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MicroLED: Will Apple and Samsung Disrupt the Industry?

by Artem Alekseenko

Apple can source microdrivers and microLED chips from foundry partners and assemble those components in-house or with other partners to create unique displays. Although it currently has more pressing battles to fight, the same …

Tags:Apple| MicroLED| Samsung

Apple TV is coming to Xbox consoles on November 10th

by Bob Raikes

What They Say I saw a stream of articles that highlighted that the Apple TV app will come to X-Box in a week or so. The Verge reports that it will also be on …

Tags:Apple| Consoles| PlayStation| Streaming Video| xBox

Some Quarterly Finance results

by Milos Pavlovic

What They Say Universal Display reported its Q3 2020 financial results, with revenues of $117 million (up from $58 million in Q2 2020 and $98 million in Q3 2019, and a net income of …

Tags:Apple| Financial Data| OLED Materials| Samsung| UDC

IDC

Worldwide Tablet Shipments Grew 24.9% in Q3 2020, According to IDC

by Artem Alekseenko

The worldwide tablet market delivered solid results in the third quarter of 2020 (3Q20) with 24.9% year-over-year growth and shipments totaling 47.6 million units, according to preliminary data from the International Data Corporation (IDC) …

Tags:Amazon| Analytics & Tools| Apple| Huawei| IDC| Lenovo| Samsung| tablets

iFixit Tears Down iPhone 12

by Bob Raikes

What They Say iFixit had a close look at the iPhone 12 and 12 Pro in one of its teardowns. They achieved the same repairability score of 6/10 and many components are interchangeable. The …

Tags:Apple| iPhone| Teardowns

Apple Launches IPhone 12 With Some Surprises

by Bob Raikes

What They Say DSCC’s Ross Young posted a blog article commenting on the Apple iPhone 12 launch and expressing surprise at the inclusion of 5G mmWave. The article points out that the cameras are …

Tags:Apple| Glass| iPhone

Apple unveils iPhone 12 series

by Bob Raikes

What They Say After months of speculation, and slightly later in the year than before, Apple finally announced the iPhone 12 series. The 6.1″ iPhone 12 and the 5.4″ iPhone 12 mini get the …

Tags:Apple| Corning| Glass| iPhone| Smartphones

Apple repair rate

Apple Warranty Costs Drop

by Bob Raikes

What They Say Apple’s warranty claims rate has dropped from 2.2% a year ago, to 1.2% ($1.26 billion) for the first half of 2020. What We Think Somebody in Apple’s engineering division should get …

Tags:Apple| warranty

Excitement Growing in Flexible Smartphones

by Bob Raikes

Earlier this week, I was corresponding with Ross Young about the release of his firm’s latest forecast on the foldable smartphone market (more than $100 billion by 2025) and he commented on the excitement …

Tags:Apple| Flexible Displays| Foldable Devices| Forecasts| Glass| Market Data| Samsung| Smartphones