Barclays
By MacRumors Staff
Barclays Articles
LG Expected to Share OLED Display Orders for 2019 iPhones, Possibly Followed by BOE as Early as 2020
Samsung is believed to be Apple's exclusive supplier of OLED displays for iPhones, but it may have company soon.
In a research note shared with MacRumors, Barclays analysts said fellow Korean company LG will likely support OLED display production for 2019 iPhones, possibly followed by Chinese manufacturer BOE as early as 2020.
Multiple reports have indicated that Apple may tap LG and BOE...
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2020 iPhones May Have Full-Screen Touch ID, New iPhone SE Based on iPhone 8 Also Possible Next Year
Barclays analyst Blayne Curtis and his associates today shared their expectations for both 2019 and 2020 model iPhones following their trip to Asia earlier this month, where they met with some suppliers within Apple's supply chain.
MacRumors render of 2019 iPhones with triple-lens rear cameras
Our summary of the research note, shared with MacRumors:The trio of high-end 2019 iPhones will have...
Qualcomm 'Running Out' of Time to Win 5G Modem Orders in 2020 iPhones Amid Legal Battle With Apple
Qualcomm may be running out of time if it wants to supply Apple with 5G modems for its 2020 iPhones as some rumors suggest.
In a research note today, analysts at investment bank Barclays said that while they originally thought Qualcomm had an opportunity to supply the 5G modems to Apple, they now believe that time "seems to be running out" unless the two companies can settle their bitter...
Barclays: There's Still a 'Good Chance' Apple Will Have to Use Qualcomm 5G Modems in 2020 iPhones
While recent reports have suggested Intel will supply Apple with 5G modems for 2020 iPhones, the chipmaker has struggled with its consumer 5G modems, to the extent that Apple has allegedly "been unhappy" with Intel's progress.
Despite its apparent displeasure with Intel, a report in November claimed that Apple had not considered reopening conversations with Qualcomm about supplying 5G modems ...
Next-Generation iPhone XR Said to Feature 4x4 MIMO Antenna Design Enabling Faster Data Speeds
The next-generation iPhone XR will feature a 4x4 MIMO antenna design, according to a Barclays research note obtained by MacRumors.
4x4 MIMO, short for multiple-input, multiple-output, has the potential to significantly improve LTE transmission by increasing the number of data paths between cellular towers and a mobile device to four. Simply put, the next iPhone XR would feature four...
Barclays: All 2019 iPhones May Lack 3D Touch, New AirPods and Lower-Priced HomePod to Launch Next Year
Barclays analyst Blayne Curtis and his associates traveled across Asia last week to meet with companies within Apple's supply chain. Today, they shared new predictions based on the information they gathered.
Highlights from their research note to investors, obtained by MacRumors:
Barclays says it's "widely understood" that 3D Touch will be removed from iPhones with OLED displays in...
More Evidence Emerges to Suggest 2018 iPhones Won't Be Bundled With Lightning to Headphone Jack Adapter
It has been nearly two years since Apple released the iPhone 7 without a headphone jack, forcing users who still use wired headphones to plug them into the Lightning connector using an adapter included in the box.
Apple also includes the adapter in the box with the iPhone 8, iPhone 8 Plus, and iPhone X, but more evidence has emerged today that suggests that trend will soon end.
Cirrus...
Barclays Predicts 2018 iPhones Won't Come Bundled With Lightning to Headphone Jack Adapter
Apple's widely rumored trio of new iPhone models expected to launch in September might not include a Lightning to 3.5mm Headphone Jack Adapter in the box, according to Barclays analyst Blayne Curtis and his associates.
"We currently model no dongle this year," the analysts predicted, in a research note obtained by MacRumors today.
Cirrus Logic would be the primary loser within Apple's...
Barclays Says AirPods Continue to Grow, HomePod Sales Have Been Underwhelming
Barclays analyst Blayne Curtis and his associates recently spent a week in Asia meeting with companies within Apple's supply chain, and today they shared research on iPhones, AirPods, and the HomePod gathered from their trip.
In terms of AirPods, the analysts expect Apple will continue to increase production of the wireless earphones. Barclays forecasts that AirPods shipments will likely...
Barclays Says Second-Generation iPhone X Could Have Smaller Notch
Apple will launch a trio of new iPhone models later this year with a second-generation TrueDepth camera system, which will potentially be reduced in size, according to a research note issued today by analysts Andrew Gardiner, Hiral Patel, Joseph Wolf, and Blayne Curtis at investment bank Barclays.
While the analysts believe the new TrueDepth system will only "evolve slightly," they predict...
Barclays Proposes Apple Could Lessen iPhone 8 Pricing Impact by Including Apple Music/iCloud Bundle
Leading up to Apple's September 12 media event, the exact price tag of the upcoming iPhone 8 has been one of the biggest question marks surrounding the smartphone. The latest rumors describe a premium device that will start at $999 (64GB) in the United States, then rise to $1,099 (256GB), and cap at $1,199 (512GB), although of course none of these price points or storage configurations have been...
iPhone 8 Expected to Include Faster 10W USB-C Wall Charger
Earlier this year, Apple analyst Ming-Chi Kuo of KGI Securities said the widely rumored 5.8-inch iPhone with an OLED display will feature a Lightning connector with USB-C Power Delivery that enables fast charging capabilities.
"iPhone 8" mockup by Benjamin Geskin for iDrop News
Lending credence to that rumor, Barclays analyst Blayne Curtis today in a research note said the so-called "iPhone...
Apple Will Still Include a Lightning to Headphone Jack Adapter With This Year's iPhones, Says Barclays
Apple will continue to include a Lightning to 3.5mm Headphone Jack Adapter with the trio of new iPhone models rumored to launch later this year, according to Barclays.
"We believe it stays this year but goes away at some point, potentially in the 2018 model," said Barclays analyst Blayne Curtis, and his associates, in a research note distributed today.
Cirrus Logic would remain the primary...
All Three 2017 iPhones Said to Feature True Tone Displays
Apple's widely expected trio of new iPhone models will all feature True Tone displays, according to investment bank Barclays.
True Tone display technology is currently exclusive to the 9.7-inch iPad Pro
Barclays said the tentatively named iPhone 7s, iPhone 7s Plus, and iPhone 8 with an OLED display will each include a "full spectral sensing" ambient light sensor for the purpose of a "True...
'iPhone 8' Still Expected to Launch in September in Limited Quantities
Apple's widely rumored high-end iPhone with a 5.8-inch edge-to-edge OLED display will launch in September, although the majority of stock may not be available until later in the fourth quarter, according to the latest research from Barclays analysts Blayne Curtis, Christopher Hemmelgarn, Thomas O'Malley, and Jerry Zhang.
"iPhone X" concept by designer Gabor Balogh
The prediction suggests that ...
One Analyst Thinks the iPhone 8 Will Still Have a Lightning Connector With USB-C Adapter for Europe
The Wall Street Journal today reported that at least one upcoming iPhone model will include a USB-C port instead of a Lightning connector.
If the report is accurate, a single USB-C cable could be used to charge the so-called iPhone 8, 12-inch MacBook, or the latest MacBook Pro models.People familiar with Apple’s plans said the iPhone releases this year would include two models with the...
Apple Forecasted to Report Record Earnings Next Week, but Will iPhone 8 Keep Driving Growth?
Barclays estimates that Apple will report a record-breaking $76.6 billion in revenue when it announces its earnings results for the first quarter of fiscal 2017 on January 31. Apple reported revenue of $75.9 billion in the year-ago quarter, and offers guidance of $76 billion to $78 billion for this quarter.
UBS estimates Apple will report revenue of $77.8 billion next week, which falls on...
AirPods Production Said to Begin in December in Limited Quantities
Ever since Apple delayed the launch of its all-new AirPods beyond the late October timeframe it originally promised, saying it needed "a little more time" before they are ready for customers, there have been conflicting rumors about when the wireless earphones will actually be released.
The latest word comes from investment bank Barclays, which in a research note we saw said AirPods should...
Three New iPads Said to Launch in March, Including Bezel-Free 10.9-Inch Model
Apple will launch a trio of new iPad Pro models in March, including refreshed 9.7-inch and 12.9-inch versions and an all-new bezel-free 10.9-inch model, according to Barclays Research analysts Blayne Curtis, Christopher Hemmelgarn, Thomas O'Malley, and Jerry Zhang, citing sources within the company's Asian supply chain.
In a research note obtained by MacRumors, the analysts said the...
Apple Said to Release Curved, Bezel-Free 5-Inch and 5.8-Inch iPhones Next Year
Apple will release new 5-inch and 5.8-inch iPhones with curved, bezel-free designs next year, according to Barclays Research analysts Blayne Curtis, Christopher Hemmelgarn, Thomas O'Malley, and Jerry Zhang.
The analysts, citing sources within Apple's supply chain following a trip to Asia this week, said the borderless design will allow for the new iPhones to be the same overall size as current ...