Apple and State of Arizona filings have come to light today that indicate Apple is rapidly expanding its Mesa, Arizona operations and GT-Advanced sapphire crystal production. PTT Research Senior Analyst and GTAT investor Matt Margolis shared the new documents from his latest research with 9to5Mac. The first interesting piece of the filings is a letter from Apple’s Director of Global Trade Compliance James J. Patton from early July to the U.S Department of Commerce:
A new report from Asian site TechNews.tw claims information from the Apply supply chain points to the next generation iPad Air doubling up on RAM from 1GB to 2GB. The additional memory would benefit system performance, especially during multitasking, when more memory-intesive tasks like browsing multiple websites in Safari and using other apps requires more RAM to function smoothly.
While most of the parts and component leaks out of the supply chain have centered around the next generation iPhone, which is expected to debut at an Apple event next month, the new report that the next generation iPad Air will double its memory follows a Bloomberg report earlier this month that new iPads with an anti-reflective coating over the display have entered production. Read more
According to a new report from KGI Securities analyst Ming-Chi Kuo, the much anticipated launch of Apple’s “iWatch” could be delayed into 2015. Kuo claims that difficulties with manufacturing the new device will likely be the cause of the delay: Read more
Morgan Stanley analyst Katy Huberty is advising investors that now is the time to buy AAPL shares – and not just because the iPhone 6 is on the way.
Apple has just filed for HealthKit trademarks in both the US and Europe ahead of iOS 8’s launch this fall and in at least one filing includes watches in a list of goods that could take advantage of the health-tracking software.
While the filing in the US (filed July 31) only includes classifications for computer software and covers the HealthKit text, a filing in Europe (published yesterday) extends classifications to include health, fitness, and exercise sensors, medical devices, and watches: Read more
Morgan Stanley’s Katy Huberty says that an analysis of Apple’s recent SEC filing strongly suggests that the company has not only made a big bet on the success of the iPhone 6, with large advance orders, but also that it is likely to launch the long-awaited iWatch this quarter.
The graph, obtained by Business Insider, shows the historical correlation between off-balance sheet commitments – the technical financial term for money invested in things like tooling, component purchases and manufacturing contracts – and quarterly revenue. Essentially, if you know how much Apple is investing in new products in one quarter, you can pretty accurately predict its revenue in the following quarter … Read more
Update: Swatch has denied the claim, in a statement to Reuters.
A new rumor that popped up today from VentureBeat claims that Apple is working with Swatch and Timex to create different styles of its upcoming iWatch. The rumor puts Apple’s wearable plans in-line with Google’s: the Mountain View company makes the Android Wear software that powers hardware from a variety of vendors.
While it’s true that Swatch teamed up with Microsoft to create an ill-fated smart watch in 2004, it doesn’t seem likely that Apple is poised to join forces with any third party to create its own entry to this market. Here’s why…
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.
Very stable long-term gross margins. Painful contrast to rest of the industry …
A patent application filed by Apple three years ago and approved today illustrates a new twist on the iWatch concept: a sensor-packed strap acting as a dock which allows a range of interchangeable modules to be snapped into place.
It’s not anything we’re likely to see make it into production: the docking concept dates back to 2011, and was probably intended by Apple to house an iPod Nano, converting it into a smartwatch in a more sophisticated version of the watch-straps sold in Apple Stores since way back in 2010. But the patent does tell us two things … Read more
While some analysts point to modest sales of existing smartwatches as evidence that the iWatch is likely to be a relatively minor new category for Apple, Huberty believes that they are using the wrong measure.
It’s that loyalty and the so-called “halo effect,” Huberty writes, not the current watch market, that will drive sales of the unannounced product that she (like everybody else) is calling the iWatch …
Noted analyst Ming-Chi Kuo, who has provided relatively accurate information on future Apple product plans in the past (but frequent misses on timing), has issued a new report today indicating that the Apple smart watch will enter mass-production in November. Kuo’s previous estimate on production for the “iWatch” indicated that the device would enter mass-production rounds in September. “We have pushed back our estimated time of iWatch mass production from late-September to mid-/ late- November. We also lower our forecast of iWatch 2014 shipments by 40% to 3mn units,” Kuo wrote in today’s report. The analyst claims the push back is due to more complex hardware and software engineering in this first generation Apple product category.
Kuo also provides some tidbits as to what he is expecting the device to feature:
- Flexible AMOLED display
- Sapphire coated display cover
- Higher waterproof standards
- New system-on-a-chip components
Both a flexible AMOLED display and sapphire crystal display covers have been rumored in previous reports about the Apple smart watch, waterproofing technology makes sense in light of this being a fitness device that straps to a wrist, and we first reported in January that the iWatch will sport a new system on a chip to pack in numerous sensors that could track health data such as steps taken, calories burned, hydration, and sweat. The device, which will also include advanced mapping functionality per multiple sources, will integrate deeply with the iOS 8 operating system and its HealthKit software. We expect the device to be announced at a keynote address in October and launch by the 2014 holiday season.
This is an update to a February post in which we rounded up all recent Apple hires pertinent to the development of the upcoming iWatch. This post includes the addition of several new hires and experts, including a pair of key Nike FuelBand hardware engineers, and the new hires are labeled with italics.
Apple has been developing a sensor-laden, fitness- and medical-focused wearable computer as indicated by several notable recent hires and information we have received from sources. The device will have a focus on both fashion and exercise as Apple has been testing the device with key professional athletes. We’re expecting the product to be announced in October of this year and ship by the holiday season. As the launch of the “iWatch” approaches, we have compiled an up-to-date list (into categories of leadership, fashion, fitness, and health) of all known and pertinent recent Apple hires to provide a clearer picture of what Apple’s future wearable technologies could offer to consumers…