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Apple's iPhone secured 103.6% of the smartphone industry's profits during the third quarter, BMO Capital Markets analyst Tim Long said in a research note on Thursday. That's the highest share of profits Apple has nabbed in recent memory and easily topped its approximately 70% share of profits in the second quarter. In the third quarter of 2015, Apple's iPhone profit share hovered above 90%.
Fortune
Nikkei Electronics Asia
An investment firm has delved deeply into Apple's most recent Securities and Exchange Commission 10-K filing, and sees purchase orders extending over one year in duration which suggests to them that Apple is in the middle of a big OLED buy from Samsung -the main supplier of the technology.
Apple Insider
A rather speculative KGI note suggests that Apple's focus on augmented reality (AR) instead of virtual reality (VR) will give the company a 3-5 year lead on the rest of the industry when it launches its first products. The report also suggests that Apple could use augmented reality as part of an autonomous driving system.
9to5Mac.com
Apple captured an estimated 104% of total smartphone industry profits during Q3. How is this possible? Because the Android vendors were busy losing money.
ZDNet
Apple will not refresh the iPhone SE in the first half of 2017, according to KGI Securities analyst Ming-Chi Kuo. The lack of refresh comes as Apple attempts to maintain high margins on its high-end iPhone models, Kuo said in a new research note.
Mac Rumors
When Apple launched the iPhone in 2007, one of the biggest and loudest skeptics was Steve Ballmer, who was CEO of Microsoft at the time.
Business Insider
Apple's granted patent 9,485,862 was filed in Q3 2014 and published today by the US Patent and Trademark Office.
Patently Apple
The all-American iPhone may remain somewhat of a fantasy for now, but at least a few more of its internal chips could end up being manufactured on home turf.
MIT Technology Review
Hon Hai Precision Industry, better known as Foxconn Technology Group, is making wireless charging modules to go with the iPhone's 10th anniversary range slated for release in 2017, according to an industry source familiar with the matter.
Nikkei Electronics Asia
The three new iPhone models to be launched next year are likely to sport glass backs supplied by China's Biel Crystal Manufactory and Lens Technology, an industry source told the Nikkei Asian Review.
Nikkei Electronics Asia
With the iPhone 7 and the iPhone 7 Plus, Apple elected to use LTE modems from two different sources, Qualcomm and Intel. The A1778 and A1784 iPhone models use a GSM-only Intel XMM7360 modem while the A1660 and 1661 iPhone models use a GSM/CDMA-compatible Qualcomm MDM9645M modem.
Mac Rumors
Key iPhone assembler Hon Hai Precision Industry, also known as Foxconn Technology Group, is trying to expand its foothold in the semiconductor industry by partnering with SoftBank Group-owned ARM to create a chip design center in the southern Chinese city of Shenzhen, according to people familiar with the matter.
Nikkei Electronics Asia
Laird said production growth for mobile devices this year had fallen, making it difficult to predict demand.
BBC News
The technology revolution has delivered Google searches, Facebook friends, iPhone apps, Twitter rants and shopping for almost anything on Amazon, all in the past decade and a half. What it hasn't delivered are many jobs.
Wall Street Journal
Apple is in negotiations with Sharp to secure organic LED displays for the iPhone maker's next-generation of devices, a person familiar with the matter said.
Bloomberg
First they came for the bulky 30-pin docking connector. Then the 3.5mm headphone jack was removed from the iPhone. What will Apple remove next? A newly granted patent published today by the US Patent and Trademark Office offers another clue. In a bid to reduce the physical imperfections on the iPhone's external design, Apple could drop the lightning port.
Forbes
In a video shared with MacRumors by reader Yasser El-Haggan, an iPhone 7 can be seen with no service alongside an iPhone 6s with two bars of LTE after Airplane Mode is toggled off on both devices. Both of the iPhones are said to be AT&T models, which means the iPhone 7 has an Intel modem rather than a Qualcomm modem used for Verizon and Sprint models.
Mac Rumors
iPhone passcodes can be bypassed using just 瞿75 ($100) of electronic components, research suggests.
BBC News
Although the device does not have a fan, people have reported that the noise is similar to when a laptop fan whirs, usually from overheating.
Daily Telegraph (UK)
It is Apple, not AMD, that threatens Intel's hegemony
The Verge
Intel appears to be dual-sourcing modems from both Intel and Qualcomm (which has historically provided all modems for all iPhones)-the iFixit iPhone is all-Qualcomm, while Chipworks' teardown includes an Intel part.
Ars Technica
A new report suggests that Samsung is 'actively and aggressively' looking into the development of its own proprietary headphone jack following Apple's unveiling of the Lightning port-only iPhone 7.
SlashGear
T-Mobile CEO John Legere said iPhone 7 preorders hit record levels, totaling almost four times more that the prior record holder, the iPhone 6 in 2014.
Fortune
Apple's products announced today pack at least three new chips including its first wireless SoC to date, showing the company's increasing silicon prowess.
EE Times
In its rush to beat rival products to market, notably Apple's new iPhone, Samsung Electronics has accelerated new phone launch cycles, but its haste is raising concerns that it fell short on quality testing.
Fortune
With the help of Apple's iPhone 7 ramp and a big increase in the amount of revenue the company will get from each iPhone, Broadcom's results and guidance were a little better than analysts forecast.
The Street
It is forecasting 65 million iPhone 7 units shipped by the end of the year, a significant decrease below the 82 million level set by the iPhone 6s in the same timeframe last year. KGI blames poor assembly yield and "limited innovative selling points."
9to5Mac.com
We're expecting to see Apple introduce the Apple Watch 2 alongside the iPhone 7 at next week's September 7 event, and now alleged components from the updated watch are finally starting to leak.
9to5Mac.com
Apple has been sued by owners of iPhone 6 and iPhone 6 Plus smartphones who say a design defect causes the phones' touchscreens to become unresponsive, making them unusable
Reuters
With so many iPhones in use, the combination of replacement sales, adjunct sales (such as its Watch, which currently needs an iPhone to function) and services - its newest focus - has enough momentum to keep Apple profitable.
The Guardian
Apple's iOS devices like iPhones and iPads crashed twice as often in the second quarter compared to the previous one, new data shows.
Fortune
Apple may need to contend with a supply shortage of the soon-to-be-released new model of its iPhone during the first round of the rollout, due to problems with faulty components, the Nikkei Asian Review has learned.
Nikkei Electronics Asia
Apple accounted for 75% of the smartphone industry's profits in the second quarter, but that's down from more than 90% a year ago due to Samsung's Galaxy device lineup, according to Canaccord Genuity.
ZDNet
One way Apple will aim to keep the "iPhone 7" competitive is the addition of new fast-charge technology, according to one rumor.
Apple Insider
As the iPhone 6 and 6 Plus approach their second birthday, a growing number of users are suffering from what appears to be a latent manufacturing issue that presents as a gray flickering bar at the top of the screen and a display that's unresponsive or less responsive to touch.
Mac Rumors
Amit Daryanani of RBC Capital Markets issued a note to investors this week, a copy of which was provided to AppleInsider, discussing features widely rumored for Apple's upcoming "iPhone 7" series. Thanks to growing demand for larger "phablet" screens, he predicts that the "iPhone 7 Plus" will account for one-third of production at launch.
Mac Rumors
Given Apple's focus on pushing the performance of its silicon, and TSMC's packaging advancements, it makes sense that TSMC has been able to gain sole possession of Apple's chip orders for at least this generation.
Mac Rumors
RBC Capital analyst Amit Daryanani sees pressure on prices for suppliers, and thinks companies that have something of a "monopoly" should survive this better than others, in particular Broadcom and Analog Devices.
Barron's
Russia is investigating Apple over allegations of fixing prices for the iPhone in the country.
The Financial Times
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