Yesterday

AAPL: 153.61

-0.26
Stock Chart

Several iPhone 8 related leaks surfaced over the weekend, backing up a radical new chassis design first seen in April. The new schematics include the various characteristics we’ve seen reported for the OLED iPhone in the past including the elongated power button, vertical dual camera and lack of a physical home button.

Most notably, an orange outline traces the purported screen area of the iPhone 8. Based on this schematic, the screen will be effectively bezel-less on left, right and bottom sides whilst the top edge will cut inwards to accommodate the front camera, earpiece and sensors. More pictures after the jump …

expand full story

May 26

AAPL: 153.61

-0.26
Stock Chart

A new report from Economic Daily News, via Digitimes, indicates that the iPhone 8 will use a new optical fingerprint sensor technology to enable users to place their fingers directly on the OLED display and have the phone scan the print, as an elegant replacement for the existing Touch ID home button.

The screen ratio will change from 16:9 on iPhone 7 to 18.5:9 (corroborating many other sources) and ‘invisible’ Infrared sensors will unlock enhanced camera and augmented reality features. Apparently, TSMC discussed these upcoming flagship iPhone features at a Taipei symposium.

expand full story

May 22

AAPL: 153.99

0.93
Stock Chart

Although the iPhone 8 is apparently entering production verification testing this month, the rumor mill continues to disagree about several details of Apple’s upcoming radically-redesigned phone.

In this latest alleged schematics photo via Sneakleaks, an iPhone chassis is shown with a Touch ID fingerprint cutout below the Apple logo on the back of the device. This idea was last seen in an April leak. However, the rumors have not come to consensus and there are still many contradictory reports about the fate of the iPhone 8 Touch ID …

expand full story

9to5toys 

May 20

AAPL: 153.06

0.52
Stock Chart

Apple is expected to launch three new iPhone models this year, two iterative updates with similar industrial designs to  iPhone 7 and iPhone 7 Plus, and one major radical new phone tentatively dubbed ‘iPhone 8’.

A new set of photos have surfaced on Weibo purporting to show molds for all three of the new phones. They don’t really reveal anything what we haven’t seen rumored before, but it’s interesting to see the new size in context. More photos after the jump …

expand full story

May 12

AAPL: 156.10

2.15
Stock Chart

It’s been said several times that Apple’s latest iPhone 8 flagship will be its most expensive model to date, with reports claiming the device will come in at more than $1,000. Now, in the build up to the device’s announcement later this year, analysts are making predictions as to exactly how much the new flagship will cost…

expand full story

May 11

AAPL: 153.95

1.32
Stock Chart

A supply-chain report from Korea Economic Daily (via The Investor) supports rumors that the iPhone 8 will include a 3D camera module capable of facial recognition.

The report states that the modules will be made by LG Innotek, which makes the dual-camera module for the iPhone 7 Plus, with initial orders worth around 200B won ($177M) …

expand full story

9to5google 

May 8

AAPL: 153.01

4.05
Stock Chart

There have been a few reports recently about delays in the production pipeline for Apple’s next-generation iPhones. A new report from Economic Daily News claims that mass production of iPhone 8 and iPhone 7s is on track for the new iPhones to be announced by Apple in September and go on sale in October.

According to EDN, via Digitimes, one of the big issues was manufacturing of the new substrate-like circuit boards set to feature in all three new iPhones. Yields of these components have apparently now been improved.

expand full story

April 27

AAPL: 143.79

0.11
Stock Chart

Although there are still many doubts about the iPhone 8 rumored design, mocked up above, a new schematic has surfaced on Weibo today. This drawing (embedded after the break below) is a more detailed version of what we saw yesterday and includes label annotations for many components.

The new dual front and (vertical) back cameras are visible and a rear Touch ID sensor is nowhere in sight, again implying it will be integrated into the OLED display. What’s most interesting about this latest leak though is that it indicates the parts used by the iPhone 8 for wireless charging …

expand full story

April 25

AAPL: 144.53

0.89
Stock Chart

Whilst we still aren’t entirely sure what the iPhone 8 will look like, there have been a flurry of rumors in the last month that the device will not be launching to Apple’s normal annual schedule.

Today, Nikkei is the latest publication to claim that the iPhone 8 may not be in customer’s hands until late October or November. The report pinpoints the OLED panel, wireless charging components and new circuit boards as the reason for the production problems.

expand full story

electrek 

April 24

AAPL: 143.64

1.37
Stock Chart

Growing evidence that the iPhone 8 may go on sale significantly later than the usual September timeframe speaks volumes about the very different approach Apple is taking to this year’s flagship model. It is breaking not just one, but two of the cardinal rules in the How To Be Apple manual.

Rule 1 is that the company avoids ‘bleeding edge’ technology. When new tech rolls around, the company watches and waits while other manufacturers do the trial-and-error bit. Apple launches only when it is satisfied that the tech is stable and that it has figured out the optimal way to employ it.

We saw this with the iPod. The first portable media player was invented in 1979, and the first actual mp3 player went on sale in 1998. Apple waited until 2001 to release the iPod. The first smartphones went on sale in the mid-1990s; the iPhone wasn’t released until more than a decade later. The first phone to have a fingerprint reader was the Motorola Atrix in 2011; Apple didn’t add one to the iPhone until two years later …

expand full story

We’ve been hearing several reports that the launch of the iPhone 8 could be delayed compared to previous years. Reputable Apple analyst KGI Ming-Chi Kuo has also weighed in today, reporting that mass production of the OLED iPhone will likely be pushed back to October/November, instead of the normal August/September timeframe for new iPhone launches.

KGI says the reason for the production difficulties is that the new iPhone 8 includes several major cutting-edge components that Apple has custom-ordered. The analyst still expects the iterative ‘7S’ models to launch on the normal schedule …

expand full story

April 14

AAPL: 141.05

-0.75
Stock Chart
Toshiba NAND chip in the 2016 12-inch MacBook (iFixit)
View Comments

Following earlier confusion about whether Apple or Foxconn was bidding for a stake in Toshiba’s chip-making division, it appears that the answer could be ‘both.’ Reuters cites a report by public broadcaster NHK that Apple would be making its own bid alongside the existing Foxconn one.

Apple is considering teaming up with its supplier Foxconn to bid for Toshiba’s semiconductor business, public broadcaster NHK said on Friday […] Apple is considering investing at least several billion dollars to take a stake of more than 20 percent.

If the deal went through, it could be bad news for Samsung – but there are a couple of hurdles to be overcome before agreement could be reached …

expand full story

April 10

AAPL: 143.17

-0.17
Stock Chart

Apple manufacturer Foxconn is said to have made a large bid for Toshiba’s NAND storage unit. According to a new report from The Wall Street Journal, Foxconn this week offered up $27 billion for the business, a bid considerably higher than had previously been offered by companies such as Broadcom.

expand full story

9to5toys 

April 5

AAPL: 144.02

-0.75
Stock Chart

The iPhone 8 may debut later than we have been used to, according to a new report. For the last few years, Apple has announced its new iPhone lineup at a September event in the fall with a release date a couple weeks later. For example, the iPhone 7 was announced on September 7th and released on September 16th.

This year, Economic Daily News (via Digitimes) is suggesting that the launch may be pushed back to October or November, as production of the radical new iPhone has faced challenges …

expand full story

April 2

AAPL: 143.66

-0.27
Stock Chart

Apple is one of several companies in the running to buy Toshiba’s NAND memory unit, according to a report from the Korean Herald. Apple, Amazon, and Google, among others, are said to be involved in a bidding war for the business, which accounts for 20 percent of the NAND market.

expand full story

March 28

AAPL: 143.80

2.92
Stock Chart
9to5google 

March 15

AAPL: 140.46

1.47
Stock Chart

Samsung’s chip business has been increasingly left out in the cold by Apple as the company has favored Taiwanese rival TSMC for the A-series processors used it its iPhones and iPads. TSMC won all of Apple’s business for the A-series chips used in the iPhone 6 and iPhone 7, and is reported to be the exclusive supplier for the 10nm A11 chip destined for the iPhone 8.

But it seems Samsung hasn’t yet given up hope of winning future business from Apple. Korea’s ET News reports that the company is accelerating plans for 7nm chips in the hopes that these might be used for next year’s iPhones …

expand full story

February 27

AAPL: 140.88

0.24
Stock Chart

Apple has a mixed history of holding a special event in the spring to announce new products, and this year there are certainly enough updates in the pipeline to warrant one. While nothing is official until Apple makes the announcement, this is everything we know so far about Apple’s spring event.

expand full story

January 8

AAPL: 117.91

1.30
Stock Chart

In a new report out this morning from noted analyst Ming-Chi Quo at KGI Securities, we find the size of the new iPad form factor, expected in Q2 still in flux indicating that Apple may still be deciding between different sizes.

The new models will come in 12.9”, 10-10.5” and 9.7” versions. We note the 12.9” model will be the second generation of the existing 12.9” iPad Pro, the 10-10.5” model will be the high-end model equipped with a narrow bezel design, and the 9.7” model will be the low-priced option. The former two models will have an A10X chip manufactured by TSMC (2330 TT, NT$183.5, N), while the latter comes with an A9 chip made by Samsung LSI. Although we estimate iPad shipments in 2017 will drop again YoY to 35-37mn units, we except the decline to narrow to 10% from 2016’s roughly 20%, given that the 10-10.5” model may see more demand from commercial/ enterprises and tender markets, while the low-priced 9.7” model may have a greater shipment contribution and likely account for 50-60% of total shipments of new iPads.

Perhaps most interesting for AAPL stockholders is the psychological impact of iPad sales leveling off and greater ASP…

expand full story

electrek 

January 1

AAPL: 115.82

-0.91
Stock Chart

It’s officially 2017 and we’re already looking forward to what Apple has in store over the next twelve months. This year will mark the 10th anniversary of the iPhone, and the grand opening of Apple’s ‘Spaceship’ Campus 2 headquarters in Cupertino where it will host events at a new 1000 seat auditorium, and that’s before we even get to actual products.

Head below for our look at what’s next for Apple as we ring in the New Year.

expand full story

Submit a Tip

cancel

Submitting a tip constitutes permission to publish and syndicate. Please view our tips policy or see all contact options.

Powered by WordPress.com VIP