A reminder not to put Barclays analyst Mark Moskowitz on your A List if you plan to have an iPhone 7 party – though you might want to put him at the top of the list for the iPhone 8 in 2017.
The market watcher has issued a note to investors this week, according to Fortune, in which he says the iPhone 7 smartphone that Apple will reportedly launch later this year will be devoid of “any must-have form factor changes” compared to the iPhone 6s.
However, iPhone 8 in 2017 could be another matter. “The [iPhone 8] could showcase major form factor changes, including OLED, no home button, and wireless charging. In our view, these potential changes could drive a mega cycle.”
Meanwhile, if you are looking for another person to invite to your iPhone 7 party, perhaps Goldman Sachs’ Simona Jankowski would fit nicely. She has conducted an online survey of more than 1,000 U.S. consumers, Barron’s reports, and found that about 44% said they plan to get an iPhone 7, with a quarter of those people not being iPhone customers at all currently.
Never the most transparent of companies, Apple’s iPhone at least might become more so if the latest from KGI analyst Ming-Chi Kuo is on the mark (while we're still dealing with speculation here, many take his word as being iPhone facts). Kuo says that Apple next year is expected to replace its iPhone’s aluminum casing with an all-glass one featuring an AMOLED screen. 9to5Mac has picked up on the KGI note from Kuo, and says that Apple’s move could help set it apart from competitors, who have embraced aluminum bodies for their phones.
9to5Mac notes that even though the glass body would weigh more than the aluminum ones, the thinner and lighter AMOLED screen would help to offset that.
Meanwhile, no matter how drop-defying Apple tells us the glass casing will be, we’d be keeping ours covered up anyway.
Not all bad for Intel
It’s been a horrible week for Intel, which said it is cutting 12,000 jobs (11% of its workforce) as it rejiggers itself to compete in IoT and server markets to offset a big drop-off in the PC market.
But one bit of possible good news at Intel – at the expense of rival Qualcomm – is that the former might be in line to supply Apple with LTE modems for its iPhone 7 smartphones. The latest speculation about this possible Intel win were sparked by comments made by Qualcomm’s CEO this past week during an earnings call in which he warned that a major customer is expected to split off some of its business to a second source, presumably Intel.
Slashgear writes that the addition of Intel to the iPhone mix could be significant for customers:
So what kind of changes could we expect from this switch? Well, the reports have indicated that Apple would be using Intel's 7360 LTE modem. This particular chip has theoretical downlink speeds of up to 450 Mbps and uplink speeds of up to 100 Mbps. Now compare that to the Qualcomm MDM96 (used in the iPhone 6s and 6s Plus) which only has theoretical downlink and uplink speeds of 300 Mbps and 50 Mbps respectively.
Those Intel chips better be really great though, because the word is that Apple has a team hunkering down to build its own LTE modem chips for future iPhones…
Beating Apple to the punch
The much discussed elimination by Apple of a traditional 3.5mm headphone jack in its next iPhone has given competitors plenty of time to mull doing the same.
Whether or not Apple’s plans were a factor here is unknown publicly, but BGR reports