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