MacRumors

KGI Securities analyst Ming-Chi Kuo, who has sources within Apple's supply chain in Asia, has issued a research note today that casts doubt on rumors about a second-generation iPhone SE launching in the second quarter of 2018.

Kuo believes Apple doesn't have enough spare development resources to focus on launching another iPhone, with three new models already in the pipeline, including a second-generation iPhone X with a "much different" internal design, a larger 6.5-inch version dubbed iPhone X Plus, and a lower-priced 6.1-inch iPhone with Face ID but design compromises like an LCD screen.

An excerpt from the research note, obtained by MacRumors, edited slightly for clarity:

The announcement of three new iPhone models in the same quarter in the second half of 2017 was the first time Apple made such a major endeavor, and we believe the delay of iPhone X, which had the most complicated design yet, shows that Apple doesn't have enough resources available for development. […]

With three new models in the pipeline for the second half of 2018, we believe Apple may have used up its development resources. Also, we think the firm will do all it can to avoid repeating the mistake of a shipment delay for the three new models. As such, we believe Apple is unlikely to have enough spare resources to develop a new iPhone model for launch in 2Q18.

If there really is a so-called iPhone SE 2 on Apple's roadmap, Kuo expects it will have few outward-facing changes. He predicts the device would likely have a faster processor and a lower price, rather than iPhone X-like features like a nearly full screen design, 3D sensing for Face ID, or wireless charging.

There have been many rumors about Apple launching a new iPhone SE in 2018, with most of the sources based in Asia, including research firm TrendForce and publications like the Economic Daily News. The latest rumor suggested a new iPhone SE with wireless charging could launch in May-June.

The current iPhone SE looks much like the iPhone 5s, including its smaller four-inch display preferred by a subset of customers. The device is powered by Apple's A9 chip, like the iPhone 6s and iPhone 6s Plus, and it has 2GB of RAM, a 12-megapixel rear camera, a 3.5mm headphone jack, and Touch ID.

Apple hasn't fully refreshed the iPhone SE since it launched in March 2016, but it did double its available storage capacities to 64GB and 128GB last March. It also dropped the device's starting price to $349 last September.

Apple is developing at at least three new Mac models integrated with custom co-processors, including updated notebooks and a new desktop, according to Mark Gurman, reporting for Bloomberg News.

The report claims the new models could be released as early as this year, but it doesn't specify which ones they'll be. Of course, Apple's notebook lineup includes the MacBook, MacBook Air, and MacBook Pro, while its desktop lineup includes the iMac and iMac Pro, Mac Pro, and aging Mac mini.

In terms of notebooks, the MacBook and MacBook Pro are the most likely candidates for a refresh this year, as the MacBook Air has not received any meaningful updates since March 2015, nearly three years ago, and it seems like Apple is only keeping it around for its $999 price tag at this point.

MacBook Pro with Touch Bar models released in 2016 and later are already equipped with Apple's custom T1 chip that authenticates and secures Touch ID and Apple Pay respectively, and it's possible the notebook could be updated with a newer chip that offloads even more tasks from the main Intel processor.

MacBook models do not feature a custom co-processor, but unless Apple is planning to extend the Touch Bar to the 12-inch notebooks, it remains to be seen if there would be much necessity for a T-series chip.

There's also a single rumor from DigiTimes, which doesn't have the most reliable track record, claiming Apple will release a new entry-level 13-inch MacBook in the second half of this year. It's unclear if this model would be a potential MacBook Air replacement, or where else it would slot in Apple's notebook lineup.

Shifting to desktops, the iMac Pro is already equipped with Apple's custom T2 chip for enhanced security and integration. The co-processor integrates several previously separate components, including the system management controller, image signal processor, audio controller, and SSD controller.

The T2 chip has a Secure Enclave that makes the iMac Pro even more secure with new encrypted storage and secure boot capabilities. It's possible Apple could extend this co-processor to standard iMac models this year.

Apple has also confirmed it is working on an all-new modular Mac Pro, although it only revealed that its release date would come at some point after 2017. And the Mac mini has gone over 1,200 days without an update, according to the MacRumors Buyer's Guide, and the portable computer could sorely use a refresh.

Much of the Bloomberg News report is focused on Apple's shift towards in-house chip design, reducing its dependance on companies like Qualcomm and Imagination Tech, so further details about the new Macs are scant.

Apple is set to halve its 40 million iPhone X production target in the three month period from January, reported Nikkei Asian Review on Monday without naming a source.

The U.S. tech giant notified suppliers that it had decided to cut the target for the period to around 20 million units, in light of slower-than-expected sales in the year-end holiday shopping season in key markets such as Europe, the U.S. and China.

The iPhone X, Apple's first smartphone equipped with an organic light-emitting diode display, has failed to catch on globally -- something many put down to a price tag starting at $999.

Part of the reason for the high price tag of iPhone X is said to be down to the cost of OLED panels made by Samsung, which is the only supplier of the component that can guarantee Apple a steady supply of the screens. According to Nikkei, Apple is now considering an increase in the proportion of LCD iPhone models by reducing production of the OLED screen models scheduled for release this year.

Apple is expected to launch a trio of new iPhone models in 2018, including 5.8-inch and 6.5-inch models with OLED displays and a 6.1-inch model with an LCD display, according to respected KGI Securities analyst Ming-Chi Kuo. However, at least one other analyst has predicted that the LCD-to-OLED ratio this year will actually be 2:1.

DigiTimes' Luke Lin believes Apple is increasingly leaning towards releasing two LCD-based models and a single larger 6.4- to 6.5-inch OLED model. Indeed, today's Nikkei report claims lackluster sales for iPhone X could actually result in a delay to the company's plans to introduce OLED screens in other models, potentially adding weight to DigiTimes' prediction.

The production cuts for the X will have a domino effect on manufacturers that have supplied high-performance components for the handset, with the combined impact expected to run into billions of dollars. It could also slow down the shift at display manufacturers from LCD to OLED technology.

Nikkei added that Apple is expected to maintain a total production target of 30 million units for lower-priced models such as the iPhone 8, iPhone 8 Plus and iPhone 7. Apple Japan replied to Nikkei's request for comment by stating that it would confirm the details with headquarters.

Apple began taking pre-orders for its HomePod on Friday, but the company has remained unusually reticent regarding some of the Siri-based smart speaker's finer functions.

Last week we learned that HomePod can play songs purchased through iTunes Music as well as stream podcasts and Beats 1 radio, but Apple didn't address questions about the device's handling of iTunes Match content stored in iCloud Music Libraries.

For those unaware, iCloud Music Library lets users upload or "match" up to 100,000 songs from their personal music library with the DRM-free iTunes Store catalog, without eating into their standard iCloud storage allocation. The feature comes as part of Apple's iTunes Match service ($24.99 a year) and is also included with every Apple Music subscription ($9.99 monthly).

As it turns out, both iTunes Match and Apple Music subscribers will be able to use HomePod's Siri voice-based activation to access tracks stored in iCloud Music Library. The detail was seemingly confirmed on Sunday by Apple, as relayed by iMore's Serenity Caldwell in a tweet. Also Sunday, Daring Fireball's John Gruber reported hearing similar iCloud Music Library support from "a friend seeded with HomePod", although how Siri works with cloud-stored tracks not matched with the official iTunes Store catalog remains unknown.

Meanwhile, HomePod owners without an Apple Music or iTunes Match subscription can still play music they've purchased on iTunes, as well as stream podcasts and Beats 1 radio, but Siri requests for playing songs by name, genre, artist, and so on will not be available. Apple has still to clarify how HomePod handles Family Sharing subscriptions to Apple Music, and whether the speaker's Bluetooth 5.0 specification means it will accept pairing requests from devices over the Bluetooth protocol.

Apple has positioned the HomePod as a speaker that can stream Apple Music, but with built-in Siri, users can also send messages, set timers and reminders, check the news, control HomeKit-enabled smart home accessories, and complete several other tasks without needing to take out their iPhone. The speaker is equipped with spatial awareness and Apple-engineered audio technology, including a seven‑tweeter array and high-excursion woofer. It stands almost seven inches tall and is powered by Apple's A8 chip.

HomePod is available in the United States ($349), UK (£319), and Australia ($499). Apple is currently taking pre-orders for the HomePod, with the device set to ship on Friday, February 9.

KGI Securities analyst Ming-Chi Kuo, who often relays information gathered from sources within Apple's supply chain in Asia, today shared a trio of new research notes that outline both new and existing predictions about the new iPhone X, iPhone X Plus, and lower-priced 6.1-inch iPhone expected later this year.

All-New 6.1-inch iPhone with LCD

New:

Reiterated:

The rumored 6.1-inch iPhone is shaping up to be a lower-priced iPhone X with some design compromises, which Kuo previously said will include an aluminum frame, a lack of 3D Touch, a single rather than dual lens rear camera, and 3GB of RAM, which will be less memory than other new 2018 iPhones have.

Next-Generation iPhone X and iPhone X Plus

According to Kuo, the second-generation iPhone X and a larger 6.5-inch version we're calling iPhone X Plus will each have an increased 4GB of RAM. Unsurprisingly, given its larger physical size, the iPhone X Plus is also expected to have up to a 25 percent larger battery capacity of 3,300-3,400 mAh vs. iPhone X.

Kuo adds that Apple has settled on a two-cell, L-shaped design for the second-generation iPhone X and iPhone X Plus battery, compared to a single-cell, L-shaped design that could have yielded up to 10 percent additional capacity.

By the sounds of it, the new iPhone X and iPhone X Plus, beyond the latter's larger screen size, won't be significant upgrades. Kuo doesn't expect improvements to be made to the TrueDepth camera system until 2019. Nevertheless, he expects the devices to sell well, especially the lower-priced 6.1-inch iPhone.

Apple last week invited select reporters to one-hour-long HomePod listening demos in New York City and London, resulting in several first impressions of the speaker's sound quality being shared online over the past few days.

We've rounded up all of the first impressions we've come across so far, and highlighted some excerpts that we thought were interesting below. If you spot an article not listed here, let us know in the comments section.

The consensus is that the HomePod sounds very good, although some felt the quality isn't exactly worth the price. A few reporters were more impressed by upcoming stereo sound capabilities of two HomePods in the same room.

Keep in mind these listening demos were conducted by Apple in controlled environments, so we'll have to wait for more in-depth reviews once reporters and customers get the speaker into their hands and try it out.

Business Insider's Avery Hartmans

After spending an hour demoing Apple's new HomePod smart speaker, I can say one thing with confidence: it sounds incredible.

Overall, HomePod is both louder and better-sounding than I expected. The bass was strong without being too heavy, vocals were crisp and clear, and the overall sound felt somehow bright and energized. I also got a demo of a stereo setup using two HomePods — that functionality is coming later on through a free update — and was blown away. So while I can't give a definitive verdict until testing it for myself, I will say that HomePod gives a great first impression.

Wired UK's Jeremy White

We will have much more to say in a full review, but on first impressions while the HomePod looks great, is super simple to set up and is undoubtedly powerful, the sound produced does not immediately match up to its £319 price tag.

What becomes immediately apparent is the formidable bass the HomePod kicks out. What's more, the sound remains constant as you walk around the room, no doubt thanks to those beam-forming tweeters. The vocals are clear as a bell, too. It's not all good news, however. There is a distinct lack of mid-range, leaving you feeling that something is missing in the mix.

TechCrunch's Brian Heater

As advertised, the thing sounds great.

Apple's engineers were able to get a lot of rich and full sound out of that little footprint. The speaker is particularly adept as isolating vocals and maintaining often muddled aural aspects, like background singers and audience sounds in live recordings.

CNET's David Carnoy

Ultimately, my initial impression is that the HomePod sounds very good for the type of speaker it is and it certainly stacks up well against the competition -- some of it less expensive, some of it more.

But like all speakers, it has its limitations and the HomePod left me wanting for true stereo sound. Which is probably why the only time I got truly jazzed during the demo was when they paired the two HomePods together and delivered some real separation.

iNews UK's Rhiannon Williams

While it's difficult to get a proper grasp of how a speaker sounds in a short space of time, a second listen to the HomePod reinforces my earlier favourable impressions.

While at just under seven inches tall it's undoubtedly on the small side, it's capable of incredible volume, easily filling a room and reinforcing its house party credentials. This is particularly true when two of them pair to play the same song simultaneously: it's a bassy tour-de-force.

Apple began accepting HomePod orders through its online store and Apple Store app on Friday in the United States, Australia, and United Kingdom, with the first deliveries to customers estimated to arrive Friday, February 9.

Update: A user on the audiophile subreddit who claims to have been present at Apple's listening demo believes the HomePod, based on its size and price, is significantly better than most bookshelf speakers under $1,000.

Apple today shared its first series of HomePod ads on its official YouTube channel, titled Bass, Beat, Distortion, and Equalizer.

The four 15-second clips show the word HomePod animated in various ways, with the actual speaker only appearing in brief flashes. Apple also highlights that the speaker is now available to order ahead of its February 9th launch across the United States, United Kingdom, and Australia.

The music-focused ads are each set to their own song, including Ain't I by Lizzo, DNA by Kendrick Lamar, Holy Water by Hembree, and All Night by Big Boi. Apple continues to position the HomePod as a "breakthrough speaker" first and "intelligent home assistant" second in the description of each video.

Apple has primarily positioned the HomePod as a speaker that can stream Apple Music, but with built-in Siri, users can also send messages, set timers, play podcasts, check the news, control HomeKit-enabled smart home accessories, and complete several other tasks without needing to take out their iPhone.

The speaker is equipped with spatial awareness and Apple-engineered audio technology, including a seven‑tweeter array and high-excursion woofer. It stands nearly seven inches tall and is powered by Apple's A8 chip.

Apple yesterday seeded the first beta of watchOS 4.3 to developers, and there are some great new features that many Apple Watch owners have been requesting for quite some time.

We've outlined all of the changes you'll find in the watchOS 4.3 update in the video and the post below.

With watchOS 4.3, there's a new "On iPhone" section in the Music app that lets you access your playlists, albums, songs, and artists. Prior to this update, you could access your music library, but only when playing music on the watch itself.

When playing music on the iPhone, you were only able to use the Now Playing feature to skip tracks -- there was no library access for choosing songs to play on the iPhone from the Apple Watch. Apple Watch owners have been complaining about the removal of iPhone music controls on Apple Watch since watchOS 4 debuted, so this should be a welcome change for many people.

Along with music controls, watchOS 4.3 adds your daily Activity information to the Siri watch face, so you can see your current progress at a glance without needing to open up the Activity app, and it introduces a new charging animation when the watch is placed on a charging puck.

The final new feature in watchOS 4.3 is Nightstand Mode while the Apple Watch is in portrait orientation. Since Nightstand Mode was first introduced, using it has required putting the Apple Watch in landscape orientation on its side. That's no longer necessary -- you can now use Nightstand mode in any orientation.

Apple doesn't make watchOS betas available to its public beta testers because there's no way to restore an Apple Watch to an older operating system, so the watchOS 4.3 update will be limited to developers until its public launch.

We'll likely see watchOS 4.3 in the spring alongside iOS 11.3, macOS 10.13.4, and tvOS 11.3.