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Leave a commentApple Replacing Google Maps On iOS With Its Own Solution Later This Year
You’ve obviously heard that Apple is going to refresh its Maps application in the forthcoming iOS6 and move away from Google Maps that Apple has used since the launch of the iPhone in 2007, replacing it by the company’s own service.
The Wall Street Journal chronicles the last five years that have saw Google and Apple going from best of corporate friends to sworn enemies spending a great deal of time disparaging each other in courts. The latest confrontation seems to be closely connected with Maps.
Production ramp of Apple's next-gen MacBooks creating labor shortages in China
DigiTimes reports that demand for Apple's redesigned line of 2012 MacBooks is so strong that Apple’s component suppliers are facing a labor shortage as they racing to produce enough parts to supply the Mac maker's production lines.
"Component manufacturing plants in eastern China have been suffering from labor shortages for a long time, and although May and June are the IT industry's traditional slow season when shortage issues are usually not as significant, the strong orders from Apple's new MacBook are leaving many upstream makers unable to satisfy demand."
Apple Shows Off Use Of iPhone In The Enterprise Sector
On its website Apple posted a new that highlights the use of iPhone in the enterprise market. The page shows how the device can be used in the business environment to manage projects, organize days, set calendar appointments, read mail, keep contacts organized, setup meetings, and more. The company also highlighted specific apps like “OmniFocus”, “GoToMeeting”, “TripIt,” “MicroStrategy” for iPhone that are available on the App Store.
Apple expected to report sales of 33M iPhones, 12M iPads
Piper Jaffray analyst Gene Munster has recently announced his estimates of Apple sales for the first calendar quarter of the year 2012 ahead of the earnings call set for March 24.
Piper Jaffray analyst Gene Munster’s numbers differ from the average expectations on Wall Street. He expects the company sold 33 million iPhone that is a bit higher than the Street's forecast of 30.5 million handsets, while his forecast of 12 million iPads is slightly below the Street's 13 million. He also suggests Apple will report on 4.3 million Macs sold in the three-month span from January to March.
Apple's television set could be called "iPanel"
Analyst Peter Misek with Jefferies said he has "enough confidence" that the Apple's anticipated television set will be launching in the fourth quarter of calendar 2012 and will be "far more than a TV”.
He said the name "iPanel" would be better for the product than "iTV," as the term TV gives a limited impression of what the rumored device will be able to do.
"It is a display, gaming center, media hub, computer, home automator, etc.," Misek said in justifying the "iPanel" name. "Also, Apple would likely have difficulty getting naming rights from the UK TV network ITV."
Apple's Q2 2012 earnings call to take place on April 24
Apple yesterday updated its investor relations page to announce that it will report its earnings for the second fiscal quarter (first calendar quarter) of 2012 on Tuesday, April 24. The conference call is scheduled to follow at 5:00 PM Eastern / 2:00 PM Pacific.
Apple reported a blowout December quarter on January 24. The company made a record $13 billion in profit on sales of 37 million iPhones, 15 million iPads and 5.2 million Macs.
Apple Issues Invitations for iPad 3 Media Event on March 7
On Tuesday Apple sent out official invitations for the iPad 3 media event which indeed will be held next Wednesday, March 7, in San Francisco. In fact, the invitation itself could even be a picture of the new iPad display. The image does show a very crisp iPad screen that could be a higher resolution than the current iPad 2.
The March 7 event will be held at 10 a.m. Pacific, 1 p.m. Eastern at the Yerba Buena Center for the Arts in San Francisco, Calif., the same place the last two iPad unveilings have been held. The invitation features a finger pushing down on an iOS calendar icon with March 7 as the date.
"We have something you really have to see. And touch," the invitation reads.
Mac OS X 10.8 Mountain Lion coming this summer with 100+ new features
Just a few hours ago Apple has announced Mac OS X 10.8, dubbed "Mountain Lion," the next major release of its Mac operating system, set to launch on the Mac App Store this summer. Apple has boasted that Mountain Lion packs over 100 new features, including many brought from the iPad and iOS mobile operating system.
What's new
New features introduced with Mountain Lion include Messages, which replaces iChat, as well as Notes, Reminders and Game Center for the Mac, Notification Center, Share Sheets, Twitter integration, and AirPlay Mirroring. Mountain Lion will also be the first OS X release with iCloud. Apple also adds Gatekeeper, which helps keep users safe from malicious software by giving control over what applications are installed on a Mac.
Apple predicted to sell up to 40M iPhones on China Mobile, China Telecom in 2013
Analyst Katy Huberty from Investment bank Morgan Stanley believes Apple will partner up with both China Telecom and China Mobile "over the next year" to make its iPhone available on all three Chinese carriers. Such partnership could bring incremental sales of as many as 40 million units next calendar year that is only 10 percent of the 150 million "high-end Chinese subscribers".
China Mobile, the world's largest wireless carrier, holds the bulk of the country's high-end subscribers with an estimated 120 million customers who pay more than 100RMB ($16) a month. The final 10 percent of high-end subscribers are on China Telecom, the third-largest carrier in China. Huberty sees a base case of 26 million incremental iPhone sales in China during the 2013 calendar year with the addition of China Mobile and China Telecom. Her bull case suggests 40 million units for an increase of $10 in earnings per share.
Apple's sixth-generation iPhone is "likely to be compatible" with China Mobile's upcoming 4G TD-LTE network. Morgan Stanley expects the next-generation iPhone to arrive in the third quarter of 2012 and a China Mobile iPhone launch to occur in late 2012 or early 2013.
iOS Users Without Siri Can Use Evi
We have already seen Siri competitors making their way to the Android and Windows Phone Markets. Evi is another Siri counterpart that might actually become its true alternative for non-iPhone 4S iOS and Android users.
Mac sales growing faster for Apple in China than US
Analyst Ben A. Reitzes with Barclays Capital said in a note to investors on Wednesday that Apple's growth in China now extends beyond the iPhone and iPad, with Mac sales there also continuing to outpace the U.S. Reitzes believes that Apple's total global sales will be up 22 percent year over year, thanks largely to rapid expansion in China.
"We believe Mac sales remain relatively strong even as the economy weakens, benefitting from new stores in China and strong sales of the MacBook Air," he said. "Even though the economy and HDD shortages are concerns that could limit upside, we remain comfortable with our estimate for 22% (year over year) Mac unit growth for (the fourth quarter of calendar 2011) given overseas momentum -- especially in China where growth is much higher."
Apple sold 1.2M MacBook Airs over holidays, new models with Ivy Bridge loom
According to DigiTimes sources, Apple sold 1.2 million of its thin-and-light MacBook Air over the holiday buying season. These numbers are 200,000 more than Apple achieved in the September quarter. Thanks to MacBook Air sales, Apple became the only vendor that managed to maintain its total notebook shipments from the third quarter to the fourth of calendar 2011.
DigiTimes also claims that another strong performance for the MacBook Air comes as Apple is expected to refresh the ultraportable notebook line in the coming months with Intel's next-generation Ivy Bridge processors. Apple PC competitors are doing their best to replicate MacBook Air success, and going to launch their own notebooks based on the "Ultrabook" specification from Intel. Lenovo, Acer and Toshiba reportedly plan to price comparable models $50 to $100 below Apple's MacBook Air pricing.
Apple projected to reach 116M iPhone, 55M iPad sales in 2012
Analyst Michael Walkley with Canaccord Genuity expects that combined iPhone and iPad sales in calendar 2012 to reach more than 170 million in another record breaking 12-month span. He sees 2012 being another banner year for Apple, with sales of 116.4 million iPhones and 54.6 million iPads. Walkley believes that iOS mobile operating system share will reach 18 percent, and will take the second place behind only Google's Android with 51.9 percent on sales of 335.5 million handsets.
"We believe Apple sold through at least (12 million) iPhone units in the U.S. market during the December quarter," Walkley wrote. "With some channel inventory built for the new 4S, we believe the U.S. market could exceed (14 million) iPhones sold into the channel during the December quarter."
Apple to Announce 1Q 2012 Earnings and iPhone 4S Sales Numbers on January 24
Apple early today updated its investor relations page to officially state that it will report its fiscal first-quarter (fourth calendar quarter of 2011) earnings on Tuesday, Jan. 24, when it will reveal the results of the iPhone 4S launch and holiday shopping season.
Apple’s conference call webcast discussing Q1 - 2012 financial results will begin at 2:00pm PT/5:00pm ET on Tuesday, January 24, 2012.
Please note that comments made during this call may include forward-looking statements that are subject to risks and uncertainties, and that actual results may differ materially from these forward-looking statements. For more information on the factors that could influence results, please refer to Apple’s SEC filings.
Current expectations on Wall Street call for Apple to report profits of $9.83 billion on revenue of $38.16 billion. A total of 46 analysts polled skew as high as $10.74 billion and as low as $8.88 billion in their predicted revenue. The company is also predicting all-time record iPhone sales as industry sales estimates have been pointing toward a similar record for Mac sales. iPad sales are also expected to be strong with a record number of sales. As for iPod sales, this quarter remains the company's strongest while iPods remain ones of the most popular gifts.