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GT Advanced Technologies, Inc. Message Board

mk54321 96 posts  |  Last Activity: 14 hours ago Member since: Jan 30, 1998
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  • Reply to

    No reaction?

    by lookingtohighergrowth 17 hours ago

    Cook thinks the iPhone and Mac are cannibalizing iPad sales.

  • Reply to

    No reaction?

    by lookingtohighergrowth 17 hours ago

    61.2M iPhones (above expectations), 12.6M iPads (below expectations), 4.6M Macs (near expectations).

  • Apple Inc.’s IPhone sales in China may have exceeded the U.S. for the first time in the latest quarter, thanks to brisk demand during the country’s New Year celebrations.

    Apple will probably show on Monday that earnings jumped by more than 20 percent when it reports results for the second fiscal quarter, which ended in March. While Apple doesn’t break out shipments by country, the company may have sold 18 million to 20 million iPhones in greater China during the period, while U.S. deliveries were about 14 million to 15 million, according to Creative Strategies LLC.

  • mk54321 by mk54321 Apr 26, 2015 5:30 PM Flag

    On track to have 1 million 4G-LTE base stations operational.

    China Mobile alone has now deployed 720,000 LTE base stations and is nowhere near finished

    Target to have 250-300 million 4G customers in 2015

  • mk54321 mk54321 Apr 24, 2015 6:33 PM Flag

    2 hours ago - Finally, the firm was able to spot a Texas Instruments OPA2376 Precision op-amp in what appears to be the Apple Watch heart rate sensor ...

  • mk54321 mk54321 Apr 24, 2015 6:15 PM Flag

    Chipworks has X-ray parts in the Apple Watch...
    Starting to identify some components and who makes them.

    STMicroelectronics gyroscope and accelerometer
    At the top left corner of the S1 module we were expecting to see a motion sensor from InvenSense, but, surprise surprise, we have a brand new STMicroelectronics 3 mm x 3 mm land grid array (LGA) package featuring a 3D digital gyroscope and accelerometer. The package marks feature the letter C followed by a three digit numeric 4,5,1. Great job on STMicroelectronics for this socket win.

    Analog Devices touch screen controller
    Another surprise to us in the Watch is the socket scored by Analog devices for capacitive touch screen controller on which we observed package markings of AD7166. The ADI site does not list the AD7166 as a standard part number, however we did come across a link to a Product Change Notification (PCN) showing import and export documentation (on the analog devices website) for an “AD7166-202A Cortex M3 Based Cap” and dated April 2015. The link no longer functions so it was probably recently taken down. Too bad.

    Texas Instruments OPA2376
    Another clearly visible device is the Texas Instruments OPA2376 Precision, low noise, low quiescent current Opp Amp:

    More to come next week!
    The S1 appears to be a printed circuit board with a thin metal cover. As we wish to not damage anything inside this module, we are going to hand off the S1 to our artisans in the lab and see what they can do with it. This may be all you hear from us today, but stay tuned! Thanks for following along.

  • Reply to

    Has there been a iWatch teardown yet?

    by rustyambiguous Apr 24, 2015 10:43 AM
    mk54321 mk54321 Apr 24, 2015 11:10 AM Flag

    IFIXIT has started the teardown today in Australia.
    Main focus so far was on construction not on identifying who's chips are inside the watch.

    Last comment on their web site:
    That's all for now—but we're not done yet. With several mysteries left, iFixit will be back soon with more analysis.

  • On April 22, 2015, the U.S. Patent & Trademark Office published Apple's latest registered trademark for "Live Listen" which was issued to Apple officially yesterday. Apple filed for this trademark back in August 2013. Based on a new Bluetooth technology designed by Apple, these advanced hearing aids provide outstanding sound quality and offer many helpful features. According to Apple, "With Live Listen, your iPhone, iPad, or iPod touch becomes a remote microphone that sends sound to your Made for iPhone hearing aid. Live Listen can help you hear a conversation in a noisy room or hear someone speaking across the room."

  • Reply to

    TXN misses badly

    by rustyambiguous Apr 22, 2015 5:26 PM
    mk54321 mk54321 Apr 22, 2015 7:55 PM Flag

    Qualcomm was forced to downgrade its revenue outlook by $1bn for the year after missing out on a spot in Samsung’s latest Galaxy smartphones and because of the strength of Apple’s iPhone sales, the mobile chipmaker said on Wednesday.

  • Reply to

    this one is to much

    by althegambler Apr 22, 2015 3:27 PM
    mk54321 mk54321 Apr 22, 2015 7:51 PM Flag

    Al... Expected 94 degrees in Hollywood Fl this weekend
    I'm in town for my grandchild's baptisism

  • Reply to

    this one is to much

    by althegambler Apr 22, 2015 3:27 PM
    mk54321 mk54321 Apr 22, 2015 7:42 PM Flag

    Cirrus Solar ...nothing related to Cirrus Logic

    1.Overview:
    Cirus Solar Private Limited (CIRUS), an End-to-End Solar Solution Provider and One Stop Shop for all kind of Solar Photovoltaic applications.

    CIRUS has evolved as Leading Solar EPC Player in India, headquarters in Hyderabad, Andhra Pradesh, India and provides turnkey solutions for Solar Power Projects.

    In partnership with global leaders having rich experience in Solar industry, CIRUS addresses both the off-grid and utility scale projects worldwide. The core team at CIRUS is very well experienced in the Solar PV industry and has handled various projects of different magnitude. CIRUS team has execution experience of about 76.75 MW in India.

    CIRUS is now executing about 7.6 MW Solar PV Power plant and Signed for another 12 MW Solar Power Plants which is under approvals phase.

    CIRUS is also setting up Solar Parks with Investor friendly approach wherein necessary infrastructure is built-in to facilitate the Power plants

  • Reply to

    TXN misses badly

    by rustyambiguous Apr 22, 2015 5:26 PM
    mk54321 mk54321 Apr 22, 2015 7:35 PM Flag

    GZ...QCOM guidance is low due to loss of content in Samsung Galaxy S6
    Despite higher content in the iPhone S6 than in earlier models, Qualcomm still loses out if the mix shift is towards Samsung Galaxy's.
    High demand for premium phones may also displace mid-tier devices where Qualcomm has the largest exposure.

    Enter the Exynos powered Galaxy S6 with Qualcomm limited to a small part, and assume consumers buy the devices in equal numbers, and Qualcomm revenues drop to $3,150 per 100 phones, a 29% hit.

  • Verizon describes Push to Talk this way: "Your business success depends on the ability to relay information quickly and keep your teams productive, whether you're on the road or in the office. Push to Talk service allows you to Communicate instantly, at the touch of a single button on your phone; make group calls with up to 50 team members" and more.



    Apple credits Robert Denman, Sriram Parameswar and Barbara Derryberry as the inventors of granted patent 9,014,742 which was originally filed in Q2 2014 and published today by the US Patent and Trademark Office.

  • Reply to

    $40+ by Aug 2015

    by mk54321 Apr 20, 2015 3:37 PM
    mk54321 mk54321 Apr 20, 2015 4:42 PM Flag

    Morewhat...May 1St too close to call for me...
    Think longer term even with options...Look at leaps for jan 2017 would be my preference

  • Reply to

    $40+ by Aug 2015

    by mk54321 Apr 20, 2015 3:37 PM
    mk54321 mk54321 Apr 20, 2015 4:37 PM Flag

    GZ...your a little ahead of me on price/ timeline.
    March qtr results and June qtr guidance are the next catalysist....imo
    Sept guidance is what I'm expecting to get CRUS going past the highs of a few years ago.
    Teardown of the IPhone 6S and validation on the new 55nm audio chip can push CRUS to high 50's-60..imo

    Sentiment: Hold

  • That's been my target before the iPhone 6S launch in Sept...then higher on added content and increased ASP.

    Sentiment: Hold

  • On April 16, 2015, the U.S. Patent & Trademark Office published a patent application from Apple titled "Speech Recognition Wake-Up of a Handheld Portable Device." I think that most iPhone users would appreciate a simpler way of waking up their iPhone from sleep and bypass having to use Touch ID or constantly entering a manual password to unlock their iPhone all day. Although Touch ID is pretty fast, Apple is thinking of an alternative method of unlocking your iPhone that may be faster and hands free.



    Waking your iPhone with a Verbal "Wake Up" Command



    Today, to unlock your phone you hit the Home Button and then Slide to Unlock and then enter your password or use Touch ID to login. You have to do this each time that you want to check something out on your iPhone because the phone is in sleep mode.



    Although Apple's latest patent doesn't do a very good job at communicating the purpose of this invention in a real-world scenario, it's clear by what the invention actually does that tells you Apple may want to simply the wake up process after you've initially entered your code or used Touch ID for the day. Meaning the second time in the day when you grab your phone you may just speak a command like "Wake Up" and with the system recognizing your voice will unlock your device without having to perform multiple steps to revive your iPhone's functionality.



    According to Apple, when the primary processor transitions to its power-saving mode or state, and the auxiliary processor at the same time remains activated, the auxiliary processor may detect a command spoken by the user which then causes the primary processor to transition to an activated or awake state. For example, the auxiliary processor may detect the spoken command being the phrase "wake up" in the speech of the user and, in response, signal the primary processor to transition to the activated state. At that point, the device itself can transition from sleep mode to wake mode, thereby enabling more comp

  • Reply to

    The chart is getting

    by gr0operator Apr 15, 2015 8:19 PM
    mk54321 mk54321 Apr 16, 2015 4:55 PM Flag

    Popular Songs 1947
    1. Heartaches - Ted Weems
    2. Near You - Francis Craig
    3. Anniversary Song - Al Jolson
    4. Peg O' My Heart - The Harmonicats
    5. Smoke! Smoke! Smoke! (That Cigarette) - Tex Williams
    6. Managua, Nicaragua - Freddy Martin
    7. The Old Lamp-Lighter - Sammy Kaye
    8. (I Love You) For Sentimental Reasons - The King Cole Trio
    9. Open The Door, Richard! - Count Basie
    10. Ballerina - Vaughn Monroe
    11. Mam'selle - Art Lund
    12. When You Were Sweet Sixteen - Perry Como
    13. Linda - Buddy Clark & The Ray Noble Orchestra
    14. Chi-Baba, Chi-Baba (My Bambino Go To Sleep) - Perry Como
    15. Always - Frank Sinatra
    16. Too Fat Polka - Arthur Godfrey
    17. Make Believe - Jo Stafford
    18. I've Got A Crush On You - Frank Sinatra
    19. Anything You Can Do - Bing Crosby & #$%$ Haymes with The Andrews Sisters
    20. Civilization -Andrews Sisters with Danny Kaye
    21. Across The Alley From The Alamo - The Mills Brothers
    22. Near You - Larry Green
    23. Anniversary Song - Tex Beneke and the Glenn Miller Orchestra
    24. Singing The Blues - Frankie Laine
    25. Peg O' My Heart - Buddy Clark
    26. Fool That I Am - Georgia Gibbs
    27. The Whiffenpoof Song - Bing Crosby
    28. Huggin' And Chalkin' - Hoagy Carmichael
    29. Sincerely Yours - The Ink Spots
    30. Have Yourself A Merry Little Christmas - Frank Sinatra
    31. But Beautiful - Frankie Laine
    32. Mam'selle - #$%$ Haymes
    33. You Do - Bing Crosby
    34. How Are Things In Glocca Morra - Bing Crosby
    35. Ain't Nobody Here But Us Chickens - Louis Jordan and his Tympany Five
    36. I Wish I Didn't Love You So - #$%$ Haymes
    37. Peg O' My Heart - Art Lund

    39. Near You - The Andrews Sisters
    40. That's My Desire - Sammy Kaye

  • mk54321 mk54321 Apr 14, 2015 9:22 PM Flag

    All signs are pointing to a very rosy forecast for Samsung’s new Galaxy S6 and S6 Edge smartphones. The latest estimate comes from a Taiwan-based research firm, which expects Samsung to ship a total of 55 million units of its Galaxy S6 and S6 Edge in 2015.

  • mk54321 mk54321 Apr 14, 2015 9:19 PM Flag

    the Galaxy S5, which "only" shipped an estimated 10 million units in the first 25 days following its launch last April. That was an improvement over the 27 days it took the Galaxy S4 to reach the same milestone, which itself nearly halved the 50 days required to hit 10 million for the Galaxy S3. Nonetheless, overall sales for the Galaxy S5 were a relative disappointment, and lower average selling prices dragged down the Korean giant's profits.

GTAT
0.4373+0.0223(+5.37%)Oct 15 4:00 PMEDT