Nomura analyst Richard Windsor and his extraordinary knack for sniffing out Apple iPhone ‘issues’
Thursday, August 14, 2008 - 04:43 PM EST"In the states, 'well-placed sources' have told BusinessWeek that the Infineon Technologies chip Apple chose for the handset is undermining its performance," Paczkowski writes. "And they are not the first to make such claims. Earlier this week, Nomura analyst Richard Windsor fingered the device’s chipset as the problem as well. 'The 3G iPhone has been out for a month, but signs of problems are appearing that should give competitors some breathing space,' Windsor said in a report to clients. 'Problems include high incidence of dropped calls, switching onto EDGE while the device is stationary and loss of reception while in good coverage. We believe that these issues are typical of an immature chipset and radio protocol stack where we are almost certain Infineon is the 3G supplier.'"
Paczkowski writes, "So if that’s truly the case, what’s the solution? A firmware upgrade, most likely. Those 'well-placed sources' mentioned earlier say Apple and Infineon are prepping one for September release."
Full article here.
[Thanks to MacDailyNews Reader "David O." for the heads up.]
MacDailyNews Take: John Paczkowski seems to have forgotten his very own article from August 10, 2007, "iPhone 'Dead Spot' Discovered Between Analyst’s Ears," in which Paczkowski himself reported on one Nomura analyst Richard Windsor, thusly:
Reports of dead spots in the iPhone’s touchscreen are migrating from Apple’s support forums to Wall Street.
In a research note to clients today, Nomura International analyst Richard Windsor suggested that the problem could become more widespread. “Windsor explained that the screen of the iPhone uses a chemical deposition to provide touch sensitivity based on heat,” MarketWatch reports. “The international property rights for this technology, he said, were purchased from a bankrupt Finnish company that was trying to make a similar device. But that company encountered the problem that with extensive use, the film would begin to degrade and the screen would lose its sensitivity. Windsor said the problem typically manifested itself within three to six months. While Apple should have been aware and fixed the problem, the broker said, only time will confirm that all is well with that touchscreen.”
An interesting theory, but one that should perhaps be taken with a grain of salt. As some observers have noted, Windsor hasn’t quite gotten his facts straight. “… There’s no film over the iPhone screen glass, and the touchscreen sensor senses capacitance, not heat,” a commenter on the Tech Trader Daily Blog explained... Said another, “The only ‘dead spot’ is between Richard Windsor’s ears.”
Seems Paczkowski has his very own dead spot.
As for Nomura analyst Richard Windsor, extrapolate at will.
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Related articles:
Software fix on the way for iPhone 3G reception glitches - August 14, 2008
Infineon: no comment on alleged Apple iPhone 3G chipset problems - August 13, 2008
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