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Sharp announces it will ship screens for Apple's next iPhone this month

post #1 of 87
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Sharp's new president announced on Thursday that his company will begin shipping displays for Apple's next-generation iPhone this month.

Takashi Okuda made a rare public acknowledgement of Apple components while speaking at a press briefing, according to Reuters. The Sharp executive announced that shipments will begin in August, but declined to give any more details on the display.

Apple's sixth-generation iPhone is widely expected to have a slightly taller display that will measure 4-inches diagonally, but will retain the same width as the current iPhone screen. Those rumors have been supported by leaked parts that show a redesigned iPhone with a larger screen.

Sharp has been previously identified as a likely supplier of screens for Apple's next iPhone. The new handset is expected to feature in-cell touch panel technology that will allow the touchscreen to be even thinner, giving Apple more flexibility in the design of its next iPhone.

Apple is expected to hold an event on September 12 to unveil its next iPhone. Historically, Apple publicly launches new iPhone models less than two weeks after they are unveiled.

prototype 3


Sharp has been rumored since late last year to provide its own LCD display technology known as IGZO, or indium gallium zinc oxide, for Apple's portable devices. However, earlier this year it was said that sharp's IGZO technology didn't meet Apple's standards for its third-generation iPad with Retina display.

Earlier this year, Apple manufacturing partner Foxconn bought a 10 percent stake in Sharp, worth $808 million. That investment fueled speculation that both companies were partnering in hopes of securing orders from Apple for a rumored television set from the company.
post #2 of 87
Yellow pixels? / joke
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post #3 of 87

Sharp's President, speaking about his company's last contract ever with Apple, said that they'd start shipping.....

post #4 of 87

This is good news! Sharp's IGZO displays should be about 30-40% more energy efficient than existing iPhone retina displays.

 

IGZO TFTs are more transparent, so the backlight doesn't need to be as bright for the same effective brightness.

 

Along with a more efficient A5 CPU, this is all leading towards Apple make a thinner, lighter new iPhone which has the same or better battery life compared to the 4S.

post #5 of 87
Quote:
Originally Posted by aelegg View Post

Sharp's President, speaking about his company's last contract ever with Apple, said that they'd start shipping.....

I'd cut him some slack. Sharp is having a hard time right now and the shareholders need some good news. I'd rather see Apple using Sharp than Samsung for anything they can make.
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post #6 of 87
Quote:
Originally Posted by aelegg View Post

Sharp's President, speaking about his company's last contract ever with Apple, said that they'd start shipping.....


I dont think so, this is deliberated... and Apple is trying hard to flush out Samsung from its supply chain, it cant afford to throw away suppliers for no reasons.

post #7 of 87
Quote:
Originally Posted by digitalclips View Post


I'd cut him some slack. Sharp is having a hard time right now and the shareholders need some good news. I'd rather see Apple using Sharp than Samsung for anything they can make.

I agree. The more stuff they can move away from Samsung the better

post #8 of 87

If they are shipping displays THIS month, is it really possible for Apple to announce an iPhone on Sept 12, ship on Sept 21?  Seems to be  a tight window to me.

post #9 of 87
Quote:
Originally Posted by allenbf View Post

If they are shipping displays THIS month, is it really possible for Apple to announce an iPhone on Sept 12, ship on Sept 21?  Seems to be  a tight window to me.

It always amazes me how fast Apple can ramp up production but it may be shown with limited availability and announced to ship in quantity soon thus giving some extra time.
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post #10 of 87
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Originally Posted by herbapou View Post


I dont think so, this is deliberated... and Apple is trying hard to flush out Samsung from its supply chain, it cant afford to throw away suppliers for no reasons.

Agreed. That flush can't come soon enough!
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post #11 of 87
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Originally Posted by Rennaisance View Post

This is good news! Sharp's IGZO displays should be about 30-40% more energy efficient than existing iPhone retina displays.

 

IGZO TFTs are more transparent, so the backlight doesn't need to be as bright for the same effective brightness.

 

Along with a more efficient A5 CPU, this is all leading towards Apple make a thinner, lighter new iPhone which has the same or better battery life compared to the 4S.

 

The next iPhone doesn't need to be any thinner.  Extend the body for the bigger screen, add more antennas to cover the new LTEs, maybe 802.11ac, fill any extra internal space with battery. 

post #12 of 87

So much for "Doubling Down on Secrecy".

post #13 of 87
Quote:
Originally Posted by aelegg View Post

Sharp's President, speaking about his company's last contract ever with Apple, said that they'd start shipping.....

 

Considering the Samsung drama, Apple may just give them a slap on the wrist.

post #14 of 87
Quote:
Originally Posted by aelegg View Post

Sharp's President, speaking about his company's last contract ever with Apple, said that they'd start shipping.....

 

You could at least explain yourself if you're going to make a quick nasty remark like this.  

 

From what I've heard the new "closeness" that Apple, Foxcon, & Sharp are sharing this year is the beginning of a long, long relationship.  They will likely be the ones producing the screens for the Apple Television as well.  I don't see that they are going anywhere or that anyone has a problem with their technology or performance.  Why all the outside investments if that's the case?  

post #15 of 87
Quote:
Originally Posted by digitalclips View Post


I'd cut him some slack. Sharp is having a hard time right now and the shareholders need some good news. I'd rather see Apple using Sharp than Samsung for anything they can make.

Not only that.  But he simply said they were going to start shipping panels for the next Apple phone in August. 

 

He didnt say:

 

What the panels looked like (size, dimensions, resolution)

What technology the panels were using

When the next iPhone will release

Any extra details about the next iPhone

 

I dont think anybody will be shocked or surprised to hear that Apple is releasing a "new" phone sometime this fall.  If anything all he did was give his company a positive boost and also help Apple give the dirty eye to Samsung.  Clearly its real proof that Samsung is losing precious Apple contracts.  Remains to be seen exactly how many more reprocussions Samsung will end up suffering from that whole copying thing with Apple.  You dont bite the hand that feeds you.

post #16 of 87
Quote:
Originally Posted by gordy View Post

 

Considering the Samsung drama, Apple may just give them a slap on the wrist.

 

Yeah, it's probably a controlled leak.

post #17 of 87
Quote:
Originally Posted by allenbf View Post

If they are shipping displays THIS month, is it really possible for Apple to announce an iPhone on Sept 12, ship on Sept 21?  Seems to be  a tight window to me.

I read somewhere that Tim Cook has the supply chain so tight & efficient that the average iPhone/iPad sits in the supply chain for 5 days.  Meaning yeah.. August shipment = September phones on store shelves.

post #18 of 87
Quote:
Originally Posted by SSquirrel View Post

 

The next iPhone doesn't need to be any thinner.  Extend the body for the bigger screen, add more antennas to cover the new LTEs, maybe 802.11ac, fill any extra internal space with battery. 

Agreed..

 

I'll trade thinner phone, for a same size phone with 50% more battery life.  What good is 4G/LTE and .11ac high speed, if your phone is dead? 

post #19 of 87
This seems very odd in many ways. I can't expect that shipping a component only this month would lead to quantities ready for sale next month. I can't imagine that Apple would allow Sharp to speak of this. Some might say Apple can't do anything about it but believe me when I say they have contracts that protect them from executives talking.

Did the original comment specifically state it was the iPhone or was that an assumption? If Sharp wants their IGZO displays to gain traction and their quality is less than displays Apple currently uses then this might be perfect for a small, cheap tablet.

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post #20 of 87
Quote:
Originally Posted by aelegg View Post

Sharp's President, speaking about his company's last contract ever with Apple, said that they'd start shipping.....

You assume that they didn't ask for, and receive permission, to make this announcement. Steve might said no but he's dead and his rules don't necessarily apply should Tim want to say yes to such things,

Apple is constantly working on improving the internals, especially the display. So they might feel the implications in this announcement are a 'leak' they are okay with.

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post #21 of 87
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Originally Posted by Big Brother 84 View Post

I agree. The more stuff they can move away from Samsung the better


Unfortunately it's just not that possible. That's like trying to use the internet and not having SOME type of even passive interaction with Google. Samsung is simply too big to ignore and really the only ones that can provide the scale of what they make for what Apple needs.

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post #22 of 87
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Originally Posted by thataveragejoe View Post


Unfortunately it's just not that possible. That's like trying to use the internet and not having SOME type of even passive interaction with Google. Samsung is simply too big to ignore and really the only ones that can provide the scale of what they make for what Apple needs.

So because it can't be done whole hog right now they shouldn't bother with trying to move that way for the future?

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post #23 of 87
Quote:
Originally Posted by Rennaisance View Post

This is good news! Sharp's IGZO displays should be about 30-40% more energy efficient than existing iPhone retina displays.

 

IGZO TFTs are more transparent, so the backlight doesn't need to be as bright for the same effective brightness.

 

Along with a more efficient A5 CPU, this is all leading towards Apple make a thinner, lighter new iPhone which has the same or better battery life compared to the 4S.

 

The next version most likely will sport the A6 with a more efficient and power multi-core GPGPU from ImgTec.

post #24 of 87
Quote:
Originally Posted by thataveragejoe View Post


Unfortunately it's just not that possible. That's like trying to use the internet and not having SOME type of even passive interaction with Google. Samsung is simply too big to ignore and really the only ones that can provide the scale of what they make for what Apple needs.

 

Wrong. There is a reason multi-fab expansions are going on around the globe with Apple partners.

post #25 of 87
Quote:
Originally Posted by SolipsismX View Post

This seems very odd in many ways. I can't expect that shipping a component only this month would lead to quantities ready for sale next month. I can't imagine that Apple would allow Sharp to speak of this. Some might say Apple can't do anything about it but believe me when I say they have contracts that protect them from executives talking.
Did the original comment specifically state it was the iPhone or was that an assumption? If Sharp wants their IGZO displays to gain traction and their quality is less than displays Apple currently uses then this might be perfect for a small, cheap tablet.

According to Reuters he was specific. My 'cut him some slack' comment wasn't meant to mean I condone this rather, exactly what I said. Sharp are in very hard times and this was perhaps a political risk he took to help market confidence. I don't see why shipping in August is too late for a September release though.
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post #26 of 87
Quote:
Originally Posted by digitalclips View Post

According to Reuters he was specific. My 'cut him some slack' comment wasn't meant to mean I condone this rather, exactly what I said. Sharp are in very hard times and this was perhaps a political risk he took to help market confidence. I don't see why shipping in August is too late for a September release though.

I can see how that would help but I also would have expected them to get Apple's permission first and for initial shipments to have at least a month or two ago with deal inked months before that. On the flip side, what harm is there for stock holders if they have to wait a couple months to find out the company has a huge contract with Apple. If they are shipping then they are getting paid which means their next quarter would reflect that. If you're company's goal is focused on the stock price instead of the product there is something wrong with management.

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post #27 of 87
Quote:
Originally Posted by SolipsismX View Post

I can see how that would help but I also would have expected them to get Apple's permission first and for initial shipments to have at least a month or two ago with deal inked months before that. On the flip side, what harm is there for stock holders if they have to wait a couple months to find out the company has a huge contract with Apple. If they are shipping then they are getting paid which means their next quarter would reflect that. If you're company's goal is focused on the stock price instead of the product there is something wrong with management.

No argument there. I seriously doubt he asked or got permission from Tim. This sort of thing has been going on ever since Steve returned and made Apple what it is today and of course we all remember a certain video card company getting royally raked. My guess is this will pass without much public comment from Apple but I would suspect a few choice words will have been said already over the phone.

Hope it has quad pixels / grin
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post #28 of 87
Quote:
Originally Posted by thataveragejoe View Post


Unfortunately it's just not that possible. That's like trying to use the internet and not having SOME type of even passive interaction with Google. Samsung is simply too big to ignore and really the only ones that can provide the scale of what they make for what Apple needs.

The converse is also true, but like google if Apple decided to put a 'Deny All' rule in the orders firewall, you're 'experience' would be extremely degraded.

 

Apple is the biggest consumer of electronic components.  period.  Samsung's component division head is probably in the CEO's office every day either threatening to commit ritualistic suicide on his carpet or to kill the head of consumer products for screwing up the relationship with Apple.   Either way, the CEO has to be somewhat distracted;-).  

 

 

Having the primary contract with Apple is printing money.... being a secondary, not so much. (Primary: we [apple] spot you your entire assembly line spend in cash up front, plus a premium for 100% of that output, plus an option for add'l components [read:  No risk, as your sunk costs are paid up front, and every component after that is cash profit, and if I can make more and Apple sells more, they'll take it.].  Secondary:  Here's an 10% down option for 30% (3% of planned total spend) of our chip needs... go build an assembly line if you want our business, and wait for our call [read: for 3% of the above, you have to assume the risk of nothing else.])

post #29 of 87
Quote:
Originally Posted by makingdots View Post

 

Yeah, it's probably a controlled leak.

I'd hardly call this a leak. I don't think anyone doubts the fact that Apple is going to release a new iPhone later this year. If you noticed, he didn't give any specifications or when the iPhone will be released. If anything this is just something for Sharp's investors to bite into and potentially acquire some new investors.

post #30 of 87
Quote:
Originally Posted by TheOtherGeoff View Post

The converse is also true, but like google if Apple decided to put a 'Deny All' rule in the orders firewall, you're 'experience' would be extremely degraded.

Apple is the biggest consumer of electronic components.  period.  Samsung's component division head is probably in the CEO's office every day either threatening to commit ritualistic suicide on his carpet or to kill the head of consumer products for screwing up the relationship with Apple.   Either way, the CEO has to be somewhat distracted;-).  


Having the primary contract with Apple is printing money.... being a secondary, not so much. (Primary: we [apple] spot you your entire assembly line spend in cash up front, plus a premium for 100% of that output, plus an option for add'l components [read:  No risk, as your sunk costs are paid up front, and every component after that is cash profit, and if I can make more and Apple sells more, they'll take it.].  Secondary:  Here's an 10% down option for 30% (3% of planned total spend) of our chip needs... go build an assembly line if you want our business, and wait for our call [read: for 3% of the above, you have to assume the risk of nothing else.])

I agree totally. I wonder what the break down is between profits from supplying Apple v profits from selling Apple knock offs? Has anyone got any data on this?
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post #31 of 87
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Originally Posted by charlituna View Post


So because it can't be done whole hog right now they shouldn't bother with trying to move that way for the future?

When you're the largest component consumer in the world, you have few options for large scale fabs.   They are moving that way, but even if you do, you need someone the size of Samsung to take over key fabs (CPU).   Ideally, you want a BIG Fab with the ability to move mountains to hit deadlines and maintain quality for your primary source.   Yet they can't be too large so that they don't care about you as a customer... say like to be held up by an Intel who says, "Whoops, we're late with SandyBridge... sorry about that"

 

To fund say 3-4 competitive fabs up front to develop processes to build your chips/components is a lot of duplicative effort.   It's always better to fund one primary, and retain 'exclusive rights' to their work output (process and product), and once they scale it, you then take their process and present it to other people and say 'this is the process, now you pay for the implementation (we've got Samsung to work out the details) and getting your quality levels up to our needs.'   In other words, in terms of risk, you need a 'partner' that has the capacity to absorb some of the risk.  4 small partners is not the same as 1 big one.

post #32 of 87
Quote:
Originally Posted by mdriftmeyer View Post

 

Wrong. There is a reason multi-fab expansions are going on around the globe with Apple partners.

Generic statement is generic. Who exactly? Foxconn is producing the stuff Samsung doesn't make basically. 

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post #33 of 87
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Originally Posted by TheOtherGeoff View Post

Apple is the biggest consumer of electronic components.  period.  

 

 

Apple is big, but in the big global picture, still not that big. Think a little outside the box. 

 

 

 

Quote:
Samsung's component division head is probably in the CEO's office every day either threatening to commit ritualistic suicide on his carpet or to kill the head of consumer products for screwing up the relationship with Apple.   Either way, the CEO has to be somewhat distracted;-).  

 

While amusing, see above. Apple is not the center of the universe. 

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post #34 of 87

This may well of been a controlled leak. 

 

Certainly wouldn't be a bad thing for Apple to move away completely from Samsung. Now that the nasty personal attacks are in full flow. Samsung need Apple more than Apple need Samsung. 

 

It will take a bit of time but Apple can get their requirements met elsewhere.

post #35 of 87
Quote:
Originally Posted by TheOtherGeoff View Post

When you're the largest component consumer in the world, you have few options for large scale fabs.   They are moving that way, but even if you do, you need someone the size of Samsung to take over key fabs (CPU).   Ideally, you want a BIG Fab with the ability to move mountains to hit deadlines and maintain quality for your primary source.   Yet they can't be too large so that they don't care about you as a customer... say like to be held up by an Intel who says, "Whoops, we're late with SandyBridge... sorry about that"

 

To fund say 3-4 competitive fabs up front to develop processes to build your chips/components is a lot of duplicative effort.   It's always better to fund one primary, and retain 'exclusive rights' to their work output (process and product), and once they scale it, you then take their process and present it to other people and say 'this is the process, now you pay for the implementation (we've got Samsung to work out the details) and getting your quality levels up to our needs.'   In other words, in terms of risk, you need a 'partner' that has the capacity to absorb some of the risk.  4 small partners is not the same as 1 big one.

 

This is 100% spot on. The cost factors can't be ignored. Apple would be smart to move away from Samsung, but the two will need each other for quite some time yet.

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post #36 of 87
Quote:
Originally Posted by Sedicivalvole View Post
Samsung need Apple more than Apple need Samsung. 

 

It will take a bit of time but Apple can get their requirements met elsewhere.

 

Really explain this, this is my point. Why does Samsung need Apple? They represent ~10% of annual electronics division revenue (they aren't even Samsung's biggest client), you think they will suddenly go under if Apple takes off? With Samsung controlling 50% of NAND market alone, by all means I'd love to hear how anyone else is going to crank that out to meet Apple's needs. 

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post #37 of 87
Originally Posted by thataveragejoe View Post
Why does Samsung need Apple? They represent ~10% of annual electronics division revenue… 

 

Sorry, are South Korean shareholders less hesitant than shareholders everywhere else to see 10% of any sort of earnings just disappear?

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post #38 of 87
Quote:
Originally Posted by thataveragejoe View Post

 

Really explain this, this is my point. Why does Samsung need Apple? They represent ~10% of annual electronics division revenue (they aren't even Samsung's biggest client), you think they will suddenly go under if Apple takes off? With Samsung controlling 50% of NAND market alone, by all means I'd love to hear how anyone else is going to crank that out to meet Apple's needs. 

 

^This

 

One customer who controls about 30% of the US market and less elsewhere isn't going to sink the company. It will be a blow, no doubt, who wants to lose 10% of your business? But not one that cant be recovered by finding new customers in the other 70% of the market. 

 

And lets remember here, those are just mobile devices. With more and more devices becoming "smart", I think Samsung's fab shops, which are ahead in terms of quality and quantity when compared to the LG's, panasonics and sharps out there, will keep churning just fine. 

 

Look at it this way, if they wanted to keep Apple happy, they would have put their tails between their legs and ran when big bad apple first brought the lawsuits. 

 

Obviously they looked at what apple brings in, looked at their growth trajectory in terms of their products AND new customers, and determined that Apple is not indispensable after all. Maybe three years ago when they were just a little kid on the smartphone block, but surely not when your own products outsell Apple's AND you have a whole pool of android competitors to buy up your screens, chips and memory. 

post #39 of 87
Quote:
Originally Posted by Tallest Skil View Post

 

Sorry, are South Korean shareholders less hesitant than shareholders everywhere else to see 10% of any sort of earnings just disappear?

 

lol.gif

 

The people in Korea look at Samsung as an asset to generate pride, not profit. Korea is not the US, they don't treat corporations as people, they don't treat profit maximization as the highest priority. These people are united by nationalism, not capitalism.

 

If there's a vote by all Koreans to let Samsung sink profit in order to hurt Apple so to gain an advantage, I've no doubt more than 50% of them will vote in favor of that.

post #40 of 87
Quote:
Originally Posted by Tallest Skil View Post

 

Sorry, are South Korean shareholders less hesitant than shareholders everywhere else to see 10% of any sort of earnings just disappear?

There is a difference between saying wow that's a big business blow, or wow that hurts, than being indispensable, aka need. We need food, air and water to live. Samsung does not need Apple to live. 

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