Apple’s been designing mobile chips for iOS devices in-house since 2010 and could soon be making its own GPUs as well. But one analyst predicts that the California company is set to build its own iPhone power management chips, too, within two years.
Analyst Karsten Iltgen with German investment bank Bankhaus Lampe wrote in a note to clients Tuesday, a copy of which was obtained by Bloomberg, that there is “strong evidence” that Apple is developing its own power-management integrated circuits that should replace the chip made by Dialog Semiconductor “at least in part”.
Two months ago, Fast Company reported that iPhone 8 would start at above $1,000 due to costlier components and advanced technologies, such as wireless charging, VR capabilities, revamped industrial design, a curved AMOLED screen and more. UBS analyst Steven Milunovich begs to differ, telling CNBC that the device will come in for less than $1,000 as new models are expected to see a “bulge of buying”.
KGI Securities analyst Ming-Chi Kuo, along with a few other sources, believes Apple will bet heavily on augmented reality with iPhone 8. He predicted the device’s front-facing camera will use a bespoke 3D sensor to let users take 3D selfies, map their surroundings, scan nearly any real-world object in three dimensions and more.
Analysts Andrew Gardiner, Hiral Patel, Joseph Wolf, Blayne Curtis and Mark Moskowitz reported in a Friday research note, obtained by 9to5Mac, that iPhone 8 may use a second 3D sensor out the back for augmented reality features.
According to research note from Barclays, obtained by MacRumors, all three iPhone models this year will adopt True Tone technology that’s currently available only on the 9.7-inch iPad Pro.
The research notes states that both Apple’s rumored all-new iPhone 8 model with an active-matrix organic light-emitting diode (AMOLED) display and the iterative LCD-based iPhone 7s and iPhone 7s Plus will each include a “full spectral sensing” ambient light sensor to support a “True Color” screen.
Contrary to controversial claims made in a recent Wall Street Journal piece alleging Apple would do the unthinkable—ditch the Lightning port on new iPhones in favor of USB-C—KGI Securities analyst Ming-Chi Kuo shared his thoughts on the topic in the latest notes to clients, obtained by MacRumors. According to Kuo, all three iPhone models released in 2017 will retain Lightning connectors.
This includes the expectedly iterative, LCD-based iPhone 7s and iPhone 7s Plus models, as well as a brand new, OLED-based iPhone 8 model with a radically changed industrial design. However, the underlying technology behind the charging may change with built-in support for USB Power Delivery that should enable a lot faster charging.
According to analyst Steven Milunovich and his team at UBS, augmented reality (AR) will likely be Apple’s next major product innovation.
In a research note seen by Business Insider, Milunovich writes that the Cupertino firm may have well over a thousand engineers working on a project in Israel that could be related to augmented reality.
UBS expects Apple to implement augmented reality in iPhone 8, which could include “moderate 3D mapping using stereoscopic vision” based on a technology called Simultaneous Localization and Mapping (SLAM) as well as a software development kit for app makers to take advantage of the handset’s rumored AR features.
Rhoda Alexander, IHS Markit’s director in charge of tablets and PCs, shared some interesting observations with Forbes over the weekend regarding Apple’s rumored new bezel-less iPad Pro model which, according to other analysts, would house a display measuring 10.5 inches inside a body the same size as 9.7-inch iPads.
According to Rhoda, the new iPad Pro model should have a 2,224-by-1,668 display with the same pixel density as 9.7-inch iPads. For context, Apple’s 12.9-inch iPad Pro has a 2,732-by-2,048 Retina display at 264 pixels per inch and its 9.7-inch counterpart has a 2,048-by-1,536 screen, also at 264 pixels per inch.
Apple’s first OLED-based iPhone will have three gigabytes of RAM like the current iPhone 7 Plus models and come in two storage capacities—64GB and 256GB—eliminating the current 32GB SKU as an entry-level option when it comes to storage size. It won’t feature a curved display due to production and drop test issues with 3D glass, as per Chinese research firm TrendForce.
We heard before that Apple might integrate augmented reality features into iPhone 8’s Camera app and now KGI Securities analyst Ming-Chi Kuo has provided fresh details about a “revolutionary” front-facing camera system that will “bring an innovative user experience” to Apple’s first OLED iPhone.
In a note to clients, obtained by AppleInsider, the analyst writes that a pair of infrared transmitting and receiving sensors on the FaceTime camera will help the next iPhone provide features ranging from 3D sensing and modeling to advanced biometric authentication combining facial scanning and Touch ID fingerprint recognition.
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.
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 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.