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Rumor: Apple supplier Pegatron nets 50% of 4.7-inch 'iPhone 6' production

post #1 of 33
Thread Starter 
A rumor out of the Far East on Thursday claims Apple partner supplier Pegatron will be responsible for half of all 4.7-inch "iPhone 6" production, with the remainder going to Foxconn.



Citing sources from Apple's supply chain, Digitimes reports Pegatron has won 50 percent of all Apple orders for what is expected to be the smaller of two next-generation iPhone models, a substantially larger share than was previously projected.

The publication claims Apple is expected to ship 50 million 4.7-inch iPhone 6 units by the end of 2014, with Pegatron and Foxconn landing 25 million handsets each. According to sources, Pegatron's share of orders comes thanks to a strengthened relationship with the Cupertino tech giant, which has supposedly been looking to shift supply chain reliance away from Foxconn.

In May, it was rumored that Pegatron would see as little as 15 percent of 4.7-inch iPhone 6 orders, with a bulk of manufacturing going to longtime partner supplier Foxconn. A month later, that number grew to 30 percent. Currently, sources estimate Apple orders -- limited to devices like the iPhone 5c, 4S and iPad mini -- account for 35 to 40 percent of Pegatron's revenues, meaning the high-end iPhone order will likely be a massive boost to the company's bottom line.

Today's report goes on to say that Foxconn is expected to retain all orders of a larger 5.5-inch iPhone model, though the latest rumblings say production issues may delay the "phablet" device. Combined 4.7-inch and 5.5-inch iPhone shipments are anticipated to hit 70 million to 80 million units by year's end, making the upcoming release Apple's biggest smartphone launch ever.

The iPhone 6 is expected to debut at a special media event on Sept. 9. Building up to its fall launch, supposed parts leaks and scuttlebutt suggest the next-gen handset will boast a high-capacity battery, A8 processor, 802.11ac Wi-Fi and possibly NFC support.
post #2 of 33
I'm not a betting man, so it's lucky than I won't actually have to pay out when I say I bet there is no 5.5" iPhone being released this year even if I am wrong, which I am sure I won't be. Here's why. Remember all the talk about screen resolutions when the screen last bumped from 3.5" to 4"? All the talk about how developers would have to resize their apps on top of providing retina "x2" assets etc etc. Then when the iPad Mini was out all the talk before was about the screen resolution, and how they couldn't bring in another format for developers to work with and it would have to be the same size as a full size iPad with the screen elements simply scaled differently etc. Same goes for a new iPhone screen format. Firstly, what is the resolution? Is is the same as an iPhone 5 but simply scaled up? Doubt it, the PPI of an iPhone screen is already "low" in comparison to most other flagship displays these days. So, another screen resolution then? Would have to be, and assuming the 16:9 ratio is maintained it would have to be some multiple of that. That covers the 4.7" rumour, but what of the 5.5"? Will that be yet another resolution, or a scaled up version of the 4.7" display? The iPad has 1 resolution across 2 screen sizes. The iPhone has 2 resolutions, over 2 screen sizes. Given that support for the 3.5" 4S has to be maintained as it's supported by iOS8, is this going to be bumped to 3 or 4 resolutions across the phone line up? Basically, I have heard no talk about this sort of thing that was very prevalent before the iPhone 5 and iPad Mini. No clever hauling through iOS betas to find the references to such things and so on like before, and no chatter from worried developers about having to cover up to 6 screen formats (luckily at least everything is Retina now which halves the load). I'm not even sure we will see a 4.7" for this very reason, and am 100% that there will be no 5.5" version (and even if I was wrong about this, I would say it's more likely to be an iPad Nano than a phone).
post #3 of 33

If it is an iPad Nano, then it would have the same problem, 1 resolution in 3 difference screen size? 5.5 would be about 450PPI.

Although I wouldn't mind an iPad Nano with VoLTE capability.

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post #4 of 33
LTE 6/7 too?
post #5 of 33
The good news for me here is Apple's diversification of its manufacturing base. This isn't just good for reducing dependance it is also good for increasing production capabilities. Win win ...
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Long on AAPL so biased
"Google doesn't sell you anything, they just sell you!"
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post #6 of 33
Looks and smells like a rumor to spark up Pegatron's stock. Not buying it without concrete proof.

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post #7 of 33

I wish we'd see credible leaks of the 5.5.  Otherwise I can't help but feel it's a way for analysts to later be "disappointed" that Apple is "sticking to the same old upgrade pattern."

 

Oh and great for Pegatron, if true.  But it is being reported by Digitimes, sooooo....

post #8 of 33

More proof of 5.5.

 

Do you really think Apple will only sell 50 million iPhone6 by the end of the Year?  LOL.

YOu do if you think there will be no 5.5.

 

So basically you are saying that the 4.7 iPhone6 will sell less than the 5S?

 

The only explanation is the 5.5 will sell an additional 20-30 million units

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post #9 of 33
Quote:
Originally Posted by allenbf View Post

I wish we'd see credible leaks of the 5.5.  Otherwise I can't help but feel it's a way for analysts to later be "disappointed" that Apple is "sticking to the same old upgrade pattern."

Oh and great for Pegatron, if true.  But it is being reported by Digitimes, sooooo....

There is no evidence of a 5.5" at this time. Ignore claims saying otherwise.

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post #10 of 33
Quote:
Originally Posted by allenbf View Post
 

I wish we'd see credible leaks of the 5.5.  Otherwise I can't help but feel it's a way for analysts to later be "disappointed" that Apple is "sticking to the same old upgrade pattern."

 

Oh and great for Pegatron, if true.  But it is being reported by Digitimes, sooooo....

 

5.5 is coming

 

I have a feeling Apple is going to give Wall Street a big middle finger and screw with them.

Don't like our iPad unit sales?  Screw you.

 

Apple will begin reporting iPad+iPhone sales TOGETHER.  They won't seperate them because the two lines are basically one product line now.

 

4.0/4.7/5.5/7.9/9.7

 

They are all the same device at a different size.  Same as the Mac line - MacMini, iMac, MacPro, MacBook - all reported together.

 

Apple will call it mobile devices. 

 

So the new categories on earnings report will be:

 

Mobile Units - iPad+iPhone

Mac

Software

Accessories

iPod

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post #11 of 33
Quote:
Originally Posted by SpamSandwich View Post


There is no evidence of a 5.5" at this time. Ignore claims saying otherwise.

 

Common sense is evidence

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post #12 of 33
Quote:
Originally Posted by sog35 View Post

Common sense is evidence

That is something sorely lacking in your posts, mate.

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post #13 of 33
Quote:
Originally Posted by sog35 View Post
 

More proof of 5.5.

 

Do you really think Apple will only sell 50 million iPhone6 by the end of the Year?  LOL.

YOu do if you think there will be no 5.5.

 

So basically you are saying that the 4.7 iPhone6 will sell less than the 5S?

 

The only explanation is the 5.5 will sell an additional 20-30 million units

 

Apple sold roughly 48 million iPhone 5s' in Q1 2013.  70-80 million expected sales of the iP6 is a rumor, but even if true, it isn't much of a stretch to think Apple expects 70-80 million sales of the 4.7 iPhone 6...this is shaping up to be the biggest release of the iPhone since the original.  Plus more countries (Thailand, etc).

Still no credible leaks of a 5.5.  Your "logic" doesn't convince me otherwise.

post #14 of 33
Quote:
Originally Posted by allenbf View Post
 

 

Apple sold roughly 48 million iPhone 5s' in Q1 2013.  70-80 million expected sales of the iP6 is a rumor, but even if true, it isn't much of a stretch to think Apple expects 70-80 million sales of the 4.7 iPhone 6...this is shaping up to be the biggest release of the iPhone since the original.  Plus more countries (Thailand, etc).

Still no credible leaks of a 5.5.  Your "logic" doesn't convince me otherwise.

 

So you are telling me Apple will sell only 2 million more iPhone6's than 5S's for Q1?

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post #15 of 33
Quote:
Originally Posted by SpamSandwich View Post


That is something sorely lacking in your posts, mate.

 

Some people have VISION, others don't.

 

So obvious at this point.

 

Connect the dots holmes:

 

1. Phablets are a huge segment - over 100,000,000 sold the last 3 years

2. Apple is already willing to make a 2 handed phone - the 4.7.  5.5 is just the next logical step

3. only 50 million 4.7's to be produces for 2014.  Way too little if they are only making the 4.7

4. Way too many leaks from the far east

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post #16 of 33
Quote:
Originally Posted by allenbf View Post
 

 

Apple sold roughly 48 million iPhone 5s' in Q1 2013.  70-80 million expected sales of the iP6 is a rumor, but even if true, it isn't much of a stretch to think Apple expects 70-80 million sales of the 4.7 iPhone 6...this is shaping up to be the biggest release of the iPhone since the original.  Plus more countries (Thailand, etc).

Still no credible leaks of a 5.5.  Your "logic" doesn't convince me otherwise.

 

Your 48 million 5S does not include the 5 million sold in September.

 

So are you telling me Apple will sell less iPhone6 in 2014 ( 50 million) than iPhone5S in 2013 ( 53 million)?????

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post #17 of 33
Quote:
Originally Posted by stuffe View Post

I'm not a betting man, so it's lucky than I won't actually have to pay out when I say I bet there is no 5.5" iPhone being released this year even if I am wrong, which I am sure I won't be. Here's why. Remember all the talk about screen resolutions when the screen last bumped from 3.5" to 4"? All the talk about how developers would have to resize their apps on top of providing retina "x2" assets etc etc. Then when the iPad Mini was out all the talk before was about the screen resolution, and how they couldn't bring in another format for developers to work with and it would have to be the same size as a full size iPad with the screen elements simply scaled differently etc. Same goes for a new iPhone screen format. Firstly, what is the resolution? Is is the same as an iPhone 5 but simply scaled up? Doubt it, the PPI of an iPhone screen is already "low" in comparison to most other flagship displays these days. So, another screen resolution then? Would have to be, and assuming the 16:9 ratio is maintained it would have to be some multiple of that. That covers the 4.7" rumour, but what of the 5.5"? Will that be yet another resolution, or a scaled up version of the 4.7" display? The iPad has 1 resolution across 2 screen sizes. The iPhone has 2 resolutions, over 2 screen sizes. Given that support for the 3.5" 4S has to be maintained as it's supported by iOS8, is this going to be bumped to 3 or 4 resolutions across the phone line up? Basically, I have heard no talk about this sort of thing that was very prevalent before the iPhone 5 and iPad Mini. No clever hauling through iOS betas to find the references to such things and so on like before, and no chatter from worried developers about having to cover up to 6 screen formats (luckily at least everything is Retina now which halves the load). I'm not even sure we will see a 4.7" for this very reason, and am 100% that there will be no 5.5" version (and even if I was wrong about this, I would say it's more likely to be an iPad Nano than a phone).

Bah,,, That's no bet!

I'm betting the new iPhones will have flat edges, not rounded. And I'm betting the farm, baby!!

post #18 of 33
Quote:
Originally Posted by sog35 View Post

Common sense is evidence
I hope we don't have to fear for your safety if the end of the year comes and there's no 5.5" phone. 1hmm.gif
post #19 of 33
Quote:
Originally Posted by sog35 View Post
 

 

Your 48 million 5S does not include the 5 million sold in September.

 

So are you telling me Apple will sell less iPhone6 in 2014 ( 50 million) than iPhone5S in 2013 ( 53 million)?????

 

You need to re-read what I said.  

If Apple can sell 53 million iP5s, then they can easily sell 70+ million of the iP6 4.7".  Again - doesn't prove the existence of the 5.5 if we're using "estimates" as "proof."

 

post #20 of 33
Quote:
Originally Posted by allenbf View Post
 

I wish we'd see credible leaks of the 5.5.  Otherwise I can't help but feel it's a way for analysts to later be "disappointed" that Apple is "sticking to the same old upgrade pattern."

 

Oh and great for Pegatron, if true.  But it is being reported by Digitimes, sooooo....

my guess... 5.5 was seeded by Apple to troll for leakers, and to keep competition guessing.   Sort of like Patton's Ghost Army.

post #21 of 33
While Pegatron is a Taiwanese company, it has much of its production in the Peoples Republic of China. Despite the current cost advantages, Apple and other US technology companies need to ween themselves from reliance on manufacturing in the PRC. Just as US oil companies thought that investing in Russia was a good idea, as China becomes a greater economic and political adversary, Apple will be at a disadvantage in the future. Apple needs to be ready to work with other manufacturers who are not invested in the PRC.
post #22 of 33
Quote:
Originally Posted by OpusMundi View Post

While Pegatron is a Taiwanese company, it has much of its production in the Peoples Republic of China. Despite the current cost advantages, Apple and other US technology companies need to ween themselves from reliance on manufacturing in the PRC. Just as US oil companies thought that investing in Russia was a good idea, as China becomes a greater economic and political adversary, Apple will be at a disadvantage in the future. Apple needs to be ready to work with other manufacturers who are not invested in the PRC.

FYI: it's spelled "wean". "Ween" is a rock group.

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post #23 of 33
Quote:
Originally Posted by OpusMundi View Post

While Pegatron is a Taiwanese company, it has much of its production in the Peoples Republic of China. Despite the current cost advantages, Apple and other US technology companies need to ween themselves from reliance on manufacturing in the PRC. Just as US oil companies thought that investing in Russia was a good idea, as China becomes a greater economic and political adversary, Apple will be at a disadvantage in the future. Apple needs to be ready to work with other manufacturers who are not invested in the PRC.


But why?

Quote:
 Mobile Units - iPad+iPhone

 

Would be great, So then Apple could hide those iPad numbers from the Wall Street guess work.

 

Quote:
 LTE 6/7 too?

LTE 6 is pretty much guaranteed.  Apple has 3 options.

Qualcomm 20nm 9x35 modem, the most likely choice since it supports CDMA.

Intel 7260, should be much cheaper then Qualcomm but does not offer CDMA.

Or their in house 4G baseband Integrated into A8.  

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Those who dont understand Apple and those who misunderstood Apple.

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Those who dont understand Apple and those who misunderstood Apple.

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post #24 of 33
Quote:
Originally Posted by sog35 View Post

Common sense is evidence

Common sense at one time was that the world was flat, the sun orbited the earth and that space and time were absolute.

All wrong, proven with evidence of the real kind.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #25 of 33
Originally Posted by allenbf View Post
I wish we'd see credible leaks of the 5.5.

 

I’m glad we haven’t.

 

Originally Posted by sog35 View Post
1. Phablets are a huge segment - over 100,000,000 sold the last 3 years

2. Apple is already willing to make a 2 handed phone - the 4.7.  5.5 is just the next logical step

3. only 50 million 4.7's to be produces for 2014.  Way too little if they are only making the 4.7

4. Way too many leaks from the far east

 

Please just shut up. It was funny only the first few times after I realized you were joking, but now you’re just acting like a moron.

post #26 of 33
Quote:
Originally Posted by Suddenly Newton View Post

Common sense at one time was that the world was flat, the sun orbited the earth and that space and time were absolute.

All wrong, proven with evidence of the real kind.

The earth is the center of the universe.
You need to prove the universe has an end to prove otherwise. If there is no end to the universe than the earth is the center. And the moon, and the sun, and saturn

Common sense
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post #27 of 33
Quote:
Originally Posted by Tallest Skil View Post

I’m glad we haven’t.


Please just shut up. It was funny only the first few times after I realized you were joking, but now you’re just acting like a moron.

So we can no longer speculate on this board any more? Reported.
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post #28 of 33
Originally Posted by sog35 View Post
So we can no longer speculate on this board any more?

 

Thanks for pretending that is in ANY WAY what you are doing. It is not.

 
Reported. 


Good for you. Spamming every thread with this garbage will probably endear you well.

post #29 of 33
Quote:
Originally Posted by sog35 View Post

The earth is the center of the universe.
You need to prove the universe has an end to prove otherwise. If there is no end to the universe than the earth is the center. And the moon, and the sun, and saturn

Common sense

Common sense is not the same thing as an assertion which cannot be proven wrong. Common sense: absence of proof is not proof of absence.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #30 of 33
Quote:
Originally Posted by Tallest Skil View Post
 

 

Thanks for pretending that is in ANY WAY what you are doing. It is not.


Good for you. Spamming every thread with this garbage will probably endear you well.

 

joking. I did not report you.

 

why would i do that?

No fun without Tallest Ski here.

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post #31 of 33
Quote:
Originally Posted by Suddenly Newton View Post


Common sense is not the same thing as an assertion which cannot be proven wrong. Common sense: absence of proof is not proof of absence.

 

I'm not the one who brought up astronomy

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post #32 of 33

Quote:

Originally Posted by allenbf View Post
 

If Apple can sell 53 million iP5s, then they can easily sell 70+ million of the iP6 4.7".  
 

They won't sell any to those folks that claim "The 4" is the perfect size" or "I need to use my phone one handed"...


Edited by hentaiboy - 8/14/14 at 4:14pm
Shut up and go away, you useless, pathetic FUDmonger - Tallest Skil
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Shut up and go away, you useless, pathetic FUDmonger - Tallest Skil
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post #33 of 33
Quote:
Originally Posted by hentaiboy View Post

Quote:
They won't sell any to those folks that claim "The 4" is the perfect size" or "I need to use my phone one handed"...



I see a ton people use two hands to use their iPhone.
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