KGI makes unlikely claim that Apple will launch iPhones in August, on sale in September

iphone

In what seems an unlikely idea, a research note from KGI’s Ming-Chi Kuo suggests that Apple could first show this year’s iPhone models in August, before making them available for sale in September, reports The China Post.

Kuo said that Apple is expected to unveil the next iPhones in August, a month earlier than the market had widely anticipated. The new devices are expected to hit store shelves in September.

While Kuo has a good track-record at forecasting what Apple is planning, his record on when things will happen is less reliable, so we view this prediction with caution …  Read more

Apple plans to refresh iOS 9, OS X 10.11 using new Apple Watch font

iOS_9_SF_2

Apple is currently planning to use the new system font developed for the Apple Watch to refresh the looks of iPads, iPhones, and Macs running iOS 9 “Monarch” and OS X 10.11 “Gala,” according to sources with knowledge of the preparations. Current plans call for the Apple-designed San Francisco font to replace Helvetica Neue, which came to iOS 7 in 2013 and OS X Yosemite just last year, beginning with a June debut at WWDC…

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Some waiting for iMacs have been given a free upgrade to Retina, but is that a good deal?

imac

A Redditor awaiting delivery of a non-Retina 27-inch iMac ordered before yesterday’s announcement of the new Retina models has reported being given a free upgrade by Apple.

You may not have heard, but we just announced the new iMac with Retina 5K display. Since your order has yet to ship, we automatically upgraded you to the new iMac with Retina 5K display.

Since the old price of the non-Retina model he’d ordered and the new base-model Retina machine are the same – $1999 – it’s likely that Apple has offered the same deal to others in the same position. But is this necessarily a good deal … ?  Read more

US appeals court partly reverses Apple’s $930M patent win against Samsung, may reduce award to $548M

apple-samsung

The U.S. Court of Appeals for the Federal Circuit has partially reversed the $930M verdict Apple won against Samsung in the long-running iPhone patent case, reports Reuters.

Apple was originally awarded $1B in damages, before $450M of that was vacated and a retrial ordered to determine a revised sum. The retrial awarded Apple $290M instead for that element of the case, giving Apple a revised total award of $930M.

Samsung appealed, and has today been partially successful, making it a near-certainty that the $930M award will be reduced by up to $382M …  Read more

UBS matches KGI’s upbeat forecast for Q2 iPhone sales of 51M, well above consensus

iphone

UBS has matched the upbeat iPhone forecast made last month by KGI for Q2 (Apple’s fiscal Q3), both analysts estimating sales of 51M – well above the consensus expectation of 45M.

KGI’s Ming-Chi Kuo predicts 51.4M, saying that while he believes iPhone sales have peaked, demand will remain higher than the normal seasonal pattern. UBS forecast 51.1M, noting that Apple’s “continued surge” in China is a key factor, where the premium market remains strong despite reports of the country approaching saturation point in smartphones.

Both analysts have strong track-records, Ming-Chi Kuo being our go-to guy for supply-chain rumors, and UBS producing a graph to show the accuracy of its past predictions (below) …  Read more

‘Apple Music’ Beats-based streaming service to have Ping-like social network for artists

ping

Apple’s upcoming Beats-based streaming music service will likely be named “Apple Music” and will have deep social networking integration for artists, according to industry sources briefed on the plans for the new service.

Taking a page out of the discontinued iTunes Ping feature from earlier this decade, the service will allow artists to have their own pages within the streaming music service that they can use to post track samples, photos, videos, and concert updates.

Artists will also be able to share the content of other artists in an effort of cross-promotion. For example, all-gold Apple Watch wearer Kanye West could promote a new album from Taylor Swift on his “Apple Music” artist page, if he so chooses…

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Tesla hires head Apple recruiter after losing own recruiter to Apple Car team

Tesla has taken its recruiting of Apple employees to the next level: the electric car and energy company has hired away Apple’s Senior Director of Corporate Recruiting, Cindy Nicola, to become Tesla’s new Vice President of Global Recruiting. Nicola has already noted her new role and start month of May on her LinkedIn profile.

Notably, Apple actually hired away Tesla’s Lead Recruiter in 2014 for its own electric car project, as we noted in our extensive profile of Apple’s automotive related hires. Interestingly, that former Tesla recruiter Lauren Ciminera has already left Apple to work on a new “confidential” project, according to her own LinkedIn page and confirmation from a source…

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First Space Black, Modern Buckle, & Leather Loop Apple Watch orders shipping

Screenshot 2015-05-13 04.43.39

Apple has begun charging for and preparing to ship the first orders of the 42MM Space Black stainless steel, Modern Buckle, Leather Loop, and international stainless steel Link Bracelet orders, according to reports from several readers. Standard Apple Watch with Link Bracelet orders started arriving in the United States yesterday…

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Apple TV gains new content in UK, Ireland, Australia, Japan, & Scandinavia

Screenshot 2015-05-12 11.42.58

Apple has pushed out several new content channels across many countries to the Apple TV, as noted by several readers. Here’s the breakdown of the new channels across the world:

  • Viaplay has been added to the Apple TV in Scandinavia (which is comprised of Denmark, Sweden, Norway) and Finland. Viaplay is comprised of local sports content, films, and TV shows.
  • Stan has been added in Australia, and it contains localized TV shows, films, and content for kids.
  • The WWE Wrestling Network has been added to Apple TVs in the United Kingdom and Ireland. The network first launched in several countries, including the United States in Canada, for the Apple TV in February.
  • Bandai, a localized, subscription-based digital network, has been added to the Apple TV in Japan.

Last week, Apple rolled out CBS Sports and USA Now channels in the United States. Apple is expected to announce new Apple TV hardware in June at its annual Worldwide Developers Conference, complete with an App Store and redesigned Remote.

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Verizon buying AOL for $4.4B

aol

Verizon Communications is buying AOL for $4.4B in a deal believed to be focused on Verizon’s ambitions in mobile video and advertising.

The acquisition would give Verizon, which has set its sights on entering the crowded online video marketplace, access to advanced technology AOL has developed for selling ads and delivering high-quality Web video.

Traditional TV viewing is changing dramatically, consumers not only giving up their cable TV subscriptions in favor of video on demand over the Internet (a market Apple is believed to be planning to enter in the fall), but increasingly watching video on mobile devices …  Read more

KGI: Top 11 new iPhone features for 2015 include Rose Gold option, Force Touch, 12MP Camera, 2GB RAM, more

Artwork by shoplemonde.de

Artwork by shoplemonde.de

A special Top 11 list today from noted analyst Ming-Chi Kuo on the next iPhone (6s? 7?) that will be released later this year. Counting down:

  1. Force Touch will be the biggest upgraded selling point, but also one of the main bottlenecks of the supply chain. Force Touch can enrich user experience due to more input methods and support of handwritten signatures, which is beneficial for expanding in the commercial market
  2. Screen will remain at 4.7 and 5.5 inches, with resolution the same as existing models. There will be no new 4-inch model
  3. There will be an additional casing color, rose gold, matching the rose-gold Apple Watch Edition
  4. The camera will have a pixel upgrade, likely to 12MP
  5. One microphone will be added near the speaker to enhance voice quality
  6. The A9 processor with upgraded 2GB LPDDR4 will be adopted
  7. The bending issue will be improved by using different casing materials and internal mechanical design changes
  8. If drop test issues can be resolved, the 5.5-inch model will have a limited number of units with sapphire cover lens
  9. The recognition rate of Touch ID will be improved further in a bid to promote Apple Pay
  10. Gesture control support
  11. It’s expected that mass production will start in mid-to-late August. Total shipments will be 80-90mn in 2015, with a 2:1 ratio of 4.7-inch and 5.5-inch models.

Some thoughts: Read more