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Apple loves to brag about sales figures for all of its devices except one - the Apple Watch. When to comes to this device, Apple executives all clam up, claiming that to divulge sales figures for this device would somehow give its competitors some valuable information. So in the absence of official figures, analysts are left to fill that information vacuum, and the consensus is that sales are bad.
ZDNet
Apple's global iPhone shipments will fall short of analysts' consensus estimates of 210 to 230 million units in the 2016 fiscal year, according to a new research note issued by respected KGI Securities analyst Ming-Chi Kuo. In a worst case scenario, iPhone shipments in 2016 are expected to reach just 190 million units, which is an 18% reduction in shipment growth and 3 million fewer iPhones than Apple sold in 2014.
Mac Rumors
Apple A-series chip supplier Samsung this week announced plans to put a next-generation 10-nanometer chip fabrication process into production later in 2016, with the new technology supposedly affording a 10% increase in efficiency over existing iterations.
Apple Insider
Investors don't know for sure how much of Qualcomm's revenue and profits are directly attributable to the iPhone. But analysts have recently estimated that if Intel won 30% to 40% of the iPhone chips, it would reduce Qualcomm's earnings per share next year by 6% to 9%.
Fortune
Qualcomm indicated on an earnings call Wednesday that it may be losing some orders from Apple for modem chips that link the iPhone to the web.
Bloomberg
Samsung Electronics is co-developing EMI shielding process that uses spray method with Protec, which is a South Korean company specializing in dispenser, Asymtek from the US, Hansol Chemical and Ntrium. While Protec and Asymtek are developing equipment, Hansol Chemical and Ntrium are developing EMI masking material that is in a form of ink. Samsung is planning to supply NAND-flash package with EMI shield to Apple when equipment and material are developed. It is predicted that supply will be possible starting from 2017.
ETNews.com
There is increasing evidence that Intel is likely to gain 20%-30% share in the iPhone 7 modem - the first time since 2011 with the iPhone 4 that Intel will be a baseband supplier for Apple.
Barron's
Apple's recent launch of a smaller iPad Pro has left a bad taste in my mouth. Steve Jobs precision around Apple keynotes may be legendary, but there are enough reports from his time as CEO of Apple to back up the tightly scripted proceedings, the lengthy rehearsals, and the measured impact of every word. Tim Cook and core team will have seen that accuracy in action.
Forbes
On a positive note for TSMC, it looks like the company is gearing up for production in May of the "A10" processor for Apple's next flagship phone, presumably an "iPhone 7."
Barron's
Apple is in "advanced talks" to acquire British chip design company Imagination Technologies, according to a source with knowledge of the discussions. When Ars sought comment, Imagination Technologies refused to deny any such planned takeover.
Ars Technica
According to one market researcher, Apple is likely to sell only four million to six million units of the new iPhone SE in the US in the first year. Those who own an iPhone 6 are unlikely to give up the big screen, reckons Consumer Intelligence Research Partners.
Recode
In a court filing Monday, federal authorities cited a newly discovered "unlocking method" that it hopes won't require Apple's help.
Ars Technica
Chipmaker Broadcom, the company created following the merger of Avago and Broadcom, said it would cut about 1,900 jobs globally across its businesses.
Reuters
Imagination Technologies, the British company whose graphics power Apple's iPhone, said it would make new cost cuts, including job losses, to speed up a turnaround plan.
Reuters
The latest leak on Apple's upcoming 4-inch iPhone suggests Apple might be ready to deliver a two-punch combo to competitors by rolling out not only the new iPhone SE but also keeping the 5s alive.
Forbes
It looks like everyone has forgotten one of the big selling points of Android is for manufacturers. Either that or Google is ready to concede a vital UI element to Apple's iOS.
Forbes
Now though a new rumor out of South Korea claims that Apple's big spring event has been pushed back - though just by exactly one week. Hence, it's apparently going to take place on March 22.
Gsmarena
Speaking on stage in Barcelona at Mobile World Congress, the Facebook CEO said he doesn't think requiring back doors would be "the right thing to do" nor would it be an effective way to get data from the iPhone of deceased San Bernardino shooter, Syed Farook.
CNNMoney
The Justice Department, frustrated by its inability to unlock the iPhone of one of the attackers in the San Bernardino killings, demanded on Friday that a judge immediately order Apple to give it the technical tools to get inside the phone.
New York Times
Apple launched its Apple Pay mobile payments service in China on Thursday, opening the door to a vast market of smartphone users, as well as newfound competition in an established touchless systems segment leaders Tencent and Alibaba.
Apple Insider
Apple's next-generation iPhone - expected to abandon a 3.5mm headphone jack - will probably replace the part with a second speaker, according to a Barclays research memo obtained by AppleInsider.
Apple Insider
A jury has ordered Apple to pay $626 million in damages after finding that iMessage, FaceTime and other Apple software infringed on another company's patents.
CNN
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