Tag - Wintek
A sharp fall in Wintek's June sales could signal that the company has lost out on orders for next-generation Apple products, specifically a new iPhone, says Topeka Capital Markets' Brian White. The analyst notes that on average, Wintek's June sales have grown 1 percent month-over-month. This year, though, they plummeted 33.6 percent, making for the company's worst month-to-month crash since late 2008.
Two of Apple's touch panel suppliers, TPK and Wintek, wiil see shipments to drop by 15 to 20 percent in the current quarter because of the transition from the iPhone 4S to the next-generation iPhone, industry sources tell DigiTimes. The 4S is described as "moving into the final stage of its product life cycle," and TPK has previously stated that it expects revenues to fall 10 percent sequentially in Q2 as a result of iPhone 4S stockpiling and people holding off on buying an iPhone.
Apple's next iPhone might drop the traditional glass-on-glass approach to touchscreens if one rumor proves true. Part suppliers claimed to Digitimes that Sharp and Toshiba Mobile Display were "likely" producing in-cell touch panels now that yield rates were good enough for the two to participate. The two would start production of in-cell panels sometime during the spring, although it wasn't clear if that schedule would include Apple.
Amazon's rumored Kindle Fire lineup expansion might get larger still based on an unusually specific rumor late Wednesday. There would be "at least two" new Kindle Fire models in 2012, Digitimes insisted, with as many as four depending on Amazon's ambitions. A 10.1-inch model was supposedly on track for July shipments and would aim at the $249 to $299 price range, with HannsTouch supposedly joining TPK and Wintek in making touch panels.
Apple is telling activists in the US and China that it will soon permit independent environmental reviews of at least two Chinese suppliers, according to USA Today. Prominent Chinese activist Ma Jun, the founder of the Institute of Public & Environmental Affairs, tells the paper that Apple agreed to the reviews in late January. The move is said to have been made in response to two reports by the IPE and other environmental groups, showing toxic chemical use and hazardous waste leaks at companies thought to be Apple suppliers. Apple rarely acknowledges which companies are a part of its supply chain.
Apple has faced both internal tension over as well as misleading statements from its Chinese suppliers, an in-depth investigation has uncovered. Focusing primarily on Foxconn, the New York Times spoke to numerous current and former Apple executives who said that, while there were improvements in the years since Apple began auditing factories, the company has so far stopped short of a hardline approach that would get a supplier like Foxconn to change.
Recent problems with Wintek touchpanels are creating ripple effects throughout the Taiwanese touchpanel industry, say industry sources contacted by Digitimes. Because of the trouble, Apple -- a key Wintek client -- is said to have have rearranged panel orders among other suppliers. The major beneficiary has allegedly been TPK, which saw revenue jump 53.7 percent month-over-month in September, or 139.7 percent year-over-year.
Apple's shipments of the iPhone 5 might have been slowed down by a defect surfacing in some touchscreens, a rumor maintained late Thursday. Wintek, which normally makes a significant portion of Apple's touch panels, has supposedly had a problem with 'delayed bubbles,' Digitimes said. While not serious given similarity to the iPhone 4 process, the issue can sometimes be found only during the final assembly process, at which point it's too late to fix the panel.
Apple has been operating irresponsibly in China, both in terms of labor and the environment, Foreign Policy suggests. A new report focuses on poisoning at a Wintek factory, where the Apple supplier began cleaning iPhone screens with an agent containing n-hexane. Exposure to the chemical triggered nerve damage in 137 workers, such as Jia Jingchuan, profiled by FP. Jia ended up hospitalized for 10 months starting in August 2009.
(Updated with alleged white iPod touch photo) New estimates by Concord Securities analyst Ming-Chi Kuo suggest Apple will bring white back to the iPod for the first time in years through the fifth-generation iPod touch. The design is rumored to be much like that of the iPad 2, where only the front gets the new color. Kuo told AppleInsider the design showed few signs of direct changes and would be in volume production in late August.
Now AAPL Stock: 115.59 ( -2.66 )
Cirrus creates Lightning-headphone dev kit
Apple supplier Cirrus Logic has introduced a MFi-compliant new development kit for companies interested in using Cirrus' chips to create Lightning-based headphones, which -- regardless of whether rumors about Apple dropping the analog headphone jack in its iPhone this fall -- can offer advantages to music-loving iOS device users. The kit mentions some of the advantages of an all-digital headset or headphone connector, including higher-bitrate support, a more customizable experience, and support for power and data transfer into headphone hardware. Several companies already make Lightning headphones, and Apple has supported the concept since June 2014. http://bit.ly/29giiZj
Apple Store app offers Procreate Pocket
The Apple Store app for iPhone, which periodically rewards users with free app gifts, is now offering the iPhone "Pocket" version of drawing app Procreate for those who have the free Apple Store app until July 28. Users who have redeemed the offer by navigating to the "Stores" tab of the app and swiping past the "iPhone Upgrade Program" banner to the "Procreate" banner have noted that only the limited Pocket (iPhone) version of the app is available free, even if the Apple Store app is installed and the offer redeemed on an iPad. The Pocket version currently sells for $3 on the iOS App Store. [32.4MB]
Porsche adds CarPlay to 2017 Panamera
Porsche has added a fifth model of vehicle to its CarPlay-supported lineup, announcing that the 2017 Panamera -- which will arrive in the US in January -- will include Apple's infotainment technology, and be seen on a giant 12.3-inch touchscreen as part of an all-new Porsche Communication Management system. The luxury sedan starts at $99,900 for the 4S model, and scales up to the Panamera Turbo, which sells for $146,900. Other vehicles that currently support CarPlay include the 2016 911 and the 2017 models of Macan, 718 Boxster, and 718 Cayman. The company did not mention support for Google's corresponding Android Auto in its announcement. http://bit.ly/295ZQ94
Apple employees testing wheelchair features
New features included in the forthcoming watchOS 3 are being tested by Apple retail store employees, including a new activity-tracking feature that has been designed with wheelchair users in mind. The move is slightly unusual in that, while retail employees have previously been used to test pre-release versions of OS X and iOS, this marks the first time they've been included in the otherwise developer-only watchOS betas. The company is said to have gone to great lengths to modify the activity tracker for wheelchair users, including changing the "time to stand" notification to "time to roll" and including two wheelchair-centric workout apps. http://bit.ly/2955JDa
SanDisk reveals two 256GB microSDXC cards
SanDisk has introduced two 256GB microSDXC cards. Arriving in August for $150, the Ultra microSDXC UHS-I Premium Edition card offers transfer speeds of up to 95MB/s for reading data. The Extreme microSDXC UHS-I card can read at a fast 100MB/s and write at up to 90MB/s, and will be shipping sometime in the fourth quarter for $200. http://bit.ly/294Q1If
Apple's third-quarter results due July 26
Apple has advised it will be issuing its third-quarter results on July 26, with a conference call to answer investor and analyst queries about the earnings set to take place later that day. The stream of the call will go live at 2pm PT (5pm ET) via Apple's investor site, with the results themselves expected to be released roughly 30 minutes before the call commences. Apple's guidance for the quarter put revenue at between $41 billion and $43 billion. http://apple.co/1oi1Pbm
Twitter stickers slowly roll out to users
Twitter has introduced "stickers," allowing users to add extra graphical elements to their photos before uploading them to the micro-blogging service. A library of hundreds of accessories, props, and emoji will be available to use as stickers, which can be resized, rotated, and placed anywhere on the photograph. Images with stickers will also become searchable with viewers able to select a sticker to see how others use the same graphic in their own posts. Twitter advises stickers will be rolling out to users over the next few weeks, and will work on both the mobile apps and through the browser. http://bit.ly/29bbwUE