Analyst notes possible “iPhone 4S” in September, iPad 3 prototype for early 2012

Posted by:
Date: Tuesday, June 28th, 2011, 04:28
Category: iPad, iPhone, Rumor

In non-software-update-esque news, a second investment research firm on Monday cited sources in Taiwan as indicating that Apple’s fifth-generation iPhone will hit the market early in the third quarter and also did its part to downplay rumors of an iPad 3 launch prior to next year and a low-cost iPhone in 2011.

Per AppleInsider, pointing to “recent Apple supply chain checks,” FBR Capital Markets analyst Craig Berger said production of the company’s fifth-generation iPhone has come into view for component suppliers “like Broadcom, Qualcomm, and Omnivision,” each of which are indicating “a late September or early October” manufacturing ramp for the handset.

In a note to clients on the matter, Berger identified the new iPhone as going by the code name “N94″ and indicated that his sources have referred to the device under the presumed marketing name “iPhone 4S,” which would suggest the handset will arrive as an evolutionary upgrade to the existing iPhone 4 rather than a radical redesign like the ones that took place during the transition from the original iPhone to the iPhone 3G and from the iPhone 3GS to the iPhone 4.

Berger, added that his sources “see no near-term plans for a low-end iPhone for emerging markets, or a new iPhone in a transparent case.”

Additionally, the analyst pointed to conversations with the same supply chain contacts in reporting that Apple has been “evaluating various touchscreen displays” for its third-generation iPad.

Thought he acknowledged conjecture and speculation over the possibility that such a device could launch later this year, he said his intelligence suggests that the company’s progress with display manufacturers indicates a prototype of the next iPad won’t be ready until early 2012, implying an announcement would again likely come in the spring.

“This should squarely put to rest any debate about a 2011 launch of the iPad 3 — after all, Apple is severely supply constrained on the iPad 2, and it is by far the best-performing and functioning tablet in the world,” the analyst wrote.

Stay tuned for additional details as they become available.

Analyst predicts Apple to start assembling iPhone 5 in August

Posted by:
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: “Apple’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.

Rumor: Apple to release fifth-generation iPhone in China this September

Posted by:
Date: Friday, June 24th, 2011, 04:34
Category: iPhone, Rumor

Per Boy Genius Report, analyst Brian White with Ticonderoga Securities said in a new note to investors on Thursday that China Mobile may receive the iPhone in September. The source is said to be an employee of China Mobile, who reportedly posted the information on “Weibo,” which is China’s version of Twitter.

The Weibo message was said to have been quickly deleted, but not before an image of the text was captured.

White noted that if the report is true, it would mean that the iPhone 5 would need to support China Mobile’s current 3G TD-SCDMA network, because the carrier’s 4G TD-LTE network is only in trials. Apple is said to have already agreed to support China Mobile’s 4G network at some point in the future.

“If this weibo message and story are true, this would represent a landmark agreement for Apple, providing the company with access to the largest wireless carrier in the world with 611 million wireless subscribers at the end of May or 68% of the total China wireless market,” White said. “Additionally, the timing would be much sooner than expected and provide another growth driver for the final months of (calendar year 2011).”

White has been on top of the Apple-China Mobile story, and earlier on Thursday offered his analysis that Apple would make great inroads in the nation, particularly by reaching an agreement with the largest carrier in the world. In addition, he believes Apple would do extremely well by releasing a smaller, cheaper iPhone that could be sold in China without a contract.

Rumors of an agreement between Apple and China Mobile picked up steam on Wednesday, when a report claimed that Apple Chief Operating Officer Tim Cook was spotted at the carrier’s corporate headquarters. Cook was said to be in good spirits, and speculation began to swirl that the two parties are nearing a deal.

China Mobile currently uses home-grown 3G data technology that is incompatible with the existing GSM and CDMA iPhone models. Despite this fact, there are estimated to be 4 million iPhone users on the massive network, running their device at much slower 2G wireless data speeds.

The iPhone 4 launched in China on carrier China Unicom last September, drawing crowds of thousands at Apple’s retail stores. The handset debuted first in the U.S. in late June of last year.

Rumor: Apple to switch to dual-LED flash for iPhone 5

Posted by:
Date: Thursday, June 23rd, 2011, 03:22
Category: iPhone, Rumor

The new iPhone 5: It may just feature an even swankier flash system.

Per DigiTimes, “recent market rumors” indicate Apple’s iPhone 5 will likely come with a dual-LED flash. Taiwan-based LED packaging firms Everlight Electronics, Edison Opto and Lite-On Technology are named as potential suppliers. Although the publication has well-placed sources within the Asian supply chain, the accuracy of its Apple predictions varies significantly.

“Everlight and Lite-On have strengthened their deployments in the smartphone market for a while, with their products already being shipped to the supply chains of brand-name handset vendors,” the reported noted industry sources as saying. Meanwhile, sources said that Edison specializes in high-power LEDs and has reportedly started shipping LED flash products to branded handset vendors, giving it a “high chance” of attracting dual-LED flash orders from Apple.

It had been reported that Apple had “greatly reduced” orders for Philips LED flash components in recent months and may go with another company for the iPhone 5, according to a person familiar with the matter. At the time, the source indicated that “highly unconfirmed” rumors pointed to a Taiwan-based firm as the new LED flash supplier.

Apple first began using LED flash in last year’s iPhone 4.

Last month, photos of a few purported next-generation iPhone cases and parts components emerged, showing a shift in the location of the device’s camera flash. An alleged case leak showed up on a Chinese international trade site, followed by photos of a supposed fifth-generation iPhone rear camera part without attached flash. Finally, a photo of a back panel allegedly for the so-called iPhone surfaced in late May.

Stay tuned for additional details as they become available.

Rumor: Apple developing iOS-based HDTV for late 2011 release

Posted by:
Date: Wednesday, June 22nd, 2011, 07:35
Category: Apple TV, Hardware, Rumor

applelogo_silver

Sometimes you have to turn a hobby into a full-time job.

Per DailyTech, Apple is rumored to be working on an iOS-powered connected TV, possibly for release as early as this fall.

A former Apple executive, speaking anonymously, said the company plans to “blow Netflix and all those other guys away” by bundling Apple TV + iTunes inside a physical display, DailyTech reports. Apple is reportedly teaming up with a major supplier to provide the rebranded television sets, the source noted.

When questioned why an OEM would cut into its sales by providing Apple with units, the source said, “If you have to be competing with somebody, you want to be competing with yourself.”

The tipster indicated a planned fall launch, while noting that the product could get pushed to next year because of Apple’s “high standards.” A fall launch could coincide with the launch of the next-generation iPhone, as well as iOS 5 and iCloud.

“You’ll go into an Apple retail store and be able to walk out with a TV. It’s perfect,” the source said. According to the unverified report, the iOS-driven televisions would support third-party apps.

Rumors of an Apple Smart TV have existed for years, with Piper Jaffray analyst Gene Munster repeatedly forecasting the product. Munster has suggested that an Internet-connected TV from Apple may have a starting price in the range of US$2,000.

In March, Morgan Stanley analyst Katy Huberty said Asian suppliers had told her Apple had built a Smart TV prototype. According to Huberty, an Apple-branded TV could add as much as US$4 billion per 1 percent share of the TV market Apple is able to capture over the next two years.

Then, in April, Brian White with Ticonderoga Securities said “data points” from a China electronics trade show suggested Apple could launch an HDTV set possibly by the end of the year. “Our research suggests this Smart TV would go well beyond the miniature US$99 second-generation Apple TV that the company released last fall and provide a full-blown TV product for consumers,” White said.

Though Apple CEO Steve Jobs said last year that the Apple TV set top box product is “a hobby” for the company, sales of the US$99 second-generation model have improved over the first-generation. After the company sold 250,000 units in the first six weeks of availability, Jobs said Apple was “thrilled” with the figures.

Apple went on to sell 1 million Apple TVs within three months of the device’s launch. However, analysts have estimated that a million units per quarter would amount to a “fairly immaterial” $400 million in annual revenue.

Analyst Ming-Chi Kuo of Concord Securities said in April that Apple TV sales had reached 2 million, reportedly selling 820,000 units in the March quarter.

Stay tuned for additional details as they become available.

Rumor: iPhone 5 with 8MP camera due in September, Hi-Res iPad 3 en route

Posted by:
Date: Wednesday, June 22nd, 2011, 04:02
Category: iPad, iPhone, Rumor

You may be wanting the iPhone 5 now, but you might have to wait until September while Apple tests the new handset and some other cool stuff.

Per Bloomberg, two sources familiar with Apple’s plans have stated that Apple is working on a higher resolution iPad and dropped details regarding Apple’s much-anticipated iPhone 5 handset. Apple’s next iPhone “will include the A5 processor, the more powerful chip that Apple added to the iPad 2 earlier this year, along with an 8-megapixel camera, up from the 5-megapixel model in the iPhone 4,” said the publication’s sources.

As is to be expected, the new device would come with iOS 5, which is due out this fall, according to people familiar with the matter. Sources also said the new iPhone would closely resemble the iPhone 4.

The report’s insiders also rekindled a rumor that Apple is working on a cheaper version of the iPhone for emerging markets using “chips and displays of similar quality to today’s iPhone 4.” Rumors of a low-cost iPhone emerged this spring, though there is some disagreement regarding the details of the project.

“Apple is also testing a new version of the iPad that has a higher resolution screen, similar to the one now used in the iPhone 4,” the Bloomberg report cited sources as saying. The iPhone 4 currently features a Retina Display with a resolution of 960 x 640 and a pixel density of 326 pixels per inch. The resolution of the next-generation iPad would be about “one-third higher” than the iPad 2′s display and will feature a more responsive touchscreen, people said.

Various reports have suggested the iPad could see a display upgrade that would double the tablet’s linear resolution to 2048 x 1536. Last week, double-resolution iPad images in the iOS 5 beta sparked renewed speculation that Apple is planning the improved display.

Stay tuned for additional details as they become available.

Rumor: Apple to offer black matte option with next-gen MacBook Air

Posted by:
Date: Monday, June 20th, 2011, 10:34
Category: MacBook Air, Rumor

You might like this.

Per MacRumors, sources have stated that Apple will offer the option of a black finish on its next-generation Sandy Bridge powered MacBook Air ultraportable notebooks expected to arrive in the near future.

Citing “several anonymous tips,” the site reported on Monday that Apple will will offer “at least some models” of its next MacBook Air with a black finish. That would be different from the aluminum currently found on all MacBook Air models.

“The most specific of the claims suggests that a black anodized aluminum case would be available on a top-end MacBook Air model, in much the same way as Apple once offered a high-end black MacBook on top of the standard white offerings,” the report said.

Author Eric Slivka said the site is “unable to confirm the rumors,” but given the fact that numerous tips have been received, the information was shared “for interest and discussion.”

It’s been stated that Apple is ready to build nearly 400,000 next-generation MacBook Airs this month in preparation for the anticipated launch. The new hardware is expected to sport Intel’s latest Sandy Bridge processors, as well as the new high-speed Thunderbolt port codeveloped by Apple and Intel.

The new thin-and-light MacBook Air launched in late 2010 with a new 11.6-inch model and a lower US$999 introductory price. The device was an instant hit, and made the MacBook Air one of the most popular products in the Mac lineup overnight.

Stay tuned for additional details as they become available.

Rumor: Apple sitting on MacBook Air product refresh until Mac OS X 10.7 is released

Posted by:
Date: Monday, June 20th, 2011, 06:27
Category: MacBook Air, Rumor

Apple is sitting on at least one refresh of its Mac notebook line, waiting for Mac OS X 10.7 (“Lion”) to be released in July.

Per Macworld UK, sources close to the story have said that new MacBook Air models featuring Intel Sandy Bridge processors and the Thunderbolt expansion port have been ready for some time, but Apple doesn’t want to release them featuring the old Mac OS X 10.6 operating system. This was released in June 2009.

The Macrumors.com Buyer’s Guide, which tracks the intervals by which Apple refreshes its hardware, supports this view. It shows all portable Mac products are reaching the end of their typical sales cycle, with the exception of the MacBook Pro, which was updated earlier this year. The Mac Mini is also due for an update.

Mac OS X 10.7 Lion is due in July and is more than a simple operating system upgrade. The new OS hooks users into iCloud, Apple’s new storage service, which offers benefits including seamlessly storing music and personal files online. iCloud represents a major new direction for Apple, which sees it as a way of tying together its various desktop and mobile platforms, as well as providing an additional method for delivering media to users.

In the past Apple overcame the issue of hardware releases not chiming with OS X release dates by bundling CPU Drop-In discs with new Macs. The computer came an older version of the OS preinstalled, while the disc allowed the user to manually upgrade to the latest release at their leisure.

However, Mac OS X 10.7 Lion will only be available for download via the Mac App Store, installed on all Macs running the current Mac OS release. OS X Lion will not be available on DVD in any way, shape or form — making it unavailable via traditional retail channels too.

Theoretically it should still be possible for Apple to bundle a voucher code that would allow users to upgrade for free via the App Store. However, Apple is traditionally resistant to registration keys of the kind that blight the life of Windows users. Mac OS X retail releases have never used them, for example, and retail releases of the iWork productivity suite have dropped the need for registration keys completely. The Mac App Store also avoids the needs for registration by using digital rights management to tie the software to a user’s computer.

Stay tuned for additional details as they become available.

Rumor: Apple to manufacture Thunderbolt, Sandy Bridge-equipped Mac Pro, Mac mini units in August

Posted by:
Date: Monday, June 20th, 2011, 05:57
Category: Mac mini, Mac Pro, Rumor

elmacmini.jpg

In spite of a current lack of native devices for the mighty Thunderbolt port, a new rumor places Apple as manufacturing new Mac Pro and Mac mini systems with Thunderbolt this August.

Per a Twitter post from CNET’s Brian Tong on Sunday, the “all new” next-generation Mac Pros and Mac Minis will launch “either end of July (or) first week of August.”

He then followed up with a second post, in which he said that August is “more likely.” He also suggested that Sandy Bridge and Thunderbolt would appear on both machines, as expected, though he added that “no details for specs or configurations were given.”

Tong in March correctly pointed to the launch of new iMacs, also with Thunderbolt ports and Sandy Bridge processors. He said the updated all-in-one desktops would arrive by early May, and they went on sale right on schedule.

The Mac Pro was last updated in late July of 2010. The tower was upgraded to 12 processing cores with Intel Xeon processors, making them up to 50% faster than their predecessors.

Just a month before, a redesigned Mac mini was released in June adding an HDMI port for easy connectivity to a high-definition television. The Mac mini also sports a built-in SD card slot for grabbing photos and videos from a digital camera, all in a size just 7.7 inches square and 1.4 inches thin starting at US$699.

The MacBook Air is also expected to receive an upgrade in the near future to be outfitted with Sandy Bridge processors and a Thunderbolt port. Last week, it was reported that Apple is expected to hold off on releasing any new Mac hardware until its next-generation operating system, Mac OS X 10.7 Lion, goes on sale in July.

Stay tuned for additional details as they become available.

Rumor: iPad-native Facebook client close to release

Posted by:
Date: Friday, June 17th, 2011, 07:01
Category: iPad, Rumor, Software

You love Facebook.

And you love your iOS devices.

And you wish there was a native Facebook client for your iPad.

Your wish might be about to come true.

According to the New York Times, sources close to the story have indicated that Facebook will release an app optimized for the iPad in “coming weeks,” while continuing work on an iPad-specific version of its website.

The New York Times reported Thursday that, according to people briefed on Facebook’s plans, the social network’s iPad app is in the “final stages of testing.” The app has been in production for almost a year and should be available within weeks.

Facebook founder Mark Zuckerberg has reportedly been “heavily invested” in the process and has overseen design decisions and the app’s unique features. Sources who have seen the application said it has a “slick design” specifically tailored for the iPad and its multi-touch interface. In particular, the company’s developers have focused on overhauling the Facebook Chat and Facebook Groups features.

iPad 2 users will also be able to shoot and upload photos and videos directly from the built-in cameras. “The photo and video experience is amazing, offering full resolution and full-screen images,” said a person who has seen the app.

Facebook declined to comment on the rumored app, though it did reiterate that it maintains “a great relationship” with Apple, as exemplified by the iPhone application, which launched alongside Apple’s App Store in 2008.

According to the company, 250 million of Facebook’s 700 million worldwide users access the service on a mobile device. Meanwhile, Apple has sold more than 25 million iPads since its initial release last year. Apple plans to help Facebook promote the forthcoming iPad app by “featuring it prominently” in the App Store, said a person familiar with plans for the app.

Sources also confirmed that Facebook is working on an improved iPad version of its website, but specific timing of the update remained unclear. The tipster did, however, emphasize that an upgraded website was meant to supplement the iPad and iPhone app experiences, rather than competing with them.

Rumors swirled on Wednesday that Facebook is hard at work on an HTML5 platform meant to “break the stranglehold” that Apple has on mobile app distribution. The company has reportedly lined up 80 developers on a secretive project that would help Facebook to retain control while still reaching the more than 200 million iOS devices Apple has sold.

The two companies have differed at times; for example, Apple was unable to agree to Facebook’s terms for integration of Apple’s Ping social music discovery service with its own social network. But, last year Apple CEO Steve Jobs was reported to have invited Zuckerberg over for dinner to discuss the issue.

Stay tuned for additional details as they become available.