NEWS 6 FEBRUARY 2018

Intel normal smart glasses

There is no camera to creep people out, no button to push, no gesture area to swipe, no glowing LCD screen, no weird arm floating in front of the lens, no speaker, and no microphone (for now).
From the outside, the Vaunt glasses look just like eyeglasses. When you’re wearing them, you see a stream of information on what looks like a screen — but it’s actually being projected onto your retina [read more]


Apple Music Always Winning

Everybody knows that Apple is rich and powerful. So few will be surprised to learn that, despite showing up to the party late, the Cupertino company now appears to be winning some key battles in the streaming music wars. According to The Wall Street Journal, Apple Music is about to overtake Spotify as the most popular streaming music service in the United States. In fact, it may have already done it.
The WSJ report is necessarily sketchy, though its conclusions feel inevitable. Because Spotify and Apple don’t report precise user numbers, the newspaper sifts through what we do know about each company’s growth as well as ways to predict how many people (paid or unpaid) are using the services. Unnamed “people in the record business familiar with figures” told WSJ that Apple Music is adding new US subscribers at a monthly growth rate of 5 percent, while Spotify trails at 2 percent. It doesn’t take much math to realize that Apple poses a real threat to Spotify at something that Spotify essentially invented ten years ago. Apple Music’s success must seem almost insulting to Spotify, too, since the Swedish company is supposedly preparing for an initial public offering (IPO) [read more]


Apple iPhone X regains China lost ground

The launch of its iPhone X has boosted Apple's popularity in China and may be persuading consumers to pay more for smartphones, a survey by FT Confidential Research showed.
Apple remained China's second-most popular smartphone brand behind Huawei in our latest survey, but its popularity has edged up slightly from September (see chart), a move we ascribe to the buzz about its latest high-end handset [read more]

 


NEWS 6 FEBRUARY 2018

Intel Exclusively iPhone 11 Chips

Apple has been sourcing baseband modems from both Intel and Qualcomm since 2016. Now that Apple is involved in a range of legal battles with Qualcomm, the Cupertino company could ditch Qualcomm to source iPhone 11 chips exclusively from Intel. KGI Securities analyst Ming-Chi Kuo has told clients (via MacRumors) that Intel would be the sole supplier of baseband chips for the 2018 iPhones.
Kuo said in a research note to investors that Qualcomm would “not have a share of the orders at all.” Back in November, the analyst had told clients that Apple would split the orders for iPhone 11 chips between Intel (70%) and Qualcomm (30%). Now he believes Qualcomm will not supply modems for 2018 iPhones because Intel is offering several advantages. According to the KGI Securities analyst, Intel’s modems are capable of meeting Apple’s technical requirements [read more]


Qualcomm Doesn't Know World Has Changed

Broadcom Ltd. raised its bid for Qualcomm Inc. to about $121 billion, seeking to force the rival chipmaker to the negotiating table after Qualcomm rejected an earlier offer as too low.
The new price of $82 per share represents a 50 percent premium over where Qualcomm was trading on Nov. 2, before news of the approach broke, Broadcom said. This bid will be Broadcom’s “best and final” offer, according to a statement Monday. The deal would take the form of $60 in cash and the remainder in Broadcom shares. Qualcomm said it would review the new proposal before responding [read more]