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Apple said to release new iPhone 5 alongside China-focused 'iPhone 4-plus'

post #1 of 41
Thread Starter 
J.P. Morgan revealed on Monday that its proprietary research suggests Apple will release two new iPhone models this fall: a newly redesigned "iPhone 5," along with an upgraded "iPhone 4-plus" that would target midrange smartphone buyers, particularly in emerging markets like China.

Analyst Mark Moskowitz said in the note to investors that he expects the new fifth-generation iPhone to have a thinner and lighter form factor, and to also include both CDMA and GSM radios for a "world mode" handset, though no support for 4G long-term evolution. The so-called "iPhone 5" is expected to have a larger Retina display with a "significant" but not "radically different" change in physical design.

"The new iPhone 5 stands to be based on the iPad 2's A5 processor or a newer A6 version," he said. "We also expect 1GB of RAM to increase memory access times.

"Other improvements are increased battery life due to advancement in battery technologies, the printed circuit board (PCB), the touch screen, and LCD power consumption metrics."

But the so-called "iPhone 5" won't be the only new handset from Apple this fall, Moskowitz claims.

"A second device (4-plus) based on the current iPhone 4 but with some minor improvements could target the midrange and focus on China," he said. "As for the current iPhone 4, we expect it to subsume 3GS as the lower-end offering."

Moskowitz said his research has indicated that the "iPhone 4-plus" could target one or more carriers in China. While he thinks a China-focused handset is in the works, he does not expect it to be exclusive to the nation of over 1 billion people.



"There could be other use cases, particularly in the midrange," he said. "Either way, the size of the China opportunity overcomes any potential drawbacks of making a specially-designed service for a few wireless carriers in one region, in our view."

The details from J.P. Morgan come as components claimed to be from an upgraded iPhone 4 continue to surface. Their existence stands in contrast to third-party cases that suggest Apple will release a device with a completely different form factor for its fifth-generation iPhone.

Last week, The New York Times weighed in by claiming that Apple is "just weeks away" from announcing an iPhone 5 with a "fairly different" design. The next iPhone is expected to sport an 8-megapixel camera and be powered by the same A5 processor found in the iPad 2.

Moskowitz sees Apple adding new carriers when it upgrades its iPhone lineup, setting the company up for a "potential big bang" in terms of sales. He sees China Telecom, Sprint and T-Mobile as the most likely carriers to partner with Apple in the immediate future.

Last week, Moskowitz said in a separate note that he does not expect Apple to release a third-generation iPad this year. He said the company has prototypes for the device already circling in its supply chain, but Apple is in "no rush" to release the device as the market struggles to compete with the iPad 2.
post #2 of 41
If Apple can make sufficient quantities of an iPhone 4, an iPhone 4s, AND an iPhone 5 all at the same time, this would be huge!
Progress is a comfortable disease
--e.e.c.
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Progress is a comfortable disease
--e.e.c.
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post #3 of 41
Quote:
Originally Posted by Bageljoey View Post

If Apple can make sufficient quantities of an iPhone 4, an iPhone 4s, AND an iPhone 5 all at the same time, this would be huge!

And utterly implausible, calling into question how it's possible, leading to an investigation, leading to

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #4 of 41
I don't know how the article can claim the title "Apple said" when nothing was actually quoted or implied by Apple.

Fyi, JP Morgan and Mark Moskowitz are not Apple employees.

Edit: Darn, I think the word "said" here is used to replace "poised"... my bad
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bb
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post #5 of 41
Quote:
Originally Posted by bloggerblog View Post

I don't know how the article can claim the title "Apple said" when nothing was actually quoted or implied by Apple.

Because that's not what the sentence is saying at all. It's not written as: "Apple said COMMA SPACE OPENING QUOTATION rest of the title CLOSING QUOTATION," it's written differently.

Of course, the fact that grammar exists is entirely meaningless to some people, so we'll probably have that one guy (forget his name) come here and try to refute my post by saying that I'm claiming Apple will be releasing an iPhone 5 with Thunderbolt while surprising the world by telling us that every existing iPhone 4 that people already own also includes Thunderbolt.

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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post #6 of 41
Well... Here's to hoping that we at least get the event announcement this week. I totally expected the event announcement to be last week.
post #7 of 41
Quote:
Originally Posted by svnipp View Post

Well... Here's to hoping that we at least get the event announcement this week. I totally expected the event announcement to be last week.

I hope so too

can't wait for the announcement
post #8 of 41
Quote:
Originally Posted by medenblik View Post

I hope so too

can't wait for the announcement

Anybody else here tired of waiting. Apple could at least announce an expected release date even if it is next year.
post #9 of 41
Quote:
Originally Posted by AppleInsider View Post

"The new iPhone 5 stands to be based on the iPad 2's A5 processor or a newer A6 version," he said. "We also expect 1GB of RAM to increase memory access times.

There has been no rumor that the A6 is in full production, as far as I've seen. Not sure what he means about increased memory access times (which wouldn't be a good thing). Sounds like somebody doesn't really understand what they are talking about.
post #10 of 41
Quote:
Originally Posted by Orangeoutsider View Post

Anybody else here tired of waiting. Apple could at least announce an expected release date even if it is next year.

Complete nonsense. Why would they ever do that?

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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post #11 of 41
Quote:
Originally Posted by AppleInsider View Post

J.P. Morgan revealed on Monday that its proprietary research suggests Apple will release two new iPhone models this fall...

proprietary |p(r)əˈprī-iˌterē|
adjective
of or relating to an owner or ownership : the company has a proprietary right to the property.
(of a product) marketed under and protected by a registered trade name : proprietary brands of insecticide.
behaving as if one were the owner of someone or something : he looked about him with a proprietary air.

Huh, I didn't know J.P. Morgan owned the exclusive right to make $hit up.
post #12 of 41
More confusion.
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #13 of 41
Quote:
Originally Posted by tailwaggers View Post

There has been no rumor that the A6 is in full production, as far as I've seen. Not sure what he means about increased memory access times (which wouldn't be a good thing). Sounds like somebody doesn't really understand what they are talking about.

"Increased memory access times" makes absolutely no sense. In fact, it would make little sense for him to write "decreased memory access times" either. You don't increase RAM to increase, decrease, improve or otherwise affect memory access times. You increase it because the device, the OS or its applications need it. You decrease access times by using faster memory chips. How do analysts get their jobs?
post #14 of 41
So, Apple is going to be selling 3 different iPhone models at once? Sweet!

Just like they had a product matrix for the iPod, they need one for the iPhones. A pay-as-you-go phone, a low-end contract phone, and a 4" pro model.
post #15 of 41
Quote:
Originally Posted by stelligent View Post

"Increased memory access times" makes absolutely no sense. In fact, it would make little sense for him to write "decreased memory access times" either. You don't increase RAM to increase or decrease memory access times. You increase it because the device or its applications need it. You decrease access times by using faster memory chips. How do analysts get their jobs?

I think they were just using some fancy made-up techie sounding term for "it's faster and there are less pauses in the UI when there is more memory." So yeah, nothing to do with memory access speed as you say, but "faster access" (to your programs), because there is more memory.
post #16 of 41
Quote:
Originally Posted by KazKam View Post

proprietary |p(r)əˈprī-iˌterē|
adjective
of or relating to an owner or ownership : the company has a proprietary right to the property.
(of a product) marketed under and protected by a registered trade name : proprietary brands of insecticide.
behaving as if one were the owner of someone or something : he looked about him with a proprietary air.

Huh, I didn't know J.P. Morgan owned the exclusive right to make $hit up.

Their research was to simply read AppleInsider.

Please update the AppleInsider app to function in landscape mode.

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Please update the AppleInsider app to function in landscape mode.

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post #17 of 41
Quote:
Originally Posted by stelligent View Post

"Increased memory access times" makes absolutely no sense. In fact, it would make little sense for him to write "decreased memory access times" either. You don't increase RAM to increase, decrease, improve or otherwise affect memory access times. You increase it because the device, the OS or its applications need it. You decrease access times by using faster memory chips. How do analysts get their jobs?

I'm going to hope that this was written in the effort of keeping it simple for the novice. Generally following the idea that an increase is better and the misrepresentation that more memory is faster... Of course, more memory CAN make the system faster IF memory is the bottleneck in the first place. The idea here being that increasing the amount of memory will reduce swapping to the flash page/swap memory thus making the system as a whole faster.

Then again it's equally likely that the writer was pretty clueless.
post #18 of 41
Amazing! That's exactly what the common knowledge is!
post #19 of 41
Quote:
Originally Posted by svnipp View Post

I'm going to hope that this was written in the effort of keeping it simple for the novice. Generally following the idea that an increase is better and the misrepresentation that more memory is faster... Of course, more memory CAN make the system faster IF memory is the bottleneck in the first place. The idea here being that increasing the amount of memory will reduce swapping to the flash page/swap memory thus making the system as a whole faster.

Then again it's equally likely that the writer was pretty clueless.

Walter Moskowitz generally knows quite a bit about he's writing about. I suspect something was bungled somewhere between what he originally wrote and what we see here.
post #20 of 41
Usually when they bring a new iPhone out, they keep producing the previous gen as a budget offering. Perhaps this time, they will make minor changes to the previous gen first. Make a cost-reduced version, perhaps with cheaper case or non-retina screen?

Maybe they will make a lot of money with such a phone, in developing markets, but I am most interested in the iPhone 5, since it will strongly hint at what the next iPad will have, which is what I really want to buy.
post #21 of 41
Any iPhone 4s has to be at least as good as the current 4, otherwise the current 4 will become rare and it's value will rise.
post #22 of 41
Quote:
Originally Posted by Hudson1 View Post

Walter Moskowitz generally knows quite a bit about he's writing about. I suspect something was bungled somewhere between what he originally wrote and what we see here.

Maybe Walter Moskowitz knows what he is writing about, but Mark Moskowitz doesn't. And Mark is the JP Morgan analyst in question here.

Perhaps you're thinking of Walter Mossberg of WSJ.
post #23 of 41
Quote:
Originally Posted by alienzed View Post

Any iPhone 4s has to be at least as good as the current 4, otherwise the current 4 will become rare and it's value will rise.

You sound like Mark Moskowitz.
post #24 of 41
Quote:
Originally Posted by cajun View Post

So, Apple is going to be selling 3 different iPhone models at once? Sweet!

Just like they had a product matrix for the iPod, they need one for the iPhones. A pay-as-you-go phone, a low-end contract phone, and a 4" pro model.

You do realize that this will make lineups in front of Apple Stores longer and slower? Remember what it was like - which model do you want - 16 or 32 GB? How many units do you want to buy - one or two? Those two questions alone kept Apple staff spinning. Now they are going to have to ask - which model, what color, how much memory, how many units, ....
post #25 of 41
Quote:
Originally Posted by stelligent View Post

You do realize that this will make lineups in front of Apple Stores longer and slower? Remember what it was like - which model do you want - 16 or 32 GB? How many units do you want to buy - one or two? Those two questions alone kept Apple staff spinning. Now they are going to have to ask - which model, what color, how much memory, how many units, ....

Remember that JoyOfTech comic about Vista? All the different versions in the store and then the guy pulls out the single version of OS X?

That's what the iPhone will become if these morons (read: the people whining for new features/carriers/whatever) get their way.

"I want an iPhone."

Okay, sir, black or white?"

"Black".

"16, 32, or 64GB?"

"Uh, 32, I guess."

"iPhone 4, iPhone 4S (Note: YOU MORONS), or iPhone 5?"

"Uh, what's the difference between the 4S and 5?"

"Pick one, sir; the line's long."

"Uh, uh Five."

"AT&T, Verizon, T-Mobile, or Sprint?"

""

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #26 of 41
lets see,
3gs
new or refurbished
iphone att
iphone VZ
unlocked
refurbished

poeple know
they will be two phone models and last years iP4 till inventory is reduced or cleared
people are now used to it
just look at the android mess
droid, gallaxy, 2.2 2.3 2.? app capable not capable

iphone world is still sooooo simple

i want an iphone, the universe is hands above the mess in other phones.

the key is gsm, cdma for other than china they have enough subscribers to have their own china-cdma brand.

people handled the IP4 and ipad2 vx att various sizes with or without 3g JUST FINE
we will continue the tradition
I APPLE THEREFORE I AM
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I APPLE THEREFORE I AM
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post #27 of 41
Quote:
Originally Posted by Bageljoey View Post

If Apple can make sufficient quantities of an iPhone 4, an iPhone 4s, AND an iPhone 5 all at the same time, this would be huge!

Apple's market cap is >$380B as of today. By far, the most valuable company in the US (perhaps the world).

Wow.
post #28 of 41
Quote:
Originally Posted by Ireland View Post

More confusion.

The iPod touch will become Apple's pre-paid phone.

Quote:
Originally Posted by al_bundy
No way apple releases a pre-paid iPhone.

I'm a little confused as to which part of this post/idea is yours and which is al_bundy's, but I've been thinking the same thing for a while now.

Apple has been very smart about inserting wedges into new markets that change consumer perceptions and expectations. All it takes is the adding the option of a 3G transceiver to an iPodTouch, just like on the iPad to turn the consumers a few more degrees away from dependence on carrier voice plans.

Many people, mostly youngsters, don't rely on voice nearly as much these days, and a device/plan like this would suit them perfectly. Plus, it would play well in the pre-paid space. Whether it's this update or the next, I see this happening.
No Matte == No Sale :-(
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No Matte == No Sale :-(
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post #29 of 41
Quote:
Originally Posted by Tallest Skil View Post

Remember that JoyOfTech comic about Vista? All the different versions in the store and then the guy pulls out the single version of OS X?

That's what the iPhone will become if these morons (read: the people whining for new features/carriers/whatever) get their way.
"I want an iPhone."
Okay, sir, black or white?"
"Black".
"16, 32, or 64GB?"
"Uh, 32, I guess."
"iPhone 4, iPhone 4S (Note: YOU MORONS), or iPhone 5?"
"Uh, what's the difference between the 4S and 5?"
"Pick one, sir; the line's long."
"Uh, uh Five."
"AT&T, Verizon, T-Mobile, or Sprint?"
""

imo people buying iphones are going to know what they want more than that... not saying there aint going to be a few zombies out there, but it should not be the majority.
post #30 of 41
Quote:
Originally Posted by herbapou View Post

imo people buying iphones are going to know what they want more than that... not saying there aint going to be a few zombies out there, but it should not be the majority.

You put too much faith in people.

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply
post #31 of 41
Quote:
Originally Posted by alienzed View Post

Any iPhone 4s has to be at least as good as the current 4, otherwise the current 4 will become rare and it's value will rise.

But wasn't the 3GS a 16 or 32GB phone until the iPhone 4 was released, and then the 3GS became an 8GB phone? I like the iPhone 4 and can imagine I might prefer it to the next iPhone, but not if the only iPhone 4 is an 8GB one.
iPhone 4S + MacBook Pro
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iPhone 4S + MacBook Pro
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post #32 of 41
Quote:
Originally Posted by stelligent View Post

You do realize that this will make lineups in front of Apple Stores longer and slower? Remember what it was like - which model do you want - 16 or 32 GB? How many units do you want to buy - one or two? Those two questions alone kept Apple staff spinning. Now they are going to have to ask - which model, what color, how much memory, how many units, ....

Apple loves lines, they generate great press

Me, I don't do lines... I'll wait the extra week or two (if I have to) by ordering online.
post #33 of 41
Wow JP Morgan. Whatever you're paying those analysts to state the obvious, I'll do it for 1% of their salary.
post #34 of 41
Quote:
Originally Posted by Tallest Skil View Post

You put too much faith in people.

You over-estimate your intellect. People will go into a shop and buy what is within their price range, as they do with everything else.

At the moment Apple is leaving money on the table by not supplying people with cheaper phones.
I wanted dsadsa bit it was taken.
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I wanted dsadsa bit it was taken.
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post #35 of 41
Quote:
Originally Posted by DennyL View Post

But wasn't the 3GS a 16 or 32GB phone until the iPhone 4 was released, and then the 3GS became an 8GB phone? I like the iPhone 4 and can imagine I might prefer it to the next iPhone, but not if the only iPhone 4 is an 8GB one.

Yeah, that makes sense. Keep the 3GS and iPhone 4 at the 8GB level, to make it less attractive for people who could afford the 4s.
I wanted dsadsa bit it was taken.
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I wanted dsadsa bit it was taken.
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post #36 of 41
Quote:
Originally Posted by stelligent View Post

Remember what it was like - which model do you want - 16 or 32 GB? How many units do you want to buy - one or two? Those two questions alone kept Apple staff spinning. Now they are going to have to ask - which model, what color, how much memory, how many units, ....

I don't think the Apple Stores will mind.

The problem will be with Apple's distributors (Best Buy, WalMart, Radio Shack, Verizon, AT&T, the old Authorized Resellers, etc.).

Apple already has 18 iPads. Will everyone want to stock that many iPhones? And I won't mention trying to maintain a staff with any knowledge, esp. at Radio Shack.
post #37 of 41
Oh ffs. There are 2 iPad models. One with 3G, one without. You decide which one, then you choose the price within you budget.
I wanted dsadsa bit it was taken.
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I wanted dsadsa bit it was taken.
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post #38 of 41
Quote:
Originally Posted by asdasd View Post

Oh ffs. There are 2 iPad models. One with 3G, one without. You decide which one, then you choose the price within you budget.

And one black. And one white. And one that works with Verizon. And one that works with AT&T. And one with 16GB and 32GB and 64GB.

These are all different hardware.

Are you kidding me, man?

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
Reply

Originally posted by Marvin

Even if [the 5.5” iPhone exists], it doesn’t deserve to.
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post #39 of 41
Um, right. I forgot the colors and the ones that work with different carriers worldwide. There are 100 models of iPad and iPhone. It's a wonder they sell any.
I wanted dsadsa bit it was taken.
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I wanted dsadsa bit it was taken.
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post #40 of 41
Quote:
Originally Posted by Tallest Skil View Post


And one black. And one white. And one that works with Verizon. And one that works with AT&T. And one with 16GB and 32GB and 64GB.

These are all different hardware.

Are you kidding me, man?

Yep... and there were 8 different colors of the last iPod Nano... in both 8GB and 16GB.

It's a wonder people didn't get so confused... and buy a Sandisk Sansa player instead...
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