iPhone 5s production in numbers: 500K phones a day, 600 workers per iPhone

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WSJ piece on Foxconn ramping up production of the iPhone 5s to meet demand provided an interesting glimpse at some of the numbers involved.

Foxconn operates 100 production lines, which are now operating at maximum capacity 24/7 to turn out 500,000 iPhones 5s handsets per day according to the report. Each iPhone represents the combined work of around 600 people. The unnamed Foxconn source said that this amounted to 100 people more than for the iPhone 5c due to the increased complexity of the high-end phone …  Read more

Sketchiest of Apple television rumors suggests 4K 55- & 65-inch screens next year at $1500-2500

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One of the many Apple Television concepts out there (image: theverge.com)

Among the less likely of the many rumors surrounding  Apple’s long-expected move into full televisions is one reported in Bloomberg today, suggesting that Apple will launch 55- and 65-inch 4K televisions in the final quarter of 2014 with pricing in the $1500 to $2500 range.

Masahiko Ishino, an analyst at Advanced Research Japan Co, claims the displays will be made by LG, the GPUs by Samsung and the frameless glass cover made from Corning Gorilla Glass 3, with Foxconn assembling the products …  Read more

iPhone takes 51% share of smartphone activations at Verizon in Q3, unit sales flat compared to Q2

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Graph by Benedict Evans.

Verizon has just reported their results for the third quarter, with smartphone sales topping 7.6 million units. While the press release does not disclose details about iPhone performance, on Verizon’s conference call, the company announced that iPhones were responsible for just over half of all Verizon’s smartphone activations, compared to about 43% in Q2. It is important to remember the distinction between activations and sales, with activations including passed-down devices to spouses or children as well as the strong iPhone reseller market.

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KGI’s Ming-Chi Kuo provides details on new iPads coming in Q4

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An analyst note from a usually reliable Ming-Chi Kuo (郭明錤) seemingly confirms our expectation that Apple will not announce new iPads on September 10th, but at a separate event later in the year.

The note makes supply chain forecasts suggesting that assembly production of the iPad 5 and iPad Mini 2 will start with low-volume production this month, and enter mass-production in the final quarter. If the tablets were to be announced on September 10th, we would expect them to be much further along the production cycle by now.

As expected, both iPad models are said to use the A7X processor, which should see be a particularly noticeable improvement on the existing A5-based Mini.

There were a couple of surprises in the note …  Read more

Apple gears up for expansion in China with more than 200 senior job openings

Photo: news.cn

Photo of Beijing Apple Store: news.cn

Apple appears to be preparing for increased focus on the Chinese market, with more than 200 (mostly) senior job openings appearing on LinkedIn, reports the WSJ. Some of these were added in the past three weeks, many within the last few days. Digitimes reported yesterday on Apple also seeking senior engineers in Taiwan.

With the developed market close to saturation point, the BRIC markets – Brazil, Russia, India and China – are key to Apple’s future expansion. Worldwide, smartphones represent only just over half of the total cellphone market, generating massive potential for future growth.

Apple’s challenge in China is as much a political one as it is marketing-based …  Read more