said make the device more durable.

According to Reuters, Chaudhary said that despite hearing numerous leaks about the device ahead of time, he was still impressed after handling it in the Steve Jobs Theater at Apple headquarters, even if he still wants to see if Apple's battery life claims hold up.

Seventeen years ago, Jobs famously introduced the company's first MacBook Air by pulling the ultra-thin laptop from an interoffice envelope, to highlight how portable it was.

The iPhone Air, which borrows its name and design language from the laptop, may be what Apple fans have wanted for years: A device that distinct from competitors packed with feats of hardware engineering.

"I think in an era where we've seen a large degree of sameness, it's great to see Apple bring a new product to the market," said PP Foresight analyst Paolo Pescatore. "It kind of reinvigorates the whole segment of iPhone."

On the downside, however, the iPhone Air has only one camera, compared with two separate cameras on the base iPhone 17 and three on the Pro models.

Ben Bajarin, CEO of technology consultancy Creative Strategies, said it will also be critical to confirm whether it can live up to Apple's battery life claims.

He said Apple's custom chips should help, as the company has spent more than a decade designing its own chips with a relentless focus on energy efficiency and size.

The launches brought no news, however, of artificial intelligence features to help Apple close the gap with the likes of Alphabet's Google, which showcases the capabilities of its Gemini AI technology in its latest flagship phones.

But analysts said the iPhone Air, especially, was likely to spur many upgrades, boosting Apple's sales in the crucial holiday shopping season.

It could also help Apple win back customers in China, where it has lost market share to the slimmer and cheaper smartphones of rivals, analysts said, though some cautioned about sales prospects there for the new iPhone Air.

"We don’t expect the iPhone Air to deliver a major sales boost, as Apple compromised on battery life, cameras, and audio to achieve the slimmer design, features crucial to consumers," said Will Wong, senior smartphone analyst at research firm IDC.

The iPhone Air is priced in the middle of the iPhone lineup and at $100 less than the debut price of Samsung's Galaxy S25 Edge, which hit markets this year and shipped 1 million units in the second quarter, IDC says.

The price should make it a strong seller, said Nabila Popal, senior research director with IDC's Worldwide Quarterly Mobile Phone Tracker unit.

Popal predicted better sales for the iPhone Air, "not only because it's priced better, but because the (iPhone) Plus - which essentially the Air is replacing - already did between 5% and 7% of Apple's shipments.

"Apple's late, but when they do it, they do it bigger or louder or better than anyone," Popal said.



Apple, Google Send New Round of Cyber Threat Notifications to Users Around World

The Apple logo is seen in this illustration taken September 24, 2025. (Reuters)
The Apple logo is seen in this illustration taken September 24, 2025. (Reuters)
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Apple, Google Send New Round of Cyber Threat Notifications to Users Around World

The Apple logo is seen in this illustration taken September 24, 2025. (Reuters)
The Apple logo is seen in this illustration taken September 24, 2025. (Reuters)

Apple and Google have sent a new round of cyber threat notifications to users around the world, the companies said this week, announcing their latest effort to insulate customers against surveillance threats.

Apple and the Alphabet-owned Google are two of several tech companies that regularly issue warnings to users when they determine they may have been targeted by state-backed hackers.

Apple said the warnings were issued on Dec. 2 but gave few further details about the alleged hacking activity and did not address questions about the number of users targeted or say who was thought to be conducting the surveillance.

Apple said that "to date we have notified users in over 150 countries in total."

Apple's statement follows Google's Dec. 3 announcement that it was warning all known users targeted using Intellexa spyware, which it said spanned "several hundred accounts across various countries, including Pakistan, Kazakhstan, Angola, Egypt, Uzbekistan, Saudi Arabia, and Tajikistan."

Google said in its announcement that Intellexa, a cyber intelligence company that is sanctioned by the US government, was "evading restrictions and thriving."

Executives tied to Intellexa did not immediately return messages.

Previous waves of warnings have triggered headlines and prompted investigations by government bodies, including the European Union, whose senior officials have previously been targeted using spyware.

Threat notifications impose costs on cyber spies by alerting victims, said John Scott-Railton, a researcher with the Canadian digital watchdog group Citizen Lab.

He said they were "also often the first step in a string of investigations and discoveries that can lead to real accountability around spyware abuses."


AI Bubble to Be Short-lived, Rebound Stronger, NTT DATA Chief Says

FILE PHOTO: Figurines with computers and smartphones are seen in front of the words "Artificial Intelligence AI" in this illustration taken, February 19, 2024. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: Figurines with computers and smartphones are seen in front of the words "Artificial Intelligence AI" in this illustration taken, February 19, 2024. REUTERS/Dado Ruvic/Illustration/File Photo
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AI Bubble to Be Short-lived, Rebound Stronger, NTT DATA Chief Says

FILE PHOTO: Figurines with computers and smartphones are seen in front of the words "Artificial Intelligence AI" in this illustration taken, February 19, 2024. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: Figurines with computers and smartphones are seen in front of the words "Artificial Intelligence AI" in this illustration taken, February 19, 2024. REUTERS/Dado Ruvic/Illustration/File Photo

A potential artificial intelligence bubble will deflate faster than past tech cycles but give way to an even stronger rebound as corporate adoption catches up with infrastructure spending, the head of Japanese IT company NTT DATA Inc. said.

Despite worries around supply chains, the direction of travel is clear, CEO Abhijit Dubey said in an interview with the Reuters Global Markets Forum.

"There is absolutely no doubt that in the medium- to long-term, AI is a massive secular trend," he said.

"Over the next 12 months, I think we're going to have a bit of a normalization ... It'll be a short-lived bubble, and (AI) will come out of it stronger."

With demand for compute still running ahead of supply, "supply chains are almost spoken for" over the next two to three years, he said. Pricing power is already tilting toward chipmakers and hyperscalers, mirroring their stretched valuations in public markets, he added.

AI has triggered the biggest technological shake-up since the advent of the internet, fueling trillions of dollars of investment and eye-watering equity gains. But it has caused shortages of memory chips, drawn regulatory scrutiny, and created growing unease over the future of work.

Dubey, who is also the firm's chief AI officer, said his company has begun rethinking recruitment strategies as AI reshapes labor markets.

"There will clearly be an impact ... Over a five- to 25-year horizon, there will likely be dislocation," he said. However, he added that NTT DATA continues to hire across locations.

Speakers at the Reuters NEXT conference in New York discussed how AI may upend work and job growth.

AI startup Writer Inc.'s CEO May Habib said customers are focused on slowing headcount growth.

"You close a customer, you get on the phone with the CEO to kick off the project, and it's like, 'Great, how soon can I whack 30% of my team?'," she said.

Still, a PwC survey of the global workforce released in November suggests the reality of generative AI usage has yet to match boardroom expectations.

Daily use of GenAI remains "significantly lower" than widely touted by executives, PwC said, even as workers with AI skills commanded an average wage premium of 56% — more than double last year's figure.

PwC also flagged a widening skills gap, with about half of non-managers reporting access to training resources, compared with roughly three-quarters of senior executives.


EU Launches Antitrust Probe into Meta over Use of AI in WhatsApp

FILE - Attendees visit the Meta booth at the Game Developers Conference 2023 in San Francisco on March 22, 2023. (AP Photo/Jeff Chiu, File)
FILE - Attendees visit the Meta booth at the Game Developers Conference 2023 in San Francisco on March 22, 2023. (AP Photo/Jeff Chiu, File)
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EU Launches Antitrust Probe into Meta over Use of AI in WhatsApp

FILE - Attendees visit the Meta booth at the Game Developers Conference 2023 in San Francisco on March 22, 2023. (AP Photo/Jeff Chiu, File)
FILE - Attendees visit the Meta booth at the Game Developers Conference 2023 in San Francisco on March 22, 2023. (AP Photo/Jeff Chiu, File)

Brussels has opened a new antitrust investigation into Meta Platforms over its rollout of artificial intelligence features in WhatsApp, the European Commission said on Thursday, reflecting rising scrutiny of Big Tech's use of generative AI.

The move, reported earlier by Reuters and the Financial Times, marks the latest action by European regulators against large technology firms as the bloc seeks to balance support for the sector with efforts to curb its expanding influence.

The European Commission opened the investigation into "Meta's new policy regarding AI providers' access to WhatsApp" after the California-based company integrated its Meta AI system into the messaging service earlier this year.

A WhatsApp spokesperson said that "the claims are baseless", adding that the emergence of chatbots on its platforms "puts a strain on our systems that they were not designed to support".

"Even still, the AI space is highly competitive and people have access to the services of their choice in any number of ways, including app stores, search engines, email services, partnership integrations, and operating systems."

Meta AI, a chatbot and virtual assistant, has been built into WhatsApp's interface since March 2025 across European markets.

Italy's antitrust watchdog opened a parallel investigation in July into allegations that Meta leveraged its market power by integrating an AI tool into WhatsApp. The probe was expanded in November to examine whether Meta further abused its dominance by blocking rival AI chatbots from the messaging platform.

The FT, citing officials, said that the EU probe will be conducted under traditional antitrust rules rather than the EU's Digital Markets Act, the bloc's landmark legislation currently used to scrutinize Amazon and Microsoft's cloud services for potential curbs.