A report from Korea’s ETNewshas outlined a series of claims pointing to dramatic shifts in display technologies for Apple devices. Over the next year, the report says that Apple is expected to redefine its screens for iPhones, iPads, and MacBooks. Here are the reported display trends:
iPhones will move to screens larger than 5-inches
iPads will be diversified into entry-level and premium models depending on display size. This report reiterates claims of a 12.9/13-inch model
iPad mini will gain a higher-resolution display next year
OLED displays will be integrated into Apple products, including Apple’s upcoming “iWatch”
More power-efficient LED displays for MacBooks
Further, the report claims that Apple will continue to use displays from Japan Display, but the company will increase its reliance on both LG and Samsung for screens
When Apple SVP Phil Schiller pointed us to a story earlier this week that Samsung was artificially inflating benchmark scores for its new Galaxy Note 3, many were quick to point out it wasn’t the first time Samsung had been caught engaged in such a practice. The same issue was discovered by AnandTech for the Galaxy S4 back in July, and today the site has an extensive report showing that almost every Android smartphone manufacturer is shipping devices that do the same.
As pictured in the chart above, that includes the HTC One, HTC One mini, LG G2, Galaxy Tab 10.1, and many others. In fact, the only companies that appear to not be using the method is Apple and Motorola, as well as Google with its Nexus 4 and Nexus 7 devices:
We started piecing this data together back in July, and even had conversations with both silicon vendors and OEMs about getting it to stop. With the exception of Apple and Motorola, literally every single OEM we’ve worked with ships (or has shipped) at least one device that runs this silly CPU optimization. It’s possible that older Motorola devices might’ve done the same thing, but none of the newer devices we have on hand exhibited the behavior. It’s a systemic problem that seems to have surfaced over the last two years, and one that extends far beyond Samsung… None of the Nexus do, which is understandable since the optimization isn’t a part of AOSP. This also helps explain why the Nexus 4 performed so slowly when we reviewed it – this mess was going on back then and Google didn’t partake.
As noted in the report, the gains that OEMs are experiencing from the inflated scores are probably not worth the press they’ve been receiving. AnandTech points out that most of the inflated scores provide under a 10% increase in GPU and CPU performance benchmarks:
The hilarious part of all of this is we’re still talking about small gains in performance. The impact on our CPU tests is 0 – 5%, and somewhere south of 10% on our GPU benchmarks as far as we can tell. I can’t stress enough that it would be far less painful for the OEMs to just stop this nonsense and instead demand better performance/power efficiency from their silicon vendors.
You can check out the full report here, which offers in-depth analysis on the optimizations it found for several devices across various benchmark tests.
Reutersis reporting that problems with the rumored retina display for the iPad Mini 2 mean that it will be available only in limited quantities when it launches this year, with full-scale production pushed into 2014.
Apple Inc will be unable to widely roll out a new version of the iPad Mini with a high-resolution “retina” display this month, people who work in the company’s supply chain said […]
Given the time required to ramp up screen production, a retina display-equipped iPad Mini would not be available in large volumes until early next year, the sources said.
The delays are said to be due to the display suppliers – believed to be Samsung, LG and Sharp – having difficulties meeting the strict power-saving specifications laid down by Apple … Expand Expanding Close
Oh, Digitimes. This is the 4th year in a row that you’ve reported that Apple would be moving its chip business away from Samsung in Texas to the friendly local confines of the Taiwan Semiconductor Manufacturing Company (TSMC). This time however, the report hedges the bet saying only a portion of the production will move to Taiwan. It also sources a Korean publication Hankyung.
Apple shifting production of its iPhone and iPad chips away from Samsung to TSMC is one of those constant rumors, dating back to at least 2011.
Taiwan-based Commercial Timessaid a trial with Apple was set to kick off in Q1 for the A6X chip, which didn’t happen. DigiTimes, a site not noted for its accuracy, regularly reports that Apple is shifting its chip production to TSMC, and claimed back in June that this would be the case for the A8 chip, saying that production would start in early 2014. Since we’re not expecting the iPhone 6 until the fall, it’s hard to see why this would be the case.
The WSJ reported back in June of this year that a deal had finally been struck, but big investments by Samsung in its new Austin, Texas plant suggest that multi-year contracts are likely in place, and The Korea Economic Daily is claiming that Samsung will still make 30-40 percent of the A8 processors in next year’s iPhone 6.
This is said to be TMSC experiencing difficulties (presumably yield rates) with its manufacture of 20nm chips. It was recently confirmed that the A7 chip in the iPhone 5s was made by Samsung. Expand Expanding Close
With Apple’s new gold iPhone 5s getting the most attention of any of the new colorful iPhones it released earlier this month, Samsung wants you to know that it isn’t copying Apple with its new gold Galaxy S4.
In a blog post on its official Samsung Tomorrow blog titled, “Golden History of Samsung Phones,” the company makes a point of noting that it announced the Gold Galaxy S4 on August 27th and launched it in stores on September 8– over a week before Apple’s gold iPhone 5s launch. It also showed off some gold phones it’s made dating back to 2004.
Some were unreleased like special edition phones for the Olympics and one for Ocean’s 13, and Samsung notes that “this is definitely not a complete list of gold-colored products made by Samsung.” Expand Expanding Close
A large majority of the deals we cover each day come from a variety of ‘Daily Deal’ websites or are so popular that they don’t even last 24 hours. We know you can’t be at your computer every second, so we’re going to round up the best deals each day to make sure you have a fair shot at the deals you want. Be sure to follow 9to5Toys.com so you never miss a deal...Twitter, RSS Feed, Facebook, Google+.
We’ve enjoyed seeing the new iPhones get smashed to pieces in the inevitable drop tests that followed the launch of Apple’s two new smartphones this month, but what we really want to know is how it holds up against some of its Android competition. SquareTrade has just completed a durability test (via AllThingsD), and found that not only are the new iPhones not performing as well as last year’s models, the new 5s and plastic-backed 5c were both beat by Motorola’s new flagship Moto X:
“We were expecting that at least one of the new iPhone models would up its game but surprisingly, it was the Moto X that proved most forgiving of accidents,” SquareTrade marketing chief Ty Shay said in a statement. “This is the first time we’ve tested the breakability on a Motorola phone, the only phone we’ve ever tested that’s made in the USA. We were pleased to find that it withstood our drop, slide and dunk test with only the slightest dent. It looks like Google is giving Apple and Samsung a run for their money.”
The new iPhones did, however, beat out Samsung’s Galaxy S4, which was also included in the durability test.
Apple is expected to become the market leader in Japan, with the iPhone 5s and 5c forecast to make up 40 percent of all new contracts on Japan’s DoCoMo carrier, reports Nikkei (via CNET).
The 40 percent figure is believed to be the quota that Apple and DoCoMo agreed on, the report said […] This development marks a tectonic shift in DoCoMo’s strategy and the Japanese phone market in general. Domestic phone suppliers like Sharp and Fujitsu are expected to suffer as a result … Expand Expanding Close
In an interview with the Korea Times, Samsung executives respond to Apple’s recent announcements in typical Samsung fashion. In order to better compete with Apple in China, Samsung confirmed that it would focus more on the huge Mainland market.
For example, the company says it has received clearance from Chinese authorities to sell TDD-LTE devices, to enable Samsung to offer phones that work on the world’s largest carrier, China Mobile. As a result of “changing market situations” (i.e. Apple), Samsung is accelerating its schedule for releasing these Chinese-friendly devices. Apple is expected to announce a partnership with China Mobile to sell the iPhone before the end of the year.
In addition, Shin, Samsung’s co-CEO announced that Samsung’s next Galaxy phones will feature 64-bit architectures, to rival the A7 in the iPhone 5s.
“Not in the shortest time. But yes, our next smartphones will have 64-bit processing functionality,” Shin said, adding he followed the media coverage of Apple’s new iPhone.
Bloomberg reports that Apple has absorbed a 14% hit in the value of the rupee in order to keep iPhone prices steady in India, speculating that it is willing to reduce margin in order to grow market share in what is expected to become the world’s second-largest smartphone market by 2017.
Apple has refrained from following Samsung Electronics Co in raising prices. Apple is selling the iPhone and iPad to distributors such as Redington India Ltd at the same price as in 2012 even after the currency’s decline this year, Rajesh Khetarpal, head of Redington’s strategic business unit, said in an interview.
Apple is currently in 6th place in smartphone market share in India, behind Samsung, Micromax, Karbonn, Nokia Oyj and Sony. It has previously offered disguised discounts and interest-free credit deals via distributors in order to boost sales in the country.
It is thought that BRIC countries (Brazil, Russia, India and China) are key target markets for the iPhone 5C expected to be officially announced today.
Samsung is so far the only company to announce an LTE-A compatible phone
A statement by Deutsche Telekom is adding to speculation that at least the European model of the iPhone 5S may support the high-speed LTE-A standard (also known as LTE+). The prospect of the 5S supporting the faster version of LTE had first been suggested back in July.
In announcing that the carrier will be launching its high-speed LTE-A data service this month, offering speeds of up to 150MBit/s, the company said:
Samsung will offer an updated version of the Galaxy S4 with LTE +. Appropriate devices from other manufacturers will follow the end of September.
Given the timing, some are suggesting that one of the ‘other manufacturers’ may be Apple … Expand Expanding Close
If the iPhone 5C is launched in China at $400, and Apple’s partnership with China Mobile for a TDD-LTE version of the handset proceeds as expected, Apple’s market share in China could jump by a massive 19.3 percent – enough to make Apple the number one seller.
The prediction, reported in Fortune, was made by Morgan Stanley’s Katy Huberty on the back of an AlphaWise survey of 2,000 mobile phone owners in China. Full details below … Expand Expanding Close
New figures from CIRP reported in Fortune show that Apple wins three times as many smartphone customers from Samsung as Samsung does from Apple: 20 percent switched from a Samsung handset to an iPhone, while only 7 percent switched in the opposite direction.
Unsurprisingly, the biggest chunk of iPhone buyers – 42 percent – were upgrading from a previous iPhone, while the rest were split between those switching from other brands (around 30 percent) and those upgrading from a featurephone (26 percent) – with a handful of first-time cellphone buyers making up the rest.
With iPhone prices higher than the average for Samsung’s range of smartphones, it’s also no surprise to see that the educational attainments of iPhone owners tend to be higher, this being a rough proxy for income.
In the circles most of us hang out, it might seem incredible that featurephones – aka dumb phones – were still outselling smartphones until recently, but that was indeed the case right up to the first quarter of this year. The latest Gartner figures show that smartphones finally broke ahead in Q2, achieving 51.8 percent of worldwide phone sales.
Smartphones accounted for 51.8 percent of mobile phone sales in the second quarter of 2013, resulting in smartphone sales surpassing feature phone sales for the first time,” said Anshul Gupta, principal research analyst at Gartner. Asia/Pacific, Latin America and Eastern Europe exhibited the highest smartphone growth rates of 74.1 percent, 55.7 percent and 31.6 percent respectively, as smartphone sales grew in all regions.
The news wasn’t quite so good for Apple, with its year-on-year marketshare dropping more than four points to 14.2 percent.
This does, however, reflect a period in which market leader Samsung launched a flurry of new handsets. Apple’s position is likely to improve substantially when the iPhone 5S and iPhone 5C are launched, likely next month.
IDC is out today with its latest report tracking worldwide tablet shipments, reporting that total shipments have experienced a sequential decline during Q2 at the expense of Apple and the iPad. Apple already announced that it had sold 14.6 million iPads during the quarter, a significant drop from the 17 million it sold in the year ago quarter, but today IDC gives us some insight into where that puts Apple in its lead over Samsung as the top tablet vendor.
Apple was able to pick up 32.4% of the market during Q2, continuing its lead as the top tablet manufacturer, but dropping from the 60.3% of the market it had in Q2 last year. While Apple’s tablet shipments are clearly suffering from lack of new product announcements this year, it’s also losing share to Samsung and others. IDC reports 277% year over year growth for Samsung, giving it 18% of the market with 8.1 million units shipped during Q2. All of the top 3 vendors– Apple, Samsung, and ASUS– experienced a drop compared to Q1 2013, but the Android tablet makers have experienced significant growth compared to Apple since last year. Expand Expanding Close
The WSJ reports that more than a billion dollars were wiped off Samsung’s market value today following President Obama’s veto of the decision to ban the import of iPhone 4 and 3G iPad 2 devices into the USA. The fall represented 0.9 percent of the company’s market cap.
While a Presidential veto over-rules the original ITC ruling, the Financial Times reports that Samsung is appealing the ITC decision on the grounds that it only upheld one of the four patents it believes Apple has infringed. The appeal is expected to be held in Q1 2014. Were Apple to lose then, however, the impact would be significantly lower, as Apple is almost certain to have launched new iPhones and iPads by then, with the iPhone 4 and iPad 2 likely removed from Apple’s retail and online stores and seeing only residual sales elsewhere … Expand Expanding Close
We are disappointed that the U.S. Trade Representative has decided to set aside the exclusion order issued by the U.S. International Trade Commission (ITC). The ITC’s decision correctly recognized that Samsung has been negotiating in good faith and that Apple remains unwilling to take a license.
Today’s decision is not the first time in which the United States has sided with Apple over Samsung. Last summer, a California court granted Apple a $1 billion dollar verdict in a wide ranging case regarding Apple and Samsung’s mobile product design patents. Apple CEO Tim Cook called that win an “important day for Apple and for innovators everywhere.”
President Obama and Vice President Biden with an iPhone
United States President Barack Obama and his administration have issued a veto on a potential ban for iPhone 4 and 3G-capable iPad 2 models in the United States. The news comes by way of a notice from the U.S. Government. The official ruling comes from Michael Froman, a trade representative for the United States:
In addition, on January 8, 2013, the Department of Justice and United States Patent and Trademark Office issued an important Policy Statement entitled “Policy Statement on Remedies for Standard-Essential Patents Subject to Voluntary FRAND Commitments” (“Policy Statement”).2 The Policy Statement makes clear that standards, and particularly voluntary consensus standards set by standards developing organizations (“SDO”), have incorporated important technical advances that are fundamental to the interoperability of many of the products on which consumers have come to rely, including the types of devices that are the subject of the Commission’s determination. The Policy Statement expresses substantial concerns, which I strongly share, about the potential harms that can result from owners of standardsessential patents (“SEPs”) who have made a voluntary commitment to offer to license SEPs on terms that are fair, reasonable, and nondiscriminatory (“FRAND”), gaining undue leverage and engaging in “patent holdup”, i.e., asserting the patent to exclude an implementer of the standard from a market to obtain a higher price for use of the patent than would have been possible before the standard was set, when alternative technologies could have been chosen. At the same time, technology implementers also can cause potential harm by, for example, engaging in “reverse holdup” (“holdout”), e. g., by constructive refusal to negotiate a FRAND license with the SEP owner or refusal to pay what has been determined to be a FRAND royalty.
The would be, no-longer affected Apple devices include the iPhone 4, iPhone 3GS, iPad 2 3G, and the original 3G-capable iPad. This ruling mostly affects the iPad 2 and the iPhone 4 as those are the pertinent products that Apple actually currently sells in the U.S. The President’s block of the ITC ban is the first block of this kind since the 1987 Reagan administration.
Newer iPhone and iPad models, such as the iPhone 5 and 3rd/4th generation iPad, are not affected because they use a different cellular chipset design.
The latest numbers from IDC, ABI and Strategy Analytics (the latter not yet online) paint an interesting picture of where the smartphone business currently stands, and where the iPhone sits within it.
The overall picture for smartphones is, of course, strong. IDC reports:
In the worldwide smartphone market, vendors shipped 237.9 million units in 2Q13 compared to the 156.2 million units shipped in 2Q12. This represents 52.3% year-over-year-growth, the highest annual growth rate in five quarters. Second quarter shipments were up 10.0% when compared to the 216.3 million units shipped in 1Q13.
While ABI pegged the year-on-year growth at a significantly lower 44 percent, it’s clear that much of the traditional featurephone market is switching to smartphones.
The high-end also remains strong, with both the iPhone and Samsung S4 outpacing the smartphone market as a whole, though both sets of figures show iPhone growth at a long-time low … Expand Expanding Close
According to a report from the Wall Street Journal, Apple and its suppliers are testing versions of the iPad and iPhone with larger displays.
Apple and its Asian component makers are testing larger screens for iPhones and tablets, officials at the company’s suppliers say.
Due to mounting competition from hardware competitors like Samsung, a larger-screened iPhone has long been expected and rumored. However, this is one of the first specific claims for a larger sized iPad. In March of this year, an unverified claim emerged for a 12.9-inch iPad model being in the works with a rather unlikely name. WSJ‘s report points to a display “measuring slightly less than 13 inches diagonally.”
The Wall Street Journal summarizes information from court documents and various sources that points to Apple and Samsung being back at the bargaining table after the two companies spent much of 2012 in court proceedings regarding patent infringement claims. During the summer of 2012, Apple won a major lawsuit in California court against Samsung due to design patent infringement claims regarding the iPad and iPhone.
Today’s report shares that since that time, the Cupertino and South Korean tech firms have met multiple times in private to come to some sort of settlement. Since last summer, the two companies have still been filing lawsuits against each other. Notably, today’s report claims that a settlement was near this past February, but the talks dissolved. Even with the cool-down, the talks are reportedly still on-going. Samsung reportedly has made proposals for the potential settlement:
Apple’s two biggest competitors in the smartphone space have reported their initial Q2 earnings report and estimates today ahead of Apple’s fiscal Q3 financial results later this month. While Samsung, which holds the second place spot behind Apple as top smartphone vendor in the US, is estimating profits of around $8.33 billion for the quarter, it also missed estimates due to slowed growth of its smartphone sales. Despite the record number marking an increase of around $2 billion from its Q1 profit, Samsung falls just short of the 10.16 trillion won that analysts were expecting for the company thanks to slowed momentum in its smartphone division.
HTC, which sits at #3 smartphone vendor in the US with 9% of the market behind Apple and Samsung, has posted disappointing earnings for the quarter. 9to5Google reports HTC profits are down 83% year-over-year….not too surprising considering it’s been losing share of the smartphone market in the US since February. According to the report it’s also seeing sales of its flagship HTC One drop in June after strong May sales.
Oh, and the ad above… That’s Samsung’s latest mocking iPhone users. This time it’s a little more niche than its other ads that have aired in the US and abroad, but the new Icelandic ad makes it quite clear that Apple is the target. We’re not sure about the ninja symbology, but the tagline for the ad translates to “Get a phone that understands you” and the ad focuses on lack of Icelandic language support on the iPhone.
According to a report from the BostonHerald, Boston University is the latest to sue Apple for patent infringement claiming several Apple products use technology covered by its 1997 patent for highly insulating monocrystalline gallium nitride thin films. The university filed a lawsuit with the U.S. District Court of Massachusetts yesterday listing Apple’s iPhone 5, iPad, and MacBook Air as infringing devices.
“Defendant’s acts of infringement have caused and will continue to cause substantial and irreparable damage to the University,” BU alleges in its complaint.
The highly technical patent, which can be viewed on the USPTO’s website, was originally awarded in 1997 and lists computer engineering professor Theodore D. Moustakas as its inventor. BostonHerald notes that the university has also used the patent in cases against Samsung and Amazon, and “plans to illustrate that at least one other company pays a licensing fee to use the component in question” during its case with Apple: Expand Expanding Close