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Second-generation Apple AirPods with wireless charging indicator
Todd Haselton | CNBC

When AirPods were first released in 2016, they were a marvel of miniaturization.

To ditch cords and go wireless, Apple packed several chips, microphones and speakers into each headphone, which weigh about 4 grams. Without a cord, the earbud gets its power from a tiny cylindrical battery that has about 1% of the capacity of an iPhone’s battery.

But lithium-ion batteries, like those used by the AirPods, wear out the more they are used.

Some owners have noticed that, after a few years, used AirPods eventually will last only an hour or so before needing to be recharged — a big decay from the four-to-five-hour battery life they have when new. Because each AirPod is so small and so tightly packed into its housing, it’s almost impossible to swap out the old battery for a new one. Most people give up and just buy a new pair.

The limited lifespan of AirPods is exactly the kind of problem that the “right-to-repair” movement wants to fix. Repair shops and lobbyists that support repair reform want lawmakers to implement a variety of rules, including increased access to manuals and official parts and consumer protections around warranties.

But one of their most important requests is for companies to design products with repair in mind, instead of packing gadgets with unlabeled parts and sticking them together with glue, forcing users to use a knife to take them apart.

This desire puts repair advocates at odds with hardware companies like Apple, whose business models depend on customers upgrading to the latest model every few years. When Apple offered cheap iPhone battery repairs a few years ago, it hurt sales as consumers were able to hang on to their old phones for longer instead of upgrading. Apple also charges customers for repairs and extended warranties.

“We design our products for durability in order to minimize the need for repair,” Apple wrote in an environmental report earlier this year. “But in the instance a repair is needed, we believe our customers should have convenient access to safe and reliable repair services, to get their product back up and running as quickly as possible.”

The right-to-repair movement gains steam

Policymakers have started to engage more closely with right-to-repair advocates in recent years. State-level bills have been introduced in a majority of states, but electronics companies have lobbied against them and none have passed.

In May, the Federal Trade Commission released a 56-page report on repair restrictions, concluding that repair restrictions have “steered consumers into manufacturers’ repair networks or to replace products before the end of their useful lives” — exactly the problem users are running into with their AirPods.

The Biden administration on Friday ordered the FTC to write new regulations targeted at limiting manufacturers’ ability to hamper independent or do-it-yourself repairs as part of a sweeping executive order. New repair rules have not yet been drafted.

“Tech and other companies impose restrictions on self and third-party repairs, making repairs more costly and time-consuming, such as by restricting the distribution of parts, diagnostics, and repair tools,” the White House wrote in a fact sheet about the order on Friday, linking to a story about fixing Apple products. Apple declined to comment on the White House executive order.

The FTC has not said what it plans to do, but repair advocates want a few key policy changes, as detailed in its May report. They want companies to be required to make official replacement parts available. They want access to tools that could make repairs easier without reverse-engineering the tools or parts themselves. And ultimately, they want products to be designed with longer lifespans.

Apple is not the only company that would be affected by these policies. Much of the recent pressure is on medical device companies and tractor manufacturers. But given Apple’s ubiquity, it has become a poster child for repair, especially because it promotes its environmental efforts as a corporate value.

Apple has launched a program it calls the “Independent Repair Program” which gives repair shops the option to enter into a certification process and contract with Apple in order to get access to authentic Apple parts, tools and manuals.

Apple has also reduced the price of its battery replacement for iPhones, and recent models have been designed to make it easier to replace a battery or cracked screen, according to iFixit. Plus, compared to other consumer electronics companies, Apple has a large existing network of stores and authorized repair shops.

Still, many Apple products remain challenging to repair at home or as a business with no contact with Apple.

The only AirPods battery replacement company

iFixit, a company that provides disassembly instructions and sells replacement parts for gadgets, gives AirPods models a score of zero out of 10 for repairability. According to iFixit, repairing these earbuds involves soldering, hot air guns and slicing through glue — that is, if replacement battery parts are even available. In the end, a would-be home repairer would have to put the four-gram computer back together again.

Apple provides “battery service” for AirPods, at the cost of $49 per earbud. But functionally, Apple simply gives you a replacement pair, and the old earbuds are recycled. It’s not a repair, it’s a replacement. And it’s expensive. AirPods originally cost $159, so opting for battery service costs more than half of the price of a new pair.

Apple sold about 72.8 million AirPods units in 2020, according to a CounterPoint research estimate, so tens of millions of consumers will face the same lack of choice in the coming years.

Replacement AirPods from PodSwap
CNBC

PodSwap is a Miami company founded by Emma Stritzinger and Emily Alpert which aims to keep AirPods “out of the landfill.” They’re not associated with Apple.

They believe they’re the only company performing AirPod battery replacements, although other companies “refurbish” old AirPods, the founders told CNBC. The company was formed after the founders experienced dying AirPods themselves and thought that upgrading or replacing them would be wasteful and impractical.

I recently replaced a pair of AirPods that were only holding a charge for 45 minutes — too short to complete a phone call. I paid $59 on PodSwap’s Shopify site and a few days later received a replacement pair of AirPods with new batteries. They weren’t my old AirPods, they were another set that had their batteries replaced.

Along with those new pods, PodSwap includes a box and a return label. It wants your old AirPods back. It then cleans and sanitizes the old pair, puts in new batteries and sends them out to the next person who wants to change the battery in their old AirPods.

But PodSwap faces many challenges that show why repair advocates want new rules. Alpert said the design of the AirPod makes it challenging for repair shops or companies like theirs to do a lot of battery replacements. PodSwap’s process uses both robotics and manual labor, the founders said.

“The process was developed through trial and error and a large number of units were ‘sacrificed’ and ultimately recycled. One major challenge we faced was overcoming the uniqueness of this product. Each AirPod is assembled with slight differences, which creates complexity in the disassembly,” Alpert said.

PodSwap includes a box to send old AirPods back.
CNBC

PodSwap plans to soon offer service for the AirPods Pro, a newer model that costs $249 and are, surprisingly, powered by a standard-sized coin battery.

But the AirPods Pro have many of the same problems as the first model — tight tolerances, potential damage while taking them apart, a lack of replacement parts, and a design that suggests the product was always designed to last a limited time.

“We have found the AirPods Pro’s batteries to be more difficult to replace,” Alpert said. “The ergonomic design and tight unforgiving tolerances make it exceptionally challenging to replace the batteries repeatedly, with a high degree of efficiency.”

PodSwap wasn’t totally seamless for me — I got sent a combination of “first generation” and “second generation” AirPods. They caused my iPhone to send error messages, but I sent an email to PodSwap and a day or two later I got a second replacement set, which worked.

After that, I sent my first replacement set and my old AirPods back. The AirPods I received look and work like new.

I plan on trying to get another four years out of them.

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Government’s Intel intervention is ‘essential’ for national security, tech analyst says

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Government's Intel intervention is 'essential' for national security, tech analyst says

It's 'essential' for the Trump administration to take a stake in Intel: D.A. Davidson's Gil Luria

A government intervention in struggling chipmaker Intel is “essential” for the sake of national security, analyst Gil Luria said Friday, following a report that the Trump administration is weighing taking a stake in the company.

“We’re all capitalists,” Luria, head of technology research at D.A. Davidson, said in an interview with CNBC’s “Squawk Box.” “We don’t want government to intervene and own private enterprise, but this is national security.”

Bloomberg reported Thursday that the Trump administration is considering having the U.S. government take a stake in Intel. The news sent Intel shares higher, and the stock climbed again Friday.

Intel previously declined to comment on the report.

Luria said such a deal is needed to revive Intel and reduce the country’s reliance on companies like Samsung and Taiwan Semiconductor to manufacture chips. President Donald Trump has called for more chips and high-end technology to be made in the U.S.

Read more CNBC tech news

How the White House could structure such an intervention is still in question. Bloomberg reported Friday that the administration has discussed using funds from the CHIPS Act.

Intel received $7.9 billion from the Department of Commerce through the CHIPS Act, and it was awarded roughly $3 billion under the CHIPS Act for the Pentagon’s Secure Enclave program.

“Intel has had many opportunities over decades to get it right, and it hasn’t. So we need to intervene,” Luria said. “The government’s going to come in and it’s going to give Intel unfair advantages, and if it’s going to do that, it wants a piece of the business.”

Intel CEO Lip-Bu Tan met with Trump at the White House on Monday after the president called for his resignation based on allegations that he has ties to China.

Luria pointed to OpenAI CEO Sam Altman and Meta CEO Mark Zuckerberg’s comments that the rise of superintelligent AI could be “the next wave of nuclear proliferation,” as evidence that direct intervention by the government is needed.

“We can’t rely on somebody else making shell casings for our nuclear arsenal,” Luria said. “We have to get it right.”

'Fast Money' traders react to the Trump admin possibly taking a stake in Intel

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Applied Materials shares sink 10% on light forecast amid macroeconomic uncertainties

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Applied Materials shares sink 10% on light forecast amid macroeconomic uncertainties

The Applied Materials logo on Dec. 17, 2024.

Nurphoto | Nurphoto | Getty Images

Applied Materials shares sank more than 10% in extended trading Thursday as the semiconductor equipment company provided outlook for the current quarter that came in light.

Here’s how Applied Materials did in its third-quarter earnings results versus LSEG consensus estimates:

  • EPS: $2.48, adjusted, versus $2.36 estimated.
  • Revenue: $7.3 billion vs $7.22 billion estimated.

Applied Materials said it expects $2.11 per share in adjusted earnings in the current quarter, lower than LSEG estimates of $2.39 per share. The company said to expect $6.7 billion in revenue, versus $7.34 billion estimated.

CEO Gary Dickerson said that the current macroeconomic and policy environment is “creating increased uncertainty and lower visibility.” He said the company’s China business is particularly effected by the uncertainty.

The Trump administration’s tariffs could double the price of imported chips unless companies buying them commit to building in the U.S. Applied Materials makes tools for chip foundries to physically make chips, much of which currently happens in Asia.

Applied Materials said that it has a large backlog of pending export license applications with the U.S. government, but that it’s assuming none of them will be issued in the next quarter.

“We are expecting a decline in revenue in the fourth quarter driven by both digestion of capacity in China and non-linear demand from leading-edge customers given market concentration and fab timing,” the company’s finance chief said in a statement. He added that it expected lower China business to continue for several more quarters.

Applied Materials reported $1.78 billion in net income, or $2.22 per diluted share in the quarter, versus $1.71 billion or $2.05 in the year-ago period.

The company’s most important division, semiconductor systems, reported $5.43 billion in sales, topping estimates, and representing a 10% rise from last year.

Applied Materials was praised by President Donald Trump earlier this month after it was included in an Apple program to make more chips in the U.S.

Apple said it would partner with the chipmaker to produce more manufacturing equipment in Austin, Texas.

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Intel stock climbs 7% on report Trump administration is considering stake in chipmaker

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Intel stock climbs 7% on report Trump administration is considering stake in chipmaker

Lip-Bu Tan, chief executive officer of Intel Corp., departs following a meeting at the White House in Washington, DC, US, on Monday, Aug. 11, 2025.

Alex Wroblewski | Bloomberg | Getty Images

Intel shares rose 7% on Thursday after Bloomberg reported that the Trump administration is in talks with the chipmaker to have the U.S. government take a stake in the struggling company.

Intel is the only U.S. company with the capability to manufacture the fastest chips on U.S. shores, although rivals including Taiwan Semiconductor Manufacturing Company and Samsung also have U.S. factories. President Donald Trump has called for more chips and high technology to be manufactured in the U.S.

The government’s stake would help fund factories that Intel is currently building in Ohio, according to the report.

Earlier this week, Intel CEO Lip-Bu Tan visited Trump in the White House, a meeting that took place after the president had called for Tan’s resignation based on allegations he has ties to China.

Intel said at the time that Tan is “deeply committed to advancing U.S. national and economic security interests.” An Intel representative declined to comment about reports that the government is considering taking a stake in the company.

“We look forward to continuing our work with the Trump Administration to advance these shared priorities, but we are not going to comment on rumors or speculation,” the spokesperson said.

Tan took over Intel earlier this year after the chipmaker failed to gain significant share in artificial intelligence chips, while it was spending heavily to build its foundry business, which manufactures chips for other companies.

Intel’s foundry business has yet to secure a major customer, which would be a critical step in moving towards expansion and giving other potential customers the confidence to turn to Intel for manufacturing.

In July, Tan said that Intel was canceling plans for manufacturing sites in Germany and Poland and would slow down development in Ohio, adding that spending at the chipmaker would be closely scrutinized.

Under Trump, the U.S. government has increasingly moved to put itself at the center of deals in major industries. Last week, it said it would take 15% of certain Nvidia and Advanced Micro Devices chip sales to China. The Pentagon bought a $400 million equity stake in rare-earth miner MP Materials. It also took a “golden share” in U.S. Steel as part of a deal to allow Nippon Steel to buy the U.S. industrial giant.

Intel shares are now up 19% this year after losing 60% of their value in 2024, the worst year on record for the chipmaker.

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