9to5Mac Daily

Apple US manufacturing, iOS 26.4 beta 2

8 min
Feb 25, 2026about 2 months ago
Listen to Episode
Summary

Apple announces US manufacturing for Mac Mini starting this year, OpenAI reveals its first Johnny Ive-designed product will be a smart speaker priced $200-$300 with camera and facial recognition, and iOS 26.4 Beta 2 expands RCS encryption testing to iPhone-Android messaging.

Insights
  • Apple's Mac Mini US manufacturing shift signals political alignment with Trump administration ahead of State of the Union address
  • OpenAI-Johnny Ive partnership shows tension between design firm independence and internal hardware execution, potentially impacting product velocity
  • RCS encryption adoption represents Apple's strategic move to improve cross-platform messaging security and competitive positioning against iMessage
  • Smart speakers remain a key battleground for AI companies seeking consumer hardware entry points with ambient computing capabilities
  • US manufacturing expansion requires significant infrastructure investment, with Apple doubling Houston campus size and establishing training centers
Trends
AI companies expanding into consumer hardware with design-focused partnershipsCross-platform messaging encryption becoming standard competitive featureUS manufacturing reshoring driven by political incentives and supply chain diversificationSmart speakers evolving beyond audio with camera and facial recognition capabilitiesDesign firm independence creating organizational friction in hardware developmentAmbient computing devices integrating purchase capabilities through computer visionBeta testing encryption features before full OS release to ensure stabilityAdvanced manufacturing training centers becoming part of corporate social responsibilityPresidential politics influencing corporate manufacturing announcements timing
Companies
OpenAI
Developing first hardware product with Johnny Ive, a smart speaker priced $200-$300 with camera and facial recognitio...
Apple
Announcing Mac Mini US manufacturing starting 2026, doubling Houston campus size, and expanding RCS encryption testin...
LoveFrom
Johnny Ive's independent design firm responsible for OpenAI hardware design concepts, reportedly creating tension wit...
Google
Android users need latest Google Messages beta to test RCS encryption with iPhone users in iOS 26.4 Beta 2
The Information
Published report detailing OpenAI's hardware ambitions and Johnny Ive smart speaker design
People
Johnny Ive
Former Apple design chief partnering with OpenAI to design first hardware product, a smart speaker launching next year
Sabi Khan
Apple Chief Operating Officer who announced Mac Mini US manufacturing plans in Wall Street Journal interview
Tim Cook
Apple CEO stating that Mac Mini assembly will double the size of Apple's Houston campus and establish advanced manufa...
Chance Miller
Host of 9to5Mac Daily podcast covering Apple news and industry developments
Quotes
"Apple said that adding Mac Mini Assembly will double the size of its campus in Houston."
Tim CookMid-episode
"thousands every week"
Sabi KhanMid-episode
"Love From is slow to revise its designs and shares little about its process, even with others working on devices within OpenAI"
OpenAI staffers (reported)Early-episode
Full Transcript
Welcome to 95 Mac Daily for Tuesday, February 24th, 2026. I'm your host, Chance Miller. We are sponsored this week by Ben Q. Leading off today, a new report from The Information details OpenAI's hardware ambitions and reveals that the first Johnny Ive-designed hardware device from the company will be a smart speaker. As we've discussed before, OpenAI is working with Johnny Ive to produce its first line of hardware products, with a launch expected next year. Johnny Ive, of course, is the former design chief of Apple. The Informations report says that OpenAI's first hardware product designed with Johnny Ive will be a smart speaker and is likely to be priced between $200 and $300. The speaker will have a camera, enabling it to take in information about its users and their surroundings, such as items on a nearby table or conversations people are having in its vicinity. It will also allow people to buy things by identifying them with a facial recognition feature similar to Face ID. The report also elaborates that Ive's involvement with OpenAI is complicated. He still runs his design firm LoveFrom as an entity independent of OpenAI, even though it is Love From that is in charge of coming up with potential OpenAI device designs. Meanwhile, OpenAI's internal devices team is in charge of making the hardware and software powering it, as well as understanding how consumers will use that device. That division of responsibilities has reportedly sparked tension. Some OpenAI staffers have complained that Love From is slow to revise its designs and shares little about its process, even with others working on devices within OpenAI. We should see the first fruits of this OpenAI and Johnny Knife collaboration sometime next year Next up today Apple has announced that it plans to start manufacturing the Mac Mini in the United States starting this year Sabi Khan Apple chief operating officer shared the development in an interview with the Wall Street Journal, and Apple followed that up with a dedicated press release with more information. The Mac Mini is currently manufactured in Vietnam and China. Apple has previously pushed the low-volume Mac Pro as Apple's made-in-America desktop computer, starting in 2013 and continuing with the revision in 2019. The Mac Mini is expected to replace that as Apple's computer made in the United States. When asked how many Mac Minis Apple makes per year, Khan answers that Apple is making, quote, thousands every week. It's not explicitly clear how many of those will be made in the United States starting later this year. Apple CEO Tim Cook said, quote, Apple said that adding Mac Mini Assembly will double the size of its campus in Houston. It also added that it will be establishing an advanced manufacturing center in the city in order to provide U.S. businesses with training in advanced manufacturing techniques. The timing of this announcement is not coincidental. President Trump is due to give his annual State of the Union address tonight and will almost certainly claim credit for boosting United States manufacturing. You can hit the link in the show notes for some pictures and a video of Apple's facility in Houston. We are sponsored this week by BenQ the makers of Mac monitors designed to look just like your Mac BenQ Mac Colors technology makes the MA Series look identical to your Mac built display with the same vibrancy the same color accuracy and no fiddling required. You also get USB-C 1 cable connectivity, so your Mac charges and connects with a single cord, plus BenQ's DisplayPilot 2 software for quick control of brightness, volume, resolution. The stand is fully adjustable with height, swivel, tilt, and even a full 90-degree pivot, and the Nano Gloss panel delivers that premium glossy look that Mac users love. You can check out the full lineup, including the gorgeous MA27 OUP, by hitting the link in the show notes. BenQ is also running a giveaway with no purchase necessary. You must be 18 or older and a resident of the continental U.S., Alaska, Hawaii, or Canada, excluding Quebec. Full details are in the show notes. My thanks to BenQ for sponsoring the show. Writing out today, Apple has released iOS 26.4 Beta 2, which is now rolling out to developers, and it expands support for testing encrypted RCS messaging on iPhone. When iOS 26.4 Beta 1 was released last week, it added early support for testing RCS encryption, but just for iPhone-to-iPhone messaging. This basically meaning iPhone users who have iMessage disabled. In iOS 26.4 Beta 2, however, support is expanding to include conversations between iPhone and Android devices. Apple says that support for testing RCS encryption is rolling out gradually to iPhone users running this new beta. Android users, meanwhile, will need to be running the latest beta version of Google Messages. Availability will also vary based on carriers and location. Once updated to iOS 26 Beta 2 iPhone users can go to Settings Messages then RCS Messaging and look for a new end encryption toggle This should be enabled by default Apple has also updated the Messages app interface to accommodate these changes So when you message someone with RCS encryption enabled, you will see a new lock icon in the chat thread, indicating that the conversation is encrypted. Android users will also see the same lock icon in their message threads. The lock icon will also appear on all iMessage threads, as iMessage has supported end-to-end encryption since 2011 Apple says that RCS end-to-end encryption will not actually ship as part of iOS 26.4 Instead, it's included in this beta for testing purposes, and Apple says it will be available in a future iOS 26 update Other than RCS encryption testing, iOS 26.4 Beta 2 makes a couple of other very small changes In the Accessibility menu in the Settings app, Apple has added a new toggle under Display and Text Size to reduce highlighting effects. This should remove some of the effects around the edges of buttons and sliders. In iOS 26.4 Beta 1, Apple updated the UI in the App Store to move the search bar back to the top of the Search tab and to integrate the Search tab into the rest of the bottom navigation bar instead of having it float off to the side by itself. In iOS 26.4 Beta 2, Apple has made that same change to the Games app. You can hit the link in the show notes for our full roundup of everything new in iOS 26.4 Beta 2, and we're expecting a public beta later this week. That wraps up another episode of 9to5Mac Daily. You can find all of the latest Apple news on 9to5Mac.com. Follow along with me on threads at Chance H. Miller. and we'll be back tomorrow for a new episode of 9to5Mac Daily.