Enhancing the iPhone: Apple's Custom Components and Displays Strategy
Apple's customizing iPhone components and creating their own displays for better optimization. The new strategy allows for more control, efficiency gains, and potential improvements in displays and competition.
00:00:01 Apple's recent headlines about combining iPhone components and creating their own displays raise questions about the significance. A chart helps understand the impact of off-the-shelf vs custom parts.
📰 Apple is developing a single chip that combines cellular Wi-Fi and Bluetooth for the iPhone.
📺 Apple is working on their own displays for the Apple watch and the iPhone.
🔧 Most smartphones use off-the-shelf parts, while Apple is moving towards fully custom vertically integrated parts.
00:01:15 Apple is improving the iPhone by customizing its parts for better optimization, similar to what they did with their computers, resulting in a quantum leap in speed and efficiency.
📱 The iPhone is made up of various components from different suppliers, but Apple is starting to take back control of these parts.
🔋 The battery used in the iPhone is customized to maximize its efficiency and fit in the design.
⚙️ Customized components in tech products, like Apple's A16 Bionic chip, provide optimization and improvement in performance.
00:02:26 Apple is optimizing the iPhone supply chain by taking back production of displays, reducing reliance on Samsung and other companies. Impressive seamless transition.
📱 The iPhone is crucial for Apple's revenue and Tim Cook optimized its supply chain.
🔍 80% of iPhone displays are made by Samsung, with LG and Boe also contributing.
💡 Apple works closely with display makers to produce OLED displays with specific features.
00:03:39 Apple's sourcing strategy has helped maintain consistent quality in iPhone displays. Rumors suggest Apple is moving towards micro LED for improved design and quality in future generations.
🍎 Apple is taking back control over iPhone components to reduce reliance on one manufacturer.
📲 Apple's sourcing strategy ensures consistent quality and performance of iPhone displays.
💡 There are rumors of Apple moving from OLED to micro LED displays in future generations.
00:04:53 Apple is taking a different approach with micro LED technology, investing in its own facilities for development. They aim to own the technology and switch suppliers strategically.
📱 Apple is taking back control of the development and manufacturing process of the iPhone, especially with micro LED technology.
💼 In the past, Apple would rely on other companies like Samsung for the production of OLED displays, but now they want to do all the development and own micro LED technology.
⬇️ This shift in strategy has caused a drop in stocks of certain companies that Apple may no longer rely on for manufacturing.
00:06:05 Apple is planning to design their own chip that combines Wi-Fi, Bluetooth, and cellular radios into one, leading to efficiency gains and better battery life.
📱 Apple is planning to design their own chip for iPhones, combining Wi-Fi, Bluetooth, and cellular into one chip for efficiency gains and better battery life.
💰 Apple is using their financial resources to invest in upfront development costs, leading to better products in the future.
💼 Other companies may be inspired to follow Apple's lead, but their limited financial resources may hinder similar advancements.
00:07:16 Apple's new strategy allows for more control and better products, potentially leading to improvements in displays and competition from Huawei, Xiaomi, Samsung, and Google.
💡 Apple is aiming to have more control and better products through their supply chain.
🔍 Suppliers like Qualcomm, Broadcom, and Samsung may be impacted by Apple's changes.
⚙️ If successful, Apple's changes may lead to better products and new features like mini LED displays.
🌐 Competition from Huawei, Xiaomi, Samsung, and Google may also respond to Apple's moves.
Want to deep dive into this video?
