Supply

Nikkei: Apple places order for 70 million bendable OLEDs for iPhone 8 with Samsung

Christian Zibreg ∙ April 3, 2017

Apple has placed a huge order for seventy million bendable organic light-emitting diode (OLED) panels with Samsung's display-making arm for use in iPhone 8, Nikkei reported Monday. Apple and Samsung Display, a subsidiary of Samsung Electronics, signed a deal last year to supply 100 million OLEDs for iPhone 8. In February 2017, Apple contracted Samsung to build an additional 60 million OLEDs for a total of 160 million units in 2017.

iPhone 8’s augmented reality 3D sensor could be built by Himax Technologies

Christian Zibreg ∙ March 28, 2017

KGI Securities analyst Ming-Chi Kuo predicted that iPhone 8's front-facing camera would take advantage of a new sensor for “revolutionary” features such as augmented reality applications, advanced facial recognition, 3D selfies, 3D object scanning/modeling and more. Tuesday, Barron's noted that Apple may have contracted a company called Himax Technologies to build the rumored sensor for Apple's OLED-based iPhone 8.

Apple releases annual Supplier Responsibility report, here are the highlights

Christian Zibreg ∙ March 27, 2017

Apple today said its eleventh Supplier Responsibility report is now available, highlighting how its supply chain companies are treating workers and what they're doing to improve working conditions at their facilities. In 2016, Apple trained more than 2.4 million workers on their rights. Since 2008, over two million people have participated in its Supplier Employee Education and Development (SEED) program.

The company audited 705 suppliers last year, saying that compliance with 60-hour maximum work week for employees has reached 98 percent, the highest ever.

More evidence points to late 2017 launch for iPhone 8

Christian Zibreg ∙ March 14, 2017

Evidence continues to mount suggesting that Apple's AMOLED-based iPhone 8 flagship aka “iPhone Edition” may in fact launch later in the fourth quarter of 2017, unlike the refreshed LCD-based iPhone 7s and iPhone 7s Plus that should hit store shelves shortly following an announcement in September.

Citing industry sources, DigiTimes reported Tuesday that touch panel maker TPK Holding won't begin churning out next-generation 3D Touch sensors for use in iPhone 8 before the fourth quarter of 2017.

Apple moves 10.5″ iPad Pro production to March ahead of rumored April event

Christian Zibreg ∙ March 14, 2017

Apple has reportedly moved ahead volume production for its bezel-less 10.5-inch iPad Pro to March and is expected to unveil the new tablet at an event in April to be held at the Steve Jobs Theater, DigiTimes reported Tuesday citing Taiwan-based supply chain makers. MacRumors said Apple could launch new gadgets next week.

Alleged supplier of iPhone 8 wireless charging components expects revenue boost

Christian Zibreg ∙ March 10, 2017

Component vendor Lite-On Semi was mentioned in a recent Chinese-language Commercial Times report as a possible supplier of wireless charging parts destined for Apple's 2017 iPhones. According to Taiwanese trade publication DigiTimes, the supplier is expecting to see its revenues reach the peak for 2017 in the third quarter (when iPhone 8 is rumored to enter mass-production, mind you) thanks to robust demand for its power management chips used for wireless charging in smartphones and other devices.

STMicroelectronics tapped as supplier for iPhone 8’s rumored 3D camera sensor

Christian Zibreg ∙ March 8, 2017

Franco-Italian company STMicroelectronics used to be the sole supplier of accelerometers, gyroscopes and motion sensors for iPhone, iPad and iPod touch devices before Apple started dual-sourcing these microscopic components from both STMicroelectronics and Bosch Sensortec.

According to a report Wednesday by French blog iGeneration, the Cupertino company has tapped STMicroelectronics as a supplier for iPhone 8's 3D camera sensor that should support exciting capabilities such as 3D sensing and mapping, 3D selfies, augmented reality features, advanced facial recognition and more.

Shift to OLED screens said to necessitate thin film solution for iPhone 8’s 3D Touch

Christian Zibreg ∙ March 8, 2017

Without mentioning sources, DigiTimes reported Wednesday that the widely expected shift from LCD to OLED screens will necessitate a thin-film solution for iPhone 8's 3D Touch module instead of the older glass solution adopted for 3D Touch on the iPhone 6s/7 series. Suppliers behind the new 3D Touch modules are dropping big bucks on advanced factories to retain the precision that Apple demands.

Apple evaluating Chinese display maker BOE’s AMOLED panels for future iPhones

Christian Zibreg ∙ February 15, 2017

Samsung Display is said to be the lone supplier of organic light-emitting diode (OLED) panels for future iPhones, at least until Foxconn-owned Sharp, Japan Display and LG Display ramp up production of the sophisticated foldable display panels. That said, Apple is looking to address a global shortage of OLEDs by negotiating a deal with yet anther supplier.

That company has been identified as the Chinese display maker BOE, which is expected to supply active matrix organic light-emitting diode (AMOLED) display panels for future iPhone models. According to Bloomberg News, Apple’s been evaluating BOE’s AMOLED screens for months now.

DigiTimes: iPhone 8 will sport glass chassis, 4.7″ iPhone 7s to continue using aluminum body

Christian Zibreg ∙ Updated February 23, 2017

Apple is widely expected to release three new iPhones this year: the largely iterative 4.7-inch iPhone 7s and 5.5-inch iPhone 7s Plus upgrades and an all-new premium handset model with a wraparound OLED display measuring 5.8 inches diagonally (with an active display area between 5.1 and 5.2 inches).

According to Taiwanese trade publication DigiTimes on Tuesday, only the flagship iPhone 8 model will feature a brand new industrial design with an all-glass chassis while the 4.7-inch phone should continue using an aluminum-alloy chassis like prior iPhones.

WSJ: Japan Display creating flexible LCD panels for 2018 iPhones

Christian Zibreg ∙ January 25, 2017

iPhone display supplier Japan Display has devised new manufacturing processes for mass production of flexible liquid crystal display (LCD) panels. According to a report Wednesday in The Wall Street Journal, Apple is considering using flexible LCD panels in iPhones launching in 2018 and beyond.

This is an interesting development in light of rumors that iPhone 8 will be equipped with a flexible organic light-emitting diode (OLED) screen. While not as flexible as curved OLED panels, Japan Display's new processes do allow for the creation of bendable LCDs that support designs like Samsung's curved-screen Galaxy Edge series.

iPhone 7 flash memory maker Toshiba could sell its NAND flash unit to Western Digital

Christian Zibreg ∙ January 20, 2017

DigiTimes estimated this week that flash memory chips for smartphones will remain in high demand throughout 2017 because supply shortages are reportedly “worse than expected” as chip makers are currently transitioning from older 2D NAND to newer 3D NAND technology.

According to a report Friday in The Korea Herald newspaper, citing Mirae Asset Daewoo Securities analysts, Toshiba may spin off of its lucrative NAND flash unit and sell the stake to Western Digital, narrowing the technology and market share gap with its bigger rival Samsung Electronics.