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The Varta crisis has entered another severe phase after the German battery manufacturer lost the customer responsible for nearly all production at its specialized factory in Nördlingen.
Varta has not publicly identified that customer, but reports from German media and industry sources point to Apple. The iPhone maker is reportedly moving battery orders for a future AirPods generation to a lower-cost supplier in China.
The decision will lead Varta to stop producing rechargeable button cells in Nördlingen during fall 2026. Approximately 350 jobs will be eliminated across the factory and the company headquarters in nearby Ellwangen.
Describing the development as a complete corporate collapse would go too far. Varta continues operating other battery businesses and recently completed an extensive financial restructuring backed by Porsche. The loss of Apple, however, has destroyed the economic foundation of a production site created around one highly influential customer.
The Varta crisis illustrates how a large technology customer can transform a supplier and then leave it with capacity that cannot easily be reassigned.
Varta became an important producer of CoinPower lithium-ion cells, small rechargeable batteries designed for wireless earbuds and other compact devices. Teardowns of AirPods Pro models identified Varta cells inside the earbuds, although Apple does not publicly discuss most component suppliers by product.
Demand from premium wireless headphones helped Varta expand rapidly. In 2020, its Microbatteries and Solutions division generated approximately €508 million in revenue, representing growth of 49% from the previous year.
The company invested heavily in production as wireless earbuds became a mass-market category. Apple demand provided the volume needed to justify specialized lines, equipment and hiring in Germany.
That dependence became dangerous when AirPods production weakened and Apple began adding other battery suppliers. A factory developed for unusually large orders could not operate efficiently once those orders declined.
The customer now leaving Nördlingen had previously accounted for nearly the entire capacity of the site. Varta says it has gained other customers, but their combined demand is not sufficient to keep the specialized factory running.
The plant is therefore closing not because rechargeable button cells have disappeared, but because replacing one customer of Apple scale requires far more than several smaller contracts.
German reports indicate that price was the decisive factor behind the supplier change.
Varta battery quality was reportedly equal to or better than the competing product. The German manufacturer could not, however, match the cost offered for the next generation of cells from China.
Battery production in Germany faces higher labor, energy and operating expenses than many Asian manufacturing centers. Chinese suppliers also benefit from extensive domestic electronics supply chains, access to materials and production volumes spread across numerous customers.
Apple has enormous leverage when negotiating component contracts. AirPods ship in sufficient quantities for a small difference in the cost of each battery to produce substantial savings across an entire product cycle.
The company regularly qualifies multiple suppliers for components when technical requirements and available capacity permit. Competition can reduce prices, protect production against interruptions and prevent one manufacturer from gaining excessive influence over the supply chain.
For Varta, that process brought the opposite effect. The supplier expanded to serve Apple and then faced declining utilization as the customer divided orders among additional manufacturers.
The latest move appears more final. Varta expects the contract to expire at the end of October, removing the volume that kept Nördlingen economically viable.
The reported decision does not mean Apple is moving its complete production network toward China.
Apple has spent several years expanding device assembly and component production in India, Vietnam and other countries. AirPods manufacturing has grown in India, while Macs, iPads and wearables are assembled across a wider group of Asian locations.
The Varta case concerns a particular component for which a Chinese supplier reportedly offered a more competitive price. It shows that diversification away from one country can coexist with cost-driven sourcing from that same country.
Apple may reduce its dependence on Chinese final assembly while continuing to purchase Chinese batteries, displays, enclosures or electronic components when suppliers provide the required scale and pricing.
That balance creates a difficult environment for European manufacturers. Political interest in domestic technology production does not guarantee that major customers will accept higher component prices.
Premium engineering can protect a contract when it produces a measurable advantage in battery capacity, safety, dimensions or lifespan. Once competing suppliers reach comparable performance, procurement decisions become increasingly sensitive to cost.
The Varta crisis suggests that manufacturing location and supplier history carried less weight than the economics of the next AirPods battery.
Apple did not create every problem affecting Varta.
The company entered the current dispute after years of debt, costly investments, volatile customer orders, supply-chain problems and weaker demand in parts of its energy-storage business. A cyberattack in early 2024 also disrupted production and delayed financial reporting.
Varta warned that its earlier restructuring plan might fail after Apple reduced AirPods production. By mid-2024, the company had reached a point where it could no longer service its debt without another intervention.
A pre-insolvency restructuring reduced financial liabilities from approximately €485 million to €200 million. Porsche and majority shareholder Michael Tojner agreed to provide new capital, while creditors supplied additional financing.
Existing shareholders lost their investment as Varta was removed from the stock market. The process preserved the operating company but demonstrated how little financial room remained for another major disruption.
Varta reported a loss of €64.5 million for 2024. Although that was an improvement from the previous year, the business remained dependent on successful restructuring and stronger performance from its surviving divisions.
The Apple contract loss therefore did not independently bring down a healthy battery group. It struck a manufacturer that had already narrowly avoided insolvency.
Porsche participation gives Varta a future in automotive batteries, but it does not rescue the Nördlingen button-cell operation.
The automaker invested in the restructuring and took control of the V4Drive business, which develops high-performance cylindrical lithium-ion cells for hybrid and performance vehicles. Porsche gains greater access to battery technology while helping retain part of that expertise in Germany.
Varta also continues producing household batteries and energy-storage systems. Those businesses serve different customers and do not depend on the machinery used for tiny CoinPower cells.
Employees affected by the Nördlingen closure may be offered positions at other locations, although Varta has not indicated how many can realistically be transferred. The company and its works council are negotiating measures for the workers whose roles will disappear.
The shutdown leaves a modern production unit without enough demand only a few years after wireless earbuds were presented as one of Varta most promising growth markets.
Its remaining automotive operation now has the security of a strategic customer with a direct ownership interest. The microbattery division learned the cost of building a factory around a customer that never made the same commitment.
The post Varta Crisis Deepens After Apple Battery Defection appeared first on AppleMagazine.
I have a Mac Studio M2 Max with 32 GB of RAM and a 1 TB SSD in front of me. While not the most powerful personal computer you can purchase today, it is among the most computationally capable ever made—a vastly capable machine. So why do I have to wait for typing to catch up with me and see a rainbow spinner on the regular?
I’ll tell you why: iCloud Drive and Spotlight. Apple lacks any transparency about how iCloud Drive works or fails. The same is true of Spotlight. These big black boxes churn away, performing a million billion operations a day, and we don’t know exactly what they do. That’s not me being conspiratorial: I honestly don’t care what’s happening under the hood—until it breaks. Without diagnostic tools, even someone like me, ostensibly an expert, can be completely at a loss and waste many hours.
I wrote “Cloudy with a Chance of Insanity: Unsticking iCloud Drive” for TidBITS back in October 2023 about a multi-month odyssey with Apple technical support in trying to dislodge unsyncable files.1 That problem has barely surfaced since—an 80K file will sometimes get stuck for a while—and I thought Apple might have really solved syncing, at least as exhibited on my Mac. I receive dramatically fewer emails about iCloud Drive than I used to, which is another data point.
But Mr. Edge Case here can always find a way to break something.2 I’ve been working on a large manuscript for my upcoming book, Flong Time, No See, a revised and expanded collection of researched articles I’ve written about printing and type history over the last several years.3 I pasted in text that was typically copied from Web pages, and wound up with over 250 footnotes.
While putting together the files for this book, Apple released its Creator Studio system, and shipped Pages 15. After having no problems, I dutifully switched over. This was months ago, and as I continued to work on this reasonably large file—weighing it at about 60,000 words now—everything seemed fine.
A few weeks ago, however, I started to experience system slowdowns. Pages was taking up 12 GB of system memory! System load went through the roof! CPU consumption was outlandish! All signs pointed to corespotlightd, a long-time enemy of performance. That daemon handles background indexing for Spotlight, and the slightest thing wrong in a file or directory, or perhaps due to mild corruption in its underlying files, turns it into a rampaging beast that eats processor cycles like I consume potato chips.4
There’s a well-known procedure for killing this beast, though another is spawned from its remains: stop the index, delete the index files, restart, and re-enable indexing. From the Terminal, use these commands. Make a backup before proceeding. Take extreme care with rm -rf, as a misstep in entering or copying can wipe out files!
Login sudo mdutil -a -i off
rm -rf ~/Library/Metadata/CoreSpotlight
You can use Restart from the Apple Menu while holding down the Option key (to avoid being asked), or you can take a shortcut from Terminal, assuming you have ensured all files are saved:
sudo reboot
After your Mac restarts, go back to the Terminal and re-enable indexing:
sudo mdutil -a -i on
For many (perhaps most) people, this solves the problem. For me, it just delayed it. With some isolation using System Settings: Spotlight: Search Privacy, I added specific folders, such as mail archives, since that seemed like it might be part of the problem.
One piece of advice I found suggested that if I thought Pages was the problem, I should exclude the iCloud Drive path containing Pages files. Fine! I clicked the plus icon in Search Privacy, pressed Command-Shift-G to bring up the path dialog, entered ~/Library/Mobile Documents/com~apple~Pages/, and clicked Choose. This seemed to work for a while, then nothing availed.
Finally, after analyzing logs and caches, the culprit was clear. It was not that large a Pages file: every time I saved, Spotlight’s worker bee was performing excessive re-indexing that consumed gigabytes and one or more processor cores. Moving the file to a local directory (in my Documents folder) while editing eliminated the problem. It also freed up space, as the temporary Spotlight indexes and Time Machine snapshots had become absurdly large.
What could Apple have done to help here? This is where I would hope machine learning, coupled with some interactive code- and system-expertise bots, could help:
In the case I describe above, an Apple-created daemon was rampaging out of control due to a single identifiable file!—cascading into other problems. It should be solvable by Apple. The fact that we have more power under the hood by orders of magnitude in the past, coupled with neural cores in the CPU packages, just makes this even more embarrassing. Solve Siri, Apple, yes, but real transparency and troubleshooting in macOS would also make a big difference.
[Got a question for the column? You can email glenn@sixcolors.com or use /glenn in our subscriber-only Discord community.]
Procura guardar os seus ficheiros fora do alcance das Big Tech americanas? O pCloud é uma alternativa suíça ao Google Drive com uma proposta difícil de ignorar, o de pagar uma vez e ter garantido armazenamento para sempre.
The post pCloud: O armazenamento na nuvem suíço que desafia o domínio das Big Tech americanas appeared first on Tek Notícias.
O Windows 11 tem ferramentas nativas para fazer cópias de segurança automáticas dos seus ficheiros, e pode configurá-las demora menos de cinco minutos. Mostramos como fazê-lo passo a passo, com e sem disco externo.
The post Como ativar o backup automático no Windows 11 e nunca mais perder um ficheiro importante appeared first on Tek Notícias.
