IHS


'IHS' Articles

Apple Said to Shift to Lower Power IGZO Displays for MacBook Pro Later This Year

Apple will shift to indium gallium zinc oxide (IGZO) material for MacBook Pro displays as soon as later this year, according to IHS. The research firm told DigiTimes that Apple may continue to procure MacBook Pro displays based on current amorphous silicon (a-Si) material until the end of the first quarter. The report claims Samsung and Sharp will begin supplying IGZO panels to Apple as soon as mid-2017. Sharp began mass production of IGZO displays in 2012, but evidence points towards Apple only using the material in iPads so far. A rumor claiming the first IGZO MacBooks would launch by 2014 proved to be inaccurate. IGZO is a semiconducting material that has forty times more electron mobility than the standard a-Si used as the active layer of an LCD screen, allowing for less power consumption, improved touch sensitivity, and increased pixel density, which could pave the way for higher resolution displays. DisplayMate president Raymond Soneira told us IGZO can also result in "significantly higher brightness," but the material costs "considerably more" to manufacture. Production and yield issues have slowed the adoption of IGZO, but the material is now showing up in more products such as LG's new OLED TVs. "Sometimes IGZO is simply referred to as Metal Oxide," he added. "The higher the PPI and the wider the Color Gamut (like DCI-P3 for the new MacBook Pro) the greater the benefits of IGZO over a-Si, particularly for LCDs." The glass edge and backplane circuitry of IGZO displays can also be made smaller, possibly leading to a thinner MacBook Pro. However,

iPhone 7 Component Costs Estimated to Start at $220

iPhone 7 component costs are estimated to start at $219.80, which is $36.89 higher than iPhone 6s, according to a preliminary teardown [Excel] of a 32GB model by IHS Markit. The display remains the most expensive component, costing an estimated $43, followed by an Intel modem and other baseband chips worth an estimated total of $33.90. Apple's quad-core A10 Fusion chip is the third most expensive item on the bill of materials, costing an estimated $26.90. Meanwhile, the larger 1,920 mAh battery is said to cost just $2.50. The larger rear-facing iSight camera and improved 7-megapixel front-facing FaceTime camera cost a combined $19.90, according to IHS Markit. Electromechanical components, including the Taptic Engine, antennas, connectors, microphones, and stereo speakers, cost an estimated $16.70 combined. iPhone 7's 2GB of RAM supplied by Samsung, and 32GB of flash storage supplied by SK Hynix, are estimated to cost a combined $16.40. An audio codec and audio amplifier supplied by Cirrus Logic, an NFC controller supplied by NXP, a Bosch Sensortec-made barometer, along with an accelerometer, gyroscope, Touch ID, proximity sensor, and other sensors, cost an estimated $14 altogether. The accessories included in the iPhone 7 box, including a Lightning-to-USB cable, Lightning-to-3.5mm audio adapter, EarPods with a Lightning connector, and 5W USB power adapter cost an estimated $11.80 combined. IHS raises Apple's total cost to manufacture the iPhone 7 to $224.80 after adding $5 in "basic manufacturing costs" related to assembly, insertion, and testing. A

Apple's 2017 iPhone May Feature Dual-Curve OLED Display

Though the 2017 iPhone is more than a year away from launching, we're already hearing non-stop rumors about the device due to the major design changes Apple is expected to introduce. The latest rumor, coming from IHS analyst Kevin Wang, suggests the 2017 iPhone will include a dual-curve OLED display that covers the left and right edges of the device. On Chinese social networking site Weibo (via PhoneArena), Wang said Apple will release a device with sloping edges similar to the Vivo XPlay 5 or the Galaxy S7 Edge. Kevin Wong's exact words are that after Vivo outed the Xplay 5 with its 5.4" OLED screen that slopes to the sides like on the S7 edge, there will be more manufacturers using this technique, including Apple with next year's iPhone.Apple is already rumored to be using flexible OLED displays for the 2017 iPhone, which will be necessary for any kind of dramatically curved display. It is not clear from Wang's statement how far the display will extend to the edges of the device and whether it will be a subtle curve for design purposes or a functional wraparound display as Samsung uses in its Galaxy Edge devices. The Galaxy Edge's wraparound display features side buttons and alerts accessible when the phone is face down. Wang does not offer details on where he is sourcing his information from, but it is presumably coming from the Asian supply chain and Apple's myriad manufacturing partners. Supply chain information can be difficult to interpret at times and Wang does not have a well-known track record, but he has shared some semi-accurate information on the

New 4-Inch iPhone Again Predicted to Launch in 2016

IHS Technology research director Kevin Wang, who previously said a new 4-inch iPhone would launch by the end of 2015, has now changed his prediction to mid 2016 on Chinese microblogging service Sina Weibo (via GforGames), corroborating information shared by reliable KGI Securities analyst Ming-Chi Kuo. Wang did not provide any new details about Apple's oft-rumored 4-inch iPhone, beyond confirming the smaller screen size, but Kuo recently said the device will "resemble an upgraded iPhone 5s," including a metal design with an A9 processor, and launch in the first quarter of 2016.As there is still demand for a 4-inch iPhone, we believe Apple will upgrade this product line. Because the iPhone 5s is more popular than the iPhone 5c, we think Apple is likely to launch an upgraded iPhone 5s. We predict Apple will mass-produce this new 4-inch iPhone in 1H16 with metal casings. In order to make the current iOS 9 or next-generation iOS 10 run smoothly, Apple may adopt an A9 chip for this new phone.Kuo believes the so-called "iPhone 6c" will not feature 3D Touch to differentiate it from Apple's flagship iPhone 6s and iPhone 6s Plus. Foxconn is expected to be the primary manufacturer of the 4-inch smartphone, with 20-30 million shipments projected through the end of 2016. Given his recent track record, Wang's new prediction should be treated with a proverbial grain of salt, but it does corroborate multiple rumors suggesting Apple will release a new 4-inch smartphone in 2016. The so-called "iPhone 6c" was originally rumored to launch in 2015, but those plans were reportedly

Next-Generation iPhone Again Rumored to Have 12-Megapixel Camera

Kevin King, IHS Technology Research Director for China, claimed on Chinese microblogging service Weibo that Apple's next-generation iPhone will feature a 12-megapixel rear-facing camera with smaller pixels (via G4Games), corroborating the same prediction made by well-informed KGI Securities analyst Ming-Chi Kuo earlier this week. Apple has used an 8-megapixel rear-facing camera sensor since the iPhone 4s was released in late 2011, so the megapixel bump will be the first in nearly four years if the pair of analysts are correct. Prior to that, the iPhone 4 had a 5-megapixel camera and the iPhone 3GS had a 3-megapixel shooter. Given that megapixels don't always matter, however, software improvements are often more important for image quality. Last November, well-known Apple pundit John Gruber of Daring Fireball said the next iPhone could have "the biggest camera jump ever" with a dual-lens system that delivers DSLR-quality imagery, but a later report dismissed the rumor since Apple would need to redesign the current chassis of the iPhone 6 and iPhone 6 Plus, which is unlikely for this year's refresh based on the history of "S" models. Apple's next-generation iPhones are rumored to retain 4.7-inch and 5.5-inch screen sizes, powered by an A9 processor with 2GB of LPDDR4 RAM and featuring Force Touch, improved Touch ID recognition, gesture control support, an additional microphone near the speakers for improved voice quality, a new rose gold color option, internal mechanical design changes and