Analyst predicts Apple to start assembling iPhone 5 in August

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Date: Monday, June 27th, 2011, 05:21
Category: iPhone, Rumor

Apple will begin production of fifth-generation iPhones in August ahead of a projected late third quarter launch, according to intelligence obtained by by one investment banker’s recent trip to Taiwan .

Per AppleInsider, after meetings with unnamed individuals in Taiwan last week where Apple’s supply chain and manufacturing facilities reside, Morgan Stanley analyst Katy Huberty issued a note to clients in which she confidently stated: “Appleā€™s next iPhone will begin production in mid to late August and ramp aggressively” into the calendar fourth quarter.

She added that, based on her intelligence, the new handset will launch and be available to consumers sometime near the end of the third calendar quarter of the year, which ends September.

As a result of the later than usual launch, Huberty shifted 2 million iPhone units from the firm’s third quarter estimates to its fourth quarter estimates, though the firm’s full year estimate of 72 million units remain unchanged. However, the analyst notes that if the next iPhone were to come out in early September, it would “drive upside” to Morgan Stanley’s lowered estimates.

Lower priced iPhones and an Apple-branded TV may also be in the works, Huberty noted. According to the analyst, Apple is forecasting a large iPhone unit increase in 2012 “on the back of new products and potentially lower price points.” Various major news outlets reported this spring that Apple is planning a cheaper iPhone model, which analysts believe would help the company make gains in emerging and prepaid mobile markets.

“We also believe Apple is in the early design stages for a TV, which could add US$19 billion and US$4.50 of annual revenue and EPS longer-term,” Huberty continued. In March, the analyst reported that checks in Asia suggested Apple was working on a “Smart TV prototype.” Earlier this week, an unverified report claimed to leak Apple’s plans for iOS-powered connected TVs, citing a “former Apple executive” as the source.

In addition to Apple’s ramping up of iPhone production, Morgan Stanley sees upward pressure on iPad shipments as post-Japan earthquake product constraints have subsided. Huberty also echoed reports that improved component supply has led Apple to negotiate price cuts with some of its suppliers. Those cuts could boost margins “modestly in the June quarter and more in September,” the note read.

A recent report out of Asia said Apple has demanded 10 percent price cuts from iPad suppliers as orders increase. The report specifically cited companies supplying printed circuit boards, optical components, battery modules and touch panels as being pressured to lower prices.

Huberty sees the recent dip in Apple’s share price as a buying opportunity for investors in light of the prospect of improved shipments of the iPhone and iPad. Morgan Stanley reiterated its Overweight rating of Apple, with a price target of US$428. The company’s stock has slide more than 6 percent to US$326.35 since the beginning of June.

Stay tuned for additional details as they become available.

Best Buy puts hold on MacBook Air orders, next-gen units expected soon

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Date: Monday, June 27th, 2011, 04:58
Category: MacBook Air, News

National retailer Best Buy has put a hold on online MacBook Air orders, providing further evidence that Apple plans to release an updated version of its diminutive laptop.

Per Electronista, Best Buy’s listings for the current-generation MacBook Air are now listed as “Not Available for Shipping.” Meanwhile, all MacBook Air models on Apple’s Online Store remain ready for shipping.

Best Buy continues to offer the portables in its brick-and-mortar retail stores, though some locations have reportedly run out of stock. In the U.K., the big-box retailer allows orders for a MacBook Air with 128GB of storage, but only with in-store pickup at certain locations.

Apple is expected to refresh the MacBook Air line with Intel’s Sandy Bridge processors and the addition of the Thunderbolt port. However, sources close to the story have stated that Apple is waiting until it can load a Gold Master build of Mac OS X Lion onto the notebooks before releasing them.

Mac OS X Lion is due for release on the Mac App Store in July. As a major upgrade to Apple’s flagship desktop OS, Lion will include more than 250 new features such as full screen apps, additional multi-touch gestures and Mission Control.

Stay tuned for additional details as they become available.

Onyx 2.2.8 released

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Date: Monday, June 27th, 2011, 04:11
Category: News, Software

onyxicon

Onyx, Titanium Software’s popular freeware multifunction utility for Mac OS X, has been updated to version 2.2.8. The new version, a 17.8 megabyte download (courtesy of MacUpdate), adds the following fixes and changes:

- Deleting Caches improved.

- Deleting Browsers History improved.

- Deleting Cookies improved.

- Deleting Recent Items improved.

- Deleting Temporary Items improved.

- Deleting Diagnostic Reports improved.

- Maintenance and Automation panels improved.

- New Info > Memory panel.

- Purging the inactive memory.

- Enable/disable virtual memory swapping.

- New Utilities > Packages panel.

- Bug corrected while deleting OnyX’s diagnostic reports.

- Bug corrected at launch OnyX.

- Bug corrected in the Preferences.

- Bug corrected while deleting Webpage previews.

- Bugs corrected in the Info panel.

- Help corrected and reindexed.

- Some cosmetic changes.

Onyx 2.2.8 requires Mac OS X 10.6 or later to install and run.