Apple

iOS 17 To Support App Sideloading To Comply With European Regulations (macrumors.com) 157

Apple in iOS 17 will for the first time allow iPhone users to download apps hosted outside of its official App Store, according to Bloomberg's Mark Gurman. From a report: Otherwise known as sideloading, the change would allow customers to download apps without needing to use the App Store, which would mean developers wouldn't need to pay Apple's 15 to 30 percent fees. The European Union's Digital Markets Act (DMA), which went into effect on November 1, 2022, requires "gatekeeper" companies to open up their services and platforms to other companies and developers. The DMA will have a big impact on Apple's platforms, and it could result in Apple making major changes to the App Store, Messages, FaceTime, Siri, and more. Apple is planning to implement sideloading support to comply with the new European regulations by next year, according to Gurman.
Security

Mercenary Spyware Hacked iPhone Victims With Rogue Calendar Invites, Researchers Say (techcrunch.com) 10

Hackers using spyware made by a little known cyber mercenary company used malicious calendar invites to hack the iPhones of journalists, political opposition figures, and an NGO worker, according to two reports. From a report: Researchers at Microsoft and the digital rights group Citizen Lab analyzed samples of malware they say was created by QuaDream, an Israeli spyware maker that has been reported to develop zero-click exploits -- meaning hacking tools that don't require the target to click on malicious links -- for iPhones. QuaDream has been able to mostly fly under the radar until recently. In 2021, Israeli newspaper Haaretz reported that QuaDream sold its wares to Saudi Arabia. The next year, Reuters reported that QuaDream sold an exploit to hack iPhones that was similar to one provided by NSO Group, and that the company doesn't operate the spyware, its government customers do -- a common practice in the surveillance tech industry.

QuaDream's customers operated servers from several countries around the world: Bulgaria, Czech Republic, Hungary, Romania, Ghana, Israel, Mexico, Singapore, United Arab Emirates (UAE), and Uzbekistan, according to internet scans done by Citizen Lab. Both Citizen Lab and Microsoft published groundbreaking new technical reports on QuaDream's alleged spyware on Tuesday. Microsoft said it found the original malware samples, and then shared them with Citizen Lab's researchers, who were able to identify more than five victims -- an NGO worker, politicians, and journalists -- whose iPhones were hacked. The exploit used to hack those targets was developed for iOS 14, and at the time was unpatched and unknown to Apple, making it a so-called zero-day. The government hackers who were equipped with QuaDream's exploit used malicious calendar invites with dates in the past to deliver the malware, according to Citizen Lab.

Iphone

Texas Dad Says 'Find My iPhone' Glitch is Directing Angry Strangers to his Home (abc13.com) 161

An anonymous reader shares a report from the New York Post: A supposed glitch in the popular "Find My iPhone" app has been directing random strangers to the home of an unsuspecting Texas dad at all hours of the day, falsely accusing him of stealing their electronic devices.

[Software engineer] Scott Schuster told the local news station KTRK that he's been visited by close to a dozen irate people over the past few years, telling him that their missing phone had last pinged at his address. "[I] had to wake up and go answer the door and explain to them that I didn't have their device, and people don't tend to believe you," the dad of two told the outlet.

The Texas resident tells KTRK that his biggest concern was "someone coming to the house potentially with a weapon."

And the same station reports that local sheriff Eric Fagan "said he was so shocked and concerned that he informed his patrol units and dispatchers, just in case anyone called about the address." "Apple needs to do more about this," Fagan said. "Please come out and check on this. This is your expertise. Mine is criminal and keeping our public safe here in Fort Bend County." Fagan added that Apple doing nothing puts a family's safety in jeopardy. "I would ask them to come out and see what they can do. It should be taken seriously. You are putting innocent lives at risk," he said....

There have been other high-profile device pinging errors elsewhere in the country, with at least one that brought armored vehicles to a neighborhood. In 2021, body camera footage captured a Denver police SWAT team raiding the home of a 77-year-old woman in Colorado over a false ping on the app. Denver officers believed she had stolen guns connected to a car theft after tracking a stolen iPhone to her address using the Find My app. That woman later sued the lead detective.

ABC13 has tried contacting the software giant since Tuesday. Someone called back, so we know they are aware of the incident. Still, no one has said if they are going to fix the issue, or at the very least, look into the matter.

Crime

Thieves Tunnel Through Coffee Shop Wall To Steal $500,000 In iPhones From Washington Apple Store (macrumors.com) 48

An anonymous reader quotes a report from MacRumors: An Apple Store at the Alderwood Mall was burgled last weekend, with thieves infiltrating the location through a nearby coffee shop. According to Seattle's King 5 News, thieves broke into Seattle Coffee Gear, went into the bathroom, and cut a hole in the wall to get to the Apple Store backroom. The burglars were able to bypass the Apple Store's security system by using the adjacent coffee shop, stealing a total of 436 iPhones that were worth around $500,000.

According to Seattle Coffee Gear manager Eric Marks, the coffee shop is not noticeably adjacent to the Apple Store because of the way that the store is laid out. "I would have never suspected we were adjacent to the Apple Store, how it wraps around I mean," Marks told King 5 News. "So, someone really had to think it out and have access to the mall layout." Police were able to obtain surveillance footage of the theft, but as it is part of an active investigation, it has not yet been released. Nothing was stolen from the coffee shop, but it will cost $1,500 to replace locks and repair the bathroom wall.

Security

New Ultrasound Attack Can Secretly Hijack Phones and Smart Speakers (theregister.com) 49

Academics in the US have developed an attack dubbed NUIT, for Near-Ultrasound Inaudible Trojan, that exploits vulnerabilities in smart device microphones and voice assistants to silently and remotely access smart phones and home devices. The Register reports: The research team -- Guenevere Chen, an associate professor at the University of Texas at San Antonio, her doctoral student Qi Xia, and Shouhuai Xu, a professor at the University of Colorado Colorado Springs -- found Apple's Siri, Google's Assistant, Microsoft's Cortana, and Amazon's Alexa are all vulnerable to NUIT attacks, albeit to different degrees. In an interview with The Register this month, Chen and Xia demonstrated two separate NUIT attacks: NUIT-1, which emits sounds to exploit a victim's smart speaker to attack the same victim's microphone and voice assistant on the same device, and NUIT-2, which exploits a victim's speaker to attack the same victim's microphone and voice assistant on a different device. Ideally, for the attacker, these sounds should be inaudible to humans.

The attacks work by modulating voice commands into near-ultrasound inaudible signals so that humans can't hear them but the voice assistant will still respond to them. These signals are then embedded into a carrier, such as an app or YouTube video. When a vulnerable device picks up the carrier, it ends up obeying the hidden embedded commands. Attackers can use social engineering to trick the victim into playing the sound clip, Xia explained. "And once the victim plays this clip, voluntarily or involuntarily, the attacker can manipulate your Siri to do something, for example, open your door."

For NUIT-1 attacks, using Siri, the answer is yes. The boffins found they could control an iPhone's volume so that a silent instruction to Siri generates an inaudible response. The other three voice assistants -- Google's, Cortana, and Alexa -- are still susceptible to the attacks, but for NUIT-1, the technique can't silence devices' response so the victim may notice shenanigans are afoot. It's also worth noting that the length of malicious commands must be below 77 milliseconds -- that's the average reaction time for the four voice assistants across multiple devices.

In a NUIT-2 attack, the attacker exploits the speaker on one device to attack the microphone and associated voice assistant of a second device. These attacks aren't limited by the 77-millisecond window and thus give the attacker a broader range of possible action commands. An attacker could use this scenario during Zooms meeting, for example: if an attendee unmutes themself, and their phone is placed next to their computer, an attacker could use an embedded attack signal to attack that attendees phone.
The researchers will publish their research and demonstrate the NUIT attacks at the USENIX Security Symposium in August.
Iphone

120Hz ProMotion Rumored to Expand to Non-Pro iPhones in Two Years (macrumors.com) 16

Apple will expand ProMotion to the standard iPhone models in two years, according to Ross Young, CEO of Display Supply Chain Consultants. ProMotion was first introduced on the iPhone 13 Pro models in 2021 and remains exclusive to Pro models for now. MacRumors reports: In a tweet today, Young provided a roadmap outlining various display-related technologies coming to future iPhones. Notably, the roadmap indicates that low-power LTPO display technology will be expanded to the standard iPhones in 2025, which Young said will enable ProMotion on these devices, allowing the display to ramp up to a 120Hz refresh rate for smoother scrolling and video content when necessary.

ProMotion would also allow the display to ramp down to a more power-efficient refresh rate. iPhone 13 Pro models can ramp down to 10Hz, while iPhone 14 Pro models can go as low as 1Hz, allowing for an always-on display that can show the Lock Screen's clock, widgets, notifications, and wallpaper even when the device is locked. All in all, the roadmap suggests that the so-called "iPhone 17" and "iPhone 17 Plus" will feature ProMotion, and likely an always-on display too.
Young also claimed the "iPhone 17 Pro" will be the first iPhone to feature under-panel Face ID technology.
Science

Could a Photosynthesis 'Hack' Lead to New Ways of Generating Renewable Energy? (cnet.com) 40

"Researchers have 'hacked' the earliest stages of photosynthesis," according to a new announcement from the University of Cambridge.

CNET reports: Scientists have studied photosynthesis in plants for centuries, but an international team believes they've unlocked new secrets in nature's great machine that could revolutionize sustainable fuels and fight climate change. The team says they've determined it's possible to extract an electrical charge at the best possible point in photosynthesis. This means harvesting the maximum amount of electrons from the process for potential use in power grids and some types of batteries. It could also improve the development of biofuels. While it's still early days, the findings, reported in the journal Nature, could reduce greenhouse gasses in the atmosphere and provide insights to improve photovoltaic solar panels.

The key breakthrough came when researchers observed the process of photosynthesis at ultrafast timescales. "We can take photos at different times which allow us to watch changes in the sample really, really quickly — a million billion times faster than your iPhone," Dr. Tomi Baikie, from the University of Cambridge's Cavendish Laboratory, told CNET....

Previous demonstrations connected cyanobacteria, algae and other plants to electrodes to create so-called bio-photoelectrochemical cells that tap into the photosynthetic process to generate electricity. Baikie said they were surprised to discover a previously unknown pathway of energy flow at the beginning of the process that could enable extracting the charge in a more efficient way.

The Almighty Buck

Apple Introduces Apple Pay Later (apple.com) 83

Apple: Apple today introduced Apple Pay Later in the U.S. Designed with users' financial health in mind, Apple Pay Later allows users to split purchases into four payments, spread over six weeks with no interest and no fees. Users can easily track, manage, and repay their Apple Pay Later loans in one convenient location in Apple Wallet. Users can apply for Apple Pay Later loans of $50 to $1,000, which can be used for online and in-app purchases made on iPhone and iPad with merchants that accept Apple Pay. Starting today, Apple will begin inviting select users to access a prerelease version of Apple Pay Later, with plans to offer it to all eligible users in the coming months.

Apple Pay Later is built right into Wallet, so users can seamlessly view, track, and manage all of their loans in one place. With Apple Pay Later in Wallet, users can easily see the total amount due for all of their existing loans, as well as the total amount due in the next 30 days. Apple Pay Later is offered by Apple Financing, a subsidiary of Apple, which is responsible for credit assessment and lending. Apple Financing plans to report Apple Pay Later loans to U.S. credit bureaus starting this fall, so they are reflected in users' overall financial profiles and can help promote responsible lending for both the lender and the borrower.

Iphone

Epic's Hyperrealistic MetaHumans Can Soon Be Animated Using an iPhone (theverge.com) 13

During its State of Unreal keynote at GDC 2023, the company showed off new animation tools that make it possible to create realistic facial animations using only video captured from an iPhone. The Verge reports: Epic showed this off with a live demonstration featuring the actor behind the upcoming game Senua's Saga: Hellblade II. It was a short clip, with the actor speaking directly into the camera, but it appeared to be rendered both quickly and accurately. Even more impressive, the company then showed off the same animations captured onstage used to bring another MetaHuman character to life. The animator is launching this summer. Epic's MetaHuman Creator was announced in early 2021 to streamline the process of making more realistic human faces, body movements, and facial animations.
Android

Pebble Might Be Coming Back - as a Small Android Phone (theverge.com) 18

Remember when Pebble founder Eric Migicovsky released an impassioned plea for someone, anyone, to make a small Android phone that would compete with the iPhone Mini? He's taking matters into his own hands. From a report: Now that Apple has stopped making new small phones, Migicovsky's Small Android Phone petition has evolved into a "community-based project" -- where that community includes a team working to design and produce the phone that Migicovsky wants. The petition got 38,700 signatures, and "almost all of that came from literally one article from The Verge," one team member revealed in a design call. The Small Android Phone team -- it's not a company, yet -- has been doing a lot of planning right under our noses. In a small Discord, they've quietly revealed their efforts to source a display, choose a chip, and design the body of the phone. They've even discussed how they might pay for it all. Diehard small phone enthusiasts are invited to give feedback at every step of the process as the team attempts to bend the phone market to their will.
The Almighty Buck

Apple Pay Launches In South Korea (macrumors.com) 3

After a years-long wait, Apple Pay today launched in South Korea, allowing those living in the country to use Apple's payment system to make contactless payments using the iPhone or Apple Watch. MacRumors reports: Apple has been working to bring Apple Pay to South Korea since 2017, but Apple was unable to be registered as an electronic financial business operator because regulators were investigating whether Apple Pay violated local regulations and laws. Apple was finally approved by financial regulators back in February.

NFC terminal adoption was also low in retail stores in South Korea around when Apple Pay first launched, which continues to be an issue. There are more NFC terminals than there were six years ago, but The Korea Times suggests Apple Pay will face "significant challenges" in Korea due to the limited number of NFC terminals. At the current time, Apple Pay is limited to Hyundai Card users, which could see South Koreans interested in using the service picking up a Hyundai Card. No other card companies are participating in Apple Pay as of yet.

Games

20 Years Later, Second Life is Launching on Mobile (arstechnica.com) 26

Remember Second Life? The virtual world launched on the desktop web back in 2003 with 3D avatars and spaces for various social activities. Believe it or not, it has been running continually this entire time -- and now it's coming to mobile for the first time. From a report: In fact, this will be the first time that Second Life has expanded beyond the PC (across Windows, macOS, and Linux) in any form. In a post to the virtual world's community web forum, a community manager for Second Life developer Linden Lab shared a video with some details about the mobile version's development, and announced that a beta version of the mobile app will launch sometime this year.

The video reveals that the app was built using Unity -- in part to make for an easy path to releasing and maintaining the app on multiple platforms, including the iPhone, iPad, Android phones, and Android tablets. It also includes a few minutes of footage of Second Life's detailed character models and environments, with accompanying commentary by Linden Lab developers about bringing as much of the experience to mobile as possible.

Apple

Tim Cook Bets on Apple's Mixed-Reality Headset To Secure His Legacy (ft.com) 87

When Tim Cook unveils Apple's new "mixed-reality" headset later this year, he won't just be showing off the tech giant's latest shiny gadget. From a report: The Apple chief will also be guaranteeing his legacy includes the launch of a next-generation hardware product that some inside the company believe might one day rival the iPhone. After seven years in development -- twice as long as the iPhone -- the tech giant is widely expected to unveil a headset featuring both virtual and augmented reality as soon as June. The stakes are high for Cook. The headset will be Apple's first new computing platform to have been developed entirely under his leadership. The iPhone, iPad and even Watch were all originally conceived under Apple's co-founder Steve Jobs, who died in 2011.

Apple's growth during Cook's tenure has been spectacular, growing its market capitalisation from around $350bn in 2011 to around $2.4tn today. But despite the twin hit launches of Apple Watch in 2015 and AirPods a year later, which have helped turn its accessories division into a $41bn business, the company has been accused of iterating on past ideas rather than breaking new ground. "They have huge pressure to ship" the headset, said a former Apple engineer who worked on the product's development. "They have been postponing the launch each year for the past [few] years." The timing of the launch has been a source of tension since the project began in early 2016, according to multiple people familiar with Apple's internal discussions. Apple's operations team wanted to ship a "version one" product, a ski goggle-like headset that will allow users to watch immersive 3D video, perform interactive workouts or chat with realistic avatars through a revamped FaceTime. But Apple's famed industrial design team had cautioned patience, wanting to delay until a more lightweight version of AR glasses became technically feasible. Most in the tech industry expect that to take several more years. In deciding to press ahead with a debut this year, Cook has sided with operations chief Jeff Williams, according to two people familiar with Apple's decision-making, and overruled the early objections from Apple's designers to wait for the tech to catch up with their vision.

China

The Daring Ruse That Exposed China's Campaign To Steal American Secrets (nytimes.com) 56

The New York Times magazine tells the story of an innocuous-seeming message on LinkedIn in 2017 from Qu Hui, the deputy director of the China-based Provincial Association for International Science and Technology Development.

Federal agents eventually obtained search warrants for two Gmail addresses the official was using, and "In what would prove to be a lucky break, the investigators found that each email address was the Apple ID used for an iPhone, linked to an iCloud account where data from the phones was periodically backed up. The agents were later able to obtain search warrants for the two iCloud accounts [that] opened a treasure trove." This included confirmation of what they had suspected all along: that Qu worked for Chinese intelligence. His real name was Xu Yanjun. He had worked at the Ministry of State Security since 2003, earning six promotions to become a deputy division director of the Sixth Bureau in the Jiangsu Province M.S.S. Like so many of us, he had taken pictures of important documents using his iPhone — his national ID card, pay stubs, his health insurance card, an application for vacation — which is how they ended up in his iCloud account. There, investigators also found an audio recording of a 2016 conversation with a professor at N.U.A.A. in which Xu had talked about his job in intelligence and the risks associated with traveling. "The leadership asks you to get the materials of the U.S. F-22 fighter aircraft," he told the professor. "You can't get it by sitting at home." The discovery of evidence of Xu's identity in an iCloud account makes for a kind of delicious reversal. The ubiquitous use of iPhones around the world — a result of America's technological prowess — was helping to fight back against a rival nation's efforts to steal technology.
Qu scheduled a meeting in Brussels with one American target — where he was arrested and extradited to America, becoming the first-ever Chinese intelligence official convicted on U.S. soil on charges of economic espionage. The prosecution contended that Xu had been systematically going after intellectual property at aerospace companies in the United States and Europe through cyberespionage and the use of human sources. It's not often that prosecutors find a one-stop shop for much of their evidence, but that's what Xu's iCloud account was — a repository of the spy's personal and professional life. That's because often Xu used his iPhone calendar as a diary, documenting not just the day's events but also his thoughts and feelings.... The messages in Xu's iCloud account enabled investigators to make another damning discovery. Xu had helped coordinate a cyberespionage campaign that targeted several aviation technology companies....

At the end of the trial, Xu was convicted of conspiring and attempting to commit economic espionage and theft of trade secrets.... According to Timothy Mangan, who led the prosecution, the evidence laid out during Xu's trial goes far beyond merely proving his guilt — it uncovers the systematic nature of China's vast economic espionage. The revelation of Xu's activities lifts the veil on how pervasive China's economic espionage is, according to the F.B.I. agent. If just one provincial officer can do what he did, the agent suggests, you can imagine how big the country's overall operations must be.

The article notes that the Chinese government "also offers financial incentives to help Chinese expats start their own businesses in China using trade secrets stolen from their American employers." It also cites a 2019 report from a congressional committee's security review that found "myriad ways in which Chinese companies, often backed by their government, help transfer strategic know-how from the United States to China." The maneuvers range from seemingly benign (acquiring American firms with access to key intellectual property) to notoriously coercive (compelling American companies to form joint ventures with Chinese firms and share trade secrets with them in return for access to the Chinese market) to outright theft. Cyberattacks have become an increasingly common tactic because they can't always be linked directly to the Chinese government. Over the past few years, however, federal agents and cybersecurity experts in the U.S. have identified the digital footprints left along the trails of these attacks — malware and I.P. addresses among them — and traced this evidence back to specific groups of hackers with proven ties to the Chinese government.
One 2020 indictment blamed five "computer hackers" in China for breaching more than 100 organizations.

Thanks to Slashdot reader schwit1 for sharing the article.
AI

Amazon's Big Dreams for Alexa Fall Short (ft.com) 58

It has been more than a decade since Jeff Bezos excitedly sketched out his vision for Alexa on a whiteboard at Amazon's headquarters. His voice assistant would help do all manner of tasks, such as shop online, control gadgets, or even read kids a bedtime story. But the Amazon founder's grand vision of a new computing platform controlled by voice has fallen short. From a report: As hype in the tech world turns feverishly to generative AI as the "next big thing," the moment has caused many to ask hard questions of the previous "next big thing" -- the much-lauded voice assistants from Amazon, Google, Apple, Microsoft and others. A "grow grow grow" culture described by one former Amazon Alexa marketing executive has now shifted to a more intense focus on how the device can help the ecommerce giant make money. "If you have anything you can do that you might be able to directly monetise, you should do it," was the recent diktat from Amazon leaders, according to one current employee on the Alexa team.

Under new chief executive Andy Jassy's tenure this change of focus has resulted in significant lay-offs in Amazon's Alexa team late last year as executives scrutinise the product's direct contribution to the company's bottom line. The belt-tightening came as part of broader cuts that have seen the ecommerce giant slash 18,000 jobs across the group amid pressure to improve profits during a global tech downturn. At Microsoft, whose chief executive Satya Nadella declared in 2016 that "bots are the new apps," it is now acknowledged that voice assistants, including its own Cortana, did not live up to the hype. "They were all dumb as a rock," Nadella told the Financial Times last month. "Whether it's Cortana or Alexa or Google Assistant or Siri, all these just don't work. We had a product that was supposed to be the new front-end to a lot of [information] that didn't work." Nadella can afford to be blunt: Microsoft's recent introduction of AI chatbot ChatGPT to its Bing search engine means the company is now seen as a leader in the field, having previously been mostly forgotten by the majority of internet users. ChatGPT's ability to understand complex instructions left existing voice assistants looking comparatively stupid, said Adam Cheyer, the co-creator of Siri, the voice assistant acquired by Apple in 2010 and introduced to the iPhone a year later.

Windows

Apple's 'iMessage' Texts are Coming To Windows (with Limitations) (macrumors.com) 24

Microsoft "is adding iPhone support to its Phone Link app on Windows 11," reports MacRumors. "The app allows iPhone users to make and receive phone calls, send and receive text messages, and view an iPhone's notifications directly on a PC." Notably, the app brings limited iMessage functionality to Windows. After pairing an iPhone with a PC via Bluetooth and granting some permissions on the iPhone, users can send and receive iMessages and SMS text messages in Phone Link, but there is no support for group chats or sending photos and videos.
The Verge notes you won't see the full message history in conversations, "as only messages that have been sent or received using Phone Link will be displayed." Microsoft isn't using blue or green bubbles in Phone Link either, as the company isn't able to differentiate between a standard text message and one sent via iMessage. The Phone Link integration for iOS is basic compared to what's available for Android, but Microsoft has never supported messaging or calls for iPhone users before, so this is a step in the right direction....

This new Phone Link support arrives alongside a big new Windows 11 update that includes AI-powered Bing on the taskbar, a screen recording feature, better touch optimizations, and more. If you're interested in testing this new Phone Link support for iOS, it will be available for Windows Insiders in the Dev, Beta, and Release Preview channels, but Microsoft is kicking off testing with a "small percentage" of testers this week.

Thanks to ttyler (Slashdot reader #20,687) for sharing the news.
Chrome

First Look At Google Chrome's Blink Engine Running On an iPhone (9to5google.com) 39

Google has begun the process of bringing Chrome's full Blink browser engine to iOS against current App Store rules, and now we have our first look at the test browser in action. 9to5Google reports: In the weeks since the project was announced, Google (and Igalia, a major open source consultancy and frequent Chromium contributor) have been hard at work getting a simplified "content_shell" browser up and running in iOS and fixing issues along the way. As part of that bug fixing process, some developers have even shared screenshots of the minimal Blink-based browser running on an iPhone 12. In the images, we can see a few examples of Google Search working as expected, with no glaringly obvious issues in the site's appearance. Above the page contents, you can see a simple blue bar containing the address bar and typical browser controls like back, forward, and refresh.

With a significant bit of effort, we were able to build the prototype browser for ourselves and show other sites including 9to5Google running in Blink for iOS, through the Xcode Simulator. As an extra touch of detail, we now know what the three-dots button next to the address bar is for. It opens a menu with a "Begin tracing" button, to aid performance testing. From these work-in-progress screenshots, it seems clear that the Blink for iOS project is already making significant progress, but it's clearly a prototype not meant to be used like a full web browser. The next biggest step that Google has laid out is to ensure this version of Blink/Chromium for iOS passes all of the many tests that ensure all aspects of a browser are working correctly.

China

iPhone Maker Plans $700 Million India Plant In Shift From China (bloomberg.com) 26

An anonymous reader quotes a report from Bloomberg: Apple partner Foxconn Technology Group plans to invest about $700 million on a new plant in India to ramp up local production, people familiar with the matter said, underscoring an accelerating shift of manufacturing away from China as Washington-Beijing tensions grow. The Taiwanese company, also known for its flagship unit Hon Hai Precision Industry Co., plans to build the plant to make iPhone parts on a 300-acre site close to the airport in Bengaluru, the capital of the southern Indian state of Karnataka [...]. The factory may also assemble Apple's handsets [...], and Foxconn may also use the site to produce some parts for its nascent electric vehicle business.

The investment is one of Foxconn's biggest single outlays to date in India and underscores how China's at risk of losing its status as the world's largest producer of consumer electronics. Apple and other US brands are leaning on their Chinese-based suppliers to explore alternative locations such as India and Vietnam. It's a rethink of the global supply chain that's accelerated during the pandemic and the war in Ukraine and could reshape the way global electronics are made. The new production site in India is expected to create about 100,000 jobs, the people said. The company's sprawling iPhone assembly complex in the Chinese city of Zhengzhou employs some 200,000 at the moment, although that number surges during peak production season.

Apple

Qualcomm CEO Says He's Expecting Apple To Use Its Own Modems in iPhones in 2024 (cnbc.com) 6

Apple is moving to in-house 5G modem chips for its 2024 iPhones, as far as the chief executive of Qualcomm -- which currently produces them for the tech giant -- is aware. From a report: "We're making no plans for 2024, my planning assumption is we're not providing [Apple] a modem in '24, but it's their decision to make," Cristiano Amon told CNBC at the Mobile World Congress in Barcelona. Apple's most recent iPhone 14 models use Qualcomm modems, but the company has been looking to go solo in the wireless connectivity market for some years.

It bought Intel's modem business in 2019 and there had been speculation it would begin using in-house parts this year. In an interview with CNBC's Karen Tso and Arjun Kharpal, Amon said Qualcomm had told investors back in 2021 that it did not expect to provide modems for the iPhone in 2023, but Apple then decided to continue for another year. Amon did not confirm whether Apple would pay Qualcomm QTL licenses if it moves to its own modems, but said royalty was "independent from providing a chip."

EU

EU Narrows Apple Case To Curbs on Apps Flagging Cheaper Deal (bloomberg.com) 12

The European Union narrowed a probe into Apple's allegedly unfair treatment of music streaming firms such as Spotify, refocusing on curbs that prevent firms from steering users away from the App Store. From a report: The European Commission on Tuesday said it's issued a revised charge sheet known as a statement objections, two years after hitting the tech company with a broader complaint laying out how it thinks Apple abused its power as the "gatekeeper" for apps on its devices. The EU regulator said it no longer targets concerns "as to the legality" of Apple's practice of imposing its own in-app purchase payment technology on music streaming app developers. Instead, the probe homes in "on the contractual restrictions that Apple imposed on app developers which prevent them from informing iPhone and iPad users of alternative music subscription options at lower prices outside of the app and to effectively choose those."

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