5-inch Stories August 18, 2015

AAPL: 116.50

-0.66

Another day, another series of iPhone rumors. Yesterday’s roundup included the latest information about a September 18th next-generation iPhone launch date, faked benchmarks, and new system-on-a-chip schematics, and today our roundup covers a likely fake rose gold iPhone 6S image, reservations for the new phone from carriers, and Germany, and a pair of claims out of China about future iPhone models. Let’s start with the rose gold image:

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5-inch Stories April 23, 2013

Tim Cook talks product pipeline, 5-inch iPhone, growth in China, supply chain, and more

Apple CEO Tim Cook is currently answering questions from the press following the company’s live Q2 2013 earnings call.  Here are some of the highlights:

Cook on growth in China:

We had our best quarter ever in greater China. Revenue came in at 8.8B. That’s up 11 percent y-o-y. It’s the same as Apple’s growing… iPads grew 138% y-o-y… set new records for sell through for iPhone…

Added about 8000 iPhone point of sales, plan to add more and further grow our distribution. Innovating with our online store there and adding different functionality to the store. China has an usually large number of potential first time smartphone buyers… We’ve seen a significant interest in iPhone 4 there and recently made it even more affordable to make it even more attractive to first time buyers.

Cook on competition:

“In the beginning RIM was the strongest player. Of course today our top competitor from a hardware point of view would be Samsung, and married to Google on the software side. They’re obviously tough competitors but we feel we have the best products by far… continue to feel very confident about our product pipeline. We have the best ecosystem by far. We’re going to keep augmenting it and making it better and better. I feel very good about our competitive position.”

On new product pipeline:

“I’m just saying we’ve got really great stuff coming in the fall, and across all of 2014.”

Cook on confidence level in supply chain and moving to new vendors:

“I have incredible confidence. We exited the March quarter with no shortages. The December quarter you’re referring to is the largest for Apple.. The reality is the work we do to create truly innovate products is hard… I would assure you we are working very closely with our manufacturing partners for what we feel is a very exciting roadmap.”

On a larger screen iPhone:

My view continues to be that iPhone 5 has the absolute best display in the industry. We always strive to create the very best display for our customers. Some customers value large screen sizes. Others value other factors such as resolution, white balance, color, portability, clarity, compatibility with apps… Our competitors have made some significant trade offs in many areas in order to ship a larger display. We will not ship a larger display iPhone while these trade offs exist.

On Mac market:

The reason we were down last quarter, we were down 2%, is because the market is incredibly weak. It’s the largest decline I remember from being in this industry for a long time. It’s certainly true that some iPads cannabalized some Macs. I don’t think it was a huge number but i do think it was some… That said, i don’t think this market is a dead market or a bad market by any means… We’re going to continue to innovate in it… if anything the huge growth in tablets might end up benefiting the Mac… People may be more willing to buy a Mac… We’re going to continue making the best personal computers. Our strategy is no changing. we delivered some incredible innovation last year with the Retina Display MacBook Pro.

5-inch Stories February 12, 2013

Apple CEO Tim Cook on iPhone displays: OLED color saturation and brightness don’t measure up

More from Apple CEO Tim Cook’s talk at the Goldman and Sachs conference this morning: When asked about the iPhone’s screen size, Cook noted size isn’t always everything and the company is more focused on delivering the best experience.

Cook also said that consumers should think twice before shopping online with a device using an OLED display due to poor color saturation and lack of brightness. However, he didn’t rule out the possibility of a larger screen iPhone.

Cook’s full comment is below:

I don’t want to say whatwhe will do or won’t do. The way companies compete is with two things, specs and price. In the camera business people say, “I have the most megapixels”. Do you know the speed of an AX processor? Does it really matter at the end of the day? You want a fabulous experience when you use the product. If you look at displays, some people are focused on size. There are a few other things about the display that are important. Some people use OLED displays, but the colour saturation is awful. If you buy things online, you should think twice before you depend on the colour of the OLED dislay. The Retina display is twice as bright as an OLED display. I only bring these points up to say there are many attributes of a display. Apple sweats every detail. We want the best display. I think we’ve got it. I’m not going to comment on what we’re going to do in the future.

…That’s the only religion that we have, is that we must do something great. We want to enrich people’s lives. We sweat the details on those.

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