Supply chain rumor: Apple Watch 2 to release in September or October

By Christian Zibreg on Jul 26, 2016

The Apple Watch should receive its first hardware refresh this September or October, or about a year and a half following its April 2015 debut. That’s according to supply chain sources that spoke to Taiwanese trade publication DigiTimes. “Although the second-generation Apple Watch is estimated to be unveiled in September or October, related supply chain is seeing rather conservative orders for the device,” as per the report. Read More

 

TSMC’s Q3 revenue expected to climb to a record high on strong iPhone 7 A10 chip orders

By Christian Zibreg on Jul 11, 2016

Citing market forecasts quoted by the Commercial Times newspaper, Taiwanese trade publication DigiTimes reported Monday that shares of Taiwan Semiconductor Manufacturing Company Limited (TSMC) could hit record levels thanks to orders for the Apple-designed ‘A10’ system-on-a-chip, the engine that will drive the next iPhone and iPad. TSMC just posted strong numbers for the second financial quarter. Read More

 

Samsung Display is spinning off its successful OLED business ahead of OLED iPhones

By Christian Zibreg on Jul 4, 2016

Samsung Display, a subsidiary of Samsung Electronics, recently won a deal with Apple to supply its high-quality OLED panels for use in the next iPhone and now the South Korean company is spinning off its organic light-emitting diode (OLED) unit, The Korea Times reported Monday.

Samsung Display reported a 270 billion won (about $235.2 million) operating loss during the first quarter of this year due to the struggling LCD business and strong competition from Chinese makers of low-cost LCDs for mobile devices. Read More

 

Samsung could build 240M AMOLEDs for future iPhones in the next 3 years

By Christian Zibreg on Jun 30, 2016

LG Display, Japan Display, AU Optronics, Samsung Display and Foxconn-owned Sharp are all said to share production of AMOLED panels for future iPhones, with Samsung alone providing an estimated 240 million AMOLED units in the next three years beginning in 2017, DigiTimes Research predicted yesterday.

Samsung is the world’s top producer of AMOLED panels. When deployed to the iPhone, this technology will result in crisper colors, deeper blacks, increased brightness, high visibility under direct sunlight and reduced power consumption. Read More

 

Sharp to begin producing OLED screens for a future iPhone before 2018

By Christian Zibreg on Jun 24, 2016

In addition to LG Display and Samsung’s mobile display arm, both of which are now pouring significant resources into ramping up OLED panel production ahead of Apple’s switch from LCDs to OLEDs for iPhones, Japanese outlet Nikkei is reporting today that Sharp is expected to do the same before 2018.

Apple is widely expected to make a switch to OLED screens in time for a tenth anniversary iPhone, due in 2017. Read More

 

2017 Apple Watch could use power-sipping micro-LED panels

By Christian Zibreg on Jun 24, 2016

Apple is reportedly prepping to switch from flexible OLED screens utilized on the current Apple Watch to a more power-efficient micro-LED display technology that could be used for an Apple Watch hardware update in 2017, DigiTimes reported Friday. The Taiwanese trade publication said Apple could replace OLED displays in the Apple Watch with micro-LED panels as early as the second half of 2017. Read More

 

Thunderbolt Display won’t be refreshed at WWDC

By Christian Zibreg on Jun 2, 2016

Without naming a specific source, iMore’s Rene Ritchie has reportedly heard that Apple is not planning to refresh the aging 27-inch Thunderbolt Display at WWDC this month after all. “I asked around, and it’s not happening at the keynote or any time in the immediate future,” he wrote. Read More

 

Updated Thunderbolt Display rumored to include 5K resolution and integrated GPU

By Christian Zibreg on Jun 1, 2016

Stock of Apple’s 27-inch Thunderbolt Display has been dwindling ahead of the WWDC keynote, leading us to suspect that the product is about to be upgraded soon. The display, which was first introduced more than four years ago, should see its resolution bumped to match the 27-inch iMac with 5K Retina display. The hardware refresh might integrate an external graphics card, reports 9to5Mac. Read More

 

As stock is dwindling, will Thunderbolt Display get its Retina treatment at WWDC?

By Christian Zibreg on May 31, 2016

Apple’s Thunderbolt Display launched nearly five years ago and it may finally receive its long-overdue upgrade soon. Web checks reveal that Thunderbolt Display stock is dwindling across Apple Stores around the world, including in North America, Europe, Australia and elsewhere. Furthermore, tipsters say that stock is not being replenished, suggesting new models might be introduced at WWDC. Read More

 

Apple supplier to build nanowire-based flexible toucscreens, likely for future iOS devices

By Christian Zibreg on May 30, 2016

Taiwanese trade publication DigiTimes is reporting that TPK Holding is gearing up to product nanowire-based flexible touchscreens. TPK is on Apple’s supplier list so there’s a high likelihood that future iPhone, iPod touch and iPad devices could switch to these flexible screens based on nano silver ink. Originally developed by 3M, silver nanowire films are flexible and transparent to the eye, making them feasible for wearable devices particular. Read More

 

Production machinery orders spiking ahead of iPhone’s switch to OLED screens

By Christian Zibreg on May 23, 2016

Many in the rumor-mill agree that Apple is planning to build an iPhone around the brighter, more power efficient AMOLED screen tech. New clues of 2017 bringing a major change to the iPhone’s display technology appeared with news this morning that the world’s top maker of display-making equipment, Applied Materials, reported an almost fourfold leap in orders for OLED production machinery. Read More

 

Apple asks suppliers to prepare for much higher-than-expected iPhone 7 production

By Christian Zibreg on May 23, 2016

Peak iPhone? If the latest supply chain report is to be trusted, the Cupertino firm doesn’t envision iPhone sales tapering off anytime soon, at least not this year. Barron’s said Monday, citing a report in the Taiwanese publication Economic Daily Times, that Apple has now asked its contract manufacturers and Asian suppliers to prepare for a much higher-than-expected iPhone 7 production volume in 2016.

Instead of ordering about 65 million handsets, which would have been in line with what Wall Street had been predicting, Apple needs between 72-78 million units of the new iPhone produced this year. Read More

 

iPhone 7 may launch with LG-made dual-lens camera because Sony is behind schedule

By Christian Zibreg on May 20, 2016

Remember the rumor, backed by a report from reliable Apple analyst Ming-Chi Kuo, that only a 5.5-inch model of an ‘iPhone 7’ would have a dual-lens camera while its 4.7-inch brethren would get stuck with a boring single-camera module?

Now we know where that came from: Apple’s camera supplier Sony has fallen behind schedule, prompting the iPhone maker to add another dual-camera supplier to the mix: LG’s Innotek division. That’s the current word on the street, according to a Barron’s report citing Nomura Securities analysts. Read More

 

Samsung to re-enter Apple’s supply chain for NAND flash memory chips in 2017

By Christian Zibreg on Apr 20, 2016

Following a five-year hiatus, Apple’s frenemy Samsung is set to supply NAND flash memory chips to Apple for its devices beginning with 2017, ETNews reported Wednesday. NAND flash memory is extensively used across Apple’s many products, including the iPhone, iPod touch, iPad, Apple TV, Apple Watch and Mac notebooks.

Apple dropped Samsung as a NAND flash supplier following the iPhone 5 introduction in 2012 because the South Korean conglomerate was stuck with ball grid array (BGA) packaging and refused to invest in land grid array (LGA) package contacts that allow the flash memory chips to sit flush with the printed circuit board and were required to comply with Apple’s electromagnetic interference (EMI) shielding requirements. Read More

 

Apple’s allegedly brokered $2.6 billion deal with Samsung to supply OLED panels for iPhones

By Christian Zibreg on Apr 15, 2016

Apple has reportedly brokered a deal with its South Korean frenemy Samsung, worth an estimated $2.59 billion, to supply OLED panels for future iPhones, scheduled to ship in 2017. Citing sources familiar with Samsung’s plans, The Korea Herald reported Friday that Samsung’s mobile display making arm, Samsung Display, will manufacture about hundred million OLED panels annually, measuring 5.5 inches diagonally, starting next year. Read More

 

Samsung and other suppliers secure orders for second-generation Apple Watch parts

By Christian Zibreg on Apr 14, 2016

According to Taiwanese trade publication DigiTimes, which knows this stuff inside out, Apple’s Asian suppliers are now starting to receive orders for the components that will be used in a second-generation Apple Watch.

Samsung, along with other overseas manufacturers like Advanced Semiconductor Engineering, have reportedly secured component orders for the Apple Watch 2, which one analyst believes could be up to forty percent thinner and debut at Apple’s annual developers conference this summer. Read More

 

DigiTimes: Apple turns to established Chinese server vendor to bolster iCloud infrastructure

By Christian Zibreg on Apr 11, 2016

Apple has reportedly started buying servers from a government-backed Chinese firm, called Inspur, to use in its data centers, Taiwanese publication DigiTimes reported this morning. Apple’s never confirmed nor denied industry speculation that much of its iCloud data centers run on Amazon’s Web Services and Microsoft’s Azure platforms.

That being said, Apple’s reportedly embarked on a project to migrate iCloud services to its own data centers in order to satisfy increasing demand for iOS devices, reduce expenses and further reduce any possibility of attacks on the iCloud platform. Read More

 

DigiTimes: Apple testing dual-lens cameras for iPhone 7 Plus from three different suppliers

By Christian Zibreg on Feb 2, 2016

KGI Securities analyst Ming-Chi Kuo is adamant that Apple is working on a premium edition of an ‘iPhone 7 Plus’ that will come outfitted with dual-lens cameras for telephoto functions and today DigiTimes is reporting that Apple is already testing dual lenses for the handset sourced from three different suppliers.

The hit-and-miss Taiwanese trade publication has it on good authority, citing sources from the upstream supply chain, that Apple supplier Largan Technology and two unnamed Japan and China-based vendors have shipped dual-lens camera samples to 1 Infinite Loop, Cupertino, California, for testing. Read More

 

LG Display increasing curved OLED production as rumors of OLED iPhones intensify

By Christian Zibreg on Jan 19, 2016

Multiple sources have been adamant over the course of past few months that Apple and its Asian suppliers have been making preparations to produce tens of millions of OLED panels for use in future iPhones.

Tuesday, Taiwan-based DigiTimes said, citing a report by Korea-based ET News, that LG Display, the lone supplier of flexible OLED screens for the Apple Watch, has begun ramping up curved OLED production amid rumors of the Apple OLED switch. Read More

 

Rumor: Samsung pouring $7+ billion into flexible OLED production for iPhones

By Christian Zibreg on Jan 14, 2016

Korean outlet ET News said Thursday that a contract between Samsung and Apple on supplying flexible OLED screens for future iPhones has practically been agreed upon, with the South Korean conglomerate committing to a whopping $7.4 billion in capital expenditure over the next couple of years to buy OLED manufacturing equipment needed to produce about 30,000 to 45,000 OLED sheets per month.

Although Apple is said to have secured agreements with other panel makers for OLED technology, the size of the investment suggests that Samsung is about to become Apple’s biggest flexible OLED provider. Read More

 
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