- Taiwan's Apple Daily reports (translation) Foxconn has built at least 100 iPhone (AAPL -1.8%) prototypes featuring sapphire cover glass. The paper also reports two existing sapphire suppliers have recently made big equipment/tooling investments; Apple already uses sapphire in its iPhone home buttons and camera lens covers.
- The report comes two months after Apple announce a major sapphire production/supply deal with GT Advanced (GTAT +0.9%), one that naturally fueled speculation sapphire will be used as a cover glass in future iDevices.
- Corning (GLW -4.1%) investors have been on edge over Apple's moves, and their potential to drive broader mobile adoption of sapphire (thereby displacing Gorilla Glass).
- Separately, 9to5 Mac reports a new Apple TV set-top is set to arrive in 1H14, and iLounge reports a refreshed Apple TV will feature "proper game support." With iOS 7 supporting physical game controllers, Apple TV has already been expected by many to become a casual gaming console. Logitech (LOGI), which has already rolled out an iPhone game controller, wouldn't mind.
- Yesterday: Apple reportedly launching two larger iPhones in 2H14
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