DisplaySearch has a bit of a hit and miss track record when it comes to Apple product launches. The research firm often lands itself square in the analyst category with some pretty out there predictions of 12-inch MacBooks and 65-inch 4K Apple TVs, and today it adds yet another to the list by claiming at a press conference in Taiwan today Apple is planning 1.7-inch and 1.3-inch models of its rumored iWatch. The KoreaHerald reports that DisplaySearch’s David Hsieh claims the various OLED display sizes will be to accommodate the differences in male and female wrist sizes. The report adds that Apple has put its TV efforts on hold to work on the wearables:
“It appears that Apple’s long-rumored TV plans, which were far from concrete anyway, have been put on hold again, possibly to be replaced by a rollout of wearable devices.”
Keep in mind DisplaySearch has changed its prediction since its report last month: It previously predicted 1.3 and 1.63–inch models.
According to DisplaySearch, that means any Apple TV plans for the second half of next year have now been delayed.
While we can’t confirm any of DisplaySearch’s info from its report today, Apple is indeed experimenting with wearables. Earlier this year we reported that the product was currently being developed by a team of Apple executives, sensor, and fitness experts.
As evidenced by TV supply chain sources, Apple could be prioritizing wearable technology and delaying a true Apple TV launch during 2014. That’s according to analyst Paul Gagnon of DisplaySearch who believes Apple was positioned to debut a true iTV in the latter half of next year, but has put that plan on hold due to content deals still in development.
For Apple to have a successful television product for the living room, it needs to achieve three goals:
Sell enough units to generate sufficient content purchasing points, especially among households who do not yet own Apple TV set-top boxes.
Offer a unique point of differentiation to capture market share from leading TV manufacturers such as Samsung and Vizio, while at the same time being able to sell the products for a high enough price to deliver typically high Apple margins.
Create follow-on replacement purchases to keep hardware sales from flat-lining once household penetration peaks.
New report reiterates iPad mini screen supply shortages at Sharp and LG, Samsung brought onboard to aid production
The report states that Sharp is struggling to produce any level of output at all. This corroborates with a Digitimes report from earlier this week. Apparently, Sharp’s Oxide TFT process is to blame for the low yield rates.
There are a couple of analyst rumors doing the rounds at present that are best described as … questionable.
As an Apple supplier, our contact offered insight into the “iWatch” and described this potential new device as much more than an extension of your iPhone but as a multi-purpose gateway in allowing consumers to control their home (i.e., heating/cooling, lights, audio, video, etc.)
You may recall that Mr White is a man who likes his remotes: he predicted back in April that the Apple HDTV (which he always claims is going to be released in the next quarter or two) would be controlled by an iRing …
The DisplaySearch blog explained:
The LCD supply chain (including panel makers, component suppliers, subcontract manufacturing companies) has started to gear up for Apple: in the second half of 2012, Apple will launch three new products (a first): iPhone 5, iPad Mini and New iPad refresh model. These mobile devices will require displays with high resolution, slim form factor, light weight and low power consumption. And certainly, these features are keeping the LCD supply chain very busy.
DisplaySearch’s estimates of near-term production for these Apple products are shown in the table (above). The LCD supply chain companies involved in the Apple new products include Corning, Japan Display, LG Display, Sharp, AUO, Chimei Innolux, Samsung, Radiant, Coretronic, TPK, Wintek as well as Foxconn.
Apple’s business appeals to the LCD supply chain for various reasons related to production stability, but the displays are very technologically specific and present many challenges. As Hsieh further noted, Apple requires light and slim displays with high resolution, minimal power consumption, maximum color saturation, etc.:
…the iPhone 5: while not disclosed publicly yet, many believe the panel size will be increased to 4.0” from 3.5” in the iPhone 4S, while the resolution remains at 326 ppi. The technology breakthrough will be the in-cell touch sensor integration, which presents a big challenge for LCD suppliers to maintain good yield rates.
The iPad mini is expected to launch in Q4’12 as well. Compared to the iPad, the smaller 7.85” screen is targeting the segment of the market currently addressed by Amazon, Samsung, and Google. The ultra slim form factor and low power consumption LCD is the key, as well as the film type projective capacitance touch panel.
Due to these requirements, Apple has been investing in Asia’s LCD supply chain, according to Hsieh, specifically giving down payments to LCD panel makers for “strategic supply agreements.” Apple’s business is a “dual-edged blade,” but suppliers cannot ignore a company with such engaging product launches.
Get the full report at DisplaySearch.
With the new iPad’s “resolutionary” 2048-by-1536-pixel Retina display, which is arguably the flagship feature of the device, it might be somewhat surprising to hear that Apple originally planned on using lighter, thinner display tech. This is according to display expert and President of DisplayMate Technologies Raymond Soneira who told CNET, “There’s no question that the iPad 3 is Plan B.”
He claimed Apple would have used Sharp’s IGZO tech for a thinner display assembly, but instead was forced to go with older, amorphous silicon that required a larger battery. The move could have accounted for some of the increased weight to 1.46 pounds and depth of .037 inch. Soneira explained:
iTunes U (Click to enlarge):
Thanks @sonnydickson for the images
We have been finding references to 2X iPad images for well over a year (including iBooks 1.2), but with the next iPad expected soon, these images found in the iBooks 2 file have some importance:
We’re still expecting a 2X Retina iPad in the coming months.
Mere hours after we verified the connection between DigiTimes display predictions and the J2 prototype found in iOS 5 code strings, DisplaySearch analyst Richard Shim told CNET that production of a QXGA 10-inch 2048-by-1536 Retina Display for iPad 3 “has started”, as previously hinted:
It’s happening – QXGA, 2048×1536. Panel production has started [for the next-generation iPad]. There’s three suppliers. […] It takes a couple of weeks for the production to go to the ODMs (the manufacturers). Then the manufacturer puts them in the housing. Then, that goes off to shipment. We could start seeing finished devices produced in December. And then being ready to be shipped in January. With volumes gearing up in February and March
J1 and J2 are code-names DigiTimes outed as next-generation iPad models allegedly in the works for 2012. Acknowledging possible issues with volume manufacturing of such a high-resolution display, the analyst stressed Apple should be able to meet targets because it is sourcing parts from three display manufacturers: Samsung Electronic, LG Display and Sharp.
According to analytics firm DisplaySearch, Apple has officially passed HP (by nearly 4 million units) to become the top PC manufacturer worldwide with a 21.1% share. However, these numbers are somewhat controversial given the fact it includes iPad sales in the stats, a device that makes up 80% of Apple’s total PC shipments in Q2.
The research notes tablet shipments are up almost “70% Q/Q and over 400% Y/Y”, while notebook shipments were down 2% Q/Q. This just reinforces the fact that the iPad shipments greatly inflate Apple’s market lead in the “Mobile PC Market”. Even with incredible growth in the tablet market (thanks to the iPad), the 48 million notebook PCs shipped in Q2 2011 still greatly outweigh tablet shipments of 16.4 million. If you take tablets (iPads) out of the equation, Apple’s frenemy Samsung still tops the list for growth, up 44% for shipments Y/Y.
Apple shipped 3.9 million units more than HP’s 9.7 million units, making for a total of approximately 13.6 million MacBooks and iPads. The report also notes that PC shipment worldwide growth is on the rise even without Apple, noting “non-Apple tablets reached over 5.6 million units for the quarter” putting Y/Y tablet shipments up 25%.
From the report:
“Preliminary results show a second consecutive quarter of Y/Y shipment growth rate decline,” said Richard Shim, Senior Analyst for DisplaySearch. “While part of the Y/Y decline can be attributed to a strong first half of 2010, the rising tablet PC shipment growth rate begins to point to notebook PC shipment cannibalization.”
You can’t always be there at bedtime to read your kids their evening stories. However, Nursery Rhymes with StoryTime let’s you read them their favorite stories remotely using an iPhone. While it doesn’t replace being there, it is a nice stopgap and a great idea. The artwork on these stories is top notch.
I see this as being fantastic for parents that are split up or even parents that travel often. Perhaps v2 could have a little FaceTime window.
Life is definitely good in the land of iPad. In 2016, sales of Apple’s tablet should top more than a hundred million units annually and half a billion units cumulatively. It’s projected to grab the biggest chunk of an estimated 60 million slates in this year, another indication that 2011 and 2012 will be the years of iPad. This notion is shared by analyst Jennifer Colegrove who says tablet PCs are “the fastest growing application for touch screens.”
A simple armchair analysis suggests cumulative iPad shipments nearing a whooping half a billion units by the end of 2016. Yes, five years is too long a time for crystal ball peering, but even the most outspoken naysayers coming out of the woodwork should acknowledge the iPad’s enormous potential for Apple’s fortunes.
Apple isn’t at CES once again this year and as per usual Cupertino’s shadow looms above the giant US trade show, where it seems competitors, including Microsoft, intend introducing their own iPad competitors, even as we learn that existing Android tablets may never get a software upgrade. Some highlights: