Author: IndyCell

iPhone X may be delayed until next year.

Apple may not be able to meet demand for the highly anticipated iPhone X until the first half of 2018, according to a note from a top analyst obtained and reported by Apple Insider.

Ming-Chi Kuo of KGI Securities said in the note to investors he now estimates Apple will be able to produce just 40 million handsets before the end of the year, down from an earlier estimate of 50 million.

The backup, Kuo estimates, will result in 2018 iPhone X shipments in the 80 million to 90 million range.

Apple has previously told CNBC it had built the shipping dates into its forecasts.

Still, analysts anticipate delays stemming from supposed issues with the OLED edge-to-edge screen and the complex new Face ID facial recognition system.

The extent of the delays have been previously unknown, giving some analysts, and likely potential buyers, pause.

“If you have consumers that place orders in early November, and they can’t get a phone until 2018, then I think it matters,” Toni Sacconaghi told CNBC’s “Fast Money: Halftime Report” earlier this week. “There are other attractive offerings out there. And while ecosystem loyalty is high, if you were hoping to get this great new phone in September, and now you’re waiting until 2018, I think you’ll get …. switchers.”

Sacconaghi, senior technology research analyst at Bernstein, said the backups could ultimately push buyers to rival phone-makers like Samsung.

Preorders for the coveted 10th anniversary iPhone model start Oct. 27, more than a month after preorders for the iPhone 8 and iPhone 8 Plus, which began Friday. The iPhone X is expected to start shipping on Nov. 3.

— CNBC’s Anita Balakrishnan contributed to this report.

Samsung Admits Battery To Blame For Note 7 Disaster

Samsung announced that problems with battery design and manufacturing were the causes of the Note 7’s catastrophic failure, leading to the recall of nearly 4.3 million devices last fall due to spontaneous combustion, at a cost of at least $5 billion.

The results were presented at a press conference in Seoul Monday morning by President of the Mobile Communications Business Dongjin Koh, and independent experts from UL, Exponent, and TÜV Rheinland.

Koh said that Samsung set up a special test facility to replicate the conditions that led to the Note 7 fires. Samsung tested more than just the batteries, though, running tests on the Note 7’s software, fast charging technology, USB type C port, iris scanner, + waterproofing features.

None of these issues were found to be related to the combustion problem, however.

The investigators instead found, as many outside observers had predicted, that the problems lay in the lithium ion batteries, both the “Battery A” from the original devices and the “Battery B” that was rushed into replacement phones.

 

A combination of design + manufacturing mistakes at companies A and B, which were respectively identified as Samsung SDI and ATL by The Wall Street Journal last weekmeant that the original batteries + the replacement ones issued had their own unique fire risks.

Samsung and the investigators did not name “Company A” or “Company B,” though. (neither Samsung SDI nor ATL have yet issued statements.)

Sajeev Jesudas, President of UL’s Consumer Business Unit, described the problems found in the original batteries and the replacement ones. The original, Battery A, was deformed on the upper left and right hand corners when placed inside its casing, and the deformation was exacerbated by thin separators and the battery’s high energy density. The stress this put on Battery A meant that the separator could not keep the aluminum and copper foils from touching, which can cause an internal short circuit.

That is, because there wasn’t enough space around the corners, the battery folded up on itself and its internal safeguards wore away to the point of catastrophic failure.

In contrast, Battery B showed internal short circuits in different spots. And Battery B samples met Samsung’s current, temperate, and voltage safety standards. But, these batteries were found to often lack insulation tape and also have improperly welded joints. Battery B suffered less from design flaws than from manufacturing mistakes that were not caught in quality control before shipping out.

This was likely due to Battery B being hurried out as a replacement for Battery A by Samsung, to keep the Note 7 on the market. And ATL just couldn’t handle the demand, according to USA Today. That said, separator thinness and high power density also put stress on Battery B, given that it shared Battery A’s design, a design that originated not with SDI or ATL, but Samsung itself.

“iPhone 7” Apple’s next flagship iPhone is expected to arrive in September

  • New dual-camera system
  • Thinner iPhone 6-like design w/ redesigned antenna lines
  • 32GB base storage, 256GB option
  • New darker ‘Space Black’ color option
  • Redesigned Force Touch Home Button
  • Removal of 3.5mm headphone jack

The iPhone 7 is looking less likely to be a major ‘tick’ update – with a completely fresh design – and more like a ‘tock’ update, with a design looking much like the existing iPhone 6/6S. So much so that we recently discussed if Apple might reconsider the expected iPhone 7 branding for the next iPhone.

The reports kicked off back in April suggesting that the iPhone 7 may not offer ‘many attractive selling points.’ Since then, we’ve seen a succession of reports and leaks appearing to support the view that the exterior design will look similar to existing models, just with tidier antenna lines and possibly a slightly thinner profile. We may finally see the base model change to 32GB, with a 32/64/256GB line-up.

One controversial change we’re expecting is for Apple to drop the 3.5mm headphone socket, relying instead on Lightning headphones or wireless ones Bluetooth headphones. We previously reported that Apple was developing truly wireless earbuds, but it’s unclear if Apple plans to debut those in time for the iPhone 7 launch.

The iPhone 7 Plus – or possibly Pro – looks set to get a dual-camera setup. It appears that the smaller model isn’t going to get this, though a larger lens shown in alleged leaked images of the smaller model does suggest some kind of camera upgrade. At least one report claimed the 4.7-inch iPhone 7 would get optical image stabilization, a feature that was previously available only on the larger 5.5-inch iPhone models.