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Japan Display confirms $100M infusion from customer thought to be Apple

 

Embattled smartphone screen manufacturer Japan Display Inc. on Friday said a consortium led by China’s Harvest Group is on board to invest up to 80 billion yen ($743 million) on a bailout, $100 million of which will reportedly come from Apple.

Apple’s iPhone XR is expected to be one of the last to use LCD technology.

Apple’s cut of the investment is included in Harvest’s nearly $500 million outlay to keep Japan Display afloat, reports Reuters, citing a source familiar with the negotiations. Japan Display confirmed the deal, including a $100 million investment from an unnamed customer, in a statement.

Alongside Harvest, Hong Kong-based Oasis Management is slated to kick in another $150 million to $180 million, Japan Display said in a separate statement. That investment comes with stipulations, including a provision that a “main customer” not scale back promised orders.

Japan Display is seeking around $743 million in total, and is currently in talks to reel in more investors.

Today’s confirmation arrives just two days after reports claimed Apple had decided to join the bailout deal.

Apple initially planned to make its investment through Taiwan-based electronics manufacturer TPK Holding, but the firm walked away from the negotiating table earlier in June, taking with it $230 million.

JDI supplies Apple with LCD displays for iPhone, with the tech giant accounting for some 60% of its sales. While the company invested heavily in LCD production, it largely ignored a wider industry trend toward OLED panels and is now playing catch-up with Korean conglomerates.

Along with the reported $100 million investment, debt relief measures and increase in orders, Apple has inked a deal with JDI for Apple Watch OLED panels.

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Sabih Khan promoted to Apple’s senior vice president of operations

 

In a move late on Thursday afternoon, Apple announced that long-time executive Sabih Khan has been promoted to the company’s executive team as senior vice president of operations.

Sabih Khan, Apple's new senior vice president of operations

Sabih Khan, Apple’s new senior vice president of operations

Khan earned bachelor’s degrees in Economics and Mechanical Engineering from Tufts University and a master’s degree in Mechanical Engineering from Rensselaer Polytechnic Institute. He worked as an applications development engineer and key account technical leader at GE Plastics, prior to joining Apple in 1995.

“Sabih leads our Ops team with heart,” said Apple CEO Tim Cook regarding the move. “He and his entire worldwide team are committed to delivering unmatched experiences to our customers, treating workers everywhere with dignity and respect, and protecting the environment for future generations.”

Apple notes that Khan is in charge of the team that developed a new alloy that enables the use of 100% recycled aluminum in the MacBook Air and Mac mini. Furthermore, the operations department is the division spearheading supplier partnerships for “green” manufacturing.

According to Apple, Khan is responsible for “ensuring product quality and overseeing planning, procurement, manufacturing, logistics and product fulfillment functions.” Khan’s role is most similar to Tim Cook’s role, prior to Cook’s ascendance to Apple’s CEO.

Khan continues to report to Jeff Williams, Apple’s chief operating officer.

“I’ve been privileged to work with Sabih for more than 20 years, and you won’t find a more talented operations executive anywhere on the planet,” said Williams. “He is a world-class leader and collaborator, and I have no doubt that he will be the best leader of the Ops team in Apple’s history.”

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Apple to reportedly invest $100M in struggling supplier Japan Display

 

Apple has agreed to invest $100 million in Japan Display Inc., better known as JDI, as the struggling LCD manufacturer continues efforts to restructure its business in a bid to stay afloat, according to a local report Thursday.

iPhone XR

Apple’s iPhone XR is expected to be one of the last to use LCD screen technology.

Citing sources familiar with the matter, the Asahi Shimbun reports Apple intends to increase aid to JDI through Chinese investment company Harvest Group which, along with Hong Kong fund Oasis Management, is negotiating a 58.2 billion yen (about $540 million) infusion into the Japanese display maker.

Apple initially planned to throw in with TPK Holding, a Taiwan-based electronics supplier that was part of a consortium negotiating a bailout of the embattled screen maker. TPK opted to walk away earlier in June, taking with it a planned $230 million contribution.

Apple’s $100 million sum is much lower than JDI’s original request of $185 million, which came with contingencies for waiving money owed and guaranteeing LCD orders. At the time, a Wall Street Journal source claimed Apple was willing to consider JDI’s ask, but warned the tech giant might not be willing to pay the full amount.

“We are not sure yet if we would really need to tap Apple to chip in, and the amount could be lower…, but they are at least showing willingness,” the person said. “You’d be surprised to see how supportive Apple is to us.”

Whether Apple is also considering to waive JDI’s debt as part of the continuing bailout talks is unknown.

A major Apple supplier, JDI has furnished LCD displays for iPhone for years. In a crucial misstep, however, the Japanese company continued to invest heavily in LCD technology while largely ignoring a wider industry trend toward OLED panels.

Apple, which accounts for some 60% of JDI’s sales, launched its first OLED handset with iPhone X in 2017, and last year debuted two OLED smartphones in iPhone XS and XS Max. The company is expected to field an all-OLED iPhone lineup in 2020.

JDI is working to build out its OLED production capabilities and is reportedly slated to supply a portion of OLED panels for a next-generation Apple Watch. While steps are being taken to reduce risk, including a split of JDI’s LCD business, the Japanese firm faces an uphill battle in a competitive field dominated by Korean companies like Samsung and LG Display.

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Apple Pay launches in Portugal and Slovakia

 

Apple on Wednesday began rolling out Apple Pay services in Portugal and Slovakia with financial backing from a number of large European banks including Monese and N26.

“Get Started with Apple Pay” App Store section shows up for users in Slovakia. | Source: Jezsó Miklós via Twitter

While Apple has yet to confirm official availability, users in Portugal and Slovakia posted screenshots of the Apple Pay setup process to social media outlets. Others shared news of a special “Get Started with Apple Pay” section that appeared at the top of the Today page in regional App Stores early Wednesday.

The rollout in Slovakia is supported by a mix of local and mobile banks including Boon, Edenred, J&T Banka, Monese, N26, Revolut, Slovenska sporitelna, Tatra banka and mBank. In Portugal, Apple Pay is available only to users of larger banking services Monese, N26 and Revolut.

German online bank N26 was first to announce integration with Apple’s service in March, promising at the time to deliver Apple Pay to Estonia, Greece, Portugal, Slovakia and Slovenia. UK-based mobile bank Monese followed suit in May, saying the integration will deliver Apple Pay to 13 new European markets including the Portugal and Slovakia.

Most recently, UK financial technology firm Revolut partnered with Apple at the end of May. Today’s rollout marks the first expansion to Revolut’s Apple Pay integration, which launched in France, Poland and the UK.

Apple is expected to update its regional Portugal and Slovakia websites with a dedicated webpage informing users about the service and where to use it.

Today’s Apple Pay rollout confirms in part reports over the weekend that claimed the payments solution would be made available to users in Greece, Portugal and Slovakia on Wednesday.

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iOS 13 could add support for Hong Kong’s Octopus transit card

 

Lines of code discovered on a public Apple services content server reference iOS 13 support for Hong Kong’s Octopus, suggesting the widely used touchless payment system could arrive on iPhone this fall.

Smart Octopus in Samsung Pay

Spotted by Japan-centric Apple blog Ata Distance, a code snippet in Apple’s JSON backbone for Wallet now displays supported credentials for Octopus card on iPhones running iOS 13. The transit and retail payment card is also available via Express Card NFC technology.

Apple Watch is not yet supported, with Apple’s server showing a minimum supported watchOS value of “999.0,” though that could change as the company continues work on watchOS 6.

Launched in 1997, Octopus card was the second contactless “smart card” to hit the consumer market and is considered a forebear of modern reloadable electronic payment solutions. Initially marketed as a physical tap-to-pay card, Octopus expanded to smartphones with Smart Octopus for Samsung Pay in 2017.

Since it is based on the FeliCa standard, Smart Octopus is technically compatible with iPhone 7 and newer Apple devices, though an exclusivity agreement has so far kept the payment platform restricted to Samsung handsets. That could change this fall with the launch of iOS 13.

Initially developed by Sony as an RFID chip solution, FeliCa was later hybridized for cellphone use with the cooperation of Japan’s leading cellular provider NTT Docomo. That version, called Mobile FeliCa, served as the basis of Apple’s NFC Type-F implementation in iPhone and Apple Watch, and ultimately Apple Pay integration with Japan’s Suica mobile transit card system in 2016.

According to Ata Distance, Octopus’ Apple Pay device profile is identical to that of Suica, meaning users can generate and manage new cards without leaving the Wallet app on Japanese market iPhone 7 and 7 Plus models, and all iPhone 8 and 8 Plus, iPhone X, iPhone XS and XS Plus and iPhone XR variants.

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Review: GigSky, an eSIM service for iPhone XS, XS Max, and XR

GigSky is a mobile cell service provider with a history of catering to Apple users, providing service in more than 190 countries. When they announced their eSIM for iPhone XS, iPhone XS Max, and iPhone XR, AppleInsider gave it a shot.

You may not have heard of GigSky, but they aren’t new; they’ve been around since 2010. In 2015, the firm began offering support for the Apple SIM for iPads, a SIM Apple provides which lets you select providers from within iOS.

From the very beginning, they’ve placed an emphasis on providing service for international travelers, and the eSIM offering fits right in that niche.

What it is

The iPhone XS, iPhone XS Max, and iPhone XR are equipped with an eSIM.

A SIM card contains the SIM chip, essentially a very small computer that is programmed with all the carrier’s settings to enable phone service. With most modern phones, you have to insert a SIM to activate mobile phone service.

The eSIM, or embedded SIM, is that same functionality as a programmable computer built into the iPhone.

The advantage of doing this is that it saves space in the phone: you don’t need to have physical space for the physical card, you don’t need the contacts inside to receive it, you don’t need the ejector mechanism, which means Apple can use that interior space for something else.

With the 2019 iPhones, excluding the dual-SIM model for China, it’s possible to set up a mobile phone data provider directly from an app, such as the one provided by GigSky.

How it works

When Apple announced eSIM functionality, they mentioned using a QR code to set it up. In GigSky’s case, you download the GigSky app and are guided through choosing a plan.

GigSky has a range of four plans covering time, data and cost ranges

GigSky has a range of four plans covering time, data and cost ranges

GigSky has data plans starting from 300MB (1 day, $10), and rising through 500MB, 1GB, 2GB (15 days, $15, $20, $30 respectively), and up to 5GB (30 days, $50.) After selecting the plan, the destination needs to be chosen from the long list of countries. For this review, Las Vegas was selected as the location.

Las Vegas is a difficult city for mobile data. The tall buildings of the strip negatively affect signal, and the increased number of people for conventions place huge demands on the cell towers, especially when tech conferences are in town.

In years’ past, we’ve used Verizon reasonably well, AT&T with poor results, and T-Mobile with mixed results, seemingly depending on how high up a building we were.

It’s not clear which providers GigSky uses in the US, or which providers they use in any of the 190 countries. We asked for this information, but had not received answers at time of publication. This was important to us, because if our regular carrier was Verizon, and they’re using Verizon’s towers, then it provides limited benefit to add as a secondary data provider.

After selecting a data plan, you give the eSIM a nickname, or can delete it if you need to, because perhaps you selected the incorrect plan or wrong country.

Payment for the plan was easy, but the steps that followed were a little more complicated, because you have to leave the GigSky app and be prompted to add the cellular plan within some screens that the iPhone displays. GigSky offers some screen images to help guide you through the process.

You add the plan to your phone, and have to give it a label, as well as changing any further settings, such as selecting it as a data-only plan.

Setting up GigSky is relatively easy

Setting up GigSky is relatively easy

After doing this, reviewing the plan will show that the credits are active, and the signal strength bar will have a second line of bars below it indicating an additional plan is in use.

Using Control Center shows both signal bars with the names of the services, and indicators for whether they’re primary or secondary. In Settings > Cellular, it’s easy to change which service is primary or secondary, and it’s possible to set one service as primary for voice, and the other as primary for data.

And then completing the iOS setup to get GigSky working

Completing the iOS setup to get GigSky’s eSIM connected

When the screen is locked, you also get the carrier labels, although the labels are on the left side of the screen with the signal strength bars on the right side of the screen.

The lock screen and control center display both service's signal strength

The lock screen and control center display both service’s signal strength

Speedtest.net’s app shows the GigSky eSIM tested at 74.21 Mbps, with AT&T detected as the nearest site to speed test through. The app also thought the provider was Zayo. As Zayo has 12.3 million miles of fiber according to their Web site, it’s possible that GigSky eventually routed back to Zayo’s backbone.

The different kinds of results from Speedtest.net

The different kinds of results from Speedtest.net. The slow result was my default Verizon Wireless service.

Testing Verizon Wireless against GigSky was revealing: download speeds were 10.4 Mbps. Even testing GigSky with different destinations offered better results than Verizon’s 10.4 Mbps. The worst GigSky result scored on the iPhone XS Max used for testing was 40.2 Mbps.

It’s important to note that this may not be similar to your experience if you don’t live or travel in Las Vegas or the Mid-Atlantic region of the US, but we are encouraged that GigSky partnered with competent carriers.

What we thought of it

Set up was easy, as at no time did we feel confused or lost, although we did take a minute to read all the steps, where normally we might have just tapped through. Even where setup is mildly complex (the handoff between GigSky and Apple), they do attempt to make it easy by providing the necessary information before hand.

Speeds are fast, at least in the areas we tested: Eastern USA and Las Vegas. We never felt like we were without signal in either region.

GigSky is probably the easiest method for having local data service, especially over the old ways of finding a cell phone store, buying a pay-go SIM, and having to figure out how to top up.

The use of the eSIM in general makes this easy, and doing it through an app is even easier. The downside we predict with international travel would be the fact that you need to have some sort of data connection to buy GigSky data in the first place, in which case users abroad have to find someplace with Wi-Fi long enough to set it all up.

The notion of buying 5GB for $50 is fine, but the notion of that being time-limited is lousy, and a real shame. If you buy 5GB for $50 and the unused portion expires, it’s fair to feel a little cheated. We understand this is how data is priced among carriers, but it’s a disappointment that there isn’t a carrier willing to change this.

Score: 4 out of 5

The GigSky app is available on the iOS App Store.

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‘Harry Potter: Wizards Unite’ lands on iPhone in 25 more countries

 

Niantic and WB Games is expanding the availability of the wildly-popular ‘Harry Potter: Wizards Unite,” bringing the AR-based iOS game to 25 more countries around the world just one day after the title launched in just four major markets.

Harry Potter Wizards Unite iOS

“Harry Potter: Wizards Unite” went live on Friday in the United States, United Kingdom, Australia, and New Zealand, following a beta period in the latter two countries. Joining those four are another 25 countries, with players able to download the game from the App Store straight away.

The long-awaited launch in a limited number of countries is thought to be Niantic’s attempt to limit how many players are in the game at the start, so as to not strain its infrastructure. Niantic’s previous and similar title “Pokemon Go” rolled out at a far slower pace, with servers reaching capacity as the game went live in each region.

The latest countries to get the “Harry Potter” title are: Austria, Belgium, Brunei Darussalam, Canada, Denmark, Finland, France, Germany, Iceland, India, Indonesia, Ireland, Italy, Luxembourg, Malaysia, Mexico, Norway, Papua New Guinea, the Philippines, Portugal, Singapore, Spain, Sweden, and Switzerland.

The official website advises the game will roll out to more countries “soon.”

“Harry Potter: Wizards Unite” puts players in the role of a protector of the secret wizarding world, tasked with covering up events of “The Calamity” from the non-magical “Muggles.” Similar in concept to “Pokemon Go,” players can walk around their local environment to collect items and to complete challenges, as well as to take part in multiplayer Wizarding Challenges.

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‘Executive review board’ has final say on controversial App Store titles

 

Each week, an “executive review board” led by Apple marketing chief Phil Schiller meets to decide the fate of controversial App Store submissions, a report revealed on Friday.

The now-defunct Infowars app.

The now-defunct Infowars app.

The ERB establishes policy for Apple’s Worldwide Developer Relations division, often dubbed App Review for short, CNBC said. In the case of apps on the edge of rejection, the ERB is the end of the line for decision making. Normally appeals must pass through the regular App Review Board before getting that far.

It was reportedly Schiller and the ERB that banned Alex Jones’ Infowars from the App Store. While Infowars is infamous for things like calling the Sandy Hook school massacre a hoax, Apple used threats against a reporter as its reasoning. The company had taken some flak for pulling Infowars podcasts but leaving the app intact.

To support a growing workforce, new App Review offices recently arose in Cork, Ireland and Shanghai, China, an anonymous source said. The division is believed to have over 300 reviewers in all, and while it’s headquartered in Sunnyvale, Calif., teams are often fluent and/or specialized in non-English languages.

Schiller “rarely if ever” visits the offices where app reviews take place, CNBC continued. Day-to-day affairs are said to belong to VP Ron Okamoto, as well as an unnamed director who joined Apple after its TestFlight takeover in 2015.

The review process begins with reviewers “claiming” a group of apps through a Web portal called App Claim. Those apps are often tested on an iPad, even if it’s an iPhone app, though there are dedicated stations for testing Apple Watch and Apple TV apps as needed.

Beyond screening for bugs or illegal content, the reviewers check against the latest App Store guidelines and decide whether to accept, reject, or hold a submission. The whole procedure can take just a few minutes, since most apps are simple, multiple sources indicated.

Reviewers are allegedly under the gun to meet quotas between 50 and 100 apps per day, something tracked by an app called Watchtower. They can also be called to task for other criteria, such as whether decisions are later overruled, and whether they meet SLA (service-level agreement) goals of reviewing 50% of apps within 24 to 48 hours.

On July 30, 2018, the SLA rate fell to 6%, at which point App Review management announced it was “opening up” 12-hour days.

“Please note that you should not work over 12 hours in one day,” an internal email cautioned.

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Qualcomm uses evidence from settled Apple case in bid to stay antitrust ruling

 

The U.S. Federal Trade Commission on Thursday formally objected to a Qualcomm court filing containing internal Apple documents aired in a separate lawsuit, evidence the chipmaker is attempting to leverage as it seeks to delay enforcement of a recent antitrust ruling.

Presented in a filing to the U.S. District Court for the Northern District of California on Tuesday, the Apple documents were first divulged as part of Qualcomm’s opening statement in the now-settled Apple v. Qualcomm case.

Among the presentation slides are internal memos, email correspondence and licensing agreements outlining Apple’s supposed plans to “hurt Qualcomm financially” and commit “tortious interference” to secure advantageous chip royalty terms. Qualcomm’s opening argument salvo also includes excerpts from Apple’s “Qualcomm Royalty Reduction Plan,” which detail methods of “reshaping FRAND” agreements, applying “commercial pressure” by switching to Intel modems and other tactics designed to harm Qualcomm’s business.

As noted by Reuters, the slides submitted in Qualcomm’s civil trial against Apple were not presented in the FTC antitrust action that kicked off in January. If Judge Lucy Koh accepts them, however, the evidence will become part of the record reviewed by appellate courts.

Koh in May found Qualcomm in violation of federal antitrust laws and ordered remedial actions that call for the chipmaker to restructure current and future licensing strategy. Qualcomm is currently fighting implementation of the attached commitments as it seeks to appeal the ruling, saying capitulation would irreparably harm its lucrative patent licensing business.

The FTC’s filing today argues the court should “disregard and strike” the Apple documents as “unfair and prejudicial.” Had the document seen introduction during the antitrust trial, it would have been the subject of “high priority objection procedures” and testimony by an Apple witness, the FTC said. This testimony would subsequently be part of the record on appeal.

“Qualcomm’s attempt to introduce excerpts from a document that it obtained in pre-trial discovery via a post-trial stay reply circumvents procedures intended to test the relevance and reliability of proffered evidence, and thus is unfair and prejudicial to the FTC,” the FTC filing reads.

In addition to the Apple-related evidence, Qualcomm includes findings by the Taiwan Fair Trade Commission and the Chinese National Development and Reform Commission, both of which investigated and in part exonerated the company of wrongful licensing practices.

Qualcomm offered the Apple and government regulatory agency evidence in a bid to prove harm should it be forced to follow Koh’s remedial actions. The company has been fighting to stay the ruling for weeks as it prepares an appeal to the Court of Appeals for the Ninth Circuit.

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Apple to lead smartwatch growth through 2023, report says

 

Apple will be a primary growth driver of worldwide smartwatch sales through 2023, though its share of the market is expected to see erosion from an onslaught of competitors, according to research firm IDC.

Smartwatches are expected to lead growth in the wider wearable device segment over the next five years with shipments moving from 91.8 million units in 2019 to 131.6 million units in 2023, IDC said in a forecast released on Wednesday. The product category currently accounts for 41.2% of worldwide wearable shipments and will grow to 43.5% at the end of 2023, according to the IDC Quarterly Wearable Device Tracker.

Apple is anticipated to lead the pack and will end the five-year period with a 25.9% share of all watches, the report said. Following behind Apple Watch will be a motley crew of devices running Android, WearOS, Tizen and other first- and third-party wearable operating systems.

“Apple’s…nearest competitors follow by a long margin,” Ramon T. Llamas, research director for IDC’s Wearables team, said in a statement to CNET. “Android also plays a big role here, but it’s mostly known as a Chinese wearables platform.”

While IDC sees Apple Watch as a clear market leader, the five-year forecast terminates in a number slightly down from recent estimates. In March, the research firm said Apple clinched a 26.8% share of the smartwatch market in 2018 on 46.2 million shipments, up 39.5% year-over-year.

According to IDC, watches and “earwear,” like AirPods, will dominate the overall wearables sector come 2023, combining for a whopping 78.3% share of the market. Wristbands, like those popularized by Fitbit, are predicted to account for an 18.2% marketshare, up only 0.3% between 2019 to 2023.

In total, IDC anticipates 302.3 million wearable device shipments in 2023.

Today’s results are modified down from predictions aired in March, which pegged Apple to take 27.5% of all smartwatch shipments at the end of 2023. The earlier report also quoted total wearable device shipments at 279 million units over the same period.