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iOS 17 Proves Apple Doesn’t Need a Foldable Phone… Yet

Commentary: Apple’s iOS 17 update is the latest sign that the company is evolving the way it thinks about the iPhone’s screen.

Smartphones have more or less looked identical to one another for the past decade, but companies like Samsung, Motorola and Google are changing that with screens that bend and fold. Almost every major smartphone maker has released a foldable phone or is planning to, with Apple being the main exception.

Android phone makers clearly see the future of the smartphone as devices that can fold in half to more easily fit in your pocket or fold open to double as a tablet. But Apple is taking a decidedly different approach. Rather than using new hardware designs to expand the way we use our mobile devices, the iPhone maker is using its software to bring new use cases to its devices. Instead of physically changing the shape of the iPhone’s screen to fit more apps or provide a bigger display for watching shows, it’s morphing the software in ways that let you use your phone differently.

Apple’s iOS 17 update, which launched in beta on Wednesday and officially arrives this fall, is the latest example of the company’s efforts in this regard. The software introduces a feature called StandBy mode, which essentially turns your mobile device into a miniature smart display like the Echo Show or Google Nest Hub. 

Though Apple’s StandBy mode and foldable phones may seem unrelated, they do share an important connection. They both represent efforts to evolve the way our phones present information, aligning with the bigger role mobile devices have come to play in our lives over the past 15 years. 

StandBy mode works by providing a full-screen view of apps like the clock, your music player or your calendar when your iPhone is charging and positioned in landscape mode. It makes your iPhone function more like a smart display by providing the option to dedicate the entire screen to a specific app or feature, making it easier to see from a distance. By doing this, StandBy mode gives your iPhone a new role, enabling it to function as a bedside clock or a miniature Amazon Echo Show type of device. 

iphone on a stand with clock display

Siri is optimized for StandBy view, which makes sense given that voice control will likely be a big part of the experience since your phone will be resting on a table or propped up on a stand rather than in your hand. Apple’s Live Activities feature also works in this mode, so you should be able to see tidbits like your Uber ETA without reaching for your phone. 

Your iPhone can also surface contextual information by rotating a collection of widgets based on factors such as the time or your location, a feature Apple calls Smart Stacks. Though it isn’t specific to StandBy, it’s easy to see how Smart Stacks can be especially helpful in this mode. Instead of having your phone turn into a black slab when you aren’t using it, you can have it pull up things like the weather or your next meeting as needed. 

Companies like Samsung, Motorola, Google, Oppo and Huawei have been using foldable designs rather than software alone to give our phones new roles. While Apple’s StandBy mode lets your phone function as a smart display, phones like the Samsung Galaxy Z Fold 4 and Oppo Find N2 can double as a tablet when opened. Motorola’s new Razr Plus flip phone can also serve as a tiny smart display thanks to its bendable design and useful cover screen. When I reviewed that device, I propped the Razr Plus open like a tent with the cover screen facing outward, enabling me to see the time and which song was playing without reaching for my phone.

The new Razr Plus closed with the time shown on its front screen

StandBy may be the most prominent example of how Apple is changing the way we use our phones in iOS 17, but it isn’t the only one. The update will also bring interactive widgets to your iPhone, meaning you’ll be able to perform tasks like checking off reminders and controlling your smart lights with just a tap from the home screen. The current version of the iPhone’s widgets launch the corresponding app when tapped rather than allowing you to take an action. 

Older features like the Dynamic Island and always-on display, both of which debuted on the iPhone 14 Pro series last year, are also part of Apple’s efforts to upgrade the way we use our phones by changing the way software is presented on screen. The Dynamic Island, for example, lets you multitask more easily by showing sports scores or music that’s currently playing near the top of the screen, preventing you from jumping between apps as often. The always-on display lets you view the time and other information without reaching for your phone. 

Features like StandBy and the Dynamic Island won’t make your phone feel as radically different as a foldable screen would. But they still show that Apple is trying to make your iPhone feel more useful by updating the way apps and other features behave on screen. That could be particularly important for Apple, considering it’ll likely be quite some time before we see a foldable iPhone.

Some analysts predict that a foldable iPhone may not arrive until at least 2025. That’s according to estimates from Ross Young, analyst and CEO of Display Supply Chain Consultants (via 9to5Mac), and Ming-Chi Kuo, an analyst for TF International Securities who’s known for his Apple product predictions. Samsung, meanwhile, is about to launch the fifth generation of its Galaxy Z Fold and Galaxy Z Flip devices.

Apple’s absence from the foldable phone space comes as no surprise. The company typically waits until technology matures so it can release a more compelling product before entering a new device category. This approach has been effective with smartwatches and tablets, so it seems plausible that Apple would pursue a similar strategy with foldables. (That’s if Apple is indeed working on a foldable phone, of course).

Though foldable phones have progressed tremendously and grown more popular in the past four years since the first Galaxy Fold arrived, they still face important challenges. The Galaxy Z Fold 4 and Google Pixel Fold each cost roughly $1,800, making them a luxury purchase for many consumers. Early reports of broken screens on the Pixel Fold also show that durability is still a concern with foldable phones. Perhaps Apple is investigating ways to solve issues like durability and high prices behind the scenes before introducing its own foldable, but there’s no way to know for sure until Apple makes an announcement. 

Google's Pixel Fold phone

In the meantime, Apple will likely keep finding new ways to make the iPhone feel fresh and relevant through software updates like these. The company usually releases new iPhone models every fall, which bring upgrades to everything from the camera to the processor to the display. But it’s the software that makes those hardware leaps feel useful and innovative. 

In fact, makers of foldable phones may be able to learn a thing or two from Apple’s approach. While having a giant screen that can fold down to the size of a phone can be useful, companies like Samsung and Google still have some work to do when it comes to finding interesting new ways to put those flexible screens to use with fresh software. 

Technologies

Google races to put Gemini at the center of Android before Apple’s AI reboot

Google is using its latest Android rollout to position Gemini as the AI layer across phones, Chrome, laptops and cars.

Google is using its latest Android rollout to make Gemini less of a chatbot and more of an operating layer across the phone, browser, car and laptop, just weeks before Apple is expected to show its own Gemini-powered Apple Intelligence reboot at WWDC.
Ahead of its Google I/O developer conference next week, the company previewed a number of Android updates, including AI-powered app automation, a smarter version of Chrome on Android, new tools for creators, a redesigned Android Auto experience, and a sweeping set of new security features.
Alphabet is counting on Gemini to help Google compete directly with OpenAI and Anthropic in the market for artificial intelligence models and services, while also serving as the AI backbone across its expansive portfolio of products, including Android. Meanwhile, Gemini is powering part of Apple’s new AI strategy, giving Google a role in the iPhone maker’s reset even as it races to prove its own version of personal AI on the phone is further along.
Sameer Samat, who oversees Google’s Android ecosystem, told CNBC that Google is rebuilding parts of Android around Gemini Intelligence to help users complete everyday tasks more easily.
“We’re transitioning from an operating system to an intelligence system,” he said.
As part of Tuesday’s announcements. Google said Gemini Intelligence will be able to move across apps, understand what’s on the screen and complete tasks that would normally require a user to jump between multiple services. That means Android is moving beyond the traditional assistant model, where users ask a question and get an answer, and acting more like an agent.
For instance, Google says Gemini can pull relevant information from Gmail, build shopping carts and book reservations. Samat gave the example of asking Gemini to look at the guest list for a barbecue, build a menu, add ingredients to an Instacart list and return for approval before checkout.
A big concern surrounding agentic AI involves software taking action on a user’s behalf without permissions. Samat said Gemini will come back to the user before completing a transaction, adding, “the human is always in the loop.”
Four months after announcing its Gemini deal with Google, Apple is under pressure to show a more capable version of Apple Intelligence, which has been a relative laggard on the market. Apple has long framed privacy, hardware integration and control of the user experience as its advantages.
Google’s Android push is designed to show it can bring AI deeper into the device experience while still giving users control over what Gemini can see, where it can act and when it needs confirmation.
The app automation features will roll out in waves, starting with the latest Samsung Galaxy and Google Pixel phones this summer, before expanding across more Android devices, including watches, cars, glasses and laptops later this year.
The company is also redesigning Android Auto around Gemini, turning the car into another major surface for its assistant. Android Auto is in more than 250 million cars, and Google says the new release includes its biggest maps update in a decade and Gemini-powered help with tasks like ordering dinner while driving.
Alphabet’s AI strategy has been embraced by Wall Street, which has pushed the company’s stock price up more than 140% in the past year, compared to Apple’s roughly 40% gain. Investors now want to see how Gemini can become more central to the products people use every day.
WATCH: Alphabet briefly tops Nvidia after report of $200 billion Anthropic cloud deal

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Waymo recalls 3,800 robotaxis after glitch allowed some vehicles to ‘drive into standing water’

Waymo issued a voluntary recall of about 3,800 of its robotaxis to fix software issues that could allow them to drive into flooded roadways.

Waymo is recalling about 3,800 robotaxis in the U.S. to fix software issues that could allow them to “drive onto a flooded roadway,” according to a letter on the National Highway Traffic Safety Administration’s website.
The voluntary recall is for Waymo vehicles that use the company’s fifth and sixth generation automated driving systems (or ADS), the U.S. auto safety regulator said in the letter posted Tuesday.
Waymo autonomous vehicles in Austin, Texas, were seen on camera driving onto a flooded street and stalling, requiring other drivers to navigate around them. It’s the latest example of a safety-related issue for the Alphabet-owned AV unit that’s rapidly bolstering its fleet of vehicles and entering new U.S. markets.
Waymo has drawn criticism for its vehicles failing to yield to school buses in Austin, and for the performance of its vehicles during widespread power outages in San Francisco in December, when robotaxis halted in traffic, causing gridlock.
The company said in a statement on Tuesday that it’s “identified an area of improvement regarding untraversable flooded lanes specific to higher-speed roadways,” and opted to file a “voluntary software recall” with the NHTSA.
“Waymo provides over half a million trips every week in some of the most challenging driving environments across the U.S., and safety is our primary priority,” the company said.
Waymo added that it’s working on “additional software safeguards” and has put “mitigations” in place, limiting where its robotaxis operate during extreme weather, so that they avoid “areas where flash flooding might occur” in periods of intense rain.
WATCH: Waymo launches new autonomous system in Chinese-made vehicle

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Qualcomm tumbles 13% as semiconductor stocks retreat from historic AI-fueled surge

Semiconductor equities reversed sharply after a broad AI-driven advance, with Qualcomm suffering its worst day since 2020 amid inflation concerns and rising oil prices.

Semiconductor stocks fell sharply on Tuesday, reversing course after an extensive rally that had expanded the artificial intelligence investment theme well past Nvidia and driven the industry to unprecedented levels.

Qualcomm plunged 13% and was on track for its steepest single-day decline since 2020. Intel shed 8%, while On Semiconductor and Skyworks Solutions each lost more than 6%. The iShares Semiconductor ETF, which benchmarks the overall sector, fell 5%.

The sell-off came after a key gauge of consumer prices came in above forecasts, and as conflict in Iran pushed crude oil higher—prompting investors to shift away from riskier assets.

The preceding advance had widened the AI opportunity set beyond longtime industry leader Nvidia, which for much of the past several years had largely carried the market to new peaks on its own.

Explosive appetite for central processing units, along with the graphics processing units that power large language models, has sent chipmakers to all-time highs.

Market participants are wagering that the shift from AI model training to autonomous agents will lift demand for additional AI hardware. Among the beneficiaries are memory chip producers, which are raising prices as supply remains tight.

Micron Technology slid 6%, and Sandisk cratered 8%. Sandisk’s stock has surged more than six times over since January.

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