Apple will stop selling some <span style='color:red'>iPhone</span> models in its stores in Germany following ruling in Qualcomm patent case
Tim Cook, CEO, Apple Qualcomm was granted a second injunction against Apple on Thursday, banning it from selling some iPhone models in Germany that use chips from Intel and parts from another supplier, Qorvo. There was no clear reaction to the news in Apple's stock price, but it finished the day down 2.5 percent as tech stocks overall took a plunge.In a statement, Apple said it plans to appeal the ruling. Under this condition, Judge Matthias Zigann told the court earlier Thursday, the ruling would not go into immediate effect. However, Apple said that throughout the appeal process, iPhone 7 and iPhone 8 models will not be sold in its 15 retail stores in Germany. Its newest models, iPhone XS, iPhone XS Max and iPhone XR, will still be sold in those stores, Apple said in the statement. All iPhone models will still be sold through carriers and other third-party retailers in Germany, Apple said.But Qualcomm said in a press release that the injunction will be in effect as soon as it posts the required bonds. It said it would complete the process "within a few days."The German case is Qualcomm's third major effort to secure a ban on Apple's lucrative iPhones over patent infringement allegations after similar court efforts in the United States and in China. This is the second major win for Qualcomm against Apple after a Chinese court granted an injunction against Apple for an alleged patent violation on Dec. 10.In Germany, Qualcomm is seeking a ban on some iPhones with chips from Intel. The judge ruled that phones that contain a combination of chips from Intel and Apple supplier Qorvo violated one of Qualcomm's patents around so-called envelope tracking, a feature that helps mobile phones save battery power while sending and receiving wireless signals.Apple said in a statement, "Qualcomm's campaign is a desperate attempt to distract from the real issues between our companies. Their tactics, in the courts and in their everyday business, are harming innovation and harming consumers. Qualcomm insists on charging exorbitant fees based on work they didn't do and they are being investigated by governments all around the world for their behavior. We are of course disappointed by this verdict and we plan to appeal. All iPhone models remain available to customers through carriers and resellers in 4,300 locations across Germany. During the appeal process, iPhone 7 and iPhone 8 models will not be available at Apple's 15 retail stores in Germany. iPhone XS, iPhone XS Max and iPhone XR will remain available in all our stores."In a statement, Qorvo's chief intellectual property counsel, Mike Baker, said: "We believe our envelope tracking chip does not infringe the patent in suit, and the court would have come to a different conclusion if it had considered all the evidence. We're disappointed that the inventor and designer of our chip, who attended the hearing, wasn't given the opportunity to testify or present other evidence that disproves Qualcomm's claim of infringement. The International Trade Commission has already determined that our envelope tracker chip does not infringe the U.S. counterpart to the patent at issue in this case. We currently do not expect that this decision will have any impact on our business with Apple."Steven Rodgers, Intel's general counsel, said in a blog post that "Qualcomm's goal is not to vindicate its intellectual property rights, but rather to drive competition out of the market for premium modem chips, and to defend a business model that ultimately harms consumers."In a press release, Don Rosenberg, Qualcomm's general counsel and an executive vice president, said, "Two respected courts in two different jurisdictions just in the past two weeks have now confirmed the value of Qualcomm's patents and declared Apple an infringer, ordering a ban on iPhones in the important markets of Germany and China."Qualcomm sued Apple in the regional court in Munich in July of last year, seeking an injunction to halt some iPhone sales in Germany as well as monetary damages. The case is part of a broader court conflict between the two, in which Apple has alleged that Qualcomm engaged in anti-competitive business practices to protect a monopoly on its modem chips, which help mobile phones connect to wireless data networks. The U.S. Federal Trade Commission has also sued Qualcomm over its business practices in a case set to go to trial in California next month.Apple had tried to pre-empt a ban based on a different feature by altering its software in Germany, the Financial Times reported Wednesday.
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Release time:2018-12-21 00:00 reading:1435 Continue reading>>
Qualcomm to file suits in Chinese courts to ban sales of <span style='color:red'>iPhone</span> XS and XR: Financial Times
Chinese court grants Qualcomm injunction, bans sale of <span style='color:red'>iPhone</span>s with iOS 11
Qualcomm said that it won two injunctions from a Chinese Court barring Apple from selling several models of iPhone that were found to violate two patents held by Qualcomm.It is unclear what the impact of the ruling will be. Apple maintains that the order pertains only to iPhones running the legacy iOS 11 — an assertion that  Qualcomm disputes — and said all iPhone models remain available for sale in China."The orders aren’t specific to the operating system installed on the phones," said Dan Rosenberg, Qualcomm's general counsel and executive vice president. "Apple made similar arguments in the trial on the merits, and the court went forward and issued these orders. If Apple is violating the orders, Qualcomm will seek enforcement of the orders through enforcement tribunals that are part of the Chinese court system.”The ruling — issued by the Fuzhou Intermediate People’s Court in China — is the latest chapter in the ongoing feud between Apple and Qualcomm, the longtime supplier of the baseband modem used in iPhones. Since a dispute over licensing fees last year, the two companies have traded lawsuits in multiple jurisdictions, with billions of dollars potentially at stake. Apple chose to use a modem supplied by Intel in its latest iPhone models, the XS and XS Max.In September, a U.S. International Trade Commission (ITC) judge found that iPhones violate a Qualcomm patent but declined to recommended a ban on iPhones in the U.S. A final determination by the ITC is expected early next year.According to Jim McGregor, principal analyst with Tirias Research, the Fuzhou court ruling may force Apple to the bargaining table."With this being just the first of many court cases in China, Germany, and the U.S., this is likely to push Apple for a resolution as soon as possible even as it files an appeal," McGregor said in an email exchange with EE Times. "Apple has now lost with the ITC and a China court. If not, Apple faces both a significant financial and market share impact."Romit Shah, managing director and senior analyst in global markets research at Nomura Instinet, agreed, saying the preliminary injunction by the Fuzhou court "paves a path toward settlement" between Apple and Qualcomm.Shah added that China "tends to be politically motivated" and said the Fuzhou ruling against Apple — the largest U.S. company — could be seen as retaliation for the recent arrest of Huawei's chief financial officer in Canada at the request of the U.S.   "China is set to decide on more than 20 patent disputes [between Apple and Qualcomm], and we don’t see why the rulings would be in favor of Apple," Shah wrote in a report.The Qualcomm patents at issue enable consumers to adjust and reformat the size and appearance of photographs, and to manage applications using a touch screen when viewing, navigating and dismissing applications on their phones, Qualcomm said.In a statement, Apple said that Qualcomm's efforts to ban iPhone sales in China is "another desperate move by a company whose illegal practices are under investigation by regulators around the world."Apple also claimed that Qualcomm is asserting three patents against Apple that it never raised before, "including one which has already been invalidated."Apple said it would pursue all legal options through Chinese courts. Shah said Apple would almost certainly filed with the Fuzhou court for reconsideration, but added that — unlike in the U.S. — injunctions in China typically remain in effect during the appeal process.Shah also said that the ruling relates to the use of touch screen and camera firmware, which he believes have nothing to do with iOS versions. He estimated that roughly 15-20 million iPhone units would be impacted.
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Release time:2018-12-11 00:00 reading:3039 Continue reading>>
Trump suggests US could slap 10% tariffs on <span style='color:red'>iPhone</span>s and laptops imported from China
 Apple's stock rout starts and ends with the <span style='color:red'>iPhone</span>
Adam Jeffery | CNBC   Tim Cook, CEO of Apple Inc.Apple is snapping.The stock, once a safe haven from market turmoil, is more than 20 percent below all-time highs and clinging to modest year-to-date gains. The stock has shed more than a $100 billion of its historic $1 trillion market valuation. It's on pace for its eighth straight week of declines and its worst month of trading since the 2008 financial crisis.And it all starts with the iPhone.On Nov. 1, alongside Apple's fiscal fourth-quarter earnings, the company reported lower-than-expected iPhone shipments for the fourth straight quarter and warned of lighter holiday sales than analysts expected. The company also announced it will stop reporting individual unit sales and revenue figures for the iPhone.Shares plunged 6.6 percent during the next trading session.Then came the supply-chain rumors and speculation that Apple was cutting component orders for its newest iPhones. The stock fell another 5 percent last week after at least four iPhone suppliers slashed revenue forecasts."This is as negative sentiment as I've seen from investors on Apple since maybe 2014, 2015," Dan Ives, managing director of equity research at Wedbush Securities, told CNBC in an interview. "Every bear is coming out of hibernation ... At this point the New York City taxi driver is negative on Apple."Apple's no stranger to supply-chain rumors, and it's been battling a slowdownin its iPhone segment for several quarters.But it's the "litany of bad news," the severity of reports, and the absence of any encouraging data points ahead of the company's next earnings report in January that's weighing on shares, Ives said.SalesApple's move to keep iPhone sales close to the vest validated previously held concerns around its largest revenue segment.In 2008, the first full year of iPhone sales, the smartphone accounted for 5.7 percent of Apple's total revenue. The next year, that number tripled. IPhone sales as a percent of total revenue jumped each year after and peaked in 2015, when iPhones accounted for $2 out of every $3 Apple brought in.Global market saturation and longer upgrade cycles have dented smartphone sales in the years since. And reports of lighter sales in China and emerging markets such as India — where Apple still has room to run — have shed doubt on the company's ability to sustain segment growth long-term.For years, the Apple story has been the iPhone story. The smartphone cannibalized Apple's own iPod and has served as the design basis for recent updates to the iPad and Mac.Any weakness in Apple's flagship segment could shake the company's shareholders and would be difficult to make up.Other segmentsApple has been publicly downplaying its smartphone segment in lieu of its burgeoning Services category and what the company calls Other Products.Services includes such things as the App Store, Apple Care, Apple Pay and cloud services. Other Products includes hardware like the Apple Watch, AirPods and HomePod. The business segments are two of Apple's and CEO Tim Cook's favorite talking points, but they're unlikely to produce revenue levels anywhere close to the iPhone.For Apple's fiscal year 2018, Services revenue totaled $37 billion and Other Products revenue totaled $17 billion. IPhone revenue totaled $167 billion."We think curation, security, privacy and original content can keep side-loading to a minimum and that Apple's strengths in edge processing keep it the best platform for new services," analysts for Guggenheim wrote in a note published this week. "But while that model continues to grow and helps support the stock's [price-earnings ratio], we still consider Apple a 'product' company."Analysts and shareholders are still hoping for true-to-form Apple innovation — augmented reality "smart" glasses or a self-driving car product, perhaps — but the company has been slow to update on those projects. Last year Cook said the technology for augmented reality glasses wouldn't be ready "any time soon."Keeping bad companyIn the meantime, Apple's stock keeps falling — often in tandem with its so-called FAANG stock peers.The typically high-rising shares of Facebook, Amazon, Netflix and Google parent Alphabet have all taken downturns in recent weeks.In the last 3 months, Facebook has shed 23 percent, Amazon 20 percent, Netflix 21 percent and Alphabet 15 percent."The fact that the stocks have kept going up despite what the underlying businesses were doing gave them an air of invincibility and made them seem less risky than they are," Mike Huffman, chief investment officer at Vermont-based Rock Point Advisors, told CNBC. "They were bulletproof until a little over a month ago."Rock Point Advisors, a financial planning firm in Burlington, Vermont, had $346.2 million in assets under management as of September. The firm sold nearly 20 percent of its stake in Apple at the end of September.Huffman said the "trim" was a means of risk management. Apple has been caught up in the volatility of the other FAANGs, he said. Rock Point doesn't own shares of the other four stocks, but saw its Apple stake taking on increased risk."If Apple weren't FAANG, it would be a different conversation," Huffman said.
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Release time:2018-11-23 00:00 reading:1320 Continue reading>>
Apple downgraded, more <span style='color:red'>iPhone</span> estimates cut as Street starts to turn on the stock
Apple shares were downgraded Wednesday by a Guggenheim Partners analyst who predicted a 5 percent decline in iPhone units sold in 2019. The firm also said rising prices would not be enough to offset that decline in sales.Also on Wednesday, UBS cut its Apple iPhone sales estimates and stock price target, citing supplier warnings and overseas sales pressures because of the rising dollar.The stock, which is down 13 percent this month, fell almost 2 percent Wednesday.Guggenheim's Robert Cihra cut Apple to neutral from buy and removed his prior $245 price target. "Unlike last year [we] do not see ASP (average selling price) increases providing enough offset, with our forecast that blended iPhone ASPs increase only +3%Y/Y, leaving iPhone revenues -2%Y/Y," Cihra wrote."Moreover, we see growing risk of even softer iPhone unit demand, with downside in China, India and other emerging markets, where Apple may need to start considering lower price points," the analyst added.UBS cut its 12-month price target on Apple to $225 from $240 and lowered its iPhone unit sales estimates for the current quarter to 73.5 million from 75 million.Apple shares dropped by 5 percent on Monday alone after one of its suppliers, Lumentum (LITE), said one of its largest customers reduced shipments. The company makes 3D sensing lasers used in Apple's FaceID technology. That's raised concerns iPhone sales are weakening."We note these cuts are significantly less than the LITE news would imply," said Tim Arcuri of UBS in his note. "Ultimately, we believe AAPL continues to face FX headwinds given ongoing [U.S. dollar] appreciation against key global currencies. In China, given [the dollar-yuan trade], the supply chain suggests many consumers are opting for high-end models w/similar specs from local competitors rather than the XR."On Tuesday, Goldman Sachs cut its iPhone estimates and lowered its price target on the stock to $209 from $222 following the Lumentum move."We are concerned that end demand for new iPhone models is deteriorating," Goldman said in the note. "We note this could easily right itself given the bulk of demand comes in late December but we feel more prudent sell through forecasts are warranted due to the timing and magnitude of this warning."Apple began the month by reporting iPhone shipments that missed Wall Street expectations for the quarter. The company also said it would no longer break out sales figures for iPhone units.
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Release time:2018-11-15 00:00 reading:1309 Continue reading>>
Apple says some <span style='color:red'>iPhone</span> X and MacBook models have quality issues
Apple said on Friday it had found some issues affecting some of its iPhone X and 13-inch MacBook pro products and said the company would fix them free of charge.The repair offers are the latest in a string of product quality problems over the past year even as Apple has raised prices for most of its laptops, tablets and phones to new heights. Its top-end iPhones now sell for as much as $1,449 and its best iPad goes for as much as $1,899.Apple said displays on iPhone X, which came out in 2017 with a starting price of $999, may experience touch issues due to a component failure, adding it would replace those parts for free. The company said it only affects the original iPhone X, which has been superseded by the iPhone XS and XR released this autumn.The screens on affected phones may not respond correctly to touch or it could react even without being touched, the Cupertino, California-based company said.For the 13-inch MacBook Pro computers, it said an issue may result in data loss and failure of the storage drive. Apple said it would service those affected drives.Only a limited number of 128GB and 256GB solid-state drives in 13-inch MacBook Pro units sold between June 2017 and June 2018 were affected, Apple said on its website.Last year, Apple began a massive battery replacement program after it conceded that a software update intended to help some iPhone models deal with aging batteries slowed down the performance of the phones. The battery imbroglio resulted in inquires from U.S. lawmakers.In June, Apple said it would offer free replacements for the keyboards in some MacBook and MacBook Pro models. The keyboards, which Apple introduced in laptops starting in 2015, had generated complaints on social media for how much noise they made while typing and for malfunctioning unexpectedly.Apple changed the design of the keyboard this year, adding a layer of silicone underneath the keys.
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Release time:2018-11-12 00:00 reading:1371 Continue reading>>
TrendForce's Comments on New <span style='color:red'>iPhone</span> Models
As Apple unveils its new iPhone models, TrendForce has provided the following comments for your reference.Apple unveiled new versions of its iPhone on Wednesday and the specs are consistent with earlier expectations of the new models, says TrendForce. While last year’s premium-priced iPhone X sparked discussion in the market, Apple again moved towards a higher price range, passing the US$1,000 threshold. TrendForce believes that the aggressive pricing point Apple has chosen seems to be challenging the upper limit of prices that consumers are willing to pay for a premium smartphone. New iPhone Xs and iPhone Xs Max feature optimized photo quality, AR experiences, and dual-SIM, but they are less likely to boost the demand significantly due to the higher-than-expected prices, because consumers still need time to adjust to the price set for the premium models.As for iPhone XR, the more budget-friendly model, its pricing point is much lower than its OLED partners, iPhone Xs and iPhone Xs Max. Positioned as Apple’s main product this year to revive its sluggish smartphone sales, the iPhone XR with an LCD display will account for nearly 50% in the production capacity of the new iPhone series. However, this LCD model is also faced with uncertainties related to trade issues, the stronger US dollar, as well as even higher pricing outside the U.S. Therefore, it remains to be seen whether or not this LCD model could help Apple boost iPhone sales growth and profits.Meanwhile, the prices of older versions of iPhone, including iPhone7 and iPhone 8, are adjusted downwards to US$449 and US$599 respectively, which may create higher-than-expected demand for the older models.
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Release time:2018-09-14 00:00 reading:1313 Continue reading>>
Apple raised <span style='color:red'>iPhone</span> prices overall, but one new model could entice those who sat out last year's X
On Wednesday, Apple did something clever with pricing on its new iPhones. It made the cutting-edge technology it introduced in last year's iPhone X available at a much lower price, which could help it sell more iPhones to people who sat out last year's high-end.But it did this while increasing prices at almost every level of its lineup, which will help it keep its average selling price — and profits — high.Apple announced three new iPhone models: the iPhone XR, iPhone XS and iPhone XS Max. All three models include large displays with minimal borders, no home button and the FaceID camera system for unlocking the device using facial recognition. Here's how the pricing strategy breaks down.The entry-level modelThe entry-level iPhone XR, which starts at $749, will likely be a big seller. It has many of the key features found in the high-end X line, including FaceID and a high-powered processor that should make certain tasks faster and more efficient.But costs a lot less than last year's X thanks to features like its cheaper LCD display, aluminum body and single-lens camera. To those who were put off by the $1,000 price tag on last year's iPhone X, this year's iPhone XR will look like a steal. That could help overall unit sales pick up.At the same time, the iPhone XR is more expensive than last year's entry-level iPhone 8, which started at $699. And two years ago, it cost only $649 to get the newest base iPhone model. In other words, the cost of entry to get in on the latest iPhone has increased by $100 over the last two years.The high-endThe mid-range iPhone XS starts at the same $999 price as last year's iPhone X and is functionally similar.But last year, the X was the top of the line, the luxury model.This year, Apple is selling the iPhone XS Max with a 6.5-inch screen, which starts at $1,099 and goes all the way up to $1,449 if you get the model with 512GB of storage. It's the most expensive iPhone Apple has ever produced.Last year, if you wanted a big new iPhone, Apple offered the iPhone 8 Plus, which started at $799. It didn't have the newest iPhone X features like the high-resolution screen or Face ID, but it was also cheaper.As a side note, none of Apple's new phones will include the adapter you need to plug a traditional pair of headphones into the Lightning port on the phones — a necessity ever since Apple eliminated the headphone jack in 2016. That adapter, which used to come included, will now cost buyers an extra $9. Or, you can buy wireless headphones, which Apple also sells.The low-endApple is eliminating its lowest-price option, the iPhone SE, which started at $349. Price-conscious buyers will still be able to get old iPhones at steep discounts from their debut prices — the iPhone 7 will start at $449 (it debuted in 2016 at $649), and the iPhone 8 will start at $599 (down from last year's introductory price of $699).But overall, the price of entry to the Apple ecosystem has gone up.It's the perfect setup for Apple. After proving it could charge more for new iPhones, the company has quietly increased the price to buy into the newest models. We won't know for sure if the strategy will work until Apple reports its December quarter earnings, but based on how successful the pricey iPhone X has been, Apple should be able to keep iPhone sales and profits growing.
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Release time:2018-09-14 00:00 reading:1456 Continue reading>>
Apple Describes 7-nm <span style='color:red'>iPhone</span> SoC
Apple announced a family of three iPhones powered by a 7-nm SoC enabling up to 512 GBytes of memory. The handsets range in price from $749 to $1,099, increase battery life by 30 to 90 minutes, and ship within two to six weeks.The smartphones, and two new models of the Apple Watch, generally packed larger screens and upgraded chips in slightly smaller devices. None of the devices support 5G cellular networks, expected to start switching on later this year, but the handsets support Gbit/s data rates, an LTE capability that Qualcomm was early to support.Apple’s 7-nm A12 Bionic chip packs 6.9 billion transistors and is “the most powerful chip in a smartphone,” said chief executive Tim Cook.The A12’s two high-performance CPU cores deliver 15% more speed and 40% greater efficiency than the prior A11. Four other cores are 50% more efficient than those on the prior chip. The 10-nm A11 was touted as sporting up to 25% more performance and 70% more efficiency than its predecessor, reinforcing reports that the 7-nm node delivers declining advantages.The A12 packs a six-core GPU designed by Apple, said to be 50% faster than the block on the A11. An upgraded neural engine sports eight cores, up from two in the A11. Apple claims that it delivers a nine-fold performance gain on its CoreML machine-learning framework, hitting 5 trillion operations/s, up from 600 billion ops/s on the A11 using one-tenth of the energy.The performance will speed a variety of operations, including unlocking the phone using Apple’s facial-recognition software. It also enables a new capability to group multiple Siri functions into shortcuts.Third-party developers showed applications using Apple’s CoreML and ARKit 2 frameworks to enable new features supported by neural nets. They included Homecourt, an app tracking six metrics of basketball performance in real time, as well as new features in mobile games using augmented reality.“The A12 is a game changer,” said Tim Bajarin, a veteran Apple watcher and president of Creative Strategies. “Five billion transactions per second will drive more powerful neural network and AI functions, making these new iPhones the most powerful smartphones on the market.”The new handsets use 6.5- and 5.8-inch OLED displays supporting 458 pixels/inch and a 6.1-inch LCD on a low-end model supporting 326 pixels/inch. The iPhone XS and XS Max include dual 12-Mpixel-wide and telephoto cameras while the low-end XR uses a single 12-Mpixel camera.All of the cameras support a variety of features, including HDR10 and adjustable depth-of-field, relying on an image processor and the neural engine in the A12. “This is a new era of computational photography,” said Phil Schiller, Apple’s vice president of marketing.Apple wound up the performance of its smartwatch with an S4 system-in-package using two 64-bit CPU cores to deliver twice the performance of its existing devices. The Apple Watch Series 4 maintains the current 18-hour battery life, or six hours when using GPS tracking.The news comes two days after Qualcomm announced an updated smartwatch chipset, significantly extending battery life and supporting four Cortex-A7 cores.A new accelerometer/gyroscope samples motion eight times faster with twice the dynamic range. That enables the device to detect a fall and make an emergency call if it detects no motion for a minute after the event.The Series 4 can pack eight items of data on its expanded 40- to 44-mm display. (Image: Apple)Apple added an electrical sensor in the device’s crown that can generate an electrocardiogram from contact for 30 seconds with a finger. The work won some level of FDA certification but appears to fall below medical-grade accuracy given Apple’s description of it as “similar to a one-lead ECG.”The Series 4 uses 40- and 44-mm curved displays, about a third larger than Apple’s existing devices. The curved displays fit up to eight pieces of information on a single display, letting users configure a wide variety of custom screens.The smartwatches will be available later this month for $499 for versions supporting LTE and $399 for ones using GPS. Apple will discount older Series 3 watches to $279.Both Watch OS 5 and iOS 12 will be available on Sept. 17.“Apple was founded to make the computer more personal, and we’ve taken this mission further than anyone could imagine,” said Cook, noting that the company will ship its three-billionth iOS device soon.“Even though all of the specs and even product names had been leaked, we didn’t know about some of the specific software work that they had to do; things like automatic fall recognition on the watch or the Smart HDR feature on the iPhone,” said Bob O’Donnell, president of Technalysis Research, LLC. “I think these are great examples of the kinds of automatic intelligence features that machine learning will start to enable more of in the future.”
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Release time:2018-09-13 00:00 reading:1309 Continue reading>>

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