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Apple Stock (AAPL) Gets a Rare Price Target Cut from J.P. Morgan's Five-Star Analyst
Apple Stock (AAPL) Gets a Rare Price Target Cut from J.P. Morgan's Five-Star Analyst

Business Insider

timea day ago

  • Business
  • Business Insider

Apple Stock (AAPL) Gets a Rare Price Target Cut from J.P. Morgan's Five-Star Analyst

J.P. Morgan has kept its Overweight rating on tech giant Apple (AAPL) but lowered its price target from $240 to $230. The firm expects slower revenue and earnings growth in the medium term, mainly due to a temporary boost in iPhone demand earlier this year that could reduce sales later on. Analysts, led by five-star-rated Samik Chatterjee, believe that the upcoming iPhone 17 will offer only minor improvements, which may not be enough to drive strong demand in the second half of the year. Confident Investing Starts Here: The team also sees weaker iPhone 17 sales ahead because of ongoing economic uncertainty and earlier purchases by customers trying to avoid price hikes from tariffs. In addition, it is worth noting that some of the recent demand was driven by smartphone subsidies in China. However, J.P. Morgan is more optimistic about the iPhone 18 lineup, which is expected to feature a foldable model and long-awaited AI upgrades. It believes that this could lead to stronger growth in Fiscal 2027, following a slower 2026, which helps form a long-term investment case for Apple. On the supply side, analysts noted that Apple's decision to shift more iPhone assembly from China to India should help protect its profit margins, despite earlier concerns. Still, new tariffs could lead Apple to raise prices, which might hurt iPhone 17 sales volume. J.P. Morgan has also lowered its earnings estimates and slightly reduced its valuation multiple, thanks to potential risks in the near future. That said, the firm still expects Apple to report strong results for the third quarter of Fiscal 2025, thanks to solid short-term demand and continued support from Chinese subsidies. Is Apple a Buy or Sell Right Now? Overall, analysts have a Moderate Buy consensus rating on AAPL stock based on 16 Buys, nine Holds, and four Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average AAPL price target of $226.54 per share implies 13% upside potential.

Apple could make iPhone 18 look like Android—and sell it as an upgrade in 2026
Apple could make iPhone 18 look like Android—and sell it as an upgrade in 2026

Hindustan Times

time2 days ago

  • Hindustan Times

Apple could make iPhone 18 look like Android—and sell it as an upgrade in 2026

So far, there have been a multitude of leaks about the iPhone 17 series that is expected to launch in September in just a few months' time. But alongside that, a slew of reports have also contributed to what the next, next generation of iPhone, the iPhone 18 series could look like. In particular, leaks about the display of the iPhone 18 series have come out, which gave us a hint as to what to expect, including the smaller Dynamic Island and more. In a way, the aesthetics of the front of the iPhone may start to resemble the likes of Android devices. Here's what could be in store for the future. Apple Event 2023: iPhone 15 Pro is shown after its introduction.(AP) ALSO READ: iPhone 17 screen size accidentally revealed by popular case maker: Report Bloomberg's Mark Gurman, in his recent Power On newsletter, mentioned that Apple could be planning on reducing the size of the Dynamic Island with the iPhone 18. But at the very same time, we have a slew of contrasting reports from other publications, including The Information, which suggested that the iPhone 18 could debut a punch-hole cutout in the top left of the iPhone display, and the other Face ID components could actually be integrated under the display. If you think about it, Android phones have offered hole-punch cutouts for years now. The Pixel 5 had a hole-punch in the top left of the display, the Galaxy S10 Plus also had a pill-shaped cutout in the right of the display, and there are countless examples. So, if the iPhone models do start offering hole-punch cutouts as standard, irrespective of the position, it might be hard to tell them apart from most Android phones out there. So, could Apple lose out on its visual identity? The coveted Dynamic Island look? Well, only time will tell. Three Stage Transformation Coming, Analyst Says In separate reveals, display analyst and popular Apple insider Ross Young mentioned on X that there could be three stages in the way Apple actually implements reshaping its Dynamic Island cutout and the display at large. In 2026, he believes that there could be a small notch, as some under-display Face ID elements remain in the notch, not transparent under the panel. In 2028, a couple of years later, he believes all Face ID elements would be under the panel, except the selfie camera - without a notch. And ultimately in 2030, he says that the selfie camera of the iPhone will also move under the display, and there will be no punch-hole or notch at all, making for a seamless, all-display look. What do we think? Well, Apple has offered the same size Dynamic Island since the iPhone 14 Pro, and now we are in the iPhone 16 generation and the Dynamic Island has looked exactly the same, exactly the same size. So, it wouldn't be wrong of users to expect a big design change coming from Apple, considering it has been a while. MOBILE FINDER: iPhone 16 LATEST Price And More

iPhone 18 could kill the display cutout — here's why that could be a disaster
iPhone 18 could kill the display cutout — here's why that could be a disaster

Tom's Guide

time3 days ago

  • Tom's Guide

iPhone 18 could kill the display cutout — here's why that could be a disaster

In the modern smartphone market, getting the most out of the space on-screen is crucial. That's why there's a big push by the makers of the best phones to offer true uninterrupted displays by eliminating anything that would get in the way, including cutouts for the front camera and other sensors. I've been thinking about that after seeing several news stories about future design directions for the iPhone, whether it's next year's iPhone 18 or the 20th Anniversary iPhone looming far off on the horizon. A popular rumor for both of these phones has Apple shrinking or getting rid of the pill-shaped cutout on the iPhone's front display, which took the place of the physical notch that characterized iPhone displays from 2017 through 2022. When I first heard about this potential change, I was as excited, but the more I've been thinking about some of the rumors, the more worried I am. The notch first appeared with the iPhone X as a way for Apple to expand the screen of its phone while continuing to reserve space for the front camera and the sensors needed for Face ID unlocking. Then, starting with the iPhone 14 Pro in 2022 and moving to all iPhones by 2023, the notch made way for a pill-shaped cutout that became an integral part of Apple's Dynamic Island feature. While the TrueDepth camera and Face ID sensors are located in that cutout, it serves another purpose. It's where the iPhone displays alerts, notifications and live activities without interrupting the user's current task. The pill is pretty noticeable, and arguably helps the iPhone to stand out from other smartphones. In a recent Power On Newsletter, Bloomberg's Mark Gurman claimed that Apple will shrink the Dynamic Island in the iPhone 18. Meanwhile, The Information's Wayne Ma reported last month that the iPhone 18 and iPhone 18 Pro would only have a small pinhole cutout in the top left corner, while the Face ID sensors will be hidden under the display. In concept, removing the pill would help to make the screen even more seamless than it has already been post-notch. But I am worried about how Apple and other app developers would then design their apps and interfaces to adapt to this. Currently, the pill-shaped cutout is a physical, and therefore unavoidable, part of the iPhone's interface. As a result, apps are designed around it. For instance, if you open a webpage on Google Chrome, you'll see the pill-shaped cutout placed above the address bar at the top of the screen. If this cutout is removed, then there's no reason to stop that part of the screen from being used by an app. But that would then mean the Dynamic Island has to pop in every time it's relevant, or remain as a static on-screen cutout. Let's go back to the Chrome web-browsing example again: imagine that you're reading something and then the Dynamic Island appears with an update. It may have to appear as an overlay, covering the address bar or text, and if it's an ongoing task, like listening to music, it would then stay there for as long as you're playing tracks. Alternatively, if Apple makes sure that any app or feature leaves ample room for the Dynamic Island to appear then you end up with a lot of dead space, which makes apps look messy and disorganized. In the interest of fairness, I will say that apps already struggle to make the best use of the iPhone's screen to hide the cutout. For instance, many of the best streaming services tend to make terrible use of display real estate. I've also found that games have a lot of issues when it comes to hiding the iPhone's camera cutout. What's more, we're at least a year away from any change this dramatic. The iPhone 17 series will arrive this fall, and while some models could see the Dynamic Island shrink, it's unlikely to disappear entirely. I doubt the Dynamic Island is going to disappear entirely. But as a result, Apple and anyone else making apps for the iPhone is going to need to tackle the challenge of finding the Island a new home when there's no display cutout to center it around. With multiple reports suggesting a change is in the works for iPhone starting in 2026 and beyond, hopefully Apple and co. have already been figuring out how to overcome this problem. And if they haven't, then it's time to start thinking about it.

Foldable iPhone: 2026 Launch Confirmed?
Foldable iPhone: 2026 Launch Confirmed?

Geeky Gadgets

time4 days ago

  • Geeky Gadgets

Foldable iPhone: 2026 Launch Confirmed?

Apple is preparing to enter the foldable smartphone market with the highly anticipated launch of its first foldable iPhone in 2026. Production is expected to commence in late 2025, underscoring Apple's deliberate and calculated approach to delivering a premium device. By combining innovative hardware, innovative design, and advanced software, Apple aims to address the durability and usability concerns that have plagued existing foldable devices. This move is set to appeal to tech enthusiasts, early adopters, and loyal Apple users, positioning the company as a leader in the foldable device segment. The video below from SaranByte gives us more details about the rumored handset. Watch this video on YouTube. Launch Timeline: A Carefully Planned Introduction The foldable iPhone is scheduled to debut alongside the iPhone 18 series in 2026, with production beginning in late Q3 or early Q4 of 2025. This timeline reflects Apple's commitment to making sure the device meets its rigorous standards for quality, reliability, and performance. Unlike some competitors that rushed to market with foldable devices, Apple's methodical approach is designed to avoid common pitfalls such as durability issues and software optimization challenges. By taking the time to refine its design and manufacturing processes, Apple is poised to deliver a product that lives up to its reputation for excellence. Design and Display: Innovation Meets Functionality The foldable iPhone will feature a book-style design, similar to the Galaxy Fold, but with Apple's signature attention to detail and refinement. Key design elements include: An outer display measuring 5.5 inches, perfect for quick interactions such as notifications and calls. An inner display that expands to 7.8 inches, offering an immersive experience for multitasking, media consumption, and productivity. LTPO technology allowing a 120Hz refresh rate, making sure smooth animations and improved power efficiency. A 4:3 aspect ratio on the inner screen, optimized for both entertainment and productivity tasks. To enhance durability and user satisfaction, the device will incorporate ultra-thin glass with an almost invisible crease. This addresses one of the most common complaints about current foldable devices, making sure a seamless and premium user experience. Build and Durability: Designed to Last Durability is a cornerstone of Apple's foldable iPhone design. The device will feature a titanium alloy chassis and a liquid metal hinge, combining strength with flexibility. Key innovations aimed at enhancing longevity include: Stress-reducing flaps within the hinge mechanism to minimize wear and tear over time. Built-in heating elements to maintain optimal performance in cold environments, a feature that sets it apart from competitors. These advancements are designed to establish a new benchmark for reliability in the foldable smartphone market. By addressing the fragility issues that have plagued other foldable devices, Apple is positioning its product as a durable and dependable option for consumers. Hardware Features: A Blend of Elegance and Functionality The foldable iPhone is expected to be one of the slimmest foldable devices on the market, measuring just 4.5mm when unfolded and 9-9.5mm when folded. Additional hardware highlights include: Touch ID integrated into the side button, offering enhanced security and convenience. A hole-punch camera on the outer display and an under-display camera on the inner screen, making sure a clean and uninterrupted viewing experience. These features reflect Apple's focus on delivering a sleek and user-friendly device without compromising on functionality or performance. Software: Tailored for Productivity The foldable iPhone is expected to run a version of iPadOS, customized to take full advantage of the device's foldable design. Anticipated software features include: Split-screen functionality allows users to manage multiple tasks simultaneously. Floating windows for enhanced multitasking flexibility. Drag-and-drop capabilities for seamless file management and improved workflow. This integration of hardware and software is designed to provide a cohesive and intuitive user experience. By optimizing the software for the foldable form factor, Apple aims to set its device apart from competitors that often struggle with software adaptation. Battery and Performance: Efficiency Redefined The foldable iPhone is rumored to feature Apple's A20 Pro chip, which is expected to deliver exceptional performance while maintaining energy efficiency. Additional advancements include: A 16nm display driver, designed to optimize power consumption and extend battery life. A dual-cell battery setup making sure improved power distribution and better thermal management. These innovations address one of the most significant challenges in foldable devices: balancing high performance with long battery life in a compact form factor. Apple's focus on efficiency and reliability is likely to resonate with consumers seeking a premium experience. Pricing and Market Strategy: Targeting a Niche Audience With an estimated price range of $2,000 to $2,500, the foldable iPhone is positioned as a premium offering aimed at a niche audience. Apple plans to produce 15-20 million units over a two-to-three-year period, reflecting a cautious approach to entering the foldable market. This limited production run will allow Apple to gauge consumer interest, gather feedback, and refine its design before scaling up production. By targeting loyal Apple users and early adopters, the company is laying the groundwork for long-term success in the foldable device segment. Future Prospects: Expanding the Foldable Ecosystem The foldable iPhone is more than just a new product—it represents a strategic step in Apple's broader ambitions for foldable technology. Success with this device could pave the way for future innovations, including foldable iPads and MacBooks. By addressing the flaws of current Android foldables and setting new standards for durability, usability, and design, Apple has the potential to redefine the foldable device market. This move could further solidify Apple's dominance in the premium device segment and open new opportunities for growth. Challenges and Opportunities: Navigating High Expectations While the foldable iPhone has generated significant excitement, Apple faces several challenges. The company must meet high expectations for durability, innovation, and user experience, all while adhering to its ambitious timeline. Apple's history of product delays raises questions about whether it can deliver on time, but its meticulous approach and commitment to quality suggest it is well-prepared to overcome these hurdles. If successful, the foldable iPhone could set a new standard for the industry and solidify Apple's position as a leader in innovation. Browse through more resources below from our in-depth content covering more areas on the Foldable iPhone. Source: SaranByte Filed Under: Apple, Apple iPhone, Technology News, Top News Latest Geeky Gadgets Deals Disclosure: Some of our articles include affiliate links. If you buy something through one of these links, Geeky Gadgets may earn an affiliate commission. Learn about our Disclosure Policy.

iPhone 18 Pro may go full genius mode with this secret chip tech
iPhone 18 Pro may go full genius mode with this secret chip tech

Phone Arena

time5 days ago

  • Phone Arena

iPhone 18 Pro may go full genius mode with this secret chip tech

The iPhone 18, expected next year, is said to come with TSMC's next-gen 2nm fabrication process for its SoC. This is said to be in combination with an advanced new packaging method. Reportedly, the foundry has now established a dedicated production line for Apple in anticipation of the mass production stage in multiple reports suggest that Apple's A20 chip for the iPhone 18 series will switch from InFO (Integrated Fan-Out) packaging to WMCM (Wafer-Level Multi-Chip Module) packaging. There are quite a few differences between these two packaging methods. InFO basically allows for the integration of components (including memory) within the package. The memory is typically attached to the main SoC (DRAM placed on top or near the CPU and GPU cores). This technique allows for reduced size and improved performance of individual chips, which means devices can be made thinner and run faster, all while using less on the other hand, is great for integrating multiple chips in the same package. This technique allows for more complex systems which include custom accelerators as well as CPUs, GPUs, and DRAM, all fully integrated into one package, making it possible to build powerful systems that can handle demanding tasks more efficiently. WMCM also offers greater flexibility by providing different types of chips and optimizing the communication between them, so that they can work together more smoothly and share data quickly, leading to better overall performance. iPhone 16 Pro. | Image Credit - PhoneArena TSMS is reportedly planning to start manufacturing 2nm chips in late 2025. Apple is said to be the first company to receive chips on this new process. Reportedly, TSMC has now established a dedicated production line at its Chiayi P1 fab. WMCM packaging monthly capacity is expected to reach 10,000 units by 2026, according to reports. Meanwhile, expect only the iPhone 18 Pro models to be equipped with this fancy A20 2nm chip. Analyst Ming-Chi Kuo previously said that only the Pro-branded iPhones from the series will have 12GB of RAM, which comes as a result of the new packaging method. When you hear terms like "3nm" or "2nm," it's referring to different generations of chip-making technology. The smaller the number, the smaller the tiny parts (called transistors) inside the chip. Smaller transistors mean you can fit more of them on a chip, which usually makes it faster and more power-efficient. For example, last year's iPhone 16 used the A18 chip, made with a second-generation 3nm process called 'N3E.' This year's iPhone 17 is expected to have a new A19 chip, likely built on a better version of that same 3nm process, called 'N3P.' The N3P version improves performance and lets even more transistors fit on the chip, making everything run smoother and use less energy. In my opinion, it's pretty impressive to see how Apple and TSMC keep pushing the limits of chip design. The move to 2nm and the switch to WMCM packaging isn't just a spec bump. In fact, it's a real shift in how much performance and efficiency they can squeeze out of these devices. For anyone who's into mobile tech, this kind of advancement is what makes each new iPhone generation genuinely exciting. Secure your connection now at a bargain price! We may earn a commission if you make a purchase Check Out The Offer

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