Since iPhone 5s, Bosch has been supplying gyroscopes and accelerometers for iPhone 6 models, with California-based InvenSense providing the gyroscopes and accelerometers in iPhone SE, iPhone 6s, and iPhone 7 on an exclusive basis. “We aim to become a strong player in the sensor business with InvenSense as our perfect partner,” TDK CEO Shigenao Ishiguro said at the time.īosch did supply gyroscopes and accelerometers for Apple in the past and it currently supplies barometric pressure sensors for iPhones. Before iPhone 5s came out, STmicroelectronics used to supply gyroscope sensors for iPhones. Apple was already one of TDK’s biggest customers before the Japanese firm agreed to buy InvenSense in December.
The deal is partly aimed at boosting the Japanese company’s business with Apple. InvenSense is currently seeking to complete its $1.3 billion sale to TDK Corp. In that regard, the Apple-Bosch deal could be a major blow to Invense, shares of which declined more than five percent in extended trading Thursday.
InvenSense counts Apple as its client and files as the primary supplier of the smartphone motion-sensing components, with the iPhone maker accounting for an estimated 60 percent of InvenSense's revenue. According to a report Friday by Bloomberg citing a person familiar with the deal, the German firm could build as much as half of the motion sensors in upcoming iPhones, with InvenSense supplying the rest. German engineering and electronics company Robert Bosch GmbH has reportedly landed orders to manufacture motion sensors for Apple's upcoming iPhone 8. Rather than use two separate speakers at the bottom of the device, Apple has opted to combine a speaker unit at the bottom with the earpiece at the top to create “immersive stereo sound” delivering two times the audio output of iPhone 6s and increased dynamic range. IPhone 7 became the first iPhone to feature stereo sound. The analysts estimate that iPhone 8 will be $75 to $80 more expensive to manufacture. The research note mentions other previously rumored iPhone 8 features, like an OLED display, a stainless steel and glass design, a faster A11 processor, a larger battery, wireless charging and enhanced cameras with new sensors for 3D mapping, 3D selfies, facial recognition, augmented reality capabilities and more. If true, Apple's $159 wireless earbuds could replace the firm's $29 wired EarPods with Lightning connector that come in the box with current iPhone models.
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JPMorgan also made the prediction that AirPods could come as a free accessory with iPhone 8. The note, obtained by MacRumors, does not specify what acoustical improvements Apple could introduce to iPhone 8's earpiece.
In it, the they predicted that the company's upcoming iPhone 8 will come outfitted with an enhanced earpiece sporting “further improvements” to stereo sound and waterproofing. JPMorgan analysts who track Apple's supply chain in the Asia-Pacific region, including Gokul Hariharan, shared a new research note this week.
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