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'JPMorgan' Articles

iPhone 8 Said to Have Enhanced Earpiece With Further Improvements to Stereo Sound and Waterproofing

Apple's so-called "iPhone 8" with an OLED display and wireless charging will also feature an "enhanced receiver" with "further improvements" to stereo sound and waterproofing, according to new research shared this week by JPMorgan analysts tracking the company's supply chain in the Asia-Pacific region. For those unfamiliar, the receiver is the slim, meshed earpiece cutout above the screen that you hold against your ear during a phone call. Since the iPhone 7, it has doubled as a full-out speaker. With two speakers, Apple says the iPhone 7 delivers two times the audio output of an iPhone 6s with increased dynamic range. JPMorgan didn't specify what acoustical improvements will be made to the iPhone 8's receiver, but it's reasonable to assume it could have higher peak volume at the very least. The earpiece will also be more waterproof, in line with a previous rumor claiming the iPhone 8 will have even better IP68-rated water resistance. The research note also made the rather outlandish prediction that AirPods may come as a free accessory with the iPhone 8. Apple including AirPods with the iPhone 8 isn't something we've heard before, so treat the rumor with a healthy dose of skepticism. But, if the rumor proves to be accurate, AirPods would presumably replace Apple's wired EarPods with Lightning connector that it includes in the box with current iPhone models. AirPods cost $159 in the United States, considerably more than EarPods, which retail for $29 when purchased separately, and cost Apple barely anything to make, according to estimates by market research

Future iPhone May Use Customized Wireless Charging System Made in Partnership with Broadcom

A future version of the iPhone could use a customized wireless charging system created in partnership with Broadcom, according to JPMorgan analyst Harlan Sur (via CNBC). While Apple and Broadcom have reportedly been working together on a wireless charging solution for approximately two years, Sur is not sure whether the feature will be included in the 2017 iPhone due to "caution around the battery-related recall" of the Samsung Galaxy Note 7. Despite Harlan's caution, the upcoming 2017 "iPhone 8" is widely rumored to include some kind of wireless charging solution, but details on how it is being implemented and whether or not Apple is working with a partner like Broadcom remain unknown at this time. iPhone 8 concept image via Thadeu Brandão Past rumors have suggested wireless charging partnerships and supplier deals with Lite-On Semiconductor, MediaTek, Foxconn, Pegatron, and Luxshare, making it difficult to suss out Apple's wireless charging plans. Harlan's research note also echoes previous rumors pointing towards a glass body for future iPhones, which many analysts believe is being implemented to facilitate wireless charging."We believe the glass back cover is conducive to wireless charging as it reduces signal interference versus a metal casing," Sur wrote. "It is possible for Apple to add proprietary features such as fast charging or extended charging to differentiate itself from the pack and enhance the value of its own hardware ecosystem."Early wireless charging rumors suggested Apple would use a long-range wireless charging solution, but more recent

iPhone 8 Expected to Have 3D Facial Recognition Instead of Touch ID

Apple's widely expected 5.8-inch iPhone with an edge-to-edge OLED display will feature a front-facing 3D laser scanner for facial recognition, corroborating previous rumors, according to JPMorgan analyst Rod Hall. Hall said the scanner will replace Touch ID on the so-called iPhone 8, as Apple plans to remove the Home button to allow for the edge-to-edge display. His research note claims the so-called iPhone 7s and iPhone 7s Plus could also have a 3D laser scanner based on increased volume of the module within Apple's supply chain. The scanner is said to add $10 to $15 per module to the iPhone 8's bill of materials, which coupled with the OLED display, glass casing, and other increased production costs, could make its retail price up to $100 more expensive than it would be without those features, if Apple looks to maintain a similar profit margin. The increased costs are in line with a recent report claiming the iPhone 8 could cost upwards of $1,000 in the United States. Hall believes the switch to facial recognition will help alleviate consumer frustration when Touch ID does not work under wet conditions. He added that facial recognition will potentially be more secure than Touch ID, which could increase Apple Pay adoption among banks and merchants. The research note said the 3D laser scanner could eventually be used for other purposes, such as augmented reality, but likely not until 2018 at the earliest.One obvious and potentially most compelling use would be AR/VR experiences in which the user’s hands and other real world objects are being scanned and

Apple Cuts 4th Quarter iPad Orders by 25%?

JP Morgan analysts claim that Apple is cutting orders from iPad component suppliers by 25% for the upcoming quarter.Several supply-chain vendors indicated in the past two weeks that Apple, the world's biggest company by market value, lowered fourth-quarter iPad orders 25 percent, the first such cut that analysts at JPMorgan’s electronic manufacturing services team in Hong Kong said they have ever seen. The report did not list the affected companies.The cut could represent a drop from 17 million units produced in the third quarter to 13 million units in the 4th quarter. The reason for the drop in orders is not explained in the report. Apple sold 9.25 million iPads during the 2nd calendar quarter, and only caught up with demand in August, so it may be that Apple overestimated the peak demand. Sales numbers for the current quarter have not yet been reported. There had originally been some speculation that the iPad 3 might launch this fall, but multiple reports have said the iPad 3 will not launch until 2012. Meanwhile, given the poor showing amongst iPad competitors, most expect that the iPad 2 is set to have a "free run" through the 2011 holiday period. The only other major competitor to be launched in this quarter appears to be Amazon who is said to be introducing their own Android-based tablet this week. Update: Business Insider speculates that the drop in orders could have to do with Apple moving some iPad production from China to Brazil beginning later this year. What that theory fails to address, however, is the fact that the Brazilian production is still