Analyst

iPhone 8 to boost Retina resolution to 2436×1125 at 521 PPI

The next iPhone’s OLED display should boost Retina resolution to a whopping 2,436-by-1,125 pixels, or almost twice that of the iPhone 6/6s/7 series, giving the upcoming phone a screen density of a crisp 521 pixels per inch (PPI). That’s what KGI Securities analyst Ming-Chi Kuo wrote in a note issued to clients, a copy of which was obtained by 9to5Mac.

The numbers would give iPhone 8 a screen of 21:9 versus a 16:9 screen ration on current models. By contrast, the current 4.7-inch iPhone 7 has a screen resolution of 1,334-by-750 pixels at 326 PPI—enough to support 720p video content without rescaling.

JPMorgan predicts iPhone 8 would replace fingerprint scanning with facial recognition

Touch ID is a core technology that supports a number of Apple services, including Apple Pay. If JPMorgan analyst Rod Hall is to be believed, the next iPhone might ditch Apple’s fingerprint reader in favor of facial recognition, CNBC reports. iPhone 8 is thought to sport a front-facing 3D scanner sensor that could replace Apple’s Touch ID-enabled Home button. Hall wrote in a research note this week that Touch ID could be phased out if Apple goes with a full-glass front for the next iPhone.

KGI: iPhone 8 will squeeze a Plus-sized battery into a smaller form factor

KGI Securities analyst Ming-Chi Kuo issued a note to clients this morning, obtained by MacRumors, in which he predicted that Apple’s upcoming iPhone 8 would manage to squeeze a Plus-sized battery into a smaller 4.7-inch form factor, possibly having even better battery life than a 5.5-inch LCD iPhone.

This will be achieved by utilizing a pricier stacked logic board design—also known as a substrate-like PCB (SLP) mainboard—that would create additional space inside the device to accommodate a significantly larger battery.

KGI: all 2017 iPhones to have wireless charging, iPhone 8’s 3D Touch pricier to build

KGI Securities analyst Ming-Chi Kuo predicted in a new note to clients, obtained by MacRumors, that all new models of iPhone introduced this year would feature wireless charging. In addition, the report cautions that production costs of iPhone 8’s enhanced 3D Touch module might rise between 30 and 50 percent.

A report yesterday by FastCo stated Apple would pass any increased production costs stemming from iPhone 8’s OLED screen and other hardware advances onto the consumer, speculating that the final sale price of iPhone 8 could pass $1,000 in US.

OLED for iPhone 8 could add $50 million to Apple’s March quarter expenses

iPhone 8, or 10th Anniversary iPhone as affectionately dubbed by the media, is expected to adopt the unrivaled organic light-emitting diode (OLED) display technology as utilized on Apple Watch screens and the new MacBook Pro’s Touch Bar.

OLEDs are more difficult and pricier to produce than the traditional LCD panels so the decision to outfit iPhone 8 with an OLED-based screen could cost Apple approximately $50 million in incremental costs in the March quarter, according to an investor memo from Cowen & Company’s Timothy Arcuri obtained Monday by AppleInsider.

iPhone 7 Plus accounted for an estimated 40% of all iPhone 7 sales in the holiday quarter

People are way more interested in Apple’s $769 iPhone 7 Plus than they were in the $649 iPhone 6s Plus, Cowen & Co. analysts told The Wall Street Journal. In other words, many buyers don’t mind paying more for features like dual cameras and other extra hardware not available in standard iPhone 7.

Cowen estimated that iPhone 7 Plus accounted for about 40 percent of an estimated 58.5 million iPhone 7 devices Apple sold globally during the December quarter. Contrast that with iPhone 6s Plus, which accounted for an estimated 23 percent of all iPhone 6s sales during the same quarter the previous year.

iPhone 7 flash memory maker Toshiba could sell its NAND flash unit to Western Digital

DigiTimes estimated this week that flash memory chips for smartphones will remain in high demand throughout 2017 because supply shortages are reportedly “worse than expected” as chip makers are currently transitioning from older 2D NAND to newer 3D NAND technology.

According to a report Friday in The Korea Herald newspaper, citing Mirae Asset Daewoo Securities analysts, Toshiba may spin off of its lucrative NAND flash unit and sell the stake to Western Digital, narrowing the technology and market share gap with its bigger rival Samsung Electronics.

iPhone 8 said to use fixed flex 5.8″ screen with embedded sensors

Apple’s next iPhone is expected to adopt a 5.8-inch wraparound AMOLED display that utilizes a fixed flex screen like Samsung’s ill-fated Galaxy Note 7.

That’s according to a note Cowen and Company analyst Timothy Arcuri issued to investors on Wednesday, a copy of which was obtained by AppleInsider. Arcuri refers to the so-called tenth anniversary iPhone as “iPhone X”.

The analyst claims the 4.7-inch iPhone 7s and 5.5-inch iPhone 7s Plus models may switch from LCDs to AMOLEDs, too, if Samsung Display is able to supply enough panels to Apple.

Analyst: Apple poised for a “decade-long malaise” as it “lacks the courage to lead innovation”

Apple’s reliance on the iPhone is well documented, but that didn’t stop analysts at Oppenheimer from issuing an unusually scathing investor memo describing “strategic issues” at the Cupertino firm.

In the note, a copy of which was obtained by Business Insider, analyst Andrew Uerkwitz and his team charge Apple for being too reliant on the iPhone and headed in the wrong direction, saying the company “lacks the courage to lead the next generation of innovation”.

KGI predicts massive iPhone 8 upgrade cycle, 4.7″ model to feature wireless charging

KGI Securities analyst Ming-Chi Kuo issued a note to clients this morning, a copy of which was obtained by MacRumors, predicting record 150 million iPhone sales in the second half of 2017. A 4.7-inch iPhone 8 with an LCD screen and glass casing should feature wireless charging, he wrote.

“Unprecedented replacement demand” will, of course, be led by a rumored high-end iPhone 8 model with brand new industrial design, power-saving OLED display technology and other “notably superior specifications” from the “less exciting” 4.7 and 5.5-inch LCD iPhones.

Apple could slash prices of next year’s 4.7″ and 5.5″ iPhones with legacy LCD technology

KGI Securities analyst Ming-Chi Kuo is on a roll this morning with a litany of reports pertaining to Apple’s next-generation 2017 iPhone refresh. According to another note issued to clients this morning, a copy of which was obtained by AppleInsider, Kuo says he expects the Cupertino firm to slash prices of both 4.7 and 5.5-inch iPhone models next year.

That’s because those iPhones are expected to continue using legacy LCD technology. By lowering prices for those models, Apple might potentially regain some of the market share lost to more affordable Android handsets.

Dual-lens 2017 iPhone models to feature dual optical image stabilization

Apple’s single-lens iPhone 7 and dual-lens iPhone 7 Plus both support the optical image stabilization (OIS) feature for taking sharper images and capturing stabilized videos. Next year’s dual-lens iPhone models, according to KGI Securities analyst Ming-Chi Kuo, will support OIS on both the the wide-angle lens and the telephoto lens. The iPhone 7 Plus supports auto focus on both cameras on the back, but only the wide-angle lens is outfitted with OIS.