DigiTimes Stories October 3, 2014

A new report by Digitimes says that, contrary to public opinion, the iPhone 6 Plus is receiving more orders after beating initial demand expectations. The report says 60% of iPhone production is iPhone 6 Plus units, which may be interpreted as the iPhone 6 Plus being the more popular model. It also says that Foxconn is responsible for iPhone 6 Plus supply, whereas Pegatron is taking up iPhone 6 output.

However, Digitimes doesn’t have the best track record and this information sort of defies other evidence. Firstly, it is important to note that production does not correlate proportionally to demand. It was well publicised that the iPhone 6 Plus was supply-constrained in the runup to release. The burst of iPhone 6 Plus production now may simply be restoring the balance, clearing the backlog of orders.

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DigiTimes Stories September 17, 2014

Supply-chain report claims Apple rejected Samsung displays for Apple Watch

DigiTimes report is claiming that Apple has rejected Samsung as a supplier of displays for the Apple Watch, and that all of them will be made by LG.

LG Display will supply Apple AMOLED panels for the Apple Watch, with shipments expected to reach about five million a month in 2015, according to sources at LG Display.

The company had been expected to split display production between the two companies, and the usual caution needs to be applied to DigiTimes stories, which rely on anonymous supply-chain sources.

The report claims Apple is hoping to sell upwards of 50 million smartwatches in 2015. Analyst estimates for sales of the Apple Watch range from 10M to 37M.

Apple has not yet given a launch date for the new device, stating only that it will go on sale “early next year.” The entry-level model will cost $349, but Apple has not revealed pricing for more expensive models. The top-of-the-range Edition models featuring solid gold cases are expected to go well into four figures.

Apple Watches will contain NFC chips that allow them to be used for mobile payment via Apple Pay with older iPhones. You’ll need to authorize the watch when you first put it on in the morning, and it will then remain validated for payment for as long as it remains in constant contact with your wrist.

DigiTimes Stories September 11, 2014

Sketchy supply-chain report says production gearing-up for 80M iPhone 6 sales this year

DigiTimes is citing supply-chain sources as stating that Apple is gearing-up its iPhone 6 production plans for an anticipated 80 million sales by year-end. If achieved, it would represent 33 percent year-on-year growth.

Makers in the iPhone supply chain are preparing parts and components for production of up to 80 million units of iPhone 6 and iPhone 6 Plus before year-end 2014, according to sources at Taiwan-based iPhone supply chain.

As ever with DigiTimes, the number should be taken with a large dose of salt: while manufacturers will be aware of their own order-books from Apple, and thus have some degree of insight into the company’s expectations for early sales, it’s a stretch to extrapolate from that to sales targets up to the end of the year.

We won’t have too long to wait for a good indication of how well the new models are selling. They go on sale on Friday 19th, and Apple is expected to issue its usual announcement of opening weekend sales on Monday 22nd September. Last year, Apple announced a record 9M iPhone sales in the first three days.

This year’s opening weekend numbers may take a hit, however, with the New York Times reporting that regulatory problems may mean the new models won’t go on sale in China – a massive market – on 19th September.

Via Business Insider

DigiTimes Stories September 3, 2014

 

Screenshot 2014-09-03 09.43.44

Says Digitimes:

Touch panel makers TPK and GIS are among some of the makers receiving orders from Apple for full-lamination units. Sources said the new model will remain unchanged in terms of size and resolution, but that it will be thinner, equipped with an enhanced processor, and contain improved fingerprint recognition features.

Two problems there (at least).

1) The current batch of physical mockups/leaks indicate that the new iPad Air will look mostly the same as the current version, and that it will be roughly the same thinness. You can tell in the image above that the new model (on the top) is only very slightly skinner.

2) How can the fingerprint sensor be “improved” if it never existed in the first place? Nonetheless, we’re hearing the new model does include a Touch ID sensor, like the iPhone.

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DigiTimes Stories August 25, 2014

We’re still just over two weeks away from the anticipated iPhone 6 event reportedly scheduled for September 9th where Apple is expected to debut the next generation of iPhone hardware including a more powerful, efficient A8 system-on-a-chip.

Worry not, though, about the next, next generation iPhone rumors, Apple watchers, as a report from Chinese publication Economic Daily News (via Digitimes) shares that TSMC, or Taiwan Semiconductor Manufacturing Company, plans to “advance volume production on its 16nm process” during the beginning of 2015 “with monthly output of 50,000 wafers” to deliver Apple’s A9 system-on-a-chip. expand full story

DigiTimes Stories August 14, 2014

Unconfirmed reports that Pegatron is making half the 4.7-inch models of the iPhone 6

Digitimes is reporting that Pegatron is making half of the 4.7-inch model of the iPhone 6, at least for orders placed in 2014. Citing upstream suppliers (those making components for delivery to the assembly plants), it’s rumored that Apple has asked Pegatron to make 25M of its initial order of 50M phones, with primary supplier Foxconn making the rest – along with all of the 5.5-inch models.

Taiwan’s Commercial Times had originally suggested that Pegatron would be receiving only 15 percent of orders, while DigiTimes said back in May that it was 30 percent – the same source that now says 50 percent. If you’re thinking all this suggests they are simply plucking numbers out of the air, you may well be right.

Either way, we’re expecting Apple to finally unveil the long-awaited iPhone 6 on 9th September. Recent claimed leaked parts have shown tapered edges on the display panel and the power button moved from the top to the side of the phone; a raised camera cutout; and a single, circular True Tone flash.

We’ve heard sketchy rumors about the battery capacity, and the same rumors about NFC we hear every year.

Everything we’ve seen does, though, point to a significantly slimmer and more rounded design.

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