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

KGI-ipad-pro-12-inch-launch

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:

We forecast iPad shipments will fall 54.5% QoQ to 9.8mn units in 1Q15, given a lack of new applications, tablet market saturation and slow season… We believe that, in a major shift, while Apple (US) used to be able to use new form factor designs to boost demand, it has failed to do so this time around. The lighter and thinner iPad Air 2 will face strong headwinds in increasing sales in 1Q15, we believe; we also hold that this means that iPad, along with the entire tablet market, is faced with structural challenges characterized by a lack of new applications and market saturation.

Earlier reports claimed that Apple was on track to release the larger iPad “early next year,” but today Kuo said production issues will push back mass production of the device from the Q1 to Q2 of next year.

Kuo adds that Apple will take advantage of an oxide panel on the 12.9-inch iPad that will provide “spec requirements of high resolution, quick response and high color saturation.”

Several reports in recent months have claimed to share details of the yet to be announced iPad that will reportedly sport a display measuring somewhere in the neighborhood of 12-inches. Bloomberg and others reported that Apple was planning on release the device sometime in early 2015, while a report from The Wall Street Journal last month claimed Apple had postponed mass production of the larger iPad from December 2014 into next year as suppliers struggled to meet demand for the iPhone 6 and 6 Plus launch.

Would you buy a 12-13-inch iPad Pro?

 


Filed under: AAPL Company Tagged: Anti-reflective coating, Apple Inc, Bloomberg L.P., Christmas and holiday season, Financial analyst, iMac, iPad, Media event, Retina Display, Supply chain

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Jordan Kahn

November 12th

Apple

Mac

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

jay-carney-glasses

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.


Filed under: AAPL Company Tagged: Apple, Bloomberg L.P., Carney, CNN, jay carney, Katie Cotton, Politico, White House Press Secretary

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Zac Hall

September 10th

Apple

Mac

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

reuters

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 … 

“Even though Apple has the certification for energy-saving products… it has never provided the necessary verification material and agreements according to the regulations,” said a Finance Ministry fax sent to Reuters on Thursday evening.

Apple products were unavailable for purchase from the procurement website only temporarily due to a “monthly price adjustment,” it was said, and sales of Apple products resumed shortly afterwards.

As with many things involving Chinese authorities, certainty about the real position can be difficult to determine. It seems unlikely that Apple would fail to provide the Chinese authorities with any paperwork they requested, but whether Apple was deliberately omitted when requests were sent out or whether it was an oversight on the part of the procurement agency is something we will in all likelihood never know.

The temporary halt in sales of all Apple equipment does, however, appear to have been routine: Reuters cites several unnamed suppliers as saying that the price adjustments were common.


Filed under: AAPL Company Tagged: Apple, Apple China, Bloomberg L.P., china, edward snowden, Energy conservation, Government of the People's Republic of China, iPad, Reuters

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Ben Lovejoy

August 8th

Apple

Mac

iPhone market share in Japan climbs from a quarter to more than a third of all phones sold

japan

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.


Filed under: AAPL Company, iOS Devices Tagged: AAPL, Apple, Bloomberg L.P., iPhone, iPhone 5C, iPhone 5S, Japan, NTT DoCoMo, Samsung, Sharp Corporation, Sony

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Ben Lovejoy

May 14th

Apple

Mac

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

iphone-5s-5c-03

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 … 

A fair chunk of the cash – up from $7B last year – will of course be spent on initial work on the company’s spaceship campus, but Bloomberg’s sources say that Apple takes a very hands-on approach to its manufacturing process.

“Most companies will hire a design firm to create a rendering of a product, throw it over the wall to China and then it’s the Chinese engineers who do the detailed engineering work,” said Cormac Eubanks, product development director at industrial design firm Frog Design. “What Apple does is hard and it takes a lot of time and money.”

Jony Ive’s industrial design team reportedly builds its own manufacturing and testing equipment to develop innovative new ways to manufacture its products and to ensure that what is designed is practical to build.

“Their designs are so unique that you have to have a very unique manufacturing process to make it,” said Muthuraman Ramasamy, an analyst with consulting firm Frost & Sullivan, who has studied the use of the machinery. “Apple has so much cash that they can invest in cutting-edge, world-class machinery that is typically used for aerospace and defense.”

Examples given of new manufacturing & testing techniques devised by Apple in the past include:

  • A spinning-cube machine to ensure iPhone 4 gyroscopes were sensitive enough for games
  • A new display lamination technique for the 2012 iMac
  • A new method to apply anti-reflective coatings on MacBooks

In some cases, Apple builds the actual machinery that is then given to its overseas suppliers to use during the manufacturing process.

If Apple is indeed planning to launch its long-rumored iWatch next year, it’s likely that a bunch of that cash will be earmarked for the production and test technology needed to manufacture them.


Filed under: AAPL Company Tagged: Apple, Apple Industrial Design, Bloomberg L.P., Frog Design, iPad, iPad manufacturing, iPhone, iPhone manufacturing, Jonathan Ive, Jony Ive, Mac manufacturing, MacBook, Manufacturing

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Ben Lovejoy

November 13th

Apple

Mac

iPad 5 form factor examined in new video, will fit in larger hands

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Seth Weintraub

September 4th

Apple

Mac

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.

So, what do you think? Will Apple’s next device announcement showcase a wristwatch, television set, or neither? Cast your vote in the poll above.

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Elyse Betters

March 4th

Apple

Mac

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.

So, what do you think? Will Apple’s next device announcement showcase a wristwatch, television set, or neither? Cast your vote in the poll above.

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Elyse Betters

March 4th

Apple

Mac

CACI neutering thousands of iPads for use in government

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.

The iPad work is one example of how the federal contractor is investing in mobile technology to help offset reduced revenue tied to the wars in Iraq and Afghanistan, he said. “We’re looking at how do you go chase that market and how do you put partnerships in place,” Allen said. “The things that we’re doing with Apple around mobility — it’s a broad market play.”


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Jordan Kahn

February 8th

Apple

Mac

Apple’s Tim Cook takes TV project from hobby to ‘intense area of interest,’ says the industry is 20- to 30 years behind

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.”


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Jordan Kahn

December 6th

Apple

Mac
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