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Apple Legal ยท Corporate

Apple's $250M Siri Settlement, a $634M Patent Loss, and the iPhone 18 Display Cost Battle

A busy week in Apple's legal and supply chain world: a Siri class-action settlement gets court approval, a Masimo patent appeal fails, and Apple is squeezing OLED suppliers ahead of iPhone 18 Pro Max.


$250 Million Siri Settlement: What Happened and Who Gets Paid

A U.S. federal judge granted preliminary approval to Apple's $250 million settlement resolving a class-action lawsuit centred on Siri. The lawsuit alleged that Apple knowingly delayed meaningful Siri improvements while continuing to market the assistant as a flagship feature โ€” essentially that Apple sold iPhones on the promise of Siri capability it hadn't delivered.

The settlement class covers US iPhone and iPad users who purchased qualifying devices during the relevant period. Payout amounts per claimant are typically modest in class-action settlements of this type โ€” expected to be in the range of $25โ€“$50 per device claimed โ€” with the bulk of the $250 million covering legal fees, administration costs, and a few larger individual claims.

Apple did not admit any wrongdoing as part of the settlement, which is standard practice. The preliminary approval means the settlement is proceeding to a formal fairness hearing, after which class members will be notified and given the opportunity to file claims.

โš–๏ธ Did you own a qualifying Apple device? If you're a US resident who purchased an iPhone or iPad during the relevant class period, you may be entitled to file a claim. Watch for court-issued notification once the settlement receives final approval.

Masimo Patent: Apple's $634 Million Problem

Apple failed in its appeal of a $634 million patent verdict originally awarded to Masimo Corporation. The dispute centres on blood oxygen measurement technology that Masimo claims Apple copied for the Apple Watch Series 6 pulse oximeter feature.

The patent dispute between Apple and Masimo has been running for years and has already forced Apple to temporarily remove blood oxygen monitoring from Apple Watch Ultra 2 and Series 9 in certain markets while import restrictions were in force. Apple later applied a software workaround to restore limited functionality, though Masimo argued the workaround still infringed their patents.

The failed appeal means Apple is on the hook for the $634 million verdict unless it reaches a licensing agreement with Masimo or continues appealing through higher courts. A licensing deal is the most likely resolution โ€” paying Masimo a per-device fee to use the technology legally going forward.

For Apple Watch users, the practical implication is that blood oxygen monitoring's future on Apple Watch depends partly on this licensing dispute's resolution. Apple Watch Series 10 restored full blood oxygen monitoring in the US, suggesting some interim arrangement is in place โ€” but the $634 million verdict creates pressure to formalise the arrangement.

iPhone 18 Pro Max Display: Apple vs OLED Suppliers

Supply chain reports indicate Apple is in hardball negotiations with its primary OLED display suppliers โ€” Samsung Display and LG Display โ€” to reduce the per-unit display cost for iPhone 18 Pro Max.

The context: iPhone Pro Max displays are among the most technically demanding panels in consumer electronics. The ProMotion 120Hz refresh rate, Always-On Display capability, peak brightness above 2,000 nits, and the precise colour accuracy Apple requires all contribute to a high manufacturing cost. Apple is reportedly pushing for double-digit percentage cost reductions.

Why does this matter? Display cost is one of the largest line items in iPhone Pro Max bill-of-materials. If Apple successfully negotiates reductions, it has several options: maintain the current price and improve margins, invest the savings in other hardware improvements, or use the cost reduction to justify a lower starting price for iPhone 18 Pro Max than iPhone 17 Pro Max โ€” a move that would be unusual for Apple but possible given competitive pressures from Samsung's Galaxy S Ultra pricing.

OLED suppliers, meanwhile, have limited leverage. Apple represents such a large portion of their high-end panel revenue that walking away from Apple pricing demands isn't a realistic option for either Samsung Display or LG Display.

What Any of This Means for Your Current Device

Legal settlements and supply chain negotiations have essentially no direct impact on the day-to-day utility of any iPhone or iPad you already own. Your device's app compatibility, battery life, and performance are unchanged by a courtroom ruling in San Jose or a supplier negotiation in Seoul.

The indirect effects are real but slow-moving. If Apple's legal costs remain elevated (the Masimo situation, the Siri settlement, and several other ongoing disputes combined represent over $1 billion in liability), there's some pressure on R&D budgets and pricing strategy. But Apple's cash position โ€” over $150 billion in reserves โ€” means none of these legal outcomes will constrain hardware development in any visible way.

The iPhone 18 display cost negotiations could affect pricing when the device launches in September โ€” but even then, the effect on your existing hardware is zero.

Our verdict

Apple's legal and supply chain news this week is significant in boardroom terms โ€” a combined $884 million in patent and class-action exposure, and a tough negotiation with key suppliers. For device owners, none of it changes what your iPhone or iPad can do today. Focus on what your current hardware can still run rather than the financial mechanics of Apple's next product cycle.

Find out what your current device can still do

Whatever iPhone or iPad you're running, check which apps still support your iOS version โ€” the answer is often better than you'd expect.

Check your device's app compatibility โ†’

Also see: Apple overtakes Nvidia: the valuation story ยท iPhone 18's 12GB RAM requirement for Apple Intelligence ยท Apple vs OpenAI: the AI hardware war


App compatibility and pricing correct as of 2026-07-26. Always verify on the App Store before purchasing.