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
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
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
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
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
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
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
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
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
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
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
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
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
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