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Apple is thinking about changing who makes the screens for its iPhones because one of its current suppliers, BOE, is having trouble making good-quality displays. This information comes from sources in Korea, as reported by OLED-info.

BOE, a company from China, has been having a hard time making the LTPS AMOLED screens that Apple wants for the iPhone 14, 15, and 16. Since the start of 2024, they’ve only been able to provide about 7-8 million screens to Apple, way less than the 40 million they were supposed to make.

It’s going to take around six weeks to fix these quality issues. In the meantime, people in the industry think that Samsung Display will get most of the new screen orders because LG Display is busy making a different type of screen for the iPhone “Pro” models.

This isn’t the first time BOE has had problems. Last year, they had issues with the screens around the camera cutout, which they call the Dynamic Island, for the iPhone 15, and Apple cut back on orders because of it. This situation shows how tough it can be to keep up with Apple’s high standards for their iPhone screens.

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A new book titled “Apple’s Chinese Dilemma” is set to reveal how a clever decision made back in 1996 has now put the tech giant at the mercy of an authoritarian government. Subtitled “How the World’s Leading Company Got Caught,” this book compiles insights from over 200 former Apple executives and engineers. It serves both as a history lesson and a warning to others…

We’ve been talking about how Apple’s relationship with China has become more complicated:

First, there’s the danger of relying too much on one country. For example, the start of the COVID-19 crisis in China showed how quickly manufacturing can be affected. Events like natural disasters or political changes can disrupt business, so it’s smart to spread out manufacturing. Second, the relationship between the U.S. and China has always been rocky. The trade battles during the Trump era were especially bad, but even now, there’s always a chance that trade could be disrupted.

Third, being closely tied to China is hurting Apple’s image because of human rights issues there. Apple has to follow local laws, which can go against what the company stands for. Written by a journalist from the Financial Times, “Apple’s Chinese Dilemma” is due out from Simon & Schuster in May. It gives an insider’s look at how Apple helped make China a powerhouse in electronics but ended up trapped by its own success.

Apple is not just any brand; it’s the world’s most valuable company, known for the iPhone that changed how we live, work, and connect. Yet, Apple is now in a tricky spot between two superpowers. When Apple was nearly broke in 1996, it decided to move its manufacturing overseas. After trying out eight countries, China’s offer of cheap, plentiful labor drew nearly all of Apple’s production there. As the iPod and iPhone took off, this relationship with China grew deep, helping Chinese manufacturers learn skills that are now used against Western companies.

“Apple’s Chinese Dilemma” traces how a company that once celebrated “rebels” and “troublemakers” has become silent and compliant under increasing control from China.

Early reviews of the book have been glowing:

• “A fantastic story, brilliantly shared” – Peter Frankopan, Oxford’s Global History Professor and author of “Silk Roads”
• “More than just a page-turner; it’s an essential read.” – Robert D. Kaplan, author of “The Revenge of Geography”
• “A deep dive that’s both unsettling and illuminating.” – Chris Miller, author of “Chip War”
• “McGee illustrates how Apple’s chase for profit in China might undermine its own future and America’s tech leadership.” – Rana Foroohar, author of “Makers and Takers”
• “A vivid account of how Apple won China but lost its essence.” – Isaac Stone Fish, author of “America Second”
• “A must-read for every iPhone user, but a risky one for Apple staff.” – Geoffrey Cain, author of “Samsung Rising” and “The Perfect Police State”

“Apple’s Chinese Dilemma” will hit the shelves on May 13 and is available for pre-order now.

Apple is gearing up for notable shifts in its board of directors, as two key members approach or surpass the recommended retirement age of 75. Art Levinson, the board chair, will turn 75 in March 2025, making his retirement likely in the near future. An announcement about his departure could come as early as February during Apple’s annual shareholder meeting. Levinson, a former CEO and chairman of Genentech and the current CEO of Alphabet’s Calico Life Sciences, has been part of Apple’s board since 2010.

Levinson’s retirement could pave the way for Apple CEO Tim Cook, now 64, to step into the chairman role by 2026, potentially signaling the beginning of his own retirement plans. Alternatively, Cook might appoint another current or incoming board member to the position.

Apple has a policy recommending retirement at 75, but it isn’t always strictly enforced. For instance, Ronald Sugar, a longtime board member and former Northrop Grumman executive, was granted an exception in 2024. However, his extended tenure may soon come to an end, leaving Apple with the task of finding two new board members.

If Cook chooses to remain solely as CEO, Apple may conduct a global search to fill these roles. However, should Cook take on the chairman position, he would follow a growing trend among tech leaders. Notable examples include Meta’s Mark Zuckerberg, Microsoft’s Satya Nadella, and Amazon’s Jeff Bezos, who transitioned to board chair after stepping down as CEO.

Tim Cook has been with Apple since 1998 and became CEO in 2011, succeeding co-founder Steve Jobs. Under Cook’s leadership, Apple has maintained its position as one of the world’s most influential companies. These board changes could mark the beginning of a new era for the tech giant.

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The tech world is abuzz with whispers and rumors surrounding Apple’s upcoming product releases, particularly the anticipated HomePod refresh and the highly anticipated iPhone 17 series. Let’s delve into the latest insights gleaned from supply chain rumblings and industry analysts, painting a clearer picture of what we might expect from Apple in the near future.

A New Era for Home Audio: The HomePod with a Screen Takes Shape

For years, rumors have circulated about a HomePod with an integrated display, transforming it from a mere smart speaker into a central hub for the connected home. Recent reports suggest this vision is finally nearing reality. Sources within the supply chain indicate that Apple is gearing up for the launch of a redesigned HomePod, potentially dubbed a “Command Center,” featuring a 7-inch LCD screen.

This shift marks a significant evolution for the HomePod, potentially opening up a wealth of new functionalities. Imagine video calls directly from your HomePod, visual control of smart home devices, or even displaying recipes while cooking. The possibilities are vast.

Interestingly, reports point to Tianma Microelectronics, a Chinese display manufacturer, as the exclusive supplier of these 7-inch LCD panels. This is a notable departure from Apple’s usual reliance on established display giants like Samsung Display, LG Display, and BOE. The reported low cost of these panels—around $10 each—suggests Apple may be aiming for a more competitive price point for this new HomePod model.

Further supply chain details reveal that Radiant Optoelectronics, a Taiwanese company, will handle the backlight module production, while assembly will be entrusted to BYD, a prominent Chinese manufacturer. This intricate web of suppliers highlights the complex logistics involved in bringing a new product to market.

While initial rumors suggested a launch in early 2024, the HomePod with a display has reportedly faced several delays. Initially pushed to late 2024, the current whispers point towards a potential release in the second half of 2025. This delay could be attributed to various factors, including supply chain constraints, software development, or Apple’s strategic product release schedule.  

Keeping it Cool: The iPhone 17’s Thermal Overhaul

Moving on to the iPhone, the rumor mill is churning with details about the iPhone 17 lineup, specifically focusing on a significant upgrade to its thermal management system. According to recent reports, Apple is poised to implement vapor chamber technology across the entire iPhone 17 range, including the standard iPhone 17, the rumored “Air” model, the iPhone 17 Pro, and the iPhone 17 Pro Max.  

Vapor chamber technology is a well-established method for dissipating heat in high-performance devices. It works by utilizing a sealed chamber containing a fluid that vaporizes when heated, transferring heat away from the source and distributing it across a larger area. This prevents localized hotspots and helps maintain consistent performance, especially during demanding tasks like gaming or video editing.  

While the iPhone 16 Pro addressed some of the thermal concerns that surfaced with the iPhone 15 Pro through an improved internal structure, reports suggest that further improvements are needed to handle increasingly powerful processors and demanding applications. The introduction of vapor chambers is expected to provide a substantial boost to thermal performance, ensuring consistent performance even under heavy load.

This move aligns with the trend seen in many high-end Android smartphones, which have already adopted vapor chamber technology. It signifies Apple’s commitment to pushing the performance envelope while maintaining a sleek and compact design.

It’s worth noting that conflicting reports have emerged regarding the extent of this thermal upgrade. Last year, analyst Ming-Chi Kuo suggested that only the iPhone 17 Pro Max would feature a combined vapor chamber and graphene sheet cooling system, while other models would rely solely on graphene sheets. The latest reports, however, indicate a broader adoption of vapor chamber technology across the entire lineup. This discrepancy highlights the fluid nature of pre-release information and the importance of taking all rumors with a grain of salt. 

Looking Ahead: Apple’s Vision for the Future

These insights into the upcoming HomePod and iPhone 17 provide a glimpse into Apple’s product strategy for the coming years. The HomePod’s transformation into a smart home hub with a display suggests a deeper integration into our daily lives, while the iPhone 17’s thermal enhancements underscore Apple’s commitment to delivering cutting-edge performance. As we move closer to their anticipated release dates, we can expect more details to emerge, further clarifying Apple’s vision for the future of technology.

For years, whispers of a foldable iPhone have echoed through the tech world, a tantalizing prospect that has remained just beyond the horizon. Now, the murmurings are growing louder, suggesting that Apple is finally poised to unveil its own take on the foldable form factor. While rumors persist about a larger foldable iPad in development, it appears that the foldable iPhone is leading the charge, promising to reshape the landscape of mobile technology.

A Screen That Bends: Unpacking the Display Details

The current consensus points towards a clamshell design for Apple’s first foldable phone, reminiscent of the Samsung Galaxy Z Flip or the Motorola Razr. This design philosophy emphasizes portability, offering a standard smartphone experience that can be folded down into a more compact form for pocketability. Imagine a device that seamlessly transitions from a pocket-friendly square to a full-fledged smartphone with a flick of the wrist.

Intriguing reports from reputable sources like The Wall Street Journal suggest that the foldable iPhone’s unfolded display will surpass even the expansive screen of the iPhone 16 Pro Max. This hints at a display size exceeding 7 inches, offering users a truly immersive visual experience. The Journal also touched upon the development of a much larger, nearly 19-inch foldable device, envisioned as a potential laptop replacement, further showcasing Apple’s ambitious exploration of foldable technology.

Developing a foldable device isn’t without its challenges. Apple engineers have been diligently working to overcome hurdles such as minimizing the visibility of the crease, refining the hinge mechanism for seamless folding, and developing a durable and scratch-resistant material for the display cover. Apple’s commitment to polish and refinement suggests that they won’t release a product until these key issues are satisfactorily addressed.

Revitalizing a Market: Apple’s Potential Impact

The arrival of Apple’s foldable iPhone could have a significant impact on the broader foldable market. Industry analysis from Display Supply Chain Consultants (DSCC) paints a picture of a market that, while initially experiencing rapid growth, is now facing a potential slowdown. From 2019 to 2023, the foldable market enjoyed impressive year-over-year growth rates of around 40%. However, DSCC forecasts a significant deceleration to approximately 5% growth in 2024, with a predicted decline in sales beginning in 2025. This stall is attributed to demand plateauing at around 22 million panel shipments.  

However, the entry of a major player like Apple could inject new life into the market. Apple’s influence and brand recognition have the potential to drive mainstream adoption of foldable technology. Many consumers, while intrigued by the concept of foldable phones like the Galaxy Z Flip, have remained loyal to the Apple ecosystem. The introduction of a foldable iPhone could finally persuade these fence-sitters to embrace this innovative form factor. Apple’s ability to seamlessly integrate hardware and software, combined with its focus on user experience, could unlock new functionalities and use cases that further drive consumer interest.  

The Anticipated Arrival: Projecting a Release Date

Based on information from various sources, the foldable iPhone is currently expected to launch in the latter half of 2026, likely alongside the iPhone 18 series. This timeline, of course, is subject to change depending on the progress of development. Any unforeseen technical challenges or supply chain disruptions could potentially push the release date back.  

A significant indicator that the project is moving forward is the reported assignment of the codename “V68” to the foldable iPhone. This suggests that the device has progressed beyond the initial prototyping stages and is now in a more advanced phase of development. While the exact details remain shrouded in secrecy, the codename provides a tangible sign that Apple is seriously committed to bringing this innovative product to market.

Looking Ahead: The Future of Foldable Phones

The development of a foldable iPhone represents a significant step in the evolution of mobile technology. While challenges remain, Apple’s entry into this space promises to bring greater innovation, refinement, and mainstream appeal to the foldable form factor. As we move closer to the anticipated 2026 launch, the tech world eagerly awaits the unveiling of Apple’s vision for the future of mobile devices, a future that may very well be defined by the bend.

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