Apple to Seed Siri Upgrades and New Hardware in Late February–Early March, Gurman Says

Mark Gurman reports Apple will release the first iOS 26.4 developer beta the week of Feb 23 with partial Siri enhancements, followed by a hardware push the week of March 2. Planned devices include a $599 iPhone 17e with new chip and MagSafe tweaks, an entry iPad with A18 and Apple Intelligence, and an iPad Air upgraded to M4 silicon.

Flat lay view of the newest Apple iPhone model, box, and charging accessories on a wooden table.

Key Takeaways

  • 1Apple plans to release iOS 26.4 developer beta the week of Feb 23, including some new Siri features.
  • 2A hardware wave is expected the week of March 2, per Mark Gurman.
  • 3iPhone 17e will reportedly keep the $599 price but receive a new chip and MagSafe enhancements.
  • 4An entry-level iPad is said to gain an A18 chip and Apple Intelligence features; iPad Air to move to M4 silicon.
  • 5The staggered software-first then hardware approach signals Apple’s strategy to integrate AI features while protecting mid-tier pricing.

Editor's
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Strategic Analysis

Apple appears to be accelerating an incremental roll-out strategy that couples software-led feature testing with narrowly targeted hardware refreshes. Delivering parts of a reworked Siri via an iOS beta lets Apple socialize new AI capabilities with developers while limiting consumer-facing risk, and upgrading silicon across iPads — plus modest hardware tweaks to an entry iPhone — helps the company expand AI-enabled experiences to lower-price cohorts without disrupting its premium product tiers. For competitors, this approach raises the bar on software-driven differentiation; for regulators and supply chains, it tightens the schedule for compliance and capacity. The outcome will hinge on how fully Apple’s Siri and Apple Intelligence features arrive in the public releases and whether those features materially improve user experience compared with rivals’ AI offerings.

China Daily Brief Editorial
Strategic Insight
China Daily Brief

Mark Gurman posted on February 8 that Apple plans to push the first developer beta of iOS 26.4 during the week of February 23, a build he says will include portions of the company’s revamped Siri. He also flagged a hardware window the following week, beginning March 2, when Apple may introduce refreshed Macs and multiple new iPad and iPhone variants.

The hardware line-up Gurman outlined keeps the company’s “e” entry model strategy intact: an iPhone 17e is expected to retain the iPhone 16e’s $599 price while gaining a newer chip and expanded MagSafe capabilities. Gurman further reported that an updated entry-level iPad will ship with an A18 processor and Apple Intelligence features, and that the iPad Air will move up to an M4-class chip, signalling continued chip differentiation across Apple’s tablet range.

The sequence matters. Shipping a feature-limited Siri in a developer beta ahead of new devices lets Apple iterate with developers and collect feedback before a wider release, while the staggered hardware announcements preserve momentum across product lines. For developers and enterprise customers, early access to iOS 26.4 will be important for testing how Siri’s expanded capabilities, and any Apple Intelligence hooks, integrate with apps and services.

Strategically, the mix of upgraded silicon and a steady price point for the 17e underscores two ongoing priorities for Apple: push artificial intelligence and advanced features into more models without abandoning price-sensitive segments, and tighten the ecosystem tie between software advances and hardware sales. Execution risks remain—beta features are often trimmed, and aggressive rollout schedules test supply chains and developer readiness—but the cadence reflects Apple’s attempt to stay competitive in both AI and mid-market hardware during a fast-moving year.

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