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iPhone 6 Battery Supply Woes Alleviated With Addition of New Supplier

Posted on July 16, 2014 by sales

Following reports earlier this year that suppliers’ struggles to produce an adequate volume of wafer-thin batteries for the rumored 5.5-inch iPhone 6 may contribute to an early 2015 launch for the device rather than a late 2014 launch alongside the smaller 4.7-inch model, a new report from Chinese media sources (via GforGames) suggests the problem may have been solved as Apple has found a new supplier capable of meeting demand.

The report claims that Dynapack has been pushed to sidelines of Apple’s supply chain as Simplo and Desai become the main suppliers of batteries for the rumored iPhone 6. While Desai reportedly is struggling to work within Apple’s design constraints, Simplo supposedly has designed a workaround that allows it to produce mass quantities of the thin, but efficient battery module. If this report is accurate, then battery supply may not be an issue for Apple going forward.

Apple is expected to unveil the iPhone 6 at a media event around its usual September timeframe. The next-generation iPhone is rumored to feature a larger display, thinner design, improved camera optics, enhanced Touch ID sensor and a new, faster A8 processor.

4.7″ iPhone 6 Displays

Posted on April 18, 2014 by sales

Amidst the flurry of iPhone 6 rumors coming from KGI Securities’ report last week, Ming-Chi Kuo presented the first possible screen resolution for Apple’s 4.7″ iPhone 6. Kuo lists it as a 1334×750 Retina display with a pixel density of 326 pixels per inch.

Historically, Apple has been very cautious with resolution changes in their iOS devices. The original iPhone was launched with a 320×480 resolution. Eventually, Apple moved to 640×960 Retina display, doubling the linear resolution in each dimension. That allowed existing apps to simply be pixel-doubled to fill the entire screen. Developers could then take their time to update their apps to fully support the higher resolution display. When Apple moved from 3.5″ to 4″ screens in the iPhone 5, they simply added vertical resolution. This allowed existing apps to run in a letterboxed format with black bars at the top and bottom of the screen.

AutoLayout paves the way for apps to more easily adapt to changes in display sizes and resolution in the future.

If Apple were to adopt a 1334×750 4.7″ display as predicted by Kuo, it would preserve the same pixel density (326 ppi) as the iPhone 5s. That means that all existing user interface elements, such as icons, would be the same size but would allow for more screen space.

Our designer found that using the exact same icons and spacing them out to fill the screen, 1334×750 pixels allows Apple to fit exactly one extra row of icons onto the iPhone home screen. This mockup shows the relative size of the 4.7″ iPhone screen and how much extra room there would be using the exact same icons as on the current iPhone:

Apple Will Bring More Chip Development In House

Posted on April 11, 2014 by sales

Apple is planning on creating an R&D team to develop baseband chips, which are used to control a device’s radio functions like modulation, signal generation and more, for future iPhones in-house, according to a new report from DigiTimes. The baseband chip is separate from the A7 processor, which Apple already designs with an in-house team.

Qualcomm is currently the company that Apple acquires its baseband chips from, although they’re produced in mass quantities at Apple manufacturing partner Taiwan Semiconductor Manufacturing Company.

Recently, Apple has made moves to bring more chip development in-house, including rumors of an effort to purchase a unit of Renesas Electronics that creates chips for smartphone displays. It also acquired low-power wireless chip provider Passif Semiconductor, whose chips could be used to improve battery life in wearables, like Apple’s rumored iWatch.

The moves are a part of Apple’s effort to control its own production supplies and core technologies, and include partnerships like Apple’s deal with GT Advanced, which will provide the Cupertino company with massive supplies of sapphire displays.

iPhone 5s Demand Wanes in China

Posted on April 8, 2014 by sales

Cantor Fitzgerald analyst Brian White is touring China and reports to investors that demand for the iPhone 5s in the Asian country is disappointing, while interest in Chinese brands like Xiaomi is on the rise. This cool sentiment towards the iPhone may change when an iPhone 6 model with a larger screen arrives later this year.

Interest in a large-screened iPhone model among Chinese vendors and carriers is reportedly very high, possibly making the next iPhone launch a “special” one for Apple.

In the near term, we sensed disappointment around demand for the iPhone 5S. That said, we heard great enthusiasm around the potential for Apple to introduce a larger iPhone form factor in China this year with the iPhone 6. In our view, the iPhone 6 with a larger screen (e.g., 4.7-inch, 5.5-inch) has the potential to meaningfully accelerate Apple’s growth trajectory in China during 2H:14. We have not heard this type of excitement in China around the iPhone in at least two years and thus we believe this could be a very special iPhone launch for Apple.

China has been a focus of Apple in recent years, with the company opening new retail stores and bringing both the iPhone and the iPad to wireless carriers in the Asian country. This year alone Apple has introduced a TD-LTE version of the iPad and launched both the iPhone 5s and 5c with China Mobile, the world’s largest mobile carrier with approximately 772 million subscribers.

Apple’s next iPhone model is expected to arrive in two display sizes, with one near 4.7 inches and the other at approximately 5.5 inches. The 4.7-inch model may debut this fall, while the 5.5-inch is rumored to land sometime in 2015.

4.7-Inch and 5.7-Inch iPhone 6c Models Surface

Posted on April 2, 2014 by sales

Long-running Japanese magazine MacFan has published alleged drawings of what appear to be 4.7-inch and 5.7-inch iPhone 6c models in its latest issue, reports Mac Otakara . The images appear to show a flat, bezel-free device with rectangle-shaped volume controls like those found on the current iPhone 5c, as well as a camera with a single LED-flash on the rear.

While the validity of the drawings are unknown, iPhone 6 rumors have suggested that Apple will continue with the dual iPhone strategy, producing the iPhone 6 in two different sizes. The most recent report from Japanese newspaper Nikkei said that the iPhone 6 could launch “as early as September” in 4.7-inch and 5.5-inch sizes. Other reports have suggested that Apple will cease the production of a plastic iPhone in favor of using metal casings for both phones.

Ultimately, it is unlikely that a lower-end 5.7-inch iPhone 6c would be released alongside a higher-end 5.5-inch iPhone 6. However, having two iPhone lines and two sizes would allow for Apple to continue with its current pricing strategy, offering a full-priced flagship device, a mid-tier lower-cost device, and an older device at an even lower cost. Mac Otakara also published a report [Google Translate] last month on the possibility of an expanded iPhone 5c line-up with 4.7-inch and 5.7-inch models.

Apple is expected to unveil the next-generation iPhone sometime in Fall, which is likely to incorporate a durable sapphire display along with expected processor and camera upgrades.

Update 6:28 AM: Here is a slightly higher resolution version of the drawings, showing the smaller model to measure what appears to be 137×66 mm and 7.0 mm thick. The larger model appears to be 157×77 mm and just 6.7 mm thick, with that thinner body requiring that that the rear camera protrude somewhat as on the current iPod touch.

iPhone 6 Will Launching ‘As Early As September’?

Posted on March 28, 2014 by sales

Apple’s iPhone 6 is expected to launch “as early as September”, according to a new report from Japanese business newspaper Nikkei. The paper claims that the device is “expected” to be called the iPhone 6 and is “likely” to be offered in 4.7-inch and 5.5-inch display sizes, in line with circulating rumors.

Manufacturers have apparently begun making such components as fingerprint sensors and chips for liquid-crystal drivers.

Mass production of LCD panels will start as early as the April-June quarter at Sharp’s Kameyama factory, Japan Display’s Mobara plant, and at other facilities, according to sources. LG Electronics will supply panels as well. The new handset’s display resolution is expected to be significantly higher than that of current models.

Earlier this week, UBS analyst Steve Milunovich claimed that the 4.7-inch version might be the only model to launch later this year, with a timeframe for the larger 5.5-inch version unclear.

iPhone 6 concept look like iPod nano

Posted on March 26, 2014 by sales

While the iPhone 5s and the iPhone 5c saw many part leaks ahead of their September 2013 release, we have seen no solid hints on what Apple’s larger iPhone 6 might look like, leaving it up to designers to imagine how Apple will redesign its flagship product.

Concept artist Martin Hajek has teamed up with iCulture to create a mockup of the iPhone 6 based on some recent rumors, which suggested the iPhone 6 might take some design cues from the iPhone 5c and the seventh-generation iPod nano. While the report indicated the phone could adopt the colored anodized aluminum backing of the nano, Hajek has taken the nano-inspiration even further, with a flat, rectangular design and a 4.7-inch screen.

Apple’s iPhone 6 is expected to be larger than the existing 4-inch iPhone 5s, with a screen size ranging from 4.7 inches to 5.7 inches. Some rumors have indicated the company has plans to release two separate phones in that size range, but it remains unclear if the company will proceed with that plan.

Along with a larger screen size, the iPhone 6 may incorporate a durable sapphire crystal display and will undoubtedly feature processor and camera upgrades. Apple is expected to introduce the iPhone 6 in the fall alongside iOS 8.

iPhone 6 Dummy Prototypes show up

Posted on March 25, 2014 by sales

Photos of a new “dummy unit” of Apple’s alleged iPhone 6 have surfaced on the site of case manufacturer Bling My Thing (via 9to5Mac community post). The photos show a black device that could be used as part of a mold to create cases based on that body design.

There are several issues with the case shown in the photos, however, including a round hole for the LED flash on the rear camera instead of the oval hole introduced on the iPhone 5s to accommodate the new True Tone dual-LED flash. Given the improved flash performance possible with dual LEDs, Apple will presumably continue to use dual-LED flash in future iPhones.

The photos also appear to show a slight change to the design of the earpiece area of the iPhone, with the proximity sensor window moving from next to the earpiece to next to the front camera. The ambient light sensor (not easily visible) is currently in this location. The dummy unit also shows the earpiece/camera/sensor features moved higher on the device’s front, to the point where the front camera unreasonably appears to sit at the very top edge of the device.

Some of the rumored specs:

Two sizes – 4.7 inches and 5.5 inches
Screens made entirely out of sapphire crystal
Pixel density of 441 pixels per inch, from the current 326 ppi display
There will be optical image stabilisation for the 8 megapixel camera
f/1.8 aperture lens – an improvement over the iPhone 5s’ current f/2.2 lens
New 802.11ac Wi-Fi standard
Pressure, temperature and humidity sensors
Possibly a solar power charger built into the screen

Larger iPhone 6 May Cause Massive Spike in Upgrades

Posted on March 18, 2014 by sales

Apple’s upcoming iPhone 6 is widely rumored to include a larger display, which could encourage a significant number of users to upgrade in 2014, according to analyst Brian Marshall of ISI Group, who released a note to investors today.

Echoing past iPhone 6 rumors, Marshall suggests Apple will release two versions of the phone, one with a 4.7-inch screen and one with a 5.5-inch screen. The launch of two phones, both of which offer a total redesign of the existing 4-inch iPhone 5s, could spark a massive upgrade cycle.

Apple’s current installed base is estimated to be at 260 million users, and ISI Group calculates that half of today’s iPhone purchases are made by upgraders, users who are upgrading their iPhones from an existing iPhone to a new version of the product.

ISI indicates that while the upgrade rate (percentage of installed base upgrading devices in a given quarter) was at 10 to 11 percent in 2011–2012, it has now dropped to approximately 9 percent because users have fewer reasons to upgrade with the iPhone 5c and 5s not introducing any significant design changes.

Peak quarters have seen upgrade rates of 12 to 14 percent, and ISI expects a similar upgrade rate during the second half of 2014 when the iPhone 6 is launched, resulting in a higher number of sales. An iPhone 6 with an increased screen size may also lure customers who have switched to Android from the iPhone because of the latter’s lack of a large display.

“Large-screen envy” is prevalent among the iPhone installed base and we believe a ~5” form-factor iPhone would spark a massive upgrade cycle as well as many “Android switchers” returning back to the iPhone (we refer to this as the “mother lode” of all Apple upgrade cycles).

Citing both “large-screen envy” and “pent-up demand” ISI Group suggests the new iPhone 6 models could result in an extra $3.00 earnings per share following release in the second half of 2014.

Higher demand for an iPhone during a redesign year is not unreasonable, as it has now been two years since the 2012 introduction of the iPhone 5. While the iPhone 5s included multiple internal improvements and the Touch ID fingerprint sensor, it retained the same 4-inch display and design of the iPhone 5, as did the iPhone 5c, which was just a repackaging of the existing model.