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FBR Capital analyst Craig Berger asserted in a research note that OmniVision could be at risk of losing its status as the dominant provider of image sensors for the Apple iPhone.
Forbes
"Common sense suggests that allegations of copying are necessarily directed at Apple's existing products, to which Samsung has access and could potentially mimic," said US District Court Judge Lucy Koh, "and not at Apple's unreleased, inaccessible, next-generation products."
Computerworld
Imagination Technologies, which designs microchips used in Apple's iPad and iPhone, has doubled its forecast for chip shipments. By 2016, the company expects more than 1bn will be shipped a year, up from a previous forecast of 500m.
The Financial Times
Apple ramped up the rhetoric in its patent infringement battle with Samsung on Thursday, filing an amended complaint that includes more allegedly infringing devices and stronger accusations that the company copied the look and feel of its iPhone and iPad.
CNET
Samsung's request "is not a good faith attempt to obtain information needed to defend against a preliminary injunction", the documents say. "Rather, it is a transparent and improper attempt to harass Apple by demanding extremely sensitive trade secrets that have no relevance to Apple's infringement claims or to Samsung's defenses to a preliminary injunction."
CNETAsia
Apple agreed to pay the mobile phone maker a one-time sum, which was not disclosed, to settle a long-standing patent disputes.
AP (via Business Week)
Citigroup chip analyst Glen Yeung has predicted some possible relationship whereby Intel might provide foundry services to manufacture some of Apple's custom chips that power iPhone and iPad devices. Those chips are made by Samsung at present.
Barron's
Apple has proposed a standardized SIM card smaller than those it currently uses in the iPhone and iPad in order to be able to produce thinner devices, an Orange executive was quoted as saying in a Reuters report.
Reuters
Could future iPhones sport 720p displays? If you connect the dots in a news release from Toshiba, possibly.
PC World
Mercury News
Apple won the first round in a patent fight with Elan Microelectronics over touchpad technology, the ITC said on April 29.
Reuters (via Yahoo! Finance)
TriQuint Semiconductor's first-quarter earnings met analysts' expectations, helped by strong demand in the smartphone market, but the wireless communications products supplier forecast lower-than-expected second-quarter earnings.
Reuters
ARM, the UK designer of chips that help power Apple's iPhone, said first-quarter sales rose 26% on booming demand for smartphones and tablet computers.
Bloomberg
Apple will start selling a white version of its iPhone 4 in the next few weeks, following a 10-month delay, three people with knowledge of the plans said. The release was stalled as Apple resolved manufacturing challenges including paint that peeled under heat.
Bloomberg
A Business Insider report cited discussions between Avian Securities and one of Apple's parts manufacturers that suggest we might not see a next generation iPhone until the end of 2011 or even early 2012. And recently, a Japanese-language site, Macotakara.jp, uncovered a report that revealed Apple hasn't yet ordered components for the iPhone 5.
PC Magazine
Skyworks Solutions will get a lot less revenue from selling parts for the Apple iPhone 5 than it did for the current generation of the phone, according to Charter Equity analyst Edward Snyder. For technical reasons, the company is losing business to both TriQuint and Avago, Snyder said.
Forbes
What this may mean -- as BMO Capital's Keith Bachman and Jefferies & Co.'s Peter Misek explained to clients Wednesday -- is that for the first time since 2007, summer will come and go without a new iPhone.
Fortune
Just days after a judge ruled provisionally against a claim before the US International Trade Commission that Apple's handsets, including the iPhone, had violated five of its patents, Nokia shot back with a further case over another five.
Financial Times (USE The Financial Times)
By 2015, Windows Phone 7 will power 37 per cent more smartphones than Apple's iPhone, according to the prognosticators at International Data Corporation
Register (USE The Register)
iPhone and Android are already flooding past corporate gate keepers, and current BlackBerry users are looking to make the leap to these newer devices. Recent Nielsen surveys show that BlackBerry users covet iPhones and Androids. These new devices are the most desired smartphones for every demographic group that Nielsen studied.
ZDNet
For downloading data, the Verizon iPhone is slower than the AT&T iPhone, and it's also slower than most other Verizon smartphones, according to a study published Monday.
CNN
Korean carrier SK Telecom announced earlier this week that it will launch Apple's CDMA iPhone 4 on March 16, making it the first international network to carry the handset.
Apple Insider
Register (USE The Register)
For years, Verizon customers were clamoring for the iPhone, but now that the phone is here, evidence is mounting that it's more of a dud than a hit.
CNET
The Business Insider
"The first iPhone shipped in 2007, and we still don't have a product that is close to their experience. Android came on the scene just over 2 years ago, and this week they took our leadership position in smartphone volumes. Unbelievable," said CEO Steven Elop in an internal email.
ZDNet
In the roughly two weeks since Motorola's biggest customer Verizon Wireless unveiled plans to start selling an iPhone in February, Motorola has already noticed a decline in smartphone sales, Chief Executive Sanjay Jha said on Wednesday.
Reuters
Tom's Hardware Guide
Apple acknowledged that it still can't make enough iPhones to meet demand, and the addition of the Verizon iPhone will simply add to the crunch.
PC Magazine
Verizon Wireless unveiled its plans for the iPhone 4, saying the Apple smartphone will be available beginning Feb. 10, with certain Verizon Wireless customers being able to pre-order Feb. 3. A 16 gigabyte Verizon iPhone will sell for $199.99, while a 32 gigabyte will go for $299.99, each with a two-year customer agreement.
Wall Street Journal
RIM allegedly doubted Apple's ability to produce the original iPhone when the first-gen handset was initially announced, then thrown into panic after teardowns of the smartphone revealed the company had managed to produce a full-touch device with market-ready battery life.
SlashGear
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