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Join Date: Jan 2002
Location: Nor California & Pac NW
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Are Smartphones Mature?

This technology has so much potential. Read . . .

https://techcrunch.com/2016/10/14/flexible-e-paper-display-is-full-color-but-less-than-a-micrometer-thick/

In a typical smartphone, the display backlight is something like 50% to 75% of the power consumption depending on the phone's state. https://ts.data61.csiro.au/publications/papers/Carroll_Heiser_10.pdf

AMOLED screens don't have backlights - the LEDs themselves emit the light - but they still use roughly similar power to conventional backlit screens. Analysing AMOLED Power Efficiency Improvements

I guess we know little to nothing about the color e-paper display, but monochrome e-paper screens use very little power. https://en.wikipedia.org/wiki/Electronic_paper

Suppose your iPhone 14 had power consumption 25% of the ancient iPhone 7. And, to make the phone thick enough to comfortably hold, Apple was "forced" to include a battery 2X the volume of the old '7's battery. So the '14's battery life might be 8X the '7's . . . could we have the smartphone that only needs charging weekly?

Okay, I'm conveniently overlooking the problems that e-link has with video due to slow refresh rate, and other problems too.

But suppose you could also unfold your '14, like a map, to be the size of a magazine . . .

Part of the bear thesis on AAPL is that smartphones are a mature technology, with decreasing reason for consumers to upgrade to each new generation. Suppose we're only in a "pause" in smartphone technology, with another big surge yet to come?
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Old 10-14-2016, 10:15 PM
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