In a shareholder letter right this moment, Apple provider Cirrus Logic seemingly confirmed that iPhone 15 Professional fashions will now not function solid-state buttons.
“That stated, among the many HPMS alternatives we’ve got mentioned, a brand new product that we talked about in earlier shareholder letters as being scheduled for introduction this fall is now not anticipated to return to market as deliberate,” the letter states. “As we’ve got restricted visibility into our buyer’s future plans for this product right now, we’re eradicating the income related to this part from our inside mannequin.”
HPMS refers to Cirrus Logic’s high-performance, mixed-signal chips, which incorporates haptic drivers for the Taptic Engine in iPhones. In a shareholder letter final November, the Texas-based firm stated it had continued to “have interaction with a strategic buyer” and anticipated to “convey a brand new HPMS part to market in smartphones subsequent yr.” Apple is Cirrus Logic’s largest buyer and accounted for 79% of its income within the 2022 fiscal yr.
In an investor word right this moment, Barclays analysts Blayne Curtis and Tom O’Malley stated Cirrus Logic’s aforementioned feedback possible confer with the solid-state buttons. Apple analyst Ming-Chi Kuo initially stated iPhone 15 Professional fashions would have been geared up with two further Taptic Engines that offered haptic suggestions when the solid-state buttons had been pressed, and Cirrus Logic possible would have offered associated parts.
Final month, Kuo stated iPhone 15 Professional fashions would now not have solid-state buttons as initially rumored as a consequence of “unresolved technical points earlier than mass manufacturing.” He now expects the gadgets to have conventional buttons that transfer when pressed. Rumors counsel the Ring/Silent change will nonetheless be get replaced with a button as beforehand claimed, and this button may very well be customizable just like the Motion button on the Apple Watch Extremely.
Apple analyst Jeff Pu believes the solid-state buttons will possible be pushed again to iPhone 16 Professional fashions launching subsequent yr, however Cirrus Logic’s feedback right this moment counsel that the provider has no data of those plans as of but.
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