O'Grady's PowerPage » iPhone

Analyst notes possible “iPhone 4S” in September, iPad 3 prototype for early 2012

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Date: Tuesday, June 28th, 2011, 04:28
Category: iPad, iPhone, Rumor

In non-software-update-esque news, a second investment research firm on Monday cited sources in Taiwan as indicating that Apple’s fifth-generation iPhone will hit the market early in the third quarter and also did its part to downplay rumors of an iPad 3 launch prior to next year and a low-cost iPhone in 2011.

Per AppleInsider, pointing to “recent Apple supply chain checks,” FBR Capital Markets analyst Craig Berger said production of the company’s fifth-generation iPhone has come into view for component suppliers “like Broadcom, Qualcomm, and Omnivision,” each of which are indicating “a late September or early October” manufacturing ramp for the handset.

In a note to clients on the matter, Berger identified the new iPhone as going by the code name “N94” and indicated that his sources have referred to the device under the presumed marketing name “iPhone 4S,” which would suggest the handset will arrive as an evolutionary upgrade to the existing iPhone 4 rather than a radical redesign like the ones that took place during the transition from the original iPhone to the iPhone 3G and from the iPhone 3GS to the iPhone 4.

Berger, added that his sources “see no near-term plans for a low-end iPhone for emerging markets, or a new iPhone in a transparent case.”

Additionally, the analyst pointed to conversations with the same supply chain contacts in reporting that Apple has been “evaluating various touchscreen displays” for its third-generation iPad.

Thought he acknowledged conjecture and speculation over the possibility that such a device could launch later this year, he said his intelligence suggests that the company’s progress with display manufacturers indicates a prototype of the next iPad won’t be ready until early 2012, implying an announcement would again likely come in the spring.

“This should squarely put to rest any debate about a 2011 launch of the iPad 3 — after all, Apple is severely supply constrained on the iPad 2, and it is by far the best-performing and functioning tablet in the world,” the analyst wrote.

Stay tuned for additional details as they become available.

Analyst predicts Apple to start assembling iPhone 5 in August

Posted by:
Date: Monday, June 27th, 2011, 05:21
Category: iPhone, Rumor

Apple will begin production of fifth-generation iPhones in August ahead of a projected late third quarter launch, according to intelligence obtained by by one investment banker’s recent trip to Taiwan .

Per AppleInsider, after meetings with unnamed individuals in Taiwan last week where Apple’s supply chain and manufacturing facilities reside, Morgan Stanley analyst Katy Huberty issued a note to clients in which she confidently stated: “Appleā€™s next iPhone will begin production in mid to late August and ramp aggressively” into the calendar fourth quarter.

She added that, based on her intelligence, the new handset will launch and be available to consumers sometime near the end of the third calendar quarter of the year, which ends September.

As a result of the later than usual launch, Huberty shifted 2 million iPhone units from the firm’s third quarter estimates to its fourth quarter estimates, though the firm’s full year estimate of 72 million units remain unchanged. However, the analyst notes that if the next iPhone were to come out in early September, it would “drive upside” to Morgan Stanley’s lowered estimates.

Lower priced iPhones and an Apple-branded TV may also be in the works, Huberty noted. According to the analyst, Apple is forecasting a large iPhone unit increase in 2012 “on the back of new products and potentially lower price points.” Various major news outlets reported this spring that Apple is planning a cheaper iPhone model, which analysts believe would help the company make gains in emerging and prepaid mobile markets.

“We also believe Apple is in the early design stages for a TV, which could add US$19 billion and US$4.50 of annual revenue and EPS longer-term,” Huberty continued. In March, the analyst reported that checks in Asia suggested Apple was working on a “Smart TV prototype.” Earlier this week, an unverified report claimed to leak Apple’s plans for iOS-powered connected TVs, citing a “former Apple executive” as the source.

In addition to Apple’s ramping up of iPhone production, Morgan Stanley sees upward pressure on iPad shipments as post-Japan earthquake product constraints have subsided. Huberty also echoed reports that improved component supply has led Apple to negotiate price cuts with some of its suppliers. Those cuts could boost margins “modestly in the June quarter and more in September,” the note read.

A recent report out of Asia said Apple has demanded 10 percent price cuts from iPad suppliers as orders increase. The report specifically cited companies supplying printed circuit boards, optical components, battery modules and touch panels as being pressured to lower prices.

Huberty sees the recent dip in Apple’s share price as a buying opportunity for investors in light of the prospect of improved shipments of the iPhone and iPad. Morgan Stanley reiterated its Overweight rating of Apple, with a price target of US$428. The company’s stock has slide more than 6 percent to US$326.35 since the beginning of June.

Stay tuned for additional details as they become available.

Rumor: Apple to release fifth-generation iPhone in China this September

Posted by:
Date: Friday, June 24th, 2011, 04:34
Category: iPhone, Rumor

Per Boy Genius Report, analyst Brian White with Ticonderoga Securities said in a new note to investors on Thursday that China Mobile may receive the iPhone in September. The source is said to be an employee of China Mobile, who reportedly posted the information on “Weibo,” which is China’s version of Twitter.

The Weibo message was said to have been quickly deleted, but not before an image of the text was captured.

White noted that if the report is true, it would mean that the iPhone 5 would need to support China Mobile’s current 3G TD-SCDMA network, because the carrier’s 4G TD-LTE network is only in trials. Apple is said to have already agreed to support China Mobile’s 4G network at some point in the future.

“If this weibo message and story are true, this would represent a landmark agreement for Apple, providing the company with access to the largest wireless carrier in the world with 611 million wireless subscribers at the end of May or 68% of the total China wireless market,” White said. “Additionally, the timing would be much sooner than expected and provide another growth driver for the final months of (calendar year 2011).”

White has been on top of the Apple-China Mobile story, and earlier on Thursday offered his analysis that Apple would make great inroads in the nation, particularly by reaching an agreement with the largest carrier in the world. In addition, he believes Apple would do extremely well by releasing a smaller, cheaper iPhone that could be sold in China without a contract.

Rumors of an agreement between Apple and China Mobile picked up steam on Wednesday, when a report claimed that Apple Chief Operating Officer Tim Cook was spotted at the carrier’s corporate headquarters. Cook was said to be in good spirits, and speculation began to swirl that the two parties are nearing a deal.

China Mobile currently uses home-grown 3G data technology that is incompatible with the existing GSM and CDMA iPhone models. Despite this fact, there are estimated to be 4 million iPhone users on the massive network, running their device at much slower 2G wireless data speeds.

The iPhone 4 launched in China on carrier China Unicom last September, drawing crowds of thousands at Apple’s retail stores. The handset debuted first in the U.S. in late June of last year.

Rumor: Apple to switch to dual-LED flash for iPhone 5

Posted by:
Date: Thursday, June 23rd, 2011, 03:22
Category: iPhone, Rumor

The new iPhone 5: It may just feature an even swankier flash system.

Per DigiTimes, “recent market rumors” indicate Apple’s iPhone 5 will likely come with a dual-LED flash. Taiwan-based LED packaging firms Everlight Electronics, Edison Opto and Lite-On Technology are named as potential suppliers. Although the publication has well-placed sources within the Asian supply chain, the accuracy of its Apple predictions varies significantly.

“Everlight and Lite-On have strengthened their deployments in the smartphone market for a while, with their products already being shipped to the supply chains of brand-name handset vendors,” the reported noted industry sources as saying. Meanwhile, sources said that Edison specializes in high-power LEDs and has reportedly started shipping LED flash products to branded handset vendors, giving it a “high chance” of attracting dual-LED flash orders from Apple.

It had been reported that Apple had “greatly reduced” orders for Philips LED flash components in recent months and may go with another company for the iPhone 5, according to a person familiar with the matter. At the time, the source indicated that “highly unconfirmed” rumors pointed to a Taiwan-based firm as the new LED flash supplier.

Apple first began using LED flash in last year’s iPhone 4.

Last month, photos of a few purported next-generation iPhone cases and parts components emerged, showing a shift in the location of the device’s camera flash. An alleged case leak showed up on a Chinese international trade site, followed by photos of a supposed fifth-generation iPhone rear camera part without attached flash. Finally, a photo of a back panel allegedly for the so-called iPhone surfaced in late May.

Stay tuned for additional details as they become available.

Rumor: iPhone 5 with 8MP camera due in September, Hi-Res iPad 3 en route

Posted by:
Date: Wednesday, June 22nd, 2011, 04:02
Category: iPad, iPhone, Rumor

You may be wanting the iPhone 5 now, but you might have to wait until September while Apple tests the new handset and some other cool stuff.

Per Bloomberg, two sources familiar with Apple’s plans have stated that Apple is working on a higher resolution iPad and dropped details regarding Apple’s much-anticipated iPhone 5 handset. Apple’s next iPhone “will include the A5 processor, the more powerful chip that Apple added to the iPad 2 earlier this year, along with an 8-megapixel camera, up from the 5-megapixel model in the iPhone 4,” said the publication’s sources.

As is to be expected, the new device would come with iOS 5, which is due out this fall, according to people familiar with the matter. Sources also said the new iPhone would closely resemble the iPhone 4.

The report’s insiders also rekindled a rumor that Apple is working on a cheaper version of the iPhone for emerging markets using “chips and displays of similar quality to today’s iPhone 4.” Rumors of a low-cost iPhone emerged this spring, though there is some disagreement regarding the details of the project.

“Apple is also testing a new version of the iPad that has a higher resolution screen, similar to the one now used in the iPhone 4,” the Bloomberg report cited sources as saying. The iPhone 4 currently features a Retina Display with a resolution of 960 x 640 and a pixel density of 326 pixels per inch. The resolution of the next-generation iPad would be about “one-third higher” than the iPad 2’s display and will feature a more responsive touchscreen, people said.

Various reports have suggested the iPad could see a display upgrade that would double the tablet’s linear resolution to 2048 x 1536. Last week, double-resolution iPad images in the iOS 5 beta sparked renewed speculation that Apple is planning the improved display.

Stay tuned for additional details as they become available.

Apple Changes Promo Code Terms In App Store

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Date: Friday, June 17th, 2011, 15:06
Category: App Store, Apple, iOS, iPad, iPhone, iPod Touch, News, Review, Software

This isn’t exactly new information. It was reported as far back as May 3rd by Mac Rumors, but somehow I missed it until now. Apple has changed the functionality of the iOS App Store (unconfirmed whether this affects the Mac App Store) so that if you use a developer promo code to download an app, you will not be able to submit a review for the app; you will be “locked out”. Here is a blurb copied from an exchange with iTunes Store Customer Support:

Thanks for writing back and letting me know your concern. I understand that you are still not able to write a review. I know how disappointing it can be when things don’t work out the way they should. I am sorry to inform that it is no longer possible to rate or review an app if it was downloaded using a developer’s promotional code.

The crackdown is apparently in response to complaints that reviews were being skewed as a result of developers giving codes in exchange for favorable reviews. I’m not sure how widespread this issue is, and I’m sure the ones perpetrating the review stacking will find another way to do it, but for the most part it seems like a good idea. No worries about that here; regardless of how I get ahold of an app, if it’s crap I’ll tell you.

Rumor: iPhone 4 flash orders scaled back, iPhone 5 camera system undergoing redesign

Posted by:
Date: Thursday, June 16th, 2011, 06:07
Category: iPhone, Rumor

It’s the leaks that make technology interesting.

Per Electronista, parts supplier leaks on Wednesday supported beliefs that Apple redesigning the camera flash for the iPhone 5. The company has reportedly “greatly reduced” the number of orders from Philips for the LED flashes used in the iPhone 4 over the past one to two months. Although it couldn’t be confirmed, there’s been talk of a switch to a Taiwanese supplier but said it could be a sign Philips wasn’t being used for the next iPhone, or at least not as-is.

The rumor has been corroborated by new iPhone camera parts that separated the camera sensor from its flash. The move is likely a reflection of lessons from the iPhone 4 and general photography: moving the flash further from the sensor reduces the instances of blown-out highlights and effects like red-eye.

Changes to the sensor itself may have also necessitated the shift. Apple is rumored to be using an eight-megapixel CMOS sensor from OmniVision that would be more sensitive than in the past. While excellent for low light, it could also be overly sensitive to light from a flash that on the iPhone 4 is just a fraction of an inch away.

Apple is rumored to be starting production in July for the next iPhone and would likely be winding down the majority of its part production to make way for the new device. Old components probably won’t be phased out entirely as Apple will likely want to keep the iPhone 4 as the new entry-level model.

Stay tuned for additional details as they become available.

Apple patent describes additional security/data scrambling features for lost iPhone handsets

Posted by:
Date: Thursday, June 16th, 2011, 05:11
Category: iPhone, News, Patents


If you’re hunting for your lost iPhone, you might have some additional features to work with before long.

Per AppleInsider, Apple has shown interest in giving users the ability to scramble or delete specific data, or even record audio or visual information in the event that an iPhone is lost.

Apple’s new potential security options are detailed in a patent application made public this week. Entitled “Proactive Security for Mobile Devices,” the feature would offer extremely flexible, custom options for security measures on an iPhone.

For example, with specific data such as e-mail, contacts and stored passwords, users could selectively choose to either scramble, delete or ignore the information if the handset is reported stolen or missing.

Users could even choose to deny a potential thief access to certain features of the iPhone, including the ability to make phone calls or access Wi-Fi. Users could also prevent a security breach to a corporate network by having their iPhone automatically change VPN settings once a security risk has been detected.

But a user may also decide to continue to allow some features on a missing device, such as Wi-Fi or GPS, to help track down the handset and identify its location. Keeping that functionality active allows the rightful owner of the device to determine its place on a map.

In one example included in the application, the missing iPhone displays an alert that a secure password must be entered within 60 seconds or location data associated with the handset will be transmitted back to the owner.

If a correct password is not entered in time, the location data will be sent, and the device can also be locked and restricted only to the functionality chosen by the original owner. For example, the device could become password locked, and the only available activity would be to contact the original owner of the iPhone.

Apple’s solution could also utilize the sensors inside of an iPhone to record unusual activity, and alert users that their handset is at security risk, potentially preventing it from being lost forever. Such a system could detect suspicious activities like calls or texts to an unknown number.

If an iPhone is reported stolen, the device could record images and ambient audio. This data could be provided to investigative authorities to help track down the hardware.

These options are more powerful and flexible than the existing Find My iPhone functionality, which late last year Apple made free for all iOS devices. The current service allows users to identify the location of their device, display a message on it, set a passcode lock, or remotely wipe it.

But in its patent application, Apple notes that features like the remote wipe command are an all-or-nothing approach that can be frustrating for users. If a remote wipe is conducted, the user is forced to restore all of the deleted information, which can be inconvenient and time consuming.

Stay tuned for additional details as they become available.

Imagination Technologies begins licensing process for future iOS devices

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Date: Wednesday, June 15th, 2011, 07:54
Category: iPad, iPhone, News

Whatever you’re expecting from the next-gen iPhone, iPod touch and iPad, improved graphics should be on the way.

Per AppleInsider, Apple component provider Imagination Technologies is now licensing its PowerVR Series6 mobile graphics processing architecture, the next generation of the hardware found in Apple’s iPhone and iPad, to six key partners — three of which remain secret.

The new processor, code-named “Rogue,” was revealed to have been licensed by ST-Ericsson, Texas Instruments and MediaTek. The remaining three partners are “yet to be announced,” but given the fact that Apple is a major shareholder of the company, its involvement could be considered likely.

Apple purchased a 3% stake in Imagination Technologies back in 2008, and in 2009 the iPhone maker increased its share to 9.5%.

Imagination said this week that its PowerVR Series6 GPU family offers best-in-class “GFLOPS per mm2 and per mW for all APIs.” The company also touted that it has “one of the largest teams of graphics engineers in the world,” and that its chips have powered hundreds of thousands of applications created by “an extensive ecosystem of third party developers.”

“The growing commitment of the primary players to our roadmap shows that, having evaluated the options, the overall mobile and embedded market is increasingly committing to PowerVR as the de facto graphics standard,” said Imagination CEO Hossein Yassaie.

More specifically, the graphics processor in the iPad 2 is the PowerVR SGX543MP2, which Apple has claimed helps to boost graphics in the A5 processor by as much as nine times. Benchmarks of just the SGX543GPU have found it to be much faster than its peers powering devices like the Motorola Xoom, or even 2010’s first-generation iPad.

With the A5 chip already in mass production for the iPad 2 and the same architecture expected to be utilized in the anticipated fifth-generation iPhone, it’s unlikely that Imagination’s new “Rogue” graphics processor could appear until at least a so-called “A6” custom Apple processor were to become a reality. The new PowerVR Series6 GPUs are said to be “fully compatible” with Imagination’s previous Series5 and Series5XT PowerVR SGX GPUs, which the company said will ensure “a smooth migration path for developers upgrading applications.”

Stay tuned for additional details as they become available.

Verizon adds 19 cities to LTE network

Posted by:
Date: Tuesday, June 14th, 2011, 14:55
Category: iPhone, News


You’re hankering to get on an LTE network connection with an updated iPhone, so here’s some good news.

Per Computerworld, Verizon Wireless announced that the company will add 19 more cities that will get its faster LTE wireless network service starting Thursday, bringing the total to 74 metropolitan areas.

San Francisco and Detroit, already on Verizon LTE since last December, will also see the existing LTE network in those cities expanded, Verizon said in a statement.

The new 19 LTE cities include several state capitals such as Sacramento, Calif., Hartford, Conn., Boise, Idaho, Harrisburg, Pa., Indianapolis, Ind., Salt Lake City (with Ogden), Utah; and Madison (with Milwaukee), Wis.

The announcement comes as competitor AT&T is set to launch LTE 4G service in five cities in the U.S. this summer: Atlanta, Chicago, Dallas, Houston and San Antonio.

Reports have also surfaced that Sprint will begin adding LTE service to its existing nationwide WiMax 4G capability, partly to support a future LTE-ready iPhone , although Sprint has not confirmed those reports.

T-Mobile USA, the fourth largest U.S. wireless carrier, has been promoting its HSPA+ network as a fast 4G technology. Meanwhile, AT&T is seeking to acquire T-Mobile but needs approvals from federal regulators.

The various 4G technologies are promoted as offering users download data speeds of up to about 10 Mbps, which is roughly 10 times what most users get over 3G downloads from the carriers.

Stay tuned for additional details as they become available.