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Apple's Suppliers Will Ship Panels Both For iPad 2 And iPad 3 In 2012
DigiTimes citing its sources, that Apple has decreased shipments of iPad 2 displays from 16 million panels in the third quarter to 10 million panels in the fourth quarter of 2011 and to 7-8 million panels in the first quarter of this year. This means that by the end of this year the production of Retina displays for iPads 3 with resolution of 2048x1536 pixels will surpass that of panels for iPads 2.
Leave a commentApple's iPad sales in Dec. quarter stands at 13.5 million units
42 Wall Street and independent analysts polled by Fortune's Philip Elmer-DeWitt have found that all of them expect Apple to report record iPad sales when it releases its December quarter financial results on January 24. The estimates are ranging from 11.73 million to 19.47 million iPad units sold during the most recent quarter. According to Wall Street, the concensus has been reached on 13.5 million units. The previous record numbers of iPad sales were reached by Apple in the September 2011 quarter with 11.2 million units.
Smartphone makers plan to mirror Apple's approach with fewer models each year
DigiTimes reported on Friday that HTC, Research in Motion, Sony and Motorola Mobility are planning to change their strategies by reducing the number of new handsets that they produce in an attempt to repeat success of Apple’s products. As far as we know, the company releases just one iPhone model each year, while other mobile manufactures produce plethora of smartphones, which often differ from each other with minor changes.
Such strategy will allow increasing sales and saving money on development and marketing costs. The companies also expect to be more efficient in obtaining components and shipping products.
Apple Wants To Increase Its Environmental Friendliness With New Cables Without Halogens
According to The London Evening Standard’s , Apple is requiring that cable manufacturer Volex will invest up to $6 million in retooling its production lines in order to eliminate halogens from the USB and power cables used in Apple’s products.The retooling will allow producing cables that will be less harmful to the environment on disposal.
Apple Wants To Lease 700,000-800,000 Square Feet Of New Space In Sunnyvale
While Apple is moving forward on plans for its 2.8 million square feet campus in Cupertino, its interim space needs continue to grow, although the company leased 373,000 square feet space in Cupertion half a year ago and soon aftter its presence in New York City to over 50,000 square feet.
Sony Is Making Available Its Music Unlimited Service On iOS Devices
iTunes had for a long time been the only marketplace for iOS-device owners as third-party storefronts was prohibited by Apple’s rules. Giving way to government regulators, Apple last year changed its policy related to third-party stores and allowed subscriptions. This opened the way for music apps from Shazam and Spotify that have recently appeared on the iOS platfrorm. Currently another major music service is going to compete with iTunes.
iTunes had for a long time been the only marketplace for iOS-device owners as third-party storefronts was prohibited by Apple’s rules. Giving way to government regulators, Apple last year changed its policy related to third-party stores and allowed subscriptions. This opened the way for music apps from Shazam and Spotify that have recently appeared on the iOS platfrorm. Currently another major music service is going to compete with iTunes.
Strong sales of iPhone 4S a precursor to 'monster' launch of redesigned 'iPhone 5'
The well-known Piper Jaffray analyst, Gene Munster, sent a note to investors on Wednesday where he increased his expectations related to the iPhone sales over the holiday quarter up to 30 million units. But the record sales aren’t the thing that really deserves attention. Instead, Munster 's looking toward the future, with a next-generation redesigned iPhone, which he believes is going to accelerate Apple's growth even further than the current iPhone 4S.
"If Apple sells 30 (million)-plus iPhones in Dec., with no new form factor, up from 17.1m in Sept., it would be evidence supporting our survey work indicating that 94% of iPhone users plan to upgrade to a new iPhone," Munster wrote. "This theme suggests iPhone 5, which we are expecting in Aug. with a new form factor, will be a monster upgrade."
Apple becomes No. 3 PC maker in US
Research group Gartner released preliminary PC shipment results for the fourth quarter of 2011, showing that Apple climbed to third place among U.S. PC vendors as the rest of the top five vendors saw shipments decline year over year. Apple saw 20.7 percent growth of Mac sales in the U.S. market from the year ago quarter, and took the No. 3 spot behind HP and Dell.
However, customers shied away from the world's largest PC maker in the fourth quarter, causing a 26.1 percent decline year over year. Shipments fell from 5.6 million in the last quarter of 2010 to 4.1 million. Dell had a 4.5 percent decline in shipments from 4.2 million in the year ago quarter to 4.0 million in the most recent quarter.
Apple confirms purchase of flash memory company Anobit
Apple’s spokesman Steve Dowling confirmed on Tuesday that the company recently purchased Anobit Technologies, an Israel-based flash memory component maker, though it declined to reveal the cost of the deal. “Apple buys smaller technology companies from time to time and we generally do not discuss our purpose or plans,” Steve Dowling added. As far as we remember Apple planned to spend for acquisition of the company as much as $500 million. According to a Hebrew-language newspaper, the deal was finalized in December.
Apple already uses Anobit parts in its iOS devices and the MacBook Air, and the firm's proprietary "Memory Signal Processing" (MSP) technology reportedly attracted the Cupertino, Calif., company's interest. Anobit claims MSP can improve the reliability, performance, efficiency and endurance of flash memory.
Pegatron reportedly lining up orders for third-gen iPad ahead of March launch
Upstream supply chain sources claim that Apple manufacturer Pegatron is believed to have received a "small volume" of orders for the third-generation iPad, which is rumored to launch in March. DigiTimes reported on Tuesday that this year Pegatron focuses on production of future generations of the iPad while Foxconn focuses on iPhone manufacturing. In that case, the company’s strategy is to decrease risk while improving the quality of its products.
"Pegatron Technology has reportedly already landed a small volume of orders for the upcoming "iPad 3" (generally called by supply chain players)," the report read, adding that Pegatron declined to comment on the rumor.
Pegatron is said to see a "significant increase" in orders when Apple will be ready to launch a so-called "iPad 4" in October with an initial volume of 7-10 million units.
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 wins $920K tax refund from 1989
The San Francisco Chronicle reports that California's Supreme Court has affirmed a $920,000 tax refund for Apple dating back to 1989, but it refused to hear the company's request to lower its tax bill for income earned abroad. The court upheld an appellate ruling earlier this week that returned $231,000 in taxes to Apple, along with $689,000 in interest.
However, it is only a partial win, as the Supreme Court rejected Apple's request to reevaluate tax rates on foreign-earned income. "Apple argued that its foreign dividends from that year should be attributed to income from previous years that had already been taxed," the report read.
Survey suggests 50% growth in enterprise spending on Apple products in 2012
Forrester Research issued its Global Tech Market Outlook for 2012 and 2013 on Friday where the research company argued that Apple will “reshape the computing equipment market.” The study cited the adoption of iPad and Macs among professionals as proof that Apple is “dramatically disrupting” the corporate market traditionally dominated by Microsoft, Dell, Lenovo, and HP.
Analysts have been predicting that cloud computing — specifically, infrastructure-as a service (IaaS) — will reshape the server and storage market… Actual adoption of IaaS remains limited…The biggest disruptive force in the computer equipment market thus is not IaaS, but Apple. This is a surprise, because Apple has not and does not directly address the corporate market, while turning a wide variety of consumer technology markets upside-down. But its rapid growth in the corporate market has been the big surprise of 2011, and it will be even more of a factor in 2012.
According to the survey, the business sector will buy $10 billion worth of iPads this year, up from $6 billion in 2011. IT departments are also projected to spend $9 billion on Macs in 2012, up from $6 billion in 2011. Mac and iPad spending will rise to $12 billion and $16 billion, respectively in 2013, according to the survey.
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."
iPad App Store hits 3 billion downloads
ABI Research, which tracks mobile application downloads and revenues segmented by mobile operating system platform, announced in a press release on Wednesday that 3 billion applications designed specifically for Apple's iPad were downloaded via App Store since the iPad first launched in 2010. The iPad downloads represent 19 percent of all iOS App Store downloads.
"Discounting all of those apps that were originally downloaded for Android smartphones, Android still trails greatly behind the iPad in terms of its tablet app offerings," research associate Lim Shiyang said. "Many Android tablets in the market are still using older versions of Android, which disadvantages users from enjoying the better effects of apps produced from more advanced software development kits."
As of the third quarter of 2011 there are 120,000 applications created specifically for the iPad were available on the App Store, comparing with last June numbers that accounted 100,000 applications. The growth of iPad-specific applications and downloads of iPad software is comparable to the explosive start the iPhone had when the App Store first opened.