Would you ditch your iPhone for Samsung?
Both Apple and Samsung are scheduled to launch their next big models this year and the bets are already on as to who will win the race.
Samsung is already planning to release its S3 next month, ahead of the iPhone 5’s possible launch in June, in an effort to beat the competition.
According to CNet, the Korean giant might include a new human interaction feature in the S3.
A feature similar to face recognition software being used on Android phones, it will use the front camera to keep track of the user’s eye movement and lock the screen accordingly.
While preventing others from using the phone or accessing contents on the screen the feature could also help save battery power by keeping alive only the section where the eye contact is active.
Bigger and brighter
Reports also indicate that the new smartphone will feature a 4.7-inch display and have features that could almost match the Apple’s Retina Display.
And with the Exynos Quad.-core 1.5GHz processing chip along with 1GB of RAM it would take some convincing for anyone to put the new S3 aside.
The new iPhone 5, according to latest online reports may even include a new 3D feature when it is launched in June.
In fact, what sparked the rumour is a job listing on Apple’s website for an iOS software engineer with skills, knowledge and experience in Computer Vision, Image Analysis and 3D geometry.
Other features that Apple might incorporate in its new phone could be an increase in the screen size from its current 3.5 to 4 and do away with physical buttons.
Samsung has already increased its market share with regard to the sale of its S2 and Galaxy Note.
A sales staff at Sharaf DG told Emirates 24|7 that almost 20 units of Galaxy Notes and S2s are being sold every day, a number that is similar to that of the iPhone 4S.
“In fact Samsung is actually doing well. At least in this market there is a growing appetite for Android phones,” he said.
And with forthcoming new releases the gap with regard to technological advancement and features between Samsung and iPhone would get much closer, giving a clear edge to the former outside the United States.
New iPad 3 to reach shelves in the UAE by April 30
The official launch of the new iPad in the UAE could be around the corner, but is anybody bothered?
According to sources within the industry, the iPad3 will officially launch in the UAE before April 30.
However with abundant stock available in the grey market and prices as low as its original retail price in other markets, leading retail outlets in the country could have already lost out on the race.
A grey market merchandiser yesterday told Emirates 24|7 that he is trying to move his remaining stocks at the earliest before the new iPad becomes officially available in the UAE market.
“Based on information from my sources I have learnt that the new iPad will be brought to the UAE within the next two weeks.
“That’s the reason we are trying to move our remaining stocks at the earliest. But you can never be sure, especially when it’s an apple product the dates are never fixed,” he said.
The Apple store, however, refused to confirm or deny the news.
“We will only get to know when the listing will be out on the website,” said a customer-care executive at the Apple call centre.
In his new book, Call Tyrone: Why Black Women Should Remain Single Or…, …
Christian leaders from various organizations and churches have offered their …
What is your biggest area of weakness and temptation? The only way to …
Israel and Jewish communities worldwide remember the Holocaust beginning at …
The next generation iPhone may not see the light of day until October of this year due to an production issue at Qualcomm, a company responsible for producing components for the next line of LTE devices.
The company seems to be experiencing some issues with its 28-mn modem chip that is expected to be included in the next iPhone.
“At this stage we cannot secure enough supply to meet the increasing demand we are experiencing,” said Chief Executive of Qualcomm Paul Jacobs to analysts on a conference call yesterday.
“Demand went so far ahead of availability that we’ve decided to start spending more money to get more supply as soon as possible,” said CFO Bill Keitel to Reuters. “Any time we can’t make a customer totally happy I’m going to worry. You don’t want to give a customer a reason to go elsewhere.”
Analysts believe that this issue will slow down the release of all the upcoming LTE devices set to launch this year, including the next iPhone.
Piper Jaffray’s Gene Munster commented on the issue at Qualcomm stating that it points to the iPhone’s launch getting pushed back until October.
Like us on Facebook
“QCOM will likely support an Apple iPhone launch in October. Based on our checks, we believe the design win momentum of QCOM’s 28nm products has been exceptionally strong and a 28nm LTE baseband is likely designed to the next iPhone,” said Munster.
“QCOM’s supply issue likely pushes the launch of the iPhone to October,” he added. “Based on the increased capital spending this year from TSMC and QCOM’s efforts over the last quarter to port its 28nm designs to UMC and probably Global Foundries, we think QCOM will have the capacity to support a Q4 LTE iPhone 5 launch.”
“In our view, this will be the most significant iPhone upgrade with a four-inch screen and a new, sleek look that we believe will require a Unibody case,” White wrote. “This new, sleek look will be the most important reason that consumers decide to upgrade.”
Moreover, some rumors say that the redesigned iPhone 5 will tout an aluminum unibody similar to the rear panel of the iPad.
Apple’s next iPhone 5 can be considerably thinner and lighter due to its recently won patents for “liquid metal,” which the company acquired in August 2010 from Delaware-based Liquidmetal Technologies.
While talking about the Samsung Electronics and Apple, Korean publication ETNews reported: “The next flagship phones of [Apple and Samsung] are expected to adopt unprecedented materials for their main bodies, that is, ceramic for the Galaxy S3 and liquid metal for iPhone 5, both being thin, light and highly resistant to external impacts.”
According to the ETNews report, “iPhone 5 is likely to take liquid metal, an alloy of zirconium, titanium, nickel, copper and so forth having an outer surface smooth like liquid.”
Motion Tracking User Interface
Apple has recently won a major patent for applying a special user interface that uses motion tracking.
By Tiernan Ray
Folks, things going on this morning:
Shares of F5 Networks (FFIV) are up $13.68, or 11%, at $137.89, after the company last night beat fiscal Q2 estimates and offers a Q3 outlook that topped expectations as well. The stock received two upgrades to buy this morning, from Capstone and Wunderlich, while Deutsche Bank raised its price target on the shares to $150 from $135.
Shares of eBay (EBAY) are among the top gainers in tech, rising $5.55, or 15.5%, to $41.42, after the company last night beat fiscal Q2 estimates and offered a better-than-expected year view, largely on strength from its PayPal unit.
The shares got three upgrades today to Buy or the equivalent, from Piper Jaffray, The Benchmark Company, and Macquarie.
Shares of Qualcomm (QCOM) are down $2.55, or almost 4%, at $64.43, after the company last night beat fiscal Q2 estimates but said it will ship fewer of its wireless chipsets this quarter than analysts were expecting. At least one analyst, Citigroup’s Glen Yeung, attributes the shortfall to a pause before Apple (AAPL) ramps its “iPhone 5.”
Speaking of Apple, Canaccord Genuity’s Mike Walkley raised his price target on the stock to $740 from $710 after cutting his iPhone estimate to account for slowing iPhone 4S sales, while raising his iPhone shipment estimate for fiscal 2013′s sales based on the an expected “iPhone 5.” Apple shares are off $7.71, or 1.3%, at $600.63.
Shares of enterprise software vendor VMWare (VMW) are up $5.26, almost 5%, at $116.55 after the company last night reported Q1 results that topped consensus and a Q2 view that was in line, and a better-than-expected full-year revenue outlook.
Price targets are rising all around, with Goldman Sachs taking the stock to $140 from $130, and Needham Co. raising it to $127 from $115.
Speaking of VMWare, shares of its majority owner, EMC (EMC), are down $1.22, over 4%, at $27.92 after the company reported Q1 revenue of $5.09 billion, slightly below the consensus $5.12 billion, and beat on the bottom line by a penny. The company said it will report full-year EPS of $1.70 or better, but that’s below the current $1.75 consensus. Its revenue outlook, $22 billion, is also below the consensus $22.24 billion for the year.
Shares of Verizon Communications (VZ) are up 85 cents, or a little over 2%, at $38.51 after the company this morning reported Q1 revenue of $28.24 billion and EPS of 59 cents, slightly better than the consensus $28.17 billion and 58 cents. The company said it sold 3.2 million iPhones in the quarter, and 2.1 million smartphones with “long term evolution,” or LTE, connections.
Shares of Nokia (NOK) are down 7 cents, or 1.8%, at $3.90 after the company this morning reported Q1 results of €7.4 billion and an adjusted net loss of €0.8 per share, which was in line with its warning on April 11th that results would miss analysts’ expectations.
Intel (INTC) offered the first debut of a smartphone running its “Atom Z2460″ processor, the “Xolo x900″ from India’s Lava International. The device will go on sale next Monday, April 23rd, in India “at a best-buy street price of approximately INR 22000,” or 22,000 Rupees, which is roughly $423. Lava had been mentioned as a partner back at the Mobile World Congress in Barcelona in February, along with China’s ZTE. The company expects to see more devices come to market in short order, including phones developed with Lenovo and Motorola Mobility.
Intel shares are up 5 cents at $28.
The 8.8 percent dip Apple shares suffered in the past week isn’t a harbinger of a larger decline; it’s a buying opportunity ahead of the company’s March-quarter results.
That’s the word from Barclays analyst Ben Reitzes, the latest Apple observer to express optimism for the company amid the rough patch its shares have been experiencing lately. Hard to imagine that such expressions of optimism are even necessary, considering that Apple’s shares have surged nearly 60 percent to a high of $644 this year. But evidently some investors are too risk-averse and easily frightened to actually own the stock.
Reitzes says that now is not the time to bail on Apple’s stock. And, like Goldman Sachs’s Bill Shope before him, he argues that concerns over softer-than-expected Mac sales, iPhone subsidies and too-lofty expectations for iPad and iPhone sales are misguided. He also notes that, historically, Apple shares have risen significantly in the six months prior to a new iPhone’s debut. Which bodes well for investors, given where we are in the calendar year.
“Our research indicates that Apple’s shares appreciate 31 percent in the 6 months ahead of every major new iPhone ship date,” says Reitzes. “We believe this phenomenon occurs given datapoints from the supply chain start to indicate a significant acceleration in iPhone sales after each launch. … Since we believe that [the] iPhone 5 cycle will be particularly special — and start in the September timeframe — it is not time to give up on Apple’s stock right now.”
In other words, Apple’s market cap is likely to see further gains. And the second-quarter earnings the company will report on April 24 may well be the jumping-off point.
Japanese display manufacturers, such as Sony, Sharp and Toshiba, are in the process of developing new technologies know as in-cell displays. Two companies that supply touch panels to Apple, Taiwan’s TPK Holding Co. and Wintek Corp., currently use on-cell technology in their products reported Focus Taiwan.
What this different touch panel technology means for iPhone fans is that the new smartphone will feature a sleeker design, reducing the thickness and weight of the device.
“Compared with on-cell technology, touch panels that use in-cell technology can be made thinner because the touch sensors are actually placed inside the color filters rather than on top of them,” Hsieh also added.
Japan lead the market in developing these new touch panels by fabricating touch sensors with thin film-transistor arrays instead of adding sensors to the top of an LCD glass substrate, Hsieh told the Taipei Times.
And it seems the country is ahead of the curve when it comes to creating this display.
“Of course, Taiwanese panel makers are also developing this technology, but Japanese suppliers still run faster,” the Display Search VP said.
Hsieh’s prediction that Apple will opt for this Japanese-produced display is enforced by rumors surrounding a thinner form factor for its iPhone 5. The Cupertino-based company recently licensed patents for the term “liquid metal,” which the company acquired in 2010 from Liquidmetal Technologies, a Delaware-based company.
“The next flagship phones of [Apple and Samsung] are expected to adopt unprecedented materials for their main bodies, that is, ceramic for the Galaxy S3 and liquid metal for iPhone 5, both being thin, light, and highly resistant to external impacts,” wrote Kim In-Soon of Korean news source ETNews.
Other recent patents include ownership over the iWallet, which allows users to control their subsidiary financial accounts on their iPhones, a 3D photography patent, and a multi-player gaming patent. It seems that Apple is crafting its upcoming iPhone to be a groundbreaking multi-media device, with capabilities that exceed industry standard smartphone features. In addition to an upgraded display and touch panel, the iPhone 5 may also integrate a self-timer into its updated camera. With the rising popularity of mobile apps such as Instagram, this could prove to be an enticing feature.
Apple is also on track to claim more of a presence in the gaming industry. On March 15th the company filed a patent securing a multiplayer gaming system, which would allow groups of people to interact while playing the same game simultaneously. There have also been rumors of a physical gaming controller coming to Apple devices.
“I know of an internal Apple project to bring a physical controller to the market, but whether or not it will ever see the light of day remains to be seen,” reported AnandTech in early April. “As smartphones and tablets come close to equaling the performance of current gaming consoles, I feel like the controller problem must be addressed.”
With these rumors and patents in the works, wouldn’t it make sense that Apple is upping its display technology? If the iPhone’s gaming and photography platforms are expecting an upgrade, Apple is sure to boost its touchscreen panels to go along with it.
To report problems or to leave feedback about this article, e-mail:
To contact the editor, e-mail:
“We believe this concern is overblown,” Shope wrote. “While some carriers will attempt to reduce the subsidy burden and tighten upgrade policies, many more will likely hold steady to capture share from the latter camp. In the end, all carriers are attempting to migrate their installed bases from feature phones to data-centric smartphones, and amid this transition, we think the risk of losing market share in the iPhone sub-segment is likely to be too great to ignore.”
“On a shorter-term basis, we believe the building rhetoric for lower subsidies and tighter upgrade policies is likely to fade to a whimper, as vendors prepare their marketing strategies for the iPhone 5 refresh later this year.” The analyst added.
According to a report in iDownloadBlog, Shope’s calculation about the next iPhone launch might just be right considering “all of the expectations that Apple has to live up to”.
A Radical Makeover: It’s hard to predict whether Apple will consider a significant revamp of its flagship smartphone with the release of the device’s upcoming iteration. But expectations of millions of Apple fans around the world are definitely high, waiting for something unique from the company.
When it comes to the existing iPhone 4S, people didn’t experience anything new from the device’s look as it was pretty much identical to its predecessor, the iPhone 4. And that has probably paved the way for growing rumors that Apple will bring some change to the form factor of its next-gen iPhone.
“Obviously, with the help of Siri, the holidays and other factors, the device still sold in record numbers. But if you think that Apple will be able to pull that off again – release another iPhone 4-like handset with a minor spec bump – you’re high,” the iDownloadBlog report said.
Convince Users To Upgrade And Switch: Over the last six months, Apple has managed to sale more iPhone 4S units than it has of any other iPhone unit ever before. Therefore, according to the report, the iPhone-maker will have to convince either the users of other devices – Samsung, BlackBerry, etc. – to switch to the new iPhone, or the current owners of iPhones to upgrade. “And at this point, that’s a pretty tall order,” said the report.
The Investors: As the report pointed out, Apple investors are already unsteady about the company’s “ability to keep up its ridiculous growth pace.” Given that Apple’s market cap is more than double than what it was a year ago, there’s even more pressure on the Cupertino tech giant to deliver a hit once again.
What Could Be The New Features In iPhone 5?
As Brian White of Topeka Capital Markets said, the next-gen iPhone could sport a 4-inch display, contrary to earlier reports of a large 4.6-inch and 3.5-inch screen. Some other sources also said that the device would sport Quantum Dot LED curved glass edge-to-edge display with 1280 x 720 resolutions (367ppi).
Full Carrier Agnosticism
One of the nicest things about Apple’s iPhone is that it’s no longer tied to a single carrier. Customers who want the iPhone 4S, for example, can get it from Verizon, Sprint, ATT and a host of regional carriers. When the iPhone 5 launches, expect Apple to make the device available to all of those carriers, as well. Apple realizes that in order to be successful, carrier agnosticism is an absolute necessity.
The latest unreliable iPhone 5 rumor to cross my desk claims the future Apple [AAPL] smartphone will be created using a new ‘liquid metal’ technology, so the next model to emerge from the iPhone factories over in China may not be cast, but poured.
Granted, that’s an over-simplification of the LiquidMetal Technology process. Apple acquired rights to use these patented alloys way back in 2010. Since it acquired them it doesn’t seem to have done much with the process, which it paid $30 million for. There have been some claims LiquidMetal alloys have been used in batteries and (wait for it) inside the SIM removal tool, but these are unverified and in any case don’t seem especially good uses of such expensive technology.
This may change in iPhone 5, according to a report in Korea’s ETNews. That report cites “industry sources” who claim Apple intends using the process in the device, which will be thinner and lighter as a result.
This sounds interesting, but bear in mind MacRumors warning as to the track record of the site making the claims. In addition, the report claims a June WWDC debut for the device.
Building new production lines
I don’t buy that as I feel it makes more sense for Apple to introduce the iPhone 5 just before Christmas in order to exploit the gift-purchasing season, particularly as this historically worked so very well with the iPhone 4S and the iPod nano, both of which saw huge launch sales in that period.
There could be some fire to this smoke. LiquidMetal announced in March that it had begun shipping commercial parts to several of its customers. “Parts delivery began this past December with continuing shipments scheduled for the months ahead,” the press release said.
Given recent claims Apple’s iPhone factory partner, Foxconn, has begun recruiting staff to run its iPhone 5 production lines, is it possible the partners are beginning to create the production lines for new iPhones using LiquidMetal?
Last week’s claims the new device would boast a ‘Unibody’ case attracted lots of attention. It is possible that usiing such alloys would enable Apple to build such a case at relatively low cost.
If that is the situation then it makes sense that Apple and Foxconn will need to develop a new production process for the new device.
Such a process would need to be sufficiently tested and sufficiently robust to manufacture millions of iPhone 5 units each month. Assembling and finessing the new production line will certainly take some time. Perhaps that’s why workers are being recruited now, presumably to test the process?
Thinner, new display technologies
LiquidMetal president and CEO Tom Steipp said in a press release: “We are very excited about the use of amorphous alloy technology to deliver stronger, lighter, and more corrosion resistant parts to our customers in varying industries globally. These initial shipments represent a significant milestone in our efforts to provide a new class of materials for our customers to consider when designing complex parts.”
That delivery of these components has begun needn’t suggest a June release of the device, though we’ll be watching closely in the weeks ahead.
The iPhone 5 seems certain to be thinner. A report today cites David Hsieh, vice president of DisplaySearch, who says the iPhone 5 will use thinner displays based on in-cell technology. “Of course, Taiwanese panel makers are also developing this technology, but Japanese suppliers still run faster,” Hsieh said.
This suggests Apple will purchase iPhone 5 displays from Sony, Sharp and Toshiba. This makes sense following Foxconn’s move last month to take a big stake in Sharp.
Use of in-cell tech would make the display thinner because the touch sensors are placed within the color filters, rather than on top of them.
Summing-up: Speculation now suggests the iPhone 5 will be thinner, lighter and sturdier than the 4-series. Use of LiquidMetal technology could enable a new chassis design (teardrop?), and use of a thinner, lighter, lower-power display should enable Apple to achieve that other speculated rumor: a larger 4-inch screen, while still delivering good battery life.
- Collected: Apple’s ‘unibody’ iPhone 5 ships fall, claims
- Collected: Apple iPhone 5 ships June and other crazy claims
Got a story? Drop me a line via Twitter or in comments below and let me know. I’d like it if you chose to follow me on Twitter so I can let you know when these items are published here first on Computerworld.
This week it appears that the next generation iPhone 5 may have been inadvertently tipped by Qualcomm’s quarterly earnings call via a supply issue warning for analysts tracking their mobile chipsets. The chipsets that are, in particular, seeing a strain on supply at the moment are their new 28-nm modem chips made to power the next generation of LTE speed devices. Qualcomm Chief Executive Paul Jacobs spoke to analysts saying that “demand went so far ahead of availability that we’ve decided to start spending more money to get more supply as soon as possible.” At this stage it appears that if this indicator tied with Piper Jaffray’s analyst Gene Munster’s predictions can be collectively strewn into a date – we’re looking at October of this year for the next generation iPhone. It is Qualcomm’s 28-nm MDM9615 modem chip that’s the subject of all this speculation, with the iPhone set for release later this year likely to be using the chip for both LTE data and voice services. As Munster noted this week: “QCOM will likely support an Apple iPhone launch in October. Based on our checks, we believe the design win momentum of QCOM’s 28nm products has been exceptionally strong and a 28nm LTE baseband is likely designed into the next iPhone. … Based on the increased capital spending this year from TSMC and QCOM’s efforts over the last quarter to port its 28nm designs to UMC and probably Global Foundries, we think QCOM will have the capacity to support a Q4 LTE iPhone 5 launch.” – Munster We’ve had no shortage of rumors surrounding this device as, of course, the iPhone lineup has been one of if not the strongest smartphone in the field since its first iteration. If you take a look at the keyword iPhone 5, however, you’ll find news leading to this smartphone for a while back, but eventually you’ll hit a point at which the resulting phone was actually the iPhone 4S. This device was the last delivered by Apple to the public last year at around the time this new iPhone is set to be announced. So beware of that – and beware the ides of October! [via MacRumors]
This week it appears that the next generation iPhone 5 may have been inadvertently tipped by Qualcomm’s quarterly earnings call via a supply issue warning for analysts tracking their mobile chipsets. The chipsets that are, in particular, seeing a strain on supply at the moment are their new 28-nm modem chips made to power the next generation of LTE speed devices. Qualcomm Chief Executive Paul Jacobs spoke to analysts saying that “demand went so far ahead of availability that we’ve decided to start spending more money to get more supply as soon as possible.”
At this stage it appears that if this indicator tied with Piper Jaffray’s analyst Gene Munster’s predictions can be collectively strewn into a date – we’re looking at October of this year for the next generation iPhone. It is Qualcomm’s 28-nm MDM9615 modem chip that’s the subject of all this speculation, with the iPhone set for release later this year likely to be using the chip for both LTE data and voice services. As Munster noted this week:
“QCOM will likely support an Apple iPhone launch in October. Based on our checks, we believe the design win momentum of QCOM’s 28nm products has been exceptionally strong and a 28nm LTE baseband is likely designed into the next iPhone. … Based on the increased capital spending this year from TSMC and QCOM’s efforts over the last quarter to port its 28nm designs to UMC and probably Global Foundries, we think QCOM will have the capacity to support a Q4 LTE iPhone 5 launch.” – Munster
We’ve had no shortage of rumors surrounding this device as, of course, the iPhone lineup has been one of if not the strongest smartphone in the field since its first iteration. If you take a look at the keyword iPhone 5, however, you’ll find news leading to this smartphone for a while back, but eventually you’ll hit a point at which the resulting phone was actually the iPhone 4S. This device was the last delivered by Apple to the public last year at around the time this new iPhone is set to be announced.
So beware of that – and beware the ides of October!