Tech Industry

Following reports from WSJ that Apple is cutting component orders for iPhone 5 due to “weaker-than-expected-demand,” Jeffries analyst Peter Misek is out today with a note to clients claiming initial production of the iPhone 5S will begin in March for a June/July launch (via StreetInsider):

 “As word of the earlier production schedule starts to spread, we believe we could see a slight slowing of demand CQ1 in anticipation of the new product launch and Apple will likely start curtailing channel inventory. Therefore we tweak down our CQ1 iPhone shipment estimate from 48M to 44M, which is still well above widespread fears of shipments in the mid-30Ms.”

Back in December Misek also claimed the 5S is coming in June and at the time said he expects Apple to ship the device with multiple colors, improved battery life, and possibly a 4.8″ Retina/IGZO display. However, in today’s note Misek said there has been no additional evidence for the 4.8″ prototype signaling the design could be for the iPhone 6.  Today he also added his thoughts on rumors of a low-cost iPhone, claiming Apple could release a low-cost device made of polycarbonate with no LTE and a 4″ non-retina display.

As for the rumors of less than expected iPhone 5 demand contributing to cuts on component orders, which is also impacting the company’s stock price this week, Misek provided his thoughts:
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Immediately following the release of the Microsoft Surface in November, Microsoft sent its Windows head Steven Sinofsky packing. Just a couple of months later, he is already trying out a new platform: iOS.

We were tipped to a tweet from Sinofsky (@stevesi) from January 11th that was sent from Twitter for iPhone. We soon discovered a second tweet from the same platform on January 4th. Sinofsky is still tweeting from his Microsoft Surface and the Web, but we don’t see as many Windows Phone-based tweets as we do earlier in his Twitter timeline.

Sinofsky spent the last week at CES where he documented the 15 hours he spent on the show floor.

After all of those years using the required Windows Phones, it sure didn’t take him long to hop over to iOS.

Update: Sinofsky has commented on Twitter about his use of the iPhone:

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International CES 2013 is officially ending, so we decided to share some of what we saw from the show floor and surrounding events. 9to5Mac has tons of CES coverage for some of the most interesting new iOS accessories, advancements in display technology, and new Apple-related products we saw at the show right here, but below we have put together a collection of photos and video we shot while walking the many acres of CES exhibits at the Las Vegas Convention Center. Enjoy.

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In July 2011, a federal jury in Texas awarded “patent licensing company” Personal Audio LLC $8 million in its patent infringement lawsuit against Apple. The jury found Apple infringed two valid patents related to downloadable playlists with its iOS devices as far back as the original iPod. One covered an “audio program player including a dynamic program selection controller,” while the other covered an “audio program distribution and playback system.” 9to5Mac has now learned Personal Audio LLC is attempting to target content creators directly, starting with a new patent infringement case in Texas against one of iTunes biggest podcasters, Adam Carolla’s Ace Broadcasting.

If the outcome of the case is anything like Personal Audio’s previous cases, it could have a major impact on podcasters and other content creators on iTunes and elsewhere. Personal Audio also sued and entered licensing agreements with Sirius XM Radio, Archos, Coby, RIM, Samsung, Amazon, and Motorola related to its downloadable playlist patents and others.

The new patent, issued just last year on Feb. 7, 2012, is quite broad and describes a “System for Disseminating Media Content Representing Episodes in a Serialized Sequence.” Personal Audio is also suing the popular Howstuffworks.com series, which like Ace Broadcasting, is a large podcasting presence on iTunes and across the web…

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[youtube=http://www.youtube.com/watch?v=U-iT5pqQs9E]

We’ve already seen 100-foot (30 Meter) Thunderbolt Optical cables from Corning and others, but we had a chance to drop into Intel’s CES booth this morning to discuss their Thunderbolt products. While there wasn’t much new to us, we did note the new “thin” one-meter cable. It is as thin and flexible as any USB cable we’ve seen and still carries a bus-powered charge for devices. We’re told they will begin to drop in price significantly as volume production picks up.

We went hands-on with a 30-meter optical cable (below). It is thick but lighter than you’d expect from a cable that size. Also, I’m guessing it doesn’t carry a charge—contrary to the information provided by the spokesperson.
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[youtube=http://www.youtube.com/watch?v=_9TIspgTbLM]

CBS posted an excellent interview of David Kelley this evening. Kelley discusses Steve Jobs at 3:00 and then again at 7:40, but the whole video is definitely worth a watch. A longer Jobs clip and the transcript is below:

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Straight from the CES Unveiled event in Las Vegas, audio accessory maker Ion just introduced us to one if its latest creations— a hardware DJ controller kit called “Scratch 2 Go” that puts a physical crossfader, two sets of three control knobs for pitch, EQ, etc., and a two small platters right on the display of your iPad. The company also announced updated versions of its other DJ and Guitar controllers for iPad and iPhone…

The hardware controls attach to your iPad’s display via suction cups and essentially work like a stylus, allowing you to control elements of several DJ apps on the App Store. The hardware controls are designed specifically for the iDJ 2GO app that will also work with Ion’s just announced updated Lightning version of its iDJ 2 Go hardware DJ controls. However, Ion confirmed to us that it would also work with the popular djay app for iPad.

It could also work with other iOS DJ apps provided the stylus-like tip of any particular element of the 5-piece kit lines up with the controls inside the app you’re using. Ion is making the new Scratch 2 Go kit available in April for $30 through select retailers.

A video of the kit in action from the CES show floor below:

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This is what CES looked like the last time Apple attended. J/K. Via the Verge

The 2013 International Consumer Electronics Show is almost here, with official CES show floor at the Las Vegas Convention Center opening up next week on Jan. 8. To kick things off, hundreds of companies and the press will invade Las Vegas this weekend for three days of pre-show product demos, press conferences, and more from the majority of the tech industry’s biggest names. Samsung, Sony, NVIDIA, Intel, Toshiba, and LG are just a few of the companies with scheduled announcements, but there will surely be more than a few surprises with over 3,000 exhibitors setting up shop. Apple’s last official appearance at CES was in 1992 with John Sculley’s keynote introduction of the Newton, but its presence at the show remains with hundreds of new Apple-related products unveiled every year.

9to5Mac is on its way to Vegas to bring you full coverage of the best products from the show. But, until then, here’s a wrap-up of what we already know will be there and what else you can expect to see at CES 2013:

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According to the latest numbers from comScore MobiLens for the United States mobile phone market, Apple and Samsung both continue to gain marketshare as the leading OEMs as Android and iOS move closer toward a duopoly with a combined almost 90 percent of the market. ComScore’s latest numbers track the three-month period ending in November, which saw Apple jump from 17.1-percent in August to 18.5-percent of the U.S. mobile phone market. Samsung continued its lead jumping up 1.2-percent to 26.9-percent, while gains for both companies come at the expense of decreases in market share for LG, Motorola, and HTC.

As for the U.S. market by platform, iOS and Android both experience slight gains over August numbers. With a joint 88.7-percent of the market for Apple and Google, RIM is the closest competitor dropping from 8.3-percent of the market in August to just 7.3-percent in November. Microsoft dropped from 3.6-percent to 3 percent:

In November, 75.9 percent of U.S. mobile subscribers used text messaging on their mobile device (up 0.3 percentage points). Downloaded applications were used by 54.2 percent of subscribers (up 0.8 percentage points), while browsers were used by 52.1 percent (up 0.1 percentage points). Accessing of social networking sites or blogs increased 0.9 percentage points to 39.2 percent of mobile subscribers. Game-playing was done by 33.7 percent of the mobile audience, while 28.7 percent listened to music on their phones (up 0.4 percentage points).

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Since the removal of YouTube, and Maps as preloaded Google apps within iOS, Google has been especially adept at developing its own set of iOS apps. We previously detailed how Google wants to own the iOS ecosystem on the apps level, providing users with an alternative universe to most of the core features of Apple’s mobile operating system. It appears Google now has a dedicated iOS app team which builds cohesive apps rather than having each business unit build its own apps.
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T-Mobile’s Chief Technology Officer Neville Ray announced on the company’s blog today that 14 new metro areas are getting access to its iPhone-compatible HSPA+ 4G network. The updates are hitting areas such as New York, Boston, Philadelphia, Detroit, Dallas, Texas, Florida, and San Antonio, following rollouts to Chicago, California, and elsewhere earlier this month.

The carrier also said enhancements to its network in additional areas like Los Angeles and San Diego have already started. This means that customers on Solavei, the new, no-contract T-Mobile MVNO offering of $49 per month unlimited, will also get coverage for unlocked iPhones in the new areas. A full list is below:

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