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Cirrus Logic Inc. Message Board

mk54321 628 posts  |  Last Activity: 2 hours 22 minutes ago Member since: Jan 30, 1998
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  • Reply to

    What to expect from Apple today.....

    by mk54321 2 hours 27 minutes ago
    mk54321 mk54321 2 hours 22 minutes ago Flag

    Do not expect Apple to talk about any details on future devices.....
    Analyst may probe Apple and the best that Apple will say is good things are in the pipeline, etc

  • Apple can expect to see a drop off in sales of the current generation of iPhones, etc..in the Sept qtr
    Due to people waiting for the iPhone 6 and newer iPads, etc

    Look for Apple to launch sales in Sept and sell 15-18 million iPhones the first weekend.
    Those are the ones with sapphire screens from GTAT.

    I do not expect Apple to talk about The Dec qtr but that is looking to be a record volume qtr for Apple.
    70+ million iPhone 6 sales in 2014 is my guess...

    I also expect the iWatch to launch and have sapphire ..look for about 10 million units in 2014.

  • Proceeding onward, the occasion which further confirms the use of sapphire in the iphone 6 is the blistering assault on the capability of sapphire display by Tony Tripeny, Corning's (GLW) senior VP. This is what Tripeny said:

    We see a great deal of disadvantages of Sapphire versus Gorilla Glass. It's about 10 times more expensive. It's something like 1.6 times heavier. It's ecologically threatening. It takes something like 100 times more vitality to produce a Sapphire crystal than it does glass. It transmits less light which...means either dimmer devices or shorter battery life. It continues to break. I think while its a scratch resistant item it still breaks and our testing says that Gorilla Glass [can take] something like 2.5 times more pressure that it can take...sapphire on. So when we take a gander at it, we think from a general industry and pattern that is not appealing in consumer electronics.

    Notwithstanding, Tripney's contention looks cloudy. Tripney jump started a hard and fast assault on the properties of sapphire, however Apple will be using sapphire fused with glass, which invalidate a hefty portion of Tripney's statements. Moreover, sapphire display costs are descending. Sapphire screen used to cost $30 for every smartphone, except GT Advanced Technologies as of late guaranteed that the cost has descended to $12 a piece and may further tumble to $10 with mechanical advancements. Besides, because of Apple's economy of scale, sapphire displays won't be as expensive as Tripney claims.

    Sentiment: Buy

  • Reply to

    Google this

    by johnnie_beans 7 hours ago

    Jonnie.... Many people will still buy a case for their own reasons ...style, colors, etc personalize
    I expect IPhone 6 to be more resistant to checking and more scratch resistant ... But not indestructible.

    What they won't need is a screen protector cover sheet.
    There are already many cases listed for sale for the iPhone 6 models on Amazon available in Sept....
    Almost nothing for screen protector sheets

  • Reply to

    M Margolis … Tweet …

    by ciberinvester 7 hours ago

    Merlin is going to be a big winner for GTAT

    GTAT will be taking orders in Q4 for delivery in 2015

    This is an interview with the team (Sr. Vice President/General Manager Dr. Venkatesan Murali, Sr. Director of Marketing Jeff Nestel-Patt, and Vice President of Sales Andrew Barta) from GT Advanced Technologies (GTAT) at San Francisco, CA, during InterSolar North America 2014, on July 9, 2014,overlooking the Yerba Buena Gardens on top of Moscone North. Video below:

    Google the following text
    "GTAT Bringing Merlin To Solar Industry | Sun Is The Future"

    Sentiment: Strong Buy

  • Reply to

    M Margolis … Tweet …

    by ciberinvester 7 hours ago

    That's one way to look at it..... Maybe they didn't get their memo from Corning GG to make screen protectors to the screen specs...lol

  • Reply to

    MK...

    by gr0operator 8 hours ago

    GZ ...I'm not expecting a codec in the iWatch .... Maybe a similar chip like CRUS had in the Moto X .
    Allow voice input then communicate to your iPhone by low power bluetooth....

  • Reply to

    M Margolis … Tweet …

    by ciberinvester 7 hours ago

    Yes.......there are pages and pages of iPhone 6 4.7 and 5.5 cases listed on Amazon for sale available in late Sept......try searching for screen protectors .....For iPhone 6 looks like two didn't get the wink

  • The new in-cell touch panels may have issues related to touch sensitivity on the edges of the panel as displays become larger in size, making the 5.5-inch model an issue that Apple and Japan Display are working to resolve.

  • Both iPhone 6 with 4.7 inches and 5.5 inches screens are expected to use in-cell touch panel technology, which is built into the screen to allow for thinner construction than with standard touch panel films. This same technology has been introduced previously with the iPhone 5, according to the source.

    However, because of the difficulties with the in-cell production technology for the bigger iPhone 6, one of the sources claimed that a decision was made to start the production of the smaller 4.7 inches iPhone 6 alone.

    The outlet reaffirms that
    Japan Display, South Korea's LG Display Co Ltd and Sharp Corp have all been tapped to manufacture the screen of the 4.7 inches iPhone 6, which coincides with some previous rumours. Japan Display will start the production on May at its main plant in Mobara with the other manufacturers ramping up on June.

  • The advent of sapphire Apple's device assembly will result in a significantly better touch screen as well as reducing power consumption.

  • displays are using in-cell technology, which allows the screens to be thinner and lighter by integrating touch sensors into the liquid crystal display and making it unnecessary to have a separate touch-screen layer.

    Sapphire dielectric constant of 9.39 is 29% greater than Gorilla Glass of 7.23.

    Reducing power usage = longer battery time = killing Samsungs WallHugger slam commercials

    The advent of sapphire Apple's device assembly will result in a significantly better touch screen as well as reducing power consumption.

    Sapphire is a very unique material that is currently known for its toughness and scratch resistance. One additional advantage that is also fairly well known is that sapphire has dielectric properties; what is not widely known, however, is that these of sapphire can significantly improve a user's experience with the touchscreen of a mobile electronic device. Apple's adoption of the "in-cell" technology in 2012 allowed it to remove one layer from the display, and thus also one step in the assembly, of the iPhone 5, which provided significant user-experience improvements such as those mentioned above. Typically, a capacitive touchscreen structure consists of two layers of transparent conducting oxide , often separated by a dielectric layer. GT's patent would enable the TCO/thin dielectric/TCO structure to be moved to the front of the subsurface layer and be covered by a sapphire layer. A sapphire layer covering a TCO layer on top of a transparent subsurface layer would offer an increase in signal strength for the touch sensor, as well as provide a simpler fabrication process, since there is no need for a deposited dielectric layer. Additionally, this modification would also increase the signal strength of the touchscreen sensor relative to a standard touchscreen device, allowing improved sensitivity, accuracy, and/or reduced power consumption in the touch sensor.

    Sentiment: Strong Buy

  • CRUS inside like it was in the Mi3. Model..... tBD

  • TG and others in management sell on a regular schedule not related to price.
    For example in June 2013 at $4.35 per share.

    Standard practice in companies were stock options are a good portion of their compensation.

    Sentiment: Strong Buy

  • foxconn is expected to produce and ship its own accessories with the ultimate goal of receiving access to Apple’s very lucrative Apple-branded accessories market.

    The move shouldn’t come as a surprise because accessories are cheap to manufacture and offer extremely high profit margins.

    The rumor also suggests that Foxconn is investigating an online sales channel that could provide accessories for smartphone, tablet, and other device lines.

    From power chords and headphones to cases and bluetooth based keyboards, Foxconn plans to develop as many accessory types as possible.Apple’s very lucrative Apple-branded accessories market.

    This has been talked about for some time now

  • http://www.forbes.com/sites/markrogowsky/2014/07/21/apples-upcoming-iphone-launch-will-be-its-biggest-ever-in-more-ways-than-one/?partner=yahootix

  • http://www.forbes.com/sites/markrogowsky/2014/07/21/apples-upcoming-iphone-launch-will-be-its-biggest-ever-in-more-ways-than-one/?partner=yahootix

  • Brian Blair on CNBC after hours today
    http://video.cnbc.com/gallery/?video=3000292533

    Sentiment: Strong Buy

  • Cave..... A version of option # 1 ....GTAT will produce as many as Apple requires for Q3 launch in Sept and the Dec qtr 2014 with more as needed in 2015

  • (Reuters) - Apple Inc has asked suppliers to manufacture between 70 million and 80 million of its two forthcoming large-screen iPhones by the end of the year, its largest initial production run of iPhones, the Wall Street Journal reported, citing people familiar with the matter.

    Its forecast for the iPhones with 4.7-inch (11.9-cm) and 5.5-inch (14-cm) displays is much larger than the initial order last year of between 50 million and 60 million for iPhone 5S and 5C models, the people told the Journal.

    Foxconn and Pegatron Corp plan to start mass producing the 4.7-inch iPhone model next month, and Hon Hai Precision Industry Co Ltd, whose parent is Foxconn, will begin making the 5.5-inch version exclusively in September, the people said.

    Both iPhone 6 screens will be larger than the 4.0-inch (10.2-cm) panels on Apple's existing iPhone 5S and 5C models.

    The new phone models are also expected to feature metal cases similar to the iPhone 5S and likely come in multiple colors, the people said.

    Both iPhone 6 screens are expected to use in-cell touch panel technology, built into the screen and allowing for thinner construction than with standard touch panel films, that was introduced with the iPhone 5, sources told Reuters in March.

    There could be difficulties with in-cell production technology for the larger 5.5-inch size, one of the sources told Reuters then.(Reuters) - Apple Inc has asked suppliers to manufacture between 70 million and 80 million of its two forthcoming large-screen iPhones by the end of the year, its largest initial production run of iPhones, the Wall Street Journal reported, citing people familiar with the matter.

    Its forecast for the iPhones with 4.7-inch (11.9-cm) and 5.5-inch (14-cm) displays is much larger than the initial order last year of between 50 million and 60 million for iPhone 5S and 5C models, the people told the Journal.

    Foxconn and Pegatron Corp plan to start mass producing the 4.7-inch iPhone model next month, and Hon Hai Precision Industry Co Ltd, whose parent is Foxconn, will begin making the 5.5-inch version exclusively in September, the people said.

    Both iPhone 6 screens will be larger than the 4.0-inch (10.2-cm) panels on Apple's existing iPhone 5S and 5C models.

    The new phone models are also expected to feature metal cases similar to the iPhone 5S and likely come in multiple colors, the people said.

    Both iPhone 6 screens are expected to use in-cell touch panel technology, built into the screen and allowing for thinner construction than with standard touch panel films, that was introduced with the iPhone 5, sources told Reuters in March.

    There could be difficulties with in-cell production technology for the larger 5.5-inch size, one of the sources told Reuters then.

    To factor in the possibility of a higher failure rate for displays, Apple has asked component makers to be prepared to make up to 120 million iPhones, the people told the Journal on Monday.

    To factor in the possibility of a higher failure rate for displays, Apple has asked component makers to be prepared to make up to 120 million iPhones, the people told the Journal on Monday.

CRUS
24.65-0.18(-0.72%)Jul 22 4:00 PMEDT

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