Opinion: Will the iPad be left behind in the shift to larger iPhones?

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With Apple reporting lower-than-expected iPad sales for the second quarter in a row, it’s likely that Tim Cook will be once again be called on to reassure investors that the decline in year-on-year sales won’t continue indefinitely.

Cook has been very bullish on the iPad, despite the numbers, pointing especially to growing sales in the education sector and the opportunity for tablet growth in enterprise.

The penetration in business is low, it’s only 20 percent. If you looked at the penetration of notebooks in business it would be over 60 percent. We think there is a substantial upside in business.”

I think he’s right, especially with the IBM partnership. I mentioned in my opinion piece then that increasing penetration in enterprise could also help drive consumer migration from Android, as it gives people exposure to iOS devices. But the impact this has could well be offset by the iPhone 6 …  Read more

Apple’s gross margins are the key takeaway from yesterday’s results, say analysts

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While Wall Street may have been slightly disappointed by some of the numbers Apple reported yesterday, they should feel reassured by Apple stabilising and growing its gross margins, say Apple bulls – analysts who expect the stock price to rise.

Business Insider noted the above chart tweeted by Benedict Evans with the commentary:

Very stable long-term gross margins. Painful contrast to rest of the industry …

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WSJ: Apple prepares record number of 80 million 4.7-inch and 5.5-inch iPhones for production

The Wall Street Journal reports that Apple has told its suppliers to prepare to build a record number of next-gen iPhones. According to the Journal, Apple is looking to produce 70-80 million units by December 30th. As reported earlier this month, both the 4.7-inch and the larger 5.5-inch models of the upcoming iPhone are expected to enter mass production in the coming weeks.

This is a big jump from the previous iPhone models. Last year the company only ordered 50-60 million of the iPhone 5s and 5c. Manufacturing parter Foxconn recently hired as many as 100,000 new workers to help meet the increased demand, and even ordered a custom line of robotic equipment to facilitate the production of iPhone 6.

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New Samsung ad says ‘we’ve had it for two years’ to those anticipating iPhone 6’s larger screen

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Samsung is continuing its approach of pushing anti-iPhone ads on its YouTube channel. Today’s ad showcases two friends, an iPhone user and a Galaxy S5 user, speaking to each other about the upcoming iPhone 6’s larger screen. “Dude, iPhone might be getting a bigger screen” excitedly states the iPhone user  “That hasn’t happened yet?” slyly responds the Galaxy S5 user. Check out the full advertisement for yourself below:

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Will Apple also update the next iPads with rounded edges? (Poll)

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One of our favorite designers of Apple concepts, Martin Hajek, has put together this visual showing how a new iPad mini design might compare with the existing one if it were based on the design of the iPhone 6.

The existing design, top, has the familiar flat front and tapered, chamfered edge. The bottom one, Hajek’s concept, has the rounded edge now familiar from countless iPhone 6 renders, mockups and purported leaked parts

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Alleged 4.7-inch iPhone 6 sapphire display meets sandpaper and Joe Rogan’s mean archery skills

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Last week, YouTuber Marques Brownlee got his hands on what is claimed to be a sapphire glass panel from Apple’s upcoming iPhone 6. The initial video (found here) put the panel through a variety of torture tests including, knives, keys, and even a flexibility test to show off the panel’s durability. While there were no scientific tests performed to prove the front glass is actually sapphire, the result of each test was very impressive. Well, apparently that wasn’t enough…

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