Supply

Faulty speakers and dual-cameras could cause iPhone 7 shortages at launch

Christian Zibreg ∙ August 30, 2016

Apple's suppliers are ramping up production of iPhone 7 parts ahead of the big reveal on September 7, but some manufacturers have been reportedly experiencing serious defects in the waterproof speaker and dual-camera modules for months now, and are yet to be resolved.

As a result, customers may initially face iPhone 7 shortages at launch as Apple's supply chain deals with low yields, according to a recent report in Nikkei Asian Review. An industry source familiar with the matter did not name any suppliers beyond indicating they're struggling to produce iPhone 7 parts in volume.

Report: iPhone’s switch to AMOLED short-lived as Apple looks to adopt Micro-LED screens

Christian Zibreg ∙ August 30, 2016

Apple's Tenth Anniversary iPhone due next year is widely expected to use the superior AMOLED display technology, but only for a short while as the Cupertino company looks to adopt the emerging Micro-LED screens in the long run, according to a report from Taiwanese trade publication DigiTimes.

Micro-LEDs waste far less battery power compared to other commercially viable display technologies, making them ideally suited for mobile devices like iPhones and iPads. Traditional TFT LCD panels waste a lot of energy because they require a backlight.

Taiwanese suppliers refuse to lower their quotes for iPhone 7 components

Christian Zibreg ∙ August 19, 2016

Apple may be forced to amend its purchasing policy when it comes to securing various components that go into its handsets, according to a report Friday by trade publication DigiTimes.

The company's policy of constantly squeezing profits from suppliers has been challenged by Taiwanese companies who have now refused to lower their quotes for iPhone 7 parts.

Suppliers like advanced packaging technology maker Advanced Semiconductor Engineering (ASE), along with many others under the Foxconn Group, reportedly told the iPhone maker that they “could not be able to accept orders without reasonable profits”.

Foxconn reportedly developing OLED displays and glass casings for 10th Anniversary iPhone in 2017

Christian Zibreg ∙ August 9, 2016

The rumor-mill has been adamant that a 2017 iPhone model—dubbed by the press a Tenth Anniversary iPhone because the original iPhone was announced and released in 2007—will adopt power-saving organic light-emitting diode (OLED) display technology and feature an all-new industrial design.

Japanese outlet Nikkei is now reporting that iPhone contract manufacturer Foxconn is developing both OLED displays (Foxconn bought Sharp earlier this year) and glass casings to secure orders for the Tenth Anniversary iPhone in 2017.

Supply chain rumor: Apple Watch 2 to release in September or October

Christian Zibreg ∙ July 26, 2016

The Apple Watch should receive its first hardware refresh this September or October, or about a year and a half following its April 2015 debut. That's according to supply chain sources that spoke to Taiwanese trade publication DigiTimes. “Although the second-generation Apple Watch is estimated to be unveiled in September or October, related supply chain is seeing rather conservative orders for the device,” as per the report.

TSMC’s Q3 revenue expected to climb to a record high on strong iPhone 7 A10 chip orders

Christian Zibreg ∙ July 11, 2016

Citing market forecasts quoted by the Commercial Times newspaper, Taiwanese trade publication DigiTimes reported Monday that shares of Taiwan Semiconductor Manufacturing Company Limited (TSMC) could hit record levels thanks to orders for the Apple-designed 'A10' system-on-a-chip, the engine that will drive the next iPhone and iPad. TSMC just posted strong numbers for the second financial quarter.

Samsung Display is spinning off its successful OLED business ahead of OLED iPhones

Christian Zibreg ∙ July 4, 2016

Samsung Display, a subsidiary of Samsung Electronics, recently won a deal with Apple to supply its high-quality OLED panels for use in the next iPhone and now the South Korean company is spinning off its organic light-emitting diode (OLED) unit, The Korea Times reported Monday.

Samsung Display reported a 270 billion won (about $235.2 million) operating loss during the first quarter of this year due to the struggling LCD business and strong competition from Chinese makers of low-cost LCDs for mobile devices.

Samsung could build 240M AMOLEDs for future iPhones in the next 3 years

Christian Zibreg ∙ June 30, 2016

LG Display, Japan Display, AU Optronics, Samsung Display and Foxconn-owned Sharp are all said to share production of AMOLED panels for future iPhones, with Samsung alone providing an estimated 240 million AMOLED units in the next three years beginning in 2017, DigiTimes Research predicted yesterday.

Samsung is the world's top producer of AMOLED panels. When deployed to the iPhone, this technology will result in crisper colors, deeper blacks, increased brightness, high visibility under direct sunlight and reduced power consumption.

Sharp to begin producing OLED screens for a future iPhone before 2018

Christian Zibreg ∙ Updated October 16, 2018

In addition to LG Display and Samsung's mobile display arm, both of which are now pouring significant resources into ramping up OLED panel production ahead of Apple's switch from LCDs to OLEDs for iPhones, Japanese outlet Nikkei is reporting today that Sharp is expected to do the same before 2018.

Apple is widely expected to make a switch to OLED screens in time for a tenth anniversary iPhone, due in 2017.

2017 Apple Watch could use power-sipping micro-LED panels

Christian Zibreg ∙ Updated October 26, 2016

Apple is reportedly prepping to switch from flexible OLED screens utilized on the current Apple Watch to a more power-efficient micro-LED display technology that could be used for an Apple Watch hardware update in 2017, DigiTimes reported Friday. The Taiwanese trade publication said Apple could replace OLED displays in the Apple Watch with micro-LED panels as early as the second half of 2017.

Thunderbolt Display won’t be refreshed at WWDC

Christian Zibreg ∙ June 2, 2016

Without naming a specific source, iMore's Rene Ritchie has reportedly heard that Apple is not planning to refresh the aging 27-inch Thunderbolt Display at WWDC this month after all. “I asked around, and it's not happening at the keynote or any time in the immediate future,” he wrote.

Updated Thunderbolt Display rumored to include 5K resolution and integrated GPU

Christian Zibreg ∙ June 1, 2016

Stock of Apple's 27-inch Thunderbolt Display has been dwindling ahead of the WWDC keynote, leading us to suspect that the product is about to be upgraded soon. The display, which was first introduced more than four years ago, should see its resolution bumped to match the 27-inch iMac with 5K Retina display. The hardware refresh might integrate an external graphics card, reports 9to5Mac.