Jeff Pu


'Jeff Pu' Articles

Front Camera Lens on Future iPhones Could Be Hidden With Special 'Pure Black' Coating

iPhone camera lens supplier Largan Precision is developing a special black coating for front-facing smartphone camera lenses, according to Jeff Pu, an analyst at Chinese investment firm GF Securities. Pu's research note, shared by Taiwanese publications Economic Daily News and MoneyDJ, claims that one or two smartphone makers could adopt the technology as early as 2020. Given that Largan already has a relationship with Apple, it is speculated that the special coating could be applied to future iPhones. A translated version of the Economic Daily News report says the special coating would allow the front camera lens to "completely disappear." A translation of the MoneyDJ report says the coating will be "pure black," eliminating the "small spots" like those visible in the notch on the iPhone X and newer. The front camera lens already blends into the notch pretty well on iPhones, but it is visible from certain angles and lighting conditions. The special coating would presumably make the lens completely invisible to the eye. Apple design chief Jony Ive has long dreamed of an iPhone that resembles a single sheet of glass, and hiding the front camera lens would be yet another step towards that goal, even if it sounds like an insignificant change. This is the first time we've heard this rumor, however, so treat it with some

iPhone X Supply Revised Lower Yet Again as TrueDepth System Still Faces Production Issues

A new report today yet again suggests that customers looking to get an iPhone X this year might face quite the challenge. Jeff Pu, an analyst with Taipei-based Yuanta Investment Consulting, has cut his forecast of the number of iPhone X devices that will be produced this year from 40 million units to 36 million. It's the second time he has revised down his estimate, which originally totaled 45 million earlier this year. The underlying reason is that Apple's suppliers are still struggling to perfect manufacturing of the iPhone X's TrueDepth camera and 3D facial recognition system, according to Japan's Nikkei Asian Review. We first heard about the production issues from KGI Securities analyst Ming-Chi Kuo a few weeks ago. Multiple reports have claimed it has taken more time to assemble the TrueDepth system's so-called "Romeo" module than the "Juliet" module. The "Romeo" module reportedly includes the dot projector that beams more than 30,000 invisible dots to create a precise depth map of your face, while the "Juliet" module includes the infrared camera that analyzes the pattern. Together, they help power new iPhone X features such as Face ID and Animoji. Pu maintained his belief that the iPhone X will enter mass production in mid-October and begin to be shipped from China to the first wave of launch countries next week. iPhone X pre-orders begin Friday, October 27, just over two weeks from now. The device officially launches Friday, November

Estimated Supply of iPhone X on Launch Day Revised Down to Just Over 12 Million Units

When the iPhone X launches on November 3, initial supply of the smartphone available to purchase could be limited to around 12 million units, according to Jeff Pu, an analyst at Taipei-based Yuanta Investment Consulting. Pu told Nikkei Asian Review that Foxconn likely manufactured around 2 million iPhone X devices in September. He said the number should increase to 10 million in October, and reach a total of 40 million by the end of the year, down from his original forecast of 45 million units earlier this year. If accurate, that means there would be just over 12 million iPhone X handsets available to purchase when the device launches in under six weeks. The report corroborates that the TrueDepth camera and facial recognition system is a major bottleneck for iPhone X production, as KGI Securities analyst Ming-Chi Kuo said in a research note earlier this week.Two executives working for iPhone suppliers told Nikkei Asian Review that 3-D sensor part makers are still struggling to reach a satisfactory level of output, and to boost their yield rate. This rate measures the number of usable or saleable units from a batch of components or final products produced. A low yield rate is likely to hurt a company's margins and bottom line.Reports about limited availability surrounding an iPhone launch surface every year, but rumors suggest the iPhone X might be even harder to get your hands on than a 256GB iPhone 7 Plus in Jet Black last