Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alte...

Comments

• Reply 1 of 37

  Metriacanthosaurus Posts: 880member

  September 6, 2017 4:55PM

  AppleInsider said:

  Interestingly, Kuo still seems unsure as to whether the next iPhone will have a fingerprint sensor. 

  No, that is not what he said, and that is not the way others are reporting this same information. I understand you refuse to accept this reality about Touch ID, but it's time.
  
  If you want to keep calling it iPhone 8 (instead of iPhone Edition) until next week, and keep pretending it might have Touch ID (which it doesn't)...fine. Just know that means your articles will be the least accurate out there for the next 6 days.
• Reply 2 of 37

  suddenly newton Posts: 13,819member

  September 6, 2017 4:59PM

  Who's going to mass produce Micro-LED panels?

  
• Reply 3 of 37

  boltsfan17 Posts: 2,294member

  September 6, 2017 5:23PM

  suddenly newton said:

  Who's going to mass produce Micro-LED panels?

  My guess would be Sony since they are the only large company I know of investing in the technology. 
• Reply 4 of 37

  nhughes Posts: 770editor

  September 6, 2017 5:31PM

  Metriacanthosaurus said:

  AppleInsider said:

  Interestingly, Kuo still seems unsure as to whether the next iPhone will have a fingerprint sensor. 

  No, that is not what he said, and that is not the way others are reporting this same information. I understand you refuse to accept this reality about Touch ID, but it's time.
  
  If you want to keep calling it iPhone 8 (instead of iPhone Edition) until next week, and keep pretending it might have Touch ID (which it doesn't)...fine. Just know that means your articles will be the least accurate out there for the next 6 days.

  I have a copy of the note right here. You don't. As I said (and specifically quoted) in the story, Kuo wrote that Apple "may" ditch Touch ID. He didn't say they will, and he was not definitive. He said they may. His words.
  
  You are clearly very passionate about this subject, and I respect that, but I am simply reporting what the dude wrote — no ulterior motive or agenda, I can assure you.

  
• Reply 5 of 37

  Rayz2016 Posts: 6,957member

  September 6, 2017 5:54PM

  nhughes said:

  Metriacanthosaurus said:

  AppleInsider said:

  Interestingly, Kuo still seems unsure as to whether the next iPhone will have a fingerprint sensor. 

  No, that is not what he said, and that is not the way others are reporting this same information. I understand you refuse to accept this reality about Touch ID, but it's time.
  
  If you want to keep calling it iPhone 8 (instead of iPhone Edition) until next week, and keep pretending it might have Touch ID (which it doesn't)...fine. Just know that means your articles will be the least accurate out there for the next 6 days.

  I have a copy of the note right here. You don't. As I said (and specifically quoted) in the story, Kuo wrote that Apple "may" ditch Touch ID. He didn't say they will, and he was not definitive. He said they may. His words.
  
  You are clearly very passionate about this subject, and I respect that, but I am simply reporting what the dude wrote — no ulterior motive or agenda, I can assure you.

  Sounds fair enough to me. 

  
• Reply 6 of 37

  cloudmobile Posts: 74member

  September 6, 2017 6:00PM

  "He suspects that the OLED displays for the "iPhone 8" cost Apple between $120 and $130 per unit -- well beyond the $45 to $55 per unit Apple is said to pay for the iPhone 7 Plus 5.5-inch LCD screen."
  
  So ... the site that is infamous for defending Apple's high-margin pricing strategy AND criticizing consumers for buying cheaper Microsoft, Android, Linux etc. alternatives AND attacking people who criticize Apple's fees (i.e. developers over the app store's 30% fee) AND attacking suppliers like Nokia, Qualcomm, the University of Wisconsin etc. for wanting Apple to pay practically nothing - or in fact nothing at all - for their IP (patent trolls they are called?) claiming that someone else is somehow fleecing Apple? This is rich.
  
  Consumer: "I have five kids and elderly grandparents to take care of on a blue collar salary. I can't afford an iPhone, iPad and a Mac. I need to get an Android phone, Android tablet and a Windows PC instead and pay 75% less in the process." Apple Insider fans reply: "You are a horrible, terrible, very bad, no good, evil immoral person!
  
  These are the same people who don't want Apple to have to pay $60 dollars more to benefit from what is clearly superior tech from the only company in the world that is able to supply it to them (because they, er, invented it). Amazing ...

  
• Reply 7 of 37

  ksec Posts: 1,569member

  September 6, 2017 6:24PM

  1. MicroLED aren't likely coming to Apple Watch or iPhone. At any rate they may come to TV first, before the tech move into smaller devices if at all.
  
  2. The amount of Quality improvement coming from OLED each year is quite staggering. Apart from energy usage in white background it now outperforms LCD in all areas.
  
  3.The problem is Samsung OLED is so far ahead of JDI and LG, I highly doubt both could get a competitive OLED out next year, and even if they do, the capacity and yield will definitely not fit Apple, i.e Samsung will likely still be 80% of OLED supplier for next year's iPhone.
  
  4.Reading from post on Weibo the cost est is off quite a bit, not to mention the cost of cutting OLED into irregular shape is 100% being done by Sharp, not Samsung. 
  
• Reply 8 of 37

  rogifan_new Posts: 4,297member

  September 6, 2017 6:26PM

  Seems like a lot of speculation and not much else. Why do rumor sites give this guy so much attention?
• Reply 9 of 37

  rotateleftbyte Posts: 1,630member

  September 6, 2017 6:29PM

  cloudmobile said:

  
  Consumer: "I have five kids and elderly grandparents to take care of on a blue collar salary. I can't afford an iPhone, iPad and a Mac. I need to get an Android phone, Android tablet and a Windows PC instead and pay 75% less in the process." Apple Insider fans reply: "You are a horrible, terrible, very bad, no good, evil immoral person!
  
  

  Others of us would say...
  If you really,really, really have to change your phone then come October there will be plenty of iPhone 7's  hitting the Pawn shops etc. Get a secondhand one and save yourself the grief from your family. You don't have to upgrade to the new iPhone. The same goes for Mac's.
  A lot of these fair weather Apple fanbois have more money than sense and change their phones and laptops almost as often as they change their nappies. You can benefit from their foolishness/craving for the next bit of shiny-shiny to be released by Apple.
  
  

  
• Reply 10 of 37

  nhughes Posts: 770editor

  September 6, 2017 6:33PM

  rogifan_new said:

  Seems like a lot of speculation and not much else. Why do rumor sites give this guy so much attention?

  Because he has been the first to accurately report on many upcoming hardware decisions, including the expected OLED screen, glass back, and facial recognition capabilities of the "iPhone 8" way back in March of 2016:
  
  http://appleinsider.com/articles/16/03/26/new-iphone-model-with-curved-glass-case-58-amoled-display-due-in-2017-insider-says
  
  And the 10.5-inch iPad Pro back in August of 2016:
  
  http://appleinsider.com/articles/16/08/15/apple-to-debut-105-ipad-pro-in-2017-integrate-flexible-amoled-tech-in-2018
  
  And the new 9.7-inch entry-level iPad in January of this year:
  
  http://appleinsider.com/articles/17/01/08/apple-on-track-to-launch-three-new-ipads-in-spring-2017-but-none-of-them-mini
  
  And the (alleged) $1000-and-up pricing of the "iPhone 8" this February:
  
  http://appleinsider.com/articles/17/02/15/apples-iphone-8-to-replace-touch-id-home-button-with-function-area
  
  And the features and capabilities of HomePod in March:
  
  http://appleinsider.com/articles/17/05/01/apples-siri-based-echo-competitor-to-carry-premium-price-feature-high-end-audio-with-1-woofer-7-tweeters
  
  Is his track record perfect? No, it's not. But nobody else out there provides, in terms of quantity, more accurate information on Apple's hardware pipeline than Ming-Chi Kuo. Not Gruber, not Gurman, not anyone else.

  
• Reply 11 of 37

  sirlance99 Posts: 1,293member

  September 6, 2017 6:38PM

  nhughes said:

  rogifan_new said:

  Seems like a lot of speculation and not much else. Why do rumor sites give this guy so much attention?

  Because he has been the first to accurately report on many upcoming hardware decisions, including the expected OLED screen, glass back, and facial recognition capabilities of the "iPhone 8" way back in March of 2016:
  
  http://appleinsider.com/articles/16/03/26/new-iphone-model-with-curved-glass-case-58-amoled-display-due-in-2017-insider-says
  
  And the 10.5-inch iPad Pro back in August of 2016:
  
  http://appleinsider.com/articles/16/08/15/apple-to-debut-105-ipad-pro-in-2017-integrate-flexible-amoled-tech-in-2018
  
  And the new 9.7-inch entry-level iPad in January of this year:
  
  http://appleinsider.com/articles/17/01/08/apple-on-track-to-launch-three-new-ipads-in-spring-2017-but-none-of-them-mini
  
  And the (alleged) $1000-and-up pricing of the "iPhone 8" this February:
  
  http://appleinsider.com/articles/17/02/15/apples-iphone-8-to-replace-touch-id-home-button-with-function-area
  
  And the features and capabilities of HomePod in March:
  
  http://appleinsider.com/articles/17/05/01/apples-siri-based-echo-competitor-to-carry-premium-price-feature-high-end-audio-with-1-woofer-7-tweeters
  
  Is his track record perfect? No, it's not. But nobody else out there provides, in terms of quantity, more accurate information on Apple's hardware pipeline than Ming-Chi Kuo. Not Gruber, not Gurman, not anyone else.

  You keep doing wha you’re doing. It’s great. Some on here want to criticize anything and everything not 100% pro Apple. 

  
• Reply 12 of 37

  radarthekat Posts: 3,842moderator

  September 6, 2017 6:44PM

  cloudmobile said:

  "He suspects that the OLED displays for the "iPhone 8" cost Apple between $120 and $130 per unit -- well beyond the $45 to $55 per unit Apple is said to pay for the iPhone 7 Plus 5.5-inch LCD screen."
  
  So ... the site that is infamous for defending Apple's high-margin pricing strategy AND criticizing consumers for buying cheaper Microsoft, Android, Linux etc. alternatives AND attacking people who criticize Apple's fees (i.e. developers over the app store's 30% fee) AND attacking suppliers like Nokia, Qualcomm, the University of Wisconsin etc. for wanting Apple to pay practically nothing - or in fact nothing at all - for their IP (patent trolls they are called?) claiming that someone else is somehow fleecing Apple? This is rich.
  
  Consumer: "I have five kids and elderly grandparents to take care of on a blue collar salary. I can't afford an iPhone, iPad and a Mac. I need to get an Android phone, Android tablet and a Windows PC instead and pay 75% less in the process." Apple Insider fans reply: "You are a horrible, terrible, very bad, no good, evil immoral person!
  
  These are the same people who don't want Apple to have to pay $60 dollars more to benefit from what is clearly superior tech from the only company in the world that is able to supply it to them (because they, er, invented it). Amazing ...

  You're reading a lot into an article simply reporting what an analyst said.  Also, the most prevalent argument for the cost of Apple products I've heard made here by Apple Insider commenters is that you get what you pay for.  IPhones, for example, tend to have a longer usable life and higher resale value, both of which contribute to a lower total cost of ownership.  Also, your hypothetical parent of five kids is certainly free to buy non-Apple products.  The problem isn't which products you buy/use, its coming here to an Apple-centric site and claiming things Apple Insider commenters, as a whole, are not guilty of, and having made that claim, excoriating us.

  edited September 2017
• Reply 13 of 37

  suddenly newton Posts: 13,819member

  September 6, 2017 6:44PM

  Metriacanthosaurus said:

  AppleInsider said:

  Interestingly, Kuo still seems unsure as to whether the next iPhone will have a fingerprint sensor. 

  No, that is not what he said, and that is not the way others are reporting this same information. I understand you refuse to accept this reality about Touch ID, but it's time.
  
  If you want to keep calling it iPhone 8 (instead of iPhone Edition) until next week, and keep pretending it might have Touch ID (which it doesn't)...fine. Just know that means your articles will be the least accurate out there for the next 6 days.

  I think the value of rumor info drops to zero the moment the final product is released, so I wouldn't over-state the value of info that has at most a 6-day shelf-life. Besides, there is no SEO reason to call it iPhone Edition until Apple officially unveils the name and everyone starts calling it that.

  
• Reply 14 of 37

  anton zuykov Posts: 1,056member

  September 6, 2017 6:51PM

  ksec said:

  1. MicroLED aren't likely coming to Apple Watch or iPhone. At any rate they may come to TV first, before the tech move into smaller devices if at all.
  

  Probably the opposite is true. It is much harder to manufacture a huge defect free panel with 10M pixels, vs a much smaller panel with 120k pixels, don't you think?
  If you have a certain probability that a certain pixel ends up dead due to production, you surely will get a MUCH higher probability of having at least 1 defect, with a 10Mpx panel, comparing to 120kpx panel. That is why it took so long for Apple to get 4k and 5k panels into their products.
  

  edited September 2017
• Reply 15 of 37

  wonkothesane Posts: 1,723member

  September 6, 2017 6:52PM

  I wonder how much Samsung (mobility or what they're called) pay for an "infinity" display. 

  
• Reply 16 of 37

  foggyhill Posts: 4,767member

  September 6, 2017 7:04PM

  nhughes said:

  rogifan_new said:

  Seems like a lot of speculation and not much else. Why do rumor sites give this guy so much attention?

  Because he has been the first to accurately report on many upcoming hardware decisions, including the expected OLED screen, glass back, and facial recognition capabilities of the "iPhone 8" way back in March of 2016:
  
  http://appleinsider.com/articles/16/03/26/new-iphone-model-with-curved-glass-case-58-amoled-display-due-in-2017-insider-says
  
  And the 10.5-inch iPad Pro back in August of 2016:
  
  http://appleinsider.com/articles/16/08/15/apple-to-debut-105-ipad-pro-in-2017-integrate-flexible-amoled-tech-in-2018
  
  And the new 9.7-inch entry-level iPad in January of this year:
  
  http://appleinsider.com/articles/17/01/08/apple-on-track-to-launch-three-new-ipads-in-spring-2017-but-none-of-them-mini
  
  And the (alleged) $1000-and-up pricing of the "iPhone 8" this February:
  
  http://appleinsider.com/articles/17/02/15/apples-iphone-8-to-replace-touch-id-home-button-with-function-area
  
  And the features and capabilities of HomePod in March:
  
  http://appleinsider.com/articles/17/05/01/apples-siri-based-echo-competitor-to-carry-premium-price-feature-high-end-audio-with-1-woofer-7-tweeters
  
  Is his track record perfect? No, it's not. But nobody else out there provides, in terms of quantity, more accurate information on Apple's hardware pipeline than Ming-Chi Kuo. Not Gruber, not Gurman, not anyone else.

  If you announce a 1000 things a year. A few are bound to be right, either put siome stat out or stop pushing your narrative. Yoû're suffering from confirmation biad and cherry picking. 
  
  Also, he constantly revise his so called predictions  so how can he be wrong? He does that to everything he says ever; aka a crapshoot.
  
  he knows only remember the right guesses and not the wrong ones
  
  

  
• Reply 17 of 37

  nhughes Posts: 770editor

  September 6, 2017 7:08PM

  foggyhill said:

  nhughes said:

  rogifan_new said:

  Seems like a lot of speculation and not much else. Why do rumor sites give this guy so much attention?

  Because he has been the first to accurately report on many upcoming hardware decisions, including the expected OLED screen, glass back, and facial recognition capabilities of the "iPhone 8" way back in March of 2016:
  
  http://appleinsider.com/articles/16/03/26/new-iphone-model-with-curved-glass-case-58-amoled-display-due-in-2017-insider-says
  
  And the 10.5-inch iPad Pro back in August of 2016:
  
  http://appleinsider.com/articles/16/08/15/apple-to-debut-105-ipad-pro-in-2017-integrate-flexible-amoled-tech-in-2018
  
  And the new 9.7-inch entry-level iPad in January of this year:
  
  http://appleinsider.com/articles/17/01/08/apple-on-track-to-launch-three-new-ipads-in-spring-2017-but-none-of-them-mini
  
  And the (alleged) $1000-and-up pricing of the "iPhone 8" this February:
  
  http://appleinsider.com/articles/17/02/15/apples-iphone-8-to-replace-touch-id-home-button-with-function-area
  
  And the features and capabilities of HomePod in March:
  
  http://appleinsider.com/articles/17/05/01/apples-siri-based-echo-competitor-to-carry-premium-price-feature-high-end-audio-with-1-woofer-7-tweeters
  
  Is his track record perfect? No, it's not. But nobody else out there provides, in terms of quantity, more accurate information on Apple's hardware pipeline than Ming-Chi Kuo. Not Gruber, not Gurman, not anyone else.

  If you announce a 1000 things a year. A few are bound to be right, either put siome stat out or stop pushing your narrative. Yoû're suffering from confirmation biad and cherry picking. 
  
  Also, he constantly revise his so called predictions  so how can he be wrong? He does that to everything he says ever; aka a crapshoot.
  
  he knows only remember the right guesses and not the wrong ones
  
  

  You're welcome to look through our past coverage and see for yourself. We cover his notes for a reason — because no one else provides more accurate and regular updates on upcoming hardware. That's really all there is to it.
  
  http://appleinsider.com/topic/ming-chi+kuo
  

  
• Reply 18 of 37

  Metriacanthosaurus Posts: 880member

  September 6, 2017 7:15PM

  suddenly newton said:

  Metriacanthosaurus said:

  AppleInsider said:

  Interestingly, Kuo still seems unsure as to whether the next iPhone will have a fingerprint sensor. 

  No, that is not what he said, and that is not the way others are reporting this same information. I understand you refuse to accept this reality about Touch ID, but it's time.
  
  If you want to keep calling it iPhone 8 (instead of iPhone Edition) until next week, and keep pretending it might have Touch ID (which it doesn't)...fine. Just know that means your articles will be the least accurate out there for the next 6 days.

  I think the value of rumor info drops to zero the moment the final product is released, so I wouldn't over-state the value of info that has at most a 6-day shelf-life. Besides, there is no SEO reason to call it iPhone Edition until Apple officially unveils the name and everyone starts calling it that.

  Yet apparently no one thought ahead to the fact that the 7s is actually called the iPhone 8, which is sure to cause a gigantic clusterfuck of confusion for people just getting on the topic next week, looking back over months of confusing and mislabeled information.
• Reply 19 of 37

  SpamSandwich Posts: 33,407member

  September 6, 2017 7:19PM

  Oh. Kuo. All he has is his supply chain spies and beyond that he's got nothin'.

  edited September 2017
• Reply 20 of 37

  slprescott Posts: 765member

  September 6, 2017 7:28PM

  sog35 said:

  iPhone Edition?
  

   My guess is iPhone X.

  The problem iPhone X ("ten") and iPhone 8 is that it creates the obvious dilemma: "What happened to iPhone 9?"

  edited September 2017