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KGI: iPad Pro pushed back again to Q2 2015, Q1 to see under 10M iPads shipped

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The latest report from KGI analyst Ming-Chi Kuo claims Apple will delay its expected launch of a 12.9 (or 12.2)-inch iPad ‘Pro’ as it predicts a 50% decline for iPad shipments heading into next year. Specifically, KGI thinks Apple will sell just under 10 million units in Q1 2015 following a busy holiday season in the last quarter of this year. That would be a 54.5% drop from quarter to quarter with KGI predicting 21 million iPad units sold during the Q4 2014 Holiday quarter:
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The cost difference to Apple between the iPhone 6 and 6 Plus: $15.50

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Apple may be struggling to meet demand for the iPhone 6 Plus, but the effort will be worthwhile according to some number-crunching by IHS cited by Bloomberg: it makes an extra $84.50 in profit on the larger model.

It costs an additional $15.50 to make the larger iPhones, according to a breakdown by researchers at IHS, but the sticker price is $100 higher than the iPhone 6 […] The main difference in cost between the two phones comes from the supersize screen, which adds $7.50 to Apple’s production cost. The camera and battery subsystems also cost slightly more.

While everyone doing these analyses seems to come up with a different set of numbers (none of them having access to the actual deals negotiated by Apple so having to rely on a whole bunch of assumptions), everyone seems to agree that margins are significantly higher on the iPhone 6 Plus.

Samsung is said to be so worried by record sales of the new iPhones that it has brought forward the planned launch of the Galaxy Note 4 to September 26th, the same day Apple puts the iPhone 6/Plus on sale in 20 more countries.

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Jay Carney joining CNN after reportedly being considered for Apple PR chief

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Former White House Press Secretary for the Obama Administration Jay Carney is joining CNN as a political commenter, Politico reports. The announcement was made by the cable network and Carney today.

“I’m thrilled to be joining CNN at a time when there is so much happening in the nation and the world,” Carney said in a statement.

Carney’s move to CNN surely means the end to reports that the former White House Press Secretary is in the running for Apple’s top PR spot vacated by now-retired Katie Cotton. Re/code reported earlier this year that Carney was among the top candidates in the running for that role, and Bloomberg later corroborated that report. This likely means Apple was in talks with Carney, but Apple and Carney will be going in different directions. The search for a ‘friendlier, more approachable’ PR chief continues.

Bloomberg says new iPads (with anti-reflective coating) go into production

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While most of the Apple-watching world has its sights focused on the next iPhone, Apple has put next-generation versions of the iPad into production. That’s according to Bloomberg News, which says that the new full-sized iPad Air model will be announced later this quarter or early next quarter and that the new 7.9-inch model will hit the market by the end of the year:


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Reported ban on Apple products by Chinese government just a misunderstanding, say Chinese authorities

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The reported ban on national and local government departments purchasing Apple products was just a misunderstanding, according to statements by the Finance Ministry and Central Government Procurement Centre cited by Reuters.

The statements say that the procurement list referred to by Bloomberg was just one of many, and listed only “energy-saving products.” China claims that Apple products did not make this list despite qualifying because the necessary paperwork had not been completed … 
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iPhone market share in Japan climbs from a quarter to more than a third of all phones sold

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Apple’s deal with Japan’s largest carrier, DoCoMo, saw the iPhone’s market share in the country climb from 25.5 percent last year to 36.6 percent in the year ending March of this year, reports Bloomberg. This full-year figure underestimates the current position, as it reflects only six months of sales through DoCoMo.

Japanese companies Sharp and Sony took second and third places, with 13 and 12.3 percent respectively, while Samsung was in sixth place at just 5.7 percent.

Apple’s market share in Japan hit almost 70 percent when the iPhone 5S and 5C were made available on DoCoMo, as pent up demand was first unleashed. Since then it settled back to just under 50 percent last quarter, and we’re likely to see a similar number in the full-year figures in six months time.

Apple adds Sky Sports to Apple TV for UK users

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Apple has added a couple of new channels to the Apple TV for UK users. The addition of Sky Sports (provide through Now TV) makes live sports available to UK owners of Apple TV for the first time without the need for a cable subscription. Users can buy £9.99 day passes and get unlimited access to all six Sky Sports channels encompassing the Barclays Premier League football matches, cricket, F1 racing and more.


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Apple’s multi-billion dollar spend on gadgets you’ll never see

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Bloomberg claims to have some info on how Apple plans to spend some of the $10.5B it has set aside for capital expenditure over the next year, saying that the investments will span everything from lasers to robots.

Apple is spending more on the machines that do the behind-the-scenes work of mass producing iPhones, iPads and other gadgets. That includes equipment to polish the new iPhone 5c’s colorful plastic, laser and milling machines to carve the MacBook’s aluminum body, and testing gear for the iPhone and iPad camera lens … 
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Sketchiest of Apple television rumors suggests 4K 55- & 65-inch screens next year at $1500-2500

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One of the many Apple Television concepts out there (image: theverge.com)

Among the less likely of the many rumors surrounding  Apple’s long-expected move into full televisions is one reported in Bloomberg today, suggesting that Apple will launch 55- and 65-inch 4K televisions in the final quarter of 2014 with pricing in the $1500 to $2500 range.

Masahiko Ishino, an analyst at Advanced Research Japan Co, claims the displays will be made by LG, the GPUs by Samsung and the frameless glass cover made from Corning Gorilla Glass 3, with Foxconn assembling the products … 
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iPad 5 form factor examined in new video, will fit in larger hands

Unbox Therapy looks at what the iPad 5 with its significantly smaller side bezels will look and feel like in this video. There really isn’t anything new in the video as we’ve expected this form factor since January, but it is interesting to see how the new iPad will fit in one (medium/large) hand and take after the Mini in design. For instance, the speaker on the bottom will improve sound when being played laying flat.

The new iPad isn’t expected at next week’s event but instead should probably be announced in October in time for the holidays.

 

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Poll — What’s likely to come out first from Apple: an iWatch or an iTV?

Rumors on Apple’s upcoming product launches are swirling around, whether it comes to a wristwatch-like device or even the elusive Apple “iTV” television set, but the question comes down to which device would the company most likely launch first.

Bloomberg published a new report on Monday that claimed Apple will launch its watch product in 2013, equipped with the ability to take calls, view maps, and record health data, etc., while Piper Jaffray’s Apple analyst Gene Munster yet again said in January that Apple will release a full-fledged television this year with a new remote.


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Bloomberg: Apple to release its iWatch within 9 months

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Bloomberg reported earlier this year that Apple had a team of over 100 product designers working on a wristwatch-like device. At the time, we noted that all the recent rumors and intel surrounding the iWatch seemed like the lead up to an impending product launch. Bloomberg is out with a new report today, claiming Apple will indeed launch its watch product in 2013:

Apple seeks to introduce the device as soon as this year, this person said. Apple has filed at least 79 patent applications that include the word “wrist,” including one for a device with a flexible screen, powered by kinetic energy… The watch business is experiencing a renaissance reminiscent of the cell phone industry before the iPhone.

The report added information about some of the potential features of the device that we had also heard of previously, including the ability to receive incoming calls, view maps, and record health data via various sensors:

Features under consideration include letting users make calls, see the identity of incoming callers and check map coordinates, said one of the people, who asked not to be identified because the plans aren’t public. It would also house a pedometer for counting steps and sensors for monitoring health-related data, such as heart rates, this person said.

Citigroup Inc. analyst Oliver Chen estimated Apple could generate $6 billion of the approximately $60 million in sales he expects the global watch industry to bring in during 2013. As pointed out by Bloomberg, gross margins are roughly four times bigger than TVs, which would only bring about $1.79 billion in gross profit for the company compared to $3.6 billion for watches.

Former creative director at Nike Scott Wilson told Bloomberg that Apple’s Jonathan Ive “has long had an interest in watches.”
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CACI neutering thousands of iPads for use in government

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iFixit-iPad-4According to a report from Bloomberg, Arlington, Va.-based CACI International Inc., is working with Apple to secure thousands of iPads for use in U.S. government agencies. CACI Chief Executive Officer Dan Allen referred to the modified devices as “neutered iPads” and hinted the company is working to implement security features related to wireless connectivity and the camera. CACI specializes in providing IT solutions to government, although it didn’t state how exactly the iPads are being secured, but it did note that it’s a hardware solution and not software:

“It’s a neutered iPad,” Allen said today during a meeting with Bloomberg Government reporters and editors. “We’re working on how do we effectively brand it.”

The move comes as iPad and other iOS devices continue to be adopted by government agencies. In October, documents revealed the U.S. Department of Defense planned to deploy at least 162,500 devices partially made up of iOS devices, while a number of other U.S. agencies also switched from BlackBerry to iPhones over the last year.
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Apple’s Tim Cook takes TV project from hobby to ‘intense area of interest,’ says the industry is 20- to 30 years behind

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Tim Cook NBC interviewApple CEO Tim Cook’s much hyped NBC interview is set to air tonight at 10 p.m. EST, but we are already learning much of what will be discussed during the conversation that took place in, among other places, Apple’s Grand Central retail store location in New York. Earlier today, a profile from Bloomberg revealed Cook’s plans to bring at least some production of the Mac back to the United States in 2013, but he also hinted that the company has big plans for a next-generation Apple TV product. According to a preview of the interview on NBC’s website, Cook referred to the project as an “intense area of interest”—opposed to the “hobby” that the company has considered the product since its inception:

“When I go into my living room and turn on the TV, I feel like I have gone backwards in time by 20 to 30 years,” Cook told Williams. “It’s an area of intense interest. I can’t say more than that.”

Another US government agency drops BlackBerry, plans switch to iPhone 5

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Following the U.S. Immigration and Customs Enforcement agency announcing it would end its contract with RIM and purchase $2.1 million worth of iPhones, Bloomberg reported today that the U.S. National Transportation Safety Board will also make the switch. The agency said in a notice posted to its website that BlackBerrys have been “failing both at inopportune times and at an unacceptable rate” while announcing plans to purchase iPhone 5’s as replacements:

The National Transportation Safety Board, which investigates plane accidents, disclosed its plan to switch to Apple Inc.’s iPhone 5 in a document posted last week to a federal website. The BlackBerrys have been “failing both at inopportune times and at an unacceptable rate,” according to the NTSB’s notice.

While the agency only has about 400 employees, last month’s announcement from the U.S. Immigration and Customs agency means RIM will lose additional 17,600 government employees to the iPhone in the near future. According to the document posted by the Transportation Safety Board, the agency “requires effective, reliable and stable communication capabilities to carry out its primary investigative mission and to ensure employee safety in remote locations.” RIM, however, is still counting on many government customers to upgrade to BlackBerry 10…
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Would Apple ‘confirm’ iPhone event if screen low yield rates were going to affect delivery schedule? (Also AAPL splitting, and buyouts)

After iMore broke the September iPhone event news, Apple, through its channels, confirmed to not one, not two, three, or four, but at least five different publications that the iPhone event would be Sept. 12 with a Sept. 21 launch. If you do not think these are Apple PR confirmations, I have a nice bridge to sell you.

[tweet https://twitter.com/jdalrymple/status/230324873451417600]

With that information in hand, we are pretty certain Apple is on track for a September iPhone announcement.  …But wait.

Digitimes has some bad news for us today.

Low yield rates of in-cell touch panels might disrupt new iPhone delivery schedule and shipments, say rumors

LOL!

In related news, Bloomberg reports that an Analyst says Apple will split its stock so it can join the Dow Jones Industrials—something that has always been on the top of Apple’s priorities list. Sound familiar?

Joining in, the NYTimes suggests that Apple buy US Carrier Sprint, RIM, Twitter and Path. 
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Apple granted stay on posting Samsung ads on its site and newspapers

9to5Mac reported earlier this month that a U.K. Judge ruled Apple must publicly state Samsung did not copy the iPad design, but a London court ordered a stay today until the company’s appeal is heard this fall.

According to Bloomberg

  • Apple Inc. won’t immediately have to publish a notice on its U.K. website that Samsung Electronics Co. didn’t copy its iPad tablet, a London court ruled today.
  • Apple was ordered earlier this month to put a note on its U.K. site and buy advertisements in British newspapers to alert customers to a court ruling that Samsung hadn’t copied the iPad’s design. Cupertino, California-based Apple appealed saying it didn’t want to advertise for its rival. The order is stayed until its appeal against the ruling is heard in October.

Apple’s public statements, if the appeal is rejected, will appear as a message on its website and in British newspapers.


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WSJ: Apple suppliers preparing to begin mass production of 7-inch iPad in September

Yesterday, Bloomberg reported Apple has a smaller iPad in the works approximately 7-inches to 8-inches in size that may be scheduled for an October unveiling. Today, a report from The Wall Street Journal backs the rumor by claiming Apple’s suppliers are now preparing for mass production of the device in September, which would make an October unveiling alongside the next-generation iPhone all the more likely if true:

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UK Judge rules HTC phones don’t infringe on Apple’s slide-to-unlock patents

Following a report on Monday that the ITC blocked Apple’s request for an emergency ban on United States imports of HTC devices, Bloomberg reported this morning that a court in London has ruled against Apple over four touchscreen-related patents—including one covering the iOS slide-to-unlock feature. The four patents in question will also be used in similar Apple and HTC lawsuit in Germany in the coming months.

HTC’s devices don’t infringe four Apple patents for touchscreen technology and three of those patents are invalid, Judge Christopher Floyd said today… While HTC was pleased with the ruling, “we remain disappointed that Apple continues to favor competition in the courtroom over competition in the marketplace,” spokeswoman Andrea Sommer said… In addition to the slide-to-unlock feature, today’s ruling covered Apple’s patents on tools used to scroll through photographs and change alphabets, and software allowing users to touch the screen in two spots simultaneously.

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Apple offers to settle Proview iPad trademark dispute, ‘Big Gap’ remains in reaching agreement

According to a report from Bloomberg, Apple offered to settle with Chinese company Proview after a long, ongoing battle over the iPad trademark in China. While the amount of compensation offered was not disclosed, Proview’s lawyers have not agreed to the deal and claim a “big gap’ remains in reaching a settlement.

Recently, there was speculation that the trademark battle might have led to Apple holding off from launching the new iPad in the country. The case and negotiation process will continue at the Higher People’s Court of Guangdong, while separate complaints filed by Proview in February will seek compensation for alleged infringement of IP laws in the country.

In an interview with Xinhua on Sunday, Proview’s lawyer Xie Xianghui was positive negotiations were progressing:

“We feel that the attitude of Apple Inc. has changed. Although they expressed that they were willing to negotiate, they have never taken any action before. But now, they are having conversations with us, and we have begun to consult on the case.”

iPad 3 with quad-core A6, LTE to be announced on March 7th?

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iMore‘s Rene Ritchie reports that Apple currently plans to announce their next-generation iPad on Wednesday March 7th. We recently noted that March 7th was an open day for events at San Fransisco’s Yerba Buena Center (and the first Wednesday of the month). This is the hall in which Apple introduced both the first iPad and iPad 2.

iMore also adds its voice to the string of iPad 3 Retina Display confirmations, and also says the new iPad will have a quad-core A6 processor. This agrees with both our own code findings and Bloomberg’s report. iMore says Apple is working on LTE mobile devices, they mention the iPhone 5 specifically, but LTE is noted as a possibility for this new iPad.

Notably, iMore provided correct iPhone 4S launch and feature information.


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Debug tool shows quad-core A6 and LTE capabilities on iPad 3

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Following reports earlier this month from Bloomberg that iPad 3 production kicked off in anticipation of a March launch, BGR today claimed a source is in possession of an iPad 3 prototype that has provided more information on the device.

A source claiming to be in possession of an iPad 3 prototype provided BGR with images containing details about Apple’s highly anticipated third-generation tablet. From the data in the photos, which contain the output from an iPad 3 using a development and debug tool called iBoot, we can infer plenty of information about the upcoming iPad 3.

BGR claimed the debug reports from the iPad 3 prototype in question have model numbers J1 and J2 (iPad3,1 and iPad3,2), with one being the only Wi-Fi model and the other an LTE/CDMA/GSM combo “for all carriers.” This echoes 9to5Mac‘s findings from last year.

The reports also provided confirmation of an A6 processor (model number S5L8945X) that most have expected Apple to include in the device.  We first broke news of a Quad-core chip in the iPad 3 via code snippets in iOS 5.1B software.

According to the BGR report, the processor will be a quad-core variant, “making the upcoming iPad 3 the fastest iOS device ever.”

We’ve seen previous mentions of the Samsung S5L8945X in iOS 5 dumps from the iPhone 4S:

So, while nothing in the report is new, the means by which these were found, reportedly from a prototype iPad 3, seem to confirm previous findings.

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Bloomberg: iPad 3 production starts for March launch, packs Retina Display, LTE, quad-core chip

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Bloomberg reported that the iPad 3 entered production and is tracking a March launch. The report also claimed the new iPad will feature a higher-resolution display, Retina probably, and a quad-core processor. It will also connect to LTE networks.

The company’s manufacturing partners in Asia started ramping up production of the iPad 3 this month and plan to reach full volumes by February, said one of the people, who asked not to be named because the details aren’t public. The tablet will use a quad-core chip, an enhancement that lets users jump more quickly between applications, two of the people said.

 The iPad 3 was previously reported to sport a similar design to the iPad 2. We also previously discovered references to quad-core iOS devices in the latest iOS betas.


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Apple executives knew Jobs’ condition at iPhone 4S Launch

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According to Palo Alto police department spokeswoman Sandra Brown (via Bloomberg), Apple executives may have known Steve Jobs’ condition at the time of the iPhone 4S launch event. Apple informed police that Steve Jobs passing was close, days before Apple’s official statement confirming he had passed.

As a result of the meeting, police apparently put plans in place for officers to patrol Jobs’ home after the news of his passing had broke. Of course this was to keep crowds under control when Jobs’ supporters inevitably visited his home following the news. From the report:

The Apple representatives told the police department there was “a possibility that it could happen this week,” Brown said in a phone interview. “It’s common sense for us to work together. If you think about who he was and his contribution to the world, people might come out in masses.”

Apple was apparently supposed to inform police of his death before issuing a public statement, but according to Brown, police found out through Apple’s press release on October 5th.

According to the WSJ, Jobs’ funeral is today.

Many have speculated that the empty chair marked “Reserved” next to Apple execs at the recent iPhone 4S unveiling may have been a silent tribute to Jobs. Long time Jobs confidant Jony Ive (they were so close many called the two ‘Jive’) was notably absent from the event.

Cook, Cue, Schiller and Forstall, though subdued, were nevertheless somehow able to put on a great show in the face of knowing their mentor and boss for over a decade was in bad condition.