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
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
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
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
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
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
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
By Christian Zibreg on Dec 30, 2015
A report Wednesday by ET News contends that Apple is “close” to signing a definitive supply agreement with both Samsung Display and LG Display concerning OLED screens for future iPhones.
Although iOS devices have used ubiquitous liquid-crystal display (LCD) panels since their inception, organic light emitting diode (OLED) technology features deeper blacks and requires less power because it doesn’t need a power-hungry backlight module to illuminate the pixels. Read More
By Christian Zibreg on Dec 29, 2015
According to a new supply chain rumor out of Taiwan, Apple’s ‘iPhone 7’ will be waterproof and feature a brand new antenna-concealing technology that will hide those unsightly antenna bands which iPhone 6/6s owners have been complaining about.
As reported this morning by Taiwanese trade publication DigiTimes, Apple’s supplier Catcher Technologies will provide the iPhone 7 chassis which is said to be waterproof and use “new compound materials”. Read More
By Christian Zibreg on Dec 4, 2015
The fourth-generation Apple TV has been available for less than two months and already talk is turning to a next-generation model.
A new report by DigiTimes, a hit-and-miss Taiwanese trade publication, cites unnamed supply chain sources as saying that a fifth-generation Apple TV with a brand new CPU and a heat-dissipation solution is entering into trial production in December and volume production in the first quarter of 2016. Read More
By Christian Zibreg on Nov 20, 2015
LG Display, which supplies Apple with flexible OLED screens for the Apple Watch and LCD panels for other gadgets, is reportedly building a brand new facility that will significantly increase its OLED panel production as the firm looks to meet expected market demand as of 2017 onwards, according to a report from Korea’s Digital Times cited by DigiTimes.
The new plant will cost north of $4 billion to build, with assembly lines expected to start churning out OLED panels for smartphones, tablets and TVs sometime between 2017-2018. Read More
By Christian Zibreg on Nov 13, 2015
Samsung, which uses AMOLED screens in many of its flagship smartphones and tablets, could become a major provider of OLED panels for the iPhone maker as a deal is all but secured, according to an ETNews report Friday citing a Samsung Display employee.
The report arrives hot on the heels of a research note that KGI Securities analyst Ming-Chi Kuo sent to clients earlier this week, in which he estimated that Apple won’t be switching to AMOLED screens for iPhones anytime soon and will continue using the existing LCD display technology for at least the next three years. Read More
By Christian Zibreg on Nov 13, 2015
The Apple Watch may have been met with a muted response from critics (and it’s still being rolled out around the world), but that’s not stopping Tim Cook & Co. from working on a next-generation model.
According to an Apple supplier, a second-generation Apple Watch is already in the works.
It’s said to be released late in the second quarter of next year, a little more than a year after the original model’s debut. As reported by Taiwanese media, Barry Lam, the chairman of Quanta Computer, the company that assembles the Apple Watch, said during an investor meeting that the Apple Watch 2 is being developed, shockingly, as we speak. Read More
By Christian Zibreg on Sep 15, 2015
Launch supply of Apple’s new iPad Pro could be constrained as the supply of panels for the 12.9-inch device faces shortages, DigiTimes reported Tuesday. As per their supply chain analysis, iPad Pro shipments are expected to reach less than 3 million units in the fourth quarter of this year, which amounts to an average of one million iPad Pros a month. Read More
By Christian Zibreg on Sep 3, 2015
Apple’s ‘iPhone 6s’ and ‘iPhone 6s Plus’ may have entered volume production one to two weeks later than originally expected, but the Cupertino firm is now asking component suppliers to increase their output ahead of next Wednesday’s unveiling.
A new report Thursday by Reuters alleges that increased orders might serve as a confirmation of Apple’s faith in the new handsets. The report cites Japan Display CEO Mitsuru Homma, who said that his company’s “biggest client” is “coming to us with more orders, saying ‘give us more, give us more’. Read More
By Christian Zibreg on Aug 21, 2015
Apple’s rumored ‘iPhone 6c’ boasting an in-house designed ‘A8’ processor, a four-inch Retina screen, Touch ID fingerprint scanning and Apple Pay mobile payments could be with you in time for Thanksgiving, according to latest reports from Apple’s supply chain.
Assuming the reports are true, the mythical device will pose a significant jump in terms of hardware versus the iPhone 5c, which runs the iPhone 5’s three-year old A6 processor and has no biometric authentication or NFC. Read More
By Christian Zibreg on Aug 20, 2015
The plot is thickening following yesterday’s analyst report that Apple’s larger-screened iPad is entering mass production in September and October and recent sightings of an unreleased “iPad6,8” model with a screen resolution of 2,732-by-2,048 pixels in commercial app analytics data.
According to Asian trade publication DigiTimes, Japanese giant Sharp and Foxconn, the world’s top product assembler, will be supplying touch modules for the larger iPad, tentatively dubbed by the press the iPad Pro. Read More
By Christian Zibreg on Jun 3, 2015
A trio of supply chain reports out of Asia are making the rounds this morning. The first rumor suggests that one of a future-generation iPhones is a four-inch handset that should be released in Q1 2016.
The second report claims that Apple will formally announce walk-in purchases for its wearable device at its Worldwide Developers Conference next week.
And the third story informs us that an Apple and Samsung supplier is investing $260 million in a production facility to churn out 3D curved glass, suggesting the faint possibility of sapphire-protected screens on some iOS devices. Read More
By Christian Zibreg on Jun 1, 2015
Though designed in California, the vast majority of Apple’s products are being assembled in China using parts predominantly provided by the vast network of suppliers from Taiwan.
But that may be changing now as Japanese manufacturers are reportedly making a concerted effort to secure more iPhone orders from Apple, according to DigiTimes on Monday.
Citing industry sources, the trade publication claims that Japan-based printed circuit board manufacturer Ibiden has bolstered up its manufacturing capacity as it hopes to solicit more orders from Apple. Read More
By Christian Zibreg on May 14, 2015
One Apple supplier’s misery is another Apple supplier’s fortune. Two of Apple’s key display suppliers — Sharp and LG Display — are not enjoying quite the same positive effects from working with the Cupertino firm. At one end of the spectrum is LG Display, an exclusive supplier of flexible OLED panels for the Apple Watch.
The company now dominates the smartwatch display market with a ninety percent market share thanks to its lucrative contract with Apple, as per Business Korea.
On the other is Japan-based Sharp, one of Apple’s display suppliers that has barely managed to avoid collapse after posting an annual net loss of a whopping $1.9 billion, according to The Financial Times on Thursday. Read More