Barclays

Barclays analyst Tom O'Malley and his colleagues recently traveled to Asia to meet with various electronics manufacturers and suppliers. In a research note this week, outlining key takeaways from the trip, the analysts said they have "confirmed" that a fourth-generation iPhone SE with an Apple-designed 5G modem is slated to launch towards the end of the first quarter next year. In line with previo...

While it was rumored that the iPhone 15 Pro models would be equipped with solid-state buttons, the devices ended up launching with traditional mechanical buttons. Attention has now shifted to whether the solid-state buttons will still happen with the iPhone 16 lineup next year, but there are conflicting rumors so far, as outlined below. For context, solid-state buttons would provide haptic...

Apple's upcoming iPhone 15 Pro models will likely be more expensive than the current models, according to Tim Long, an analyst at British bank Barclays. Long said this information is based on conversations with supply chain companies in Asia. In a research note this month, obtained by MacRumors, Long said he expects the iPhone 15 Pro to cost up to $100 more than the iPhone 14 Pro, and the...

After speaking with supply chain companies in Asia, Barclays analysts Blayne Curtis and Tom O'Malley believe that Apple is no longer planning to launch a fourth-generation iPhone SE in 2024. In a research note today, the analysts said the device was expected to feature an Apple-designed 5G modem, but the plans appear to be delayed. Apple has reportedly been planning its own modem since at...

Apple plans to add Wi-Fi 6E support to some of its latest iPhones, according to a research note today from Barclays analysts Blayne Curtis and Tom O'Malley. Wi-Fi 6E is rumored to be limited to the iPhone 15 Pro and iPhone 15 Pro Max, as the standard iPhone 15 and iPhone 15 Plus are expected to stick with regular Wi-Fi 6. Wi-Fi 6E will allow for faster and more reliable wireless connectivity ...

After having "multiple conversations" with companies within Apple's supply chain this week, Barclays analysts Blayne Curtis and Tom O'Malley believe that Apple is unlikely to release a fourth-generation iPhone SE in 2024. In a research note shared with MacRumors, the analysts said Apple's decision not to launch a new iPhone SE next year could indicate that the company's rumored in-house 5G...

Apple's next-generation iPhone 15 Pro and iPhone 15 Pro Max are once again rumored to feature an improved LiDAR Scanner supplied by Sony. In a research note shared with investors this week, Barclays analysts Blayne Curtis and Tom O'Malley said Sony could supply the majority, if not all, of LiDAR Scanner components for the iPhone 15 Pro models launching later this year.Sony could take a...

The iPhone 15 will support Wi-Fi 6E, according to a research note shared this week by Barclays analysts Blayne Curtis and Tom O'Malley. The analysts did not specify whether the feature will be available on all models or limited to the Pro models. Apple has added Wi-Fi 6E support to a handful of devices so far, including the latest 11-inch and 12.9-inch iPad Pro, 14-inch and 16-inch MacBook...

Apple supplier Cirrus Logic may have vaguely hinted at iPhone 15 Pro models getting haptic buttons next year, according to research firm Barclays. In a letter to shareholders this month, the Texas-based semiconductor company said it continues to "engage with a strategic customer" and expects to "bring a new HPMS component to market in smartphones next year." HPMS refers to Cirrus Logic's...

iPhone 13 models slated for release later this year will "likely" feature a fingerprint scanner embedded under the display for authentication, in addition to Face ID, according to Barclays analyst Andrew Gardiner and three of his colleagues. In a research note shared with MacRumors today, the analysts added that iPhone 13 models will feature a smaller notch and that the LiDAR Scanner will...

Apple's custom-designed 5G cellular modem will likely debut in all 2023 iPhone models, according to Barclays analysts Blayne Curtis and Thomas O'Malley. In a supplier-focused research note shared with MacRumors, the analysts said chipmakers Qorvo and Broadcom should be among the companies that benefit from the shift to Apple's in-house solution. Fast Company's Mark Sullivan and Bloomberg's...

All four iPhone 13 models will feature an upgraded Ultra Wide camera lens with a wider ƒ/1.8 aperture, compared to ƒ/2.4 on iPhone 12 models, Barclays analysts Blayne Curtis and Thomas O'Malley said in an investor note shared with MacRumors. In an investor note with TF International Securities in November, Apple analyst Ming-Chi Kuo also claimed that the Ultra Wide lens will be upgraded to...

Apple plans to release its first iPhones with Wi-Fi 6E support in 2021, according to Barclays analysts Blayne Curtis and Thomas O'Malley. In a research note shared with MacRumors today, the analysts wrote that investor sentiment surrounding Apple supplier Skyworks has become "too negative" given that the semiconductor company will apparently be supplying various components for this year's...

Last month, Korean website The Elec reported that Apple plans to release new iPad Pro models featuring OLED displays in the second half of 2021, noting that Samsung and LG are already in the process of developing the displays. However, following recent discussions with Apple suppliers, Barclays analysts Blayne Curtis, Thomas O'Malley, Tim Long, and their associates said that an iPad with an...

While we're still many months away from the next-generation "iPhone 13" lineup, Barclays analysts Blayne Curtis, Thomas O'Malley, Tim Long, and their associates have outlined a few expectations for the devices based on discussions with multiple Apple suppliers. First and foremost, the analysts said iPhone 13 models may support Wi-Fi 6E, providing an opportunity for radio-frequency chipmaker...

Apple has ended its credit card partnership with British bank Barclays, according to Bloomberg, on the same day as the company's virtual "Time Flies" event. For many years, Barclays issued an "Apple Rewards Visa" with special financing rates for qualifying Apple purchases, but this offer has now been discontinued. Apple has advised its retail employees that existing cardholders can continue...

Apple is widely expected to release four new iPhone 12 models later this year, and ahead of time, analysts at British bank Barclays have outlined their expectations for the devices based on discussions with multiple Apple suppliers. In a research note obtained by MacRumors, the Barclays analysts said that iPhone 12 models will not come with EarPods in the box, in line with a prediction...

Apple is expected to unveil its first 5G-enabled iPhones in September, but some analysts believe that models with support for ultra-fast mmWave technology will likely launch after sub-6GHz models due to production challenges and the global health crisis. Apple is believed to be designing its own antenna-in-package or "AiP" module for mmWave iPhones, potentially contributing to the staggered...

iPhone 12 models will feature a "refreshed" front-facing TrueDepth system that benefits Apple supplier Lumentum, according to Barclays analysts Blayne Curtis, Thomas O'Malley, and Baylie Harri. This suggests that Face ID could be improved on iPhone 12 models, but no specific details were provided. In a research note provided to MacRumors, the analysts added that the rear-facing camera system ...

Barclays analyst Blayne Curtis and his associates recently traveled to Asia to meet with manufacturers within Apple's supply chain, and today they shared their expectations for 2020 iPhones based on information they gathered. In a research note viewed by MacRumors, the Barclays analysts said the iPhone 12 Pro and iPhone 12 Pro Max will likely have 6GB of RAM, up from 4GB in the iPhone 11 Pro...