Digitimes still thinks the Retina MacBook Air is coming tomorrow, says Apple logos going 3D

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Digitimes still seems to think the long-rumored 12-inch Retina MacBook Air is going to be announced tomorrow, claiming that shipments have already begun.

Shipments of a new MacBook Air model, reportedly equipped with a 12-inch Retina screen, have begun in small volumes and large-volume shipments will begin in November, according to Taiwan-based supply chain makers.

The claim seems highly unlikely given that just two days ago Re/code cited Apple sources as specifically stating that, while the product was in the pipeline, it would not be shown at tomorrow’s event …  Read more

Digitimes says iPhone 6 Plus accounting for 60% of iPhone 6 shipments, but usage stats suggest otherwise

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A new report by Digitimes says that, contrary to public opinion, the iPhone 6 Plus is receiving more orders after beating initial demand expectations. The report says 60% of iPhone production is iPhone 6 Plus units, which may be interpreted as the iPhone 6 Plus being the more popular model. It also says that Foxconn is responsible for iPhone 6 Plus supply, whereas Pegatron is taking up iPhone 6 output.

However, Digitimes doesn’t have the best track record and this information sort of defies other evidence. Firstly, it is important to note that production does not correlate proportionally to demand. It was well publicised that the iPhone 6 Plus was supply-constrained in the runup to release. The burst of iPhone 6 Plus production now may simply be restoring the balance, clearing the backlog of orders.

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Digitimes says iPad Air 2 will be ‘thinner’ and have ‘improved fingerprint recognition’

 

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Says Digitimes:

Touch panel makers TPK and GIS are among some of the makers receiving orders from Apple for full-lamination units. Sources said the new model will remain unchanged in terms of size and resolution, but that it will be thinner, equipped with an enhanced processor, and contain improved fingerprint recognition features.

Two problems there (at least).

1) The current batch of physical mockups/leaks indicate that the new iPad Air will look mostly the same as the current version, and that it will be roughly the same thinness. You can tell in the image above that the new model (on the top) is only very slightly skinner.

2) How can the fingerprint sensor be “improved” if it never existed in the first place? Nonetheless, we’re hearing the new model does include a Touch ID sensor, like the iPhone.

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TSMC expected to begin 16nm volume production for Apple’s A9 chip in early 2015

We’re still just over two weeks away from the anticipated iPhone 6 event reportedly scheduled for September 9th where Apple is expected to debut the next generation of iPhone hardware including a more powerful, efficient A8 system-on-a-chip.

Worry not, though, about the next, next generation iPhone rumors, Apple watchers, as a report from Chinese publication Economic Daily News (via Digitimes) shares that TSMC, or Taiwan Semiconductor Manufacturing Company, plans to “advance volume production on its 16nm process” during the beginning of 2015 “with monthly output of 50,000 wafers” to deliver Apple’s A9 system-on-a-chip. Read more

Samsung’s SoC profits down as Apple chooses TSMC for A8, although rumor says it will produce processors for iPhone 7

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Samsung has been having some issues lately, reporting falling profits in the most recent quarter. Although most of this is due to shrinking growth in phone sales, where Apple continues to dominate in terms of profit share, Apple has also affected Samsung’s income from its microprocessor production business. With TSMC having exclusivity over Apple’s A8 production, to be used in the upcoming iPhone 6, Samsung’s outlook for ‘logic chips’ is also gloomy, as The Wall Street Journal highlights in a new report.

Samsung executives admitted on a recent conference call that the outlook isn’t so bright for this business.

“Sales and profitability from System LSI (logic chip business) worsened as demand from main customers continued to decline,” Robert Yi, Samsung’s head of investor relations said last week. His comments confirmed, albeit indirectly, how Apple’s gradual shift away from Samsung as a customer of microprocessors was eating into its profits.

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Spurious claim Apple will release 4.7- and 5.5-inch iPhones separately ‘to avoid competition’

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Supply-chain rumors are can be unreliable sources at the best of times, but never more so than when they claim to offer insight into Apple’s strategic plans. DigiTimes is claiming that Apple will be launching the 4.7- and 5.5-inch models of the iPhone 6 separately “to avoid competition between the two models.”

The different timetables have been set as Apple does not want to repeat the mistake it made in 2013 when it launched the iPhone 5s and iPhone 5c simultaneously, said the sources.

Let’s take this one step at a time. First, what companies in the supply-chain know are how many orders have been placed with them for specific components. They don’t know what orders Apple may have placed with other suppliers for the same components, and they don’t even necessarily know in which product the parts will be used …  Read more

When is Apple going to release a Retina MacBook Air? More signs point to ‘soon’

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Following a forum post from a Chinese website, Digitimes is reporting that Apple will indeed ship a brand new MacBook Air with Retina display in the second half of this year.

The Digitimes article offers no specifics on what the new MacBook Air will feature, aside from the Retina display. A forum poster (who has a track record of accuracy) from last week said that the new model of laptop would feature a fan-less design in an even thinner form factor than the current MacBook Airs’ enclosure.

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RIP Mac optical drives? Rumor suggests Apple to drop last non-Retina MacBook Pro this year

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DigiTimes is claiming that Apple will cease production of the non-Retina version of the 13-inch MacBook Pro this year as it prepares to launch refreshed Retina models toward the end of the year.

Apple is expected to stop production of the 13-inch MacBook Pro in the second half of 2014 and will replace the product line with thinner models equipped with a Retina display. Meanwhile, Intel will offer second-generation ultrabooks in the fourth quarter of 2014, pushing the notebook industry further into the ultra-thin era, according to Taiwan-based supply chain makers …  Read more

Sketchy rumor suggests iWatch will have a curved, flexible display; mass production 2nd half of 2014

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An unconfirmed report in China Times claims that Taiwan-based touch panel manufacturer TPK will be making flexible displays for the iWatch, with mass production expected in the second half of the year.

The report said the iWatch will come equipped with a flexible AMOLED display and 3D protective glass. The rumors also speculated that the iWatch will use silver nanowire touch screen technology developed by TPK in conjunction with Japan-based Nissha Printing.

Both the flexible AMOLED and silver nanowire suggest a curved display, but it should be noted that the China Times does not have the best of track records …  Read more

12.9-inch iPad rumor is back with launch date, early launch for larger size iPhone included

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Mockups: T3

Rumors of a larger iPad have been bouncing around since May (complete with the world’s silliest name). They gained credibility (minus the name) when reported by the WSJ in July, and our poll certainly suggests there would be demand for it, with 24 percent of 9to5Mac readers declaring that they love the idea. There have, however, so far been few supporting specifics.

Digitimes is not always the most credible of sources, but it is today suggesting that the 12.9-inch iPad will be manufactured by Quanta Computer, launched in October and targeted at the education market, citing its usual anonymous “supply chain sources” …  Read more

Another report claims short supply of Retina iPad mini due to display shortages from Sharp

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Following several reports this month and hints from Tim Cook that Retina iPad mini stock could be in short supply when the device launches next month, the hit and miss DigiTimes reports today that the shortages are due to limited supply of displays from Apple’s supplier Sharp. Specifically, the report claims that Sharp’s “Oxide TFT process is seeing low yield rates” leading to a less than ideal supply of  7.9-inch Retina panels. Sharp accounts for around 40% of the displays for iPad mini with Retina display production, while LG Display is providing the other approximately 60%, according to the report: Read more

Three years later, DigiTimes still insists Apple will ditch Samsung for TSMC

tsmc-560x369-560x300A report out of DigiTimes this morning claims that TSMC has reached a deal with Apple to supply 20nm, 16nm and 10nm chips for future Apple devices. However, as is often the case with DigiTimes, there are a few causes for concern surrounding the report. Leaving the site’s track record on other rumors aside, we must point out that rumors of TSMC supplying chips for Apple’s device are nothing new. In fact, DigiTimes itself reported back in 2011 that Apple would tap the Taiwan Semiconductor Manufacturing Company in a move away from its long-time supplier and biggest rival Samsung. Needless to say, it hasn’t happened yet, and there’s no proof as of yet to back up follow up reports from last year claiming Apple entered an agreement with the company. DigiTimes isn’t even the first to report it this year: Read more