In a research note issued to clients Monday, a copy of which was obtained by MarketWatch, Pacific Crest analysts have cautioned that Apple might be having issues with iPhone 8’s rumored optical fingerprint sensing functionality.
To refresh your memory quickly, the revered Apple analyst Ming-Chi Kuo of KGI Securities predicted in January that iPhone 8 could adopt a new fingerprint-reading solution in the form of an optical sensor that wouldn’t require physical contact with a user’s finger.
We heard before that iPhone 8 could get delayed due to various technical issues stemming from a new augmented-reality 3D camera system, the lamination process of curved organic light-emitting diode (OLED) panels and a new thin-film 3D Touch system.
Analyst Timothy Arcuri of Cowen and Company, however, contends that iPhone 8’s rumored in-screen Touch ID sensor remains its biggest bottleneck.
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”.
KGI Securities analyst Ming-Chi Kuo predicted that iPhone 8’s front-facing camera would take advantage of a new sensor for “revolutionary” features such as augmented reality applications, advanced facial recognition, 3D selfies, 3D object scanning/modeling and more. Tuesday, Barron’s noted that Apple may have contracted a company called Himax Technologies to build the rumored sensor for Apple’s OLED-based iPhone 8.
According to the latest research from Barclays analysts Blayne Curtis, Christopher Hemmelgarn, Thomas O’Malley and Jerry Zhang, obtained by MacRumors, Apple may still launch iPhone 8 in September alongside the iterative iPhone 7s and iPhone 7s Plus series, albeit in limited quantity. However, the majority of iPhone 8 stock may not be available until much later in the fourth quarter.
In other words, the company’s Tenth Anniversary iPhone aka “iPhone Edition” may be hard to come by when it debuts in September (like Jet Black iPhone 7 models last year).
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.