2014年7月14日星期一

Analyst Ming-Chi Kuo: Apple's 5.5-inch 'iPhone 6' faces production issues, launch could survive short of to 2015

Analyst Ming-Chi Kuo: Apple's 5.5-inch 'iPhone 6' faces production issues, launch could survive short of to 2015

Apple's whispered 5.5-inch "phablet" iPhone exemplary is thought to survive facing issues with its new-found in-cell touchscreen panel, in the function of well in the function of color unevenness on the new-found "iPhone 6" metal casing, which possibly will perceive the device's launch short of back to after that time, leaving the slighter 4.7-inch exemplary to entrance unaccompanied this time, according to single industry insider.

KGI Securities analyst Ming-Chi Kuo, who has a respectable track trace in the field of enlightening Apple's hope upshot diplomacy, issued a suggestion on Sunday, a disc of which was obtained by AppleInsider. In the field of it, he revealed so as to while Apple's 4.7-inch "iPhone 6" is still projected to entrance this fall, the superior 5.5-inch exemplary possibly will survive introduced by the side of a soon time.

According to Kuo, Apple is already facing production bottlenecks on the 4.7-inch exemplary correlated to the new-found equipment on behalf of the device's in-cell bit panel, in the function of well in the function of color unevenness on the redesigned "iPhone 6" metal casing. Individuals problems are thought to survive even worse with the superior 5.5-inch exemplary.

"These problems determination likely survive even other complicated with a superior size," he thought. In the field of noteworthy, he thought the new-found in-cell bit panels could give issues correlated to bit sensitivity on the edges of the panel in the function of displays befall superior in the field of size, making the 5.5-inch exemplary a much greater technical achievement on behalf of Apple to accomplish.

In the field of addition, Kuo thought he doesn't expect so as to a new-found scratch-resistant 5.5-inch indigo front panel determination "easily pass the drip test nearly idiom." so as to technical publish possibly will plus provoke delays, he thought.

Kuo thought so as to the "most conservative scenario" is so as to Apple delays the 5.5-inch "iPhone 6" exemplary to 2015. In the field of so as to setting, he expects a superior 4.7-inch exemplary along with other reasonable iPhone 5s and iPhone 5c models determination spur Apple to sales growth in the field of the local holiday quarter, consequence a later-than-expected launch on behalf of the whispered upshot would not give much of an effect on the company's substructure line.

The analyst did hold close ready selected optimism so as to the 5.5-inch "iPhone 6" possibly will launch in the field of 2014. But even if so as to happens, he thought it's likely to occur when mid-fourth-quarter, which would mean when mid-November — a much soon timeframe than Apple has launched new-found iPhone models in the field of up to date years.

Kuo plus issued a suggestion keep up week on Apple's whispered "iWatch," enlightening so as to he has been told the anticipated wrist-worn device is facing gathering production delays. In the function of such, he believes so as to it could not drive on trade to the freely available until in the function of not on time in the function of December of this time.

In the field of a study suggestion obtained by AppleInsider, KGI analyst Ming-Chi Kuo says the iWatch represents a new-found level of complexity on behalf of Apple in the field of regard to both hardware and software development. As of the new-found challenges, Kuo believes current consensus on Apple's iWatch production and distribution schedule is incorrect.

Kuo estimates Apple determination plug back gathering production to mid- before late-November, single month soon than prior models claiming large-scale manufacturing would start in the field of late-September. With simply a hardly any supplier ramping up in front of an anticipated October announcement, materials of the wearable determination survive constrained and are suspect to rally sell expectations of 10 million shipped units by the come to an end of 2014. As a substitute, Kuo says just about 3 million iWatches determination survive in the field of the wild by year's come to an end.

On the hardware elevation of things, the analyst clarification Apple is deviating from its typical element hoard to other difficult — and hard to manufacture — parts and supplies.

On behalf of instance, the iWatch is philosophy to sport a flexible AMOLED put on show complete with indigo cover wineglass. Apple has in no way deployed an OLED put on show in the field of a consumer upshot, nor has the company fielded a upshot with such a tubby indigo wineglass installation. So far, the chief indigo part in the field of a few iOS device has been the caring bit ID layer seen on the iPhone 5s. Up to date rumors statement the iWatch determination abuse a "slightly rectangular" 2.5-inch put on show.

In the field of addition, new-found system-in-package (SiP) processes determination survive used to cower down operational circuitry to wristwatch sizes, which complicates matters since Apple is looking to rally prohibitive waterproofing values. Not mentioned in the field of the turn up are other whispered skin texture like wireless charging so as to possibly will add to the device's already complicated build.

In the function of on behalf of software, Kuo believes the most important challenge is redesigning iOS to fit on a slighter screen while maintaining interoperability with superior procedure like the iPhone and iPad. Apple is well recognized on behalf of its stellar hardware and software vertical, though iWatch UI fine-tuning possibly will current a difficult in the function of the form cause is completely new-found and doesn't give the benefit of being on the sell on behalf of years.

The insider plus expects so as to Apple determination entrance a new-found Apple television set-top box this fall with gesticulate controls and potentially support on behalf of a third-party App stow. He expects so as to a revamped Apple television determination take the part of a "key role" in the field of Apple's connected ecosystem vacant ahead.

Analyst Ming-Chi Kuo of KGI Securities thought in the field of his most up-to-date study suggestion on Wednesday so as to the Apple television determination develop an keep posted by this fall. He sees the new-found upgrade on stage a "key role" in the field of Apple's highly connected ecosystem.

The new-found set-top box determination apparently integrate gesticulate control equipment to allow users to straightforwardly cooperate with the device devoid of the need on behalf of a material remote. He sees this new-found input method, on the whole likely driven in the field of part by Apple's up to date acquisition of PrimeSense, setting the stage on behalf of a unique experience with an Apple television App stow.

Kuo isn't entirely secure just about the software capabilities of the future Apple television, and cautioned so as to he isn't even inevitable if this year's exemplary determination sport a full-fledged App stow. However, he views an Apple television App stow in the function of an eventual inescapability so as to determination help to flesh ready Apple's current living area ecosystem.

In the function of on behalf of a full-fledged television agree from Apple, on occasion referred to in the function of a whispered "iTV," Kuo thought nearby won't survive single this time — if still. But continued growth on behalf of the current Apple television set-top box possibly will help agree the stage on behalf of such a upshot in the field of the hope.

"Considering the prohibitive cost involved in the field of creating a television supply procession, we don't expect the iTV to entrance rather than the television ecosystem improves," he thought.

Kuo sees a new-found, enhanced Apple television debuting sometime either not on time in the field of the third quarter of calendar 2014, before near the beginning in the field of the fourth quarter of the time. His forecasts call on behalf of shipments to ramp up to 1.8 million Apple television units in the field of the third quarter, and 2.5 million streaming procedure in the field of the local holiday quarter to close ready 2014.

In the field of up to date weeks, nearby give been numerous reports so as to an Apple television keep posted could survive unveiled in the field of the launch months. According to Bloomberg, the device possibly will survive unveiled in the function of soon in the function of this month, but could not launch until this fall. A months-long stay relating introduction and launch would likely mean a chief spell on behalf of the platform, and potentially new-found opportunities on behalf of developers to create software.

AppleInsider plus naked in the field of protest so as to a figure of mission listings posted by Apple made indication of camera-related positions associated with the Apple television — a device so as to does not at present story a few cameras. And word of the company's acquisition of PrimeSense, which fashioned the equipment behind Microsoft's first-generation Kinect gesticulate sensor on behalf of Xbox 360, came in the function of a run of rumors in the field of 2013 suggested Apple was working on a new-found set-top box with enhanced control functionality.

Tags : Ming-Chi Kuo , iPhone 6
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