Analyst Katy Huberty and her team see three main core drivers for iPhone growth, unique to this product cycle. First, penetration of the 6 series in the installed base is still rather low—combined with discounted iPhone 6/6+ prices when the new models debut, this should propel accelerating upgrades. Secondly, wireless carriers are still transitioning to installment plans and offering new leasing opportunities, which will help iPhone sales because they lower upfront fees. Thirdly, she writes that, despite recent worries about the Chinese economy, iPhone demand in that country is still strong, helped by the growing middle class who use a smartphone as the primary conduit to the internet.
History of microphones in smartphones.
How many microphones are there in a smartphone? Does a microphone array achieve better sound recording than a single microphone?
A typical smartphone only has 1 microphone, to record your voice and to record audio for videos. But sound technology is advancing.
Dual microphones started appearing in smartphones a few years ago (e.g. Nokia smartphones and iPhones) which had 1 microphone specifically for voice, and a second specifically for video audio recording as the type of microphone and type of sound recording required were different.
By 2005/6 technology had advanced to the point where stereo microphones were introduced to help record better audio in video (e.g. the Nokia N93 which came out in 2005/6 has stereo microphones for video recording)....
Spin on 8 years, and we now have 3 microphones in a device, The iPhone 5 has 3, used to reduce noise from your voice, since it can figure out what to cancel. Of course, the number of microphones is not the only factor. The Nokia 808 has one of the best audio capturing microphones for video, since it is capable of recording deep basses at up to around 140dB.
In terms of the question, an array of microphones is much better, and we are already seeing this applied in practise (e.g. iPhone 5).
Amazon Echo is designed around your voice. It's hands-free and always on. With seven microphones and beam-forming technology, Echo can hear you from across the room—even while music is playing.
Echo uses on-device keyword spotting to detect the wake word. When Echo detects the wake word, it lights up and streams audio to the cloud, where we leverage the Alexa Voice Service to recognize and respond to your request.
There IIRC three mics on an iPhone 6 - one at the base next to the headphone jack, one behind the earpiece grill and one on the back below the camera.
By default iOS uses digital signal processing with the mics to reduce unwanted environmental noise.
RBC reiterates $150 target for Apple stock, sees 'iPhone 6s' event boosting shares
Full article on Appleinsider website.
Canvas models that run with Qualcomm SoC and Qualcomm audio
Tbd if they with migrate to Media Tek 4G and potentially Wolfson Audio
Canvas Silver 5
CEO Vineet Taneja said his company was committed to 4G adoption in India and hence the entire Canvas range will be converted to the new standard soon. Underlining MediaTek’s role in the growth of Micromax, Taneja said “both companies believe in democratising technology”. Micromax will launch three 4G devices in September, followed by five more before Diwali (Nov 11th). Taneja said Canvas Fire 4G will be priced around $100 and a final price would be available in coming weeks.
Existing Canvas 3G models with Wolfson Audio
Canvas Fire 4
Canvas Juice 2
Canvas Xpress 2
Canvas Nitro 2
Canvas Knight 2
Like last year's 13-inch version of the Yoga Tab Pro, the new 10-inch model has an integrated video projector. This time it's embedded into the kickstand hinge instead of being stuck to the side of it, which allows the projector to rotate 180 degrees - very handy for presentations or video in tight corners. Lenovo says the image can be projected as large as 70 inches, though it doesn't say what the projector's resolution or lumen rating is. And to make good on those impromptu theater settings, it uses a series of four (count 'em, four) Dolby-certified front-facing speakers from JBL. The Yoga Tab 3 Pro will start at $499, with prices going up for the 32GB version and the LTE model.
BERLIN, Sep 02, 2015 (BUSINESS WIRE) -- Lenovo (0992) LNVGY, +2.57% today unveiled the latest line-up of its award-winning YOGA tablets, the YOGA Tab 3 Pro and YOGA Tab 3. Designed as the ultimate video tablets, the new series offers a best-in-class multimedia experience while retaining its signature multimode design.
Great sound is essential for any entertainment experience – no matter how audiences are consuming content. With the Lenovo Tab 3 Pro, Dolby and Netflix are able to deliver premium Dolby Audio surround sound with HD video, wherever and whenever fans want,” said John Couling, Senior Vice President E-Media Business Group, Dolby Laboratories. “We are thrilled to continue working with Lenovo and Netflix to bring Dolby Audio enabled superior movie and TV shows to the Android tablet for the first time. Netflix has long been a Dolby supporter and we are proud to continue to bring groundbreaking entertainment experiences to fans everywhere.”
Tablet users can immerse themselves in a cinematic sound without headphones through its powerful inbuilt JBL sound bar and Dolby Atmos technology – an industry first for tablets. To achieve even greater clarity and a louder output, the sound bar is also fitted with 4 front-facing speakers, which are fine-tuned with Wolfson Master Hi-Fi technology.
Pricing and Availability
The Lenovo YOGA Tab 3 series will be unveiled during IFA 2015 in Berlin. The YOGA Tab 3 8” retails at #$%$199 (WiFi) and #$%$249 (LTE) from October, YOGA Tab 3 10” at #$%$299 (WiFi) and #$%$349 (LTE) from November and YOGA Tab 3 Pro at #$%$349 (WiFi only) and #$%$599 (LTE) from November, available at all Lenovo Retail Partners.
TOKYO, Sept 3 (Reuters) - Japan Display Inc Chief Executive Mitsuru Homma on Thursday said the screen maker's "biggest client", widely understood to refer to Apple Inc , is increasing orders ahead of the expected launch of a new iPhone this month.
Homma said weakness in China's smartphone market, the world's biggest, amid that country's broader economic slowdown did not appear to be affecting Apple's screen orders.
"They're coming to us with more orders, saying 'give us more, give us more'. They keep increasing," he told Reuters in an interview.
Apple Chief Executive Tim Cook last week reassured shareholders about the strength of the Chinese market for iPhones after a slump in China's stock market and the devaluation of the yuan rattled investors.
"I continue to believe China represents an unprecedented opportunity over the long term," Cook wrote in remarks that sparked a rebound in the U.S. giant's share price from a China-induced slump of 19 percent from its record high in February.
iPhone activations in China had accelerated over the past few weeks and the App Store in China had recently posted its best performance of the year, Cook said.
Japan Display was formed in a government-backed deal in 2012 from the ailing display units of Sony Corp, Toshiba Corp and Hitachi Ltd.
It initially struggled against Sharp Corp and other Asian rivals but it has been recovering due to strong Apple orders.
Forbes Eric Jackson Sept 2nd
I spoke with 9to5Mac’s Mark Gurman today.
Gurman has consistently scooped every other Apple AAPL +4.46% beat reporter with scoops about what Apple will announce at their keynotes before it happens.
A week from today on September 9th, Apple is coming out with a mega-keynote worth of new product announcements, including a new Apple TV, new iPhones of course, a new iPad Pro tablet, a new iPad Mini, and new straps for the Apple Watches.
Gurman has been posting info about details on the new products all week over at 9to5Mac. Here’s one from today and one earlier in the week.
In our brief conversation, there are little tidbits of all the new Apple products. However, we spent most of our time discussing the new Apple TV.
The most interesting aspect of Gurman’s reporting is that, besides better support for Gaming, using Siri as a primary input mechanism, and a much more powerful chip powering the TV, the new Apple TV is planning on disrupting the big traditional bundle sold by cable and satellite providers early next year.
At first, the new Apple TV will offer you the same login functionality to access video from all existing content providers who are part of your existing cable bundle. But starting sometime early next year, you’ll be able to cut the cord with Comcast CMCSA +0.00%, Time Warner Cable TWC +1.08%, or DirecTV and – instead – buy your bundle directly from Apple who will do content deals with all providers.
According to Gurman – and he’s been the most reliable Apple reporter over the past 2 years – you will be able to buy bundles of different types (movies, or sports for example) for around the $30 – 50 a month. Apple will also include an iCloud DVR allowing you to record various shows and later watch them on your Apple devices if you happen to be travelling for example.
Of course, these plans could change and, according to Gurman, these discussions are occurring now between Apple and the content owners.
However, if it proceeds, it will be good news but potentially disruptive news for stocks of the cable and satellite companies. It could also be damaging to the stocks of the big media content companies who earn a substantial profit stream from the status quo big cable bundle. It’s great that these owners will still be getting paid from Apple for their content, but will they earn less for their content than the smorgasbord big cable bundle?
Any fear that it could be less because of skinnier bundle economics might take a toll on these stocks when it’s revealed next week.
Owner Name Appraised Value
105335 0107000325 Real
800 W 6 ST TX 78703
CIRRUS LOGIC INC $48,846,276 View Details View Map
105346 0107000411 Real
707 WEST AVE TX 78701
CIRRUS LOGIC INC $1,736,377 View Details View Map
105356 0107000604 Real
606 RIO GRANDE ST TX 78701
CIRRUS LOGIC INC $1,532,876 View Details View Map
105362 0107000610 Real
701 W 7 ST TX 78701
CIRRUS LOGIC INC $3,186,236 View Details View Map
105440 0107001702 Real
605 W 4 ST TX 78701
CIRRUS LOGIC INC $11,051,222 View Details View Map
Cirrus moved into its Austin headquarters at West Sixth Street near North Lamar Boulevard in 2012. But the 135,000-square-foot building can only hold about 500 employees, and Cirrus is growing faster than it expected.
Cirrus owns a site across the street from its HQ. That tract at 707 West Ave. was bought by Cirrus in 2011
19,070 square feet of office space and 150 parking spaces to the company’s headquarters at the corner of West Sixth Street and West Avenue.
605 West 4th street - Cirrus Logic Research Center 79,000 sq ft
The US Market
The average US smartphone user keeps their device for about 22 months before replacing it with a newer model. The longest replacement cycles belong to Blackberry (32 months), while the shortest belong to Nokia/Microsoft Lumia (16 months). Apple's average replacement cycle is 25 months.
Since September 2014, 32% of US iPhone owners have replaced their devices. Among those users, 47% replaced their phones with an iPhone 6, and 16% with a 6 Plus. In comparing the similar period one year ago, from September 2013 to July 2014, we see that only 22% of iPhone users upgraded their devices. Of those who did, 44% upgraded to the 5s, and 17% to the 5c.
This data suggests Apple has ample opportunity for upgrades in 4Q15 and 2016. As in the previous year, upgrades will come not only from the new iPhone models, but from the current iPhone 6 and 6 Plus, which should experience the drop in price we have seen in previous years for retiring flagship devices. In the US, 32% of iPhone 5s sales were generated after the launch of the iPhone 6 and, in the three months ending in July 2015, the iPhone 5s was still the fourth best-selling smartphone in the US
Several industry analysts have painted a gloomy picture for Apple's new iPhones and a rocky 2016 because the demand was so high for Apple's iPhone 6 and 6-Plus in 2015. However, Kantar's Chief of Research & Head of US Business Carolina Milanesi thinks differently. Milanesi says that once you dig deeper into the numbers, things don't look as bleak as some would have you believe.
During Apple's last Financial Conference Call, Apple's CEO Tim Cook noted that Apple had another stellar quarter for iPhone sales establishing a new June Quarter record. Apple's iPhone unit sales grew 35% which is almost 3X the rate of growth of the smartphone market overall and gained share in all of their geographic segments. More importantly he stated that "73% of current iPhone users have yet to upgrade to the iPhone 6 and so there's tremendous growth potential for the iPhone 6 ahead." This is a position that Milanesi says the data supports.
In a secondary report, Kantar's latest smartphone sales data for the three months ending July 2015 shows continued market share losses for the Android OS across Europe's five largest markets (Great Britain, Germany, France, Italy, and Spain).
An interesting factoid surfaced in the Kantar report. In the 3 months ending July 2015, 27% of smartphone buyers across Europe left Android for iOS versus 9% in the US." This trend was pointed out during Apple's last Financial Conference Call where Tim Cook noted that "strong iPhone results were broad based in both developed and emerging markets and they experienced the highest switcher rate in Android than they ever measured.
Cirrus Logic Inc. will be a key tenant in a new 15-story office tower downtown that is expected to open in the summer of 2017.
The Austin American-Statesman reports that the $52 million building at West Sixth and Bowie streets, dubbed Shoal Creek Walk, will have 225,000 square feet of space, according to Austin developer Schlosser Development Corp.
The building will include ground-floor retail space and seven floors of parking space, three of which will be underground.
A company spokesman told the Statesman that Cirrus Logic will relocate employees from its downtown location at the 300 West 6th high-rise and will occupy 80,000 square feet at Shoal Creek Walk.
Canvas Fire 4 smartphone with dual front speakers.
These speakers are powered by the Cirrus Logic Wolfson WM8918 audio chipset to deliver high quality audio
HSINCHU, Sept. 2, 2015 /PRNewswire/ -- In the pursuit to democratize India's 4G LTE-ready smartphone market, MediaTek Inc., a global leader in fabless semiconductor design, today announced an enhanced strategic collaboration with Micromax Informatics, India's leading handset player. The partnership aims to accelerate 4G accessibility and fuel faster smartphone adoption in India's rapidly growing market.
As part of the company's India roadmap, MediaTek announced the availability of the Helio family, the premium smartphone chipsets that deliver greater performance and efficiency; and the intention for Micromax Informatics to become the first Indian brand to launch a device on the new Helio premium platform using the Helio X10. In addition, the companies also released the latest mid-range 4G LTE phone -- Micromax Canvas Fire 4G -- running on MediaTek's MT6735. The Canvas Fire 4G is an extension of Micromax Informatics' Fire series, which has been custom built for music lovers.
"India is at the cusp of digital revolution and at Micromax Informatics we have been putting in concerted efforts to bring the best in class 4G LTE smartphones to take Internet usage to an unprecedented level. Today's partnership exemplifies the same endeavor and we are delighted to partner with MediaTek for its Helio Family" said Mr. Vineet Taneja, CEO, Micromax Informatics. "We have always endeavored to offer products based on certain needs of the consumer. Moving forward, we will lead the 4G adoption in the country by converting all our popular value Canvas series to 4G. Canvas Fire 4G is the first in a series of such launches."
Looking.....I'm in the camp that believes that the investment community does not realize that Cirrus will get a large increase in ASP with it's new 55nm chip going into the iPhone 6S.
Of all the articles I've read about the improvements in the IPhone 6S over the iPhone 6 ...no where is it mentioned about reduced size of the chip, and expected improved audio and voice processing.
So the next two milestones are waiting for the iPhone 6S tear down results and more important the earnings and guidance for the Dec qtr.