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Delays reportedly push 'iPhone 5S' launch to late Sept.; 'iPhone Lite,' 'iPad 5' & Haswell Macs...

post #1 of 54
Thread Starter 
Apple's next-generation iPhone is believed to be facing production difficulties, much like the iPhone 5 in 2012, one analyst believes, while the rumored "iPhone Lite," revamped "iPad 5," and Haswell Retina MacBook Pros and iMacs could see release in the interim.

2013 Shipments
Source: KGI Securities


According to a research note obtained by AppleInsider, KGI Securities analyst Ming-Chi Kuo, Apple's so-called "iPhone 5S" is seeing setbacks in the production of "numerous components," as well as handset assembly, meaning the next-gen smartphone will be available in limited amounts following a late September launch.

"While shipments forecasts may still grow sharply in 4Q13, we are concerned iPhone 5S may face the same problem as its predecessor, namely that by the time supply matures, demand will already have waned, hurting shipments," Kuo writes.

The analyst also sees shipments of the much-rumored low-cost iPhone being below expectations, though the device will be available sooner than the iPhone 5S due to a less complicated manufacturing process. Kuo sees the model being priced at $450 to $550, with shipments capped at 26 million units for 2013. Market consensus had shipments at 30 to 40 million units.

As for Apple's tablet plans, Kuo notes a redesigned 9.7-inch version will be the "highlight of iPad in 2013," as no new iPad mini model is set for release this year. The analyst says Apple is unlikely to debut an anticipated Retina display version of the 7.9-inch tablet with A7 SoC this year. Due to higher energy demands attached to the Retina panel, as well as the components required to improve power efficiency in such a small form factor, Apple will likely shoot for a launch in March or April 2014.

Interestingly, Kuo points to a possible cheaper iPad mini running a legacy A5 processor. That device could still see release by the end of 2013, December at the earliest, but given the model is unlikely to see a substantial price cut compared to the current iPad mini, Apple will most likely debut the tablet next year.

Finally, the Mac lineup will see continued upgrades to Intel's Haswell silicon in the coming months. Apple's Retina display MacBook Pro is looking at a mid-September refresh, while the iMac will get the chips in late August.
post #2 of 54
Quote:
production delays

That's code for "ignore the article and discredit the person who came up with it".
post #3 of 54
The analyst is smoking something and just babbling! He knows nada!
post #4 of 54
Quote:
Originally Posted by Tallest Skil View Post

Quote:
production delays

That's code for "ignore the article and discredit the person who came up with it".

Isn't Ming-Chi Kuo usually pretty reliable?

Life is too short to drink bad coffee.

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Life is too short to drink bad coffee.

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post #5 of 54

Please, AI management, enough of this crap already. Take 5. Smoke 'em if you got 'em. We don't need this analyst rumor mill constantly. It's all about manipulating the stock price. We know that. It serves no useful purpose. It encourages the trolls, gives comfort to the haters, and gets on the agenda of the next anti-Apple talking points conference.

post #6 of 54
Quote:
Originally Posted by mstone View Post

Isn't Ming-Chi Kuo usually pretty reliable?

I thought so, but hey. Production delays is the new DigiTimes.

And who the heck thought "early September" in the first place?! The last one came out in October. Therefore October for the new one. My stars. 1oyvey.gif
post #7 of 54
Who writes this speculative crap!!
post #8 of 54

I'm really sick of analysts and their predictions.  The only one that knows what is coming is Apple.  Everything else is guessing.

post #9 of 54

Looks like I have to keep waiting for that shiny new 13" rMBP. Hopefully it's coming with TB2 if it's being "delayed" until mid September.

 

No predictions for the Mac Mini? :)

post #10 of 54
Quote:
Originally Posted by mstone View Post

Isn't Ming-Chi Kuo usually pretty reliable?

Reliable on the obvious or non obvious stuff?

post #11 of 54
Quote:
Originally Posted by lkrupp View Post

Please, AI management, enough of this crap already. Take 5. Smoke 'em if you got 'em. We don't need this analyst rumor mill constantly. It's all about manipulating the stock price. We know that. It serves no useful purpose. It encourages the trolls, gives comfort to the haters, and gets on the agenda of the next anti-Apple talking points conference.


I have to agree with much of this comment from lkrupp.  Whether or not comments on AI have anything to do with stock manipulation, the level of the intellectual tone of the site has IMO degraded over the past few years. Can we have real news (based on fact rather than speculation) and real comments (rather than sad wanking)?

post #12 of 54
The only problem is Apple's recent history is replete with production delays and issues.
post #13 of 54
Quote:
Originally Posted by Rogifan View Post

Reliable on the obvious or non obvious stuff?

Non-obvious stuff.  Like it or not, Kuo has been the only reliable predictor of Apple products and timelines.  He's been head and shoulders above the other guys who seem to just be guessing.

 

Having said that, product timelines can be very fluid, and that is a lot of new/refreshed products in a 30 day time period.  I wish Apple would do a better job of spacing out their product introductions.  Apple has a lot of very loyal customers but even most of them have a finite amount of money they can or are willing to spend on consumer electronics/computer equipment at one time.

post #14 of 54

Go home analysts, you're drunk.

post #15 of 54
Quote:
Originally Posted by Harmon View Post

Apple has a lot of very loyal customers but even most of them have a finite amount of money they can or are willing to spend on consumer electronics/computer equipment at one time.

You have no one to blame but yourself if you go broke buying Apple products. There is no reason to buy every new release of every product every year. Get a notebook one year and an iPad the next, an iPhone every two years. Most Apple hardware lasts five years before it becomes obsolete and often it is just because the OS can't be upgraded anymore even though the hardware is still running fine.

Life is too short to drink bad coffee.

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Life is too short to drink bad coffee.

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post #16 of 54
This is just an analcyst saying "I'm going to predict a new iPhone every Friedman Unit until one comes out, Apple is Doomed".
post #17 of 54
This analyst has incredibly reliable sources. He was accurate about every product release last year, including their specifications and ship dates. He also stated the iWatch would come next year even before the report from the usually impeccably sourced Bloomberg that stated it would come out this year.
post #18 of 54
I also would add that I'm shocked about that price for the lower cost iphone if its true.
post #19 of 54
Quote:
Originally Posted by mstone View Post

You have no one to blame but yourself if you go broke buying Apple products. There is no reason to buy every new release of every product every year. Get a notebook one year and an iPad the next, an iPhone every two years. Most Apple hardware lasts five years before it becomes obsolete and often it is just because the OS can't be upgraded anymore even though the hardware is still running fine.

Thanks for the condescending advice, but you completely missed the point.  I am not going broke buying Apple products.  I own Apple stock and am looking at it from a shareholder's perspective that they could sell more products to their loyal consumer base if they spread out their product launches.

post #20 of 54
Quote:
Originally Posted by AndrewofArabia View Post

I also would add that I'm shocked about that price for the lower cost iPhone if its true.

Once again, Apple proving that the prices idiots pick for their products are wrong, both in theory and in practice.
post #21 of 54
Quote:
Originally Posted by AndrewofArabia View Post

This analyst has incredibly reliable sources. He was accurate about every product release last year, including their specifications and ship dates. He also stated the iWatch would come next year even before the report from the usually impeccably sourced Bloomberg that stated it would come out this year.

100% correct.  He's been incredibly accurate.

post #22 of 54
I can't wait to get my Haswell Retina MB Pro!!
LOL people should just enjoy whatever phone they prefer and stop being d-bags about other phones they don't use. Fanboys are pathetic, regardless of whether they are Android or Apple ones.
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LOL people should just enjoy whatever phone they prefer and stop being d-bags about other phones they don't use. Fanboys are pathetic, regardless of whether they are Android or Apple ones.
Reply
post #23 of 54
...pushed to late sept like the 5. I don't remember seeing a release date before.
post #24 of 54
My iPad 1 has served is usefulness to me and I am patently waiting to upgrade to the iPad 5 and my wife wants the iPad mini 2.

All of these rumors are all over the map. One minute the iPad mini 2 is this year the next it's 2014. The iPad 5 has had possible release dates every month since April this year. I don't mind a little speculation but this stuff drives me insane.
post #25 of 54
Quote:
Originally Posted by AndrewofArabia View Post

I also would add that I'm shocked about that price for the lower cost iphone if its true.

Of course, that translates to a $0 to $100 subsidized price in the U.S.

 

I wonder if they will discontinue the 4s?  They may be wanting to get away from the 3.5" screen and the cost of the front and back gorilla glass enclosures.

post #26 of 54

I think most analysts have missed one important upgrade that Apple can take advantage, increasing the iPhone internet use time from 8 hours of iPhone 5 on LTE to 10 hours and talk time from 8 hours on 3G to 10 hours. 

post #27 of 54
Quote:
Originally Posted by Rogifan View Post

Reliable on the obvious or non obvious stuff?

That's not obvious.

post #28 of 54
Quote:
Originally Posted by Harmon View Post

Thanks for the condescending advice, but you completely missed the point.  I am not going broke buying Apple products.  I own Apple stock and am looking at it from a shareholder's perspective that they could sell more products to their loyal consumer base if they spread out their product launches.

Sorry poorly worded. I wasn't trying make it personal. It should have been stated as a third person. Instead of the word 'you' I should have said if 'one... themselves to blame' but the rational is the same. Why would anyone expect someone to buy everything every year?

Life is too short to drink bad coffee.

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Life is too short to drink bad coffee.

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post #29 of 54
Quote:
Originally Posted by AppleInsider View Post

Apple's next-generation iPhone is believed to be facing production difficulties, much like the iPhone 5 in 2012, one analyst believes, while the rumored "iPhone Lite," revamped "iPad 5," and Haswell Retina MacBook Pros and iMacs could see release in the interim.

2013 Shipments
Source: KGI Securities

Cook said the new products were coming in Fall, which starts in late September. Thus, the iPhone 5S is NOT delayed and the other items are early.
post #30 of 54
Quote:
Originally Posted by tzeshan View Post

I think most analysts have missed one important upgrade that Apple can take advantage, increasing the iPhone internet use time from 8 hours of iPhone 5 on LTE to 10 hours and talk time from 8 hours on 3G to 10 hours. 

I pity the fool who spends 10 hours a day talking on the phone.

Life is too short to drink bad coffee.

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Life is too short to drink bad coffee.

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post #31 of 54
Hopefully we will see the introduction of retina displays on the iMacs alongside the haswell chips
post #32 of 54
Ok, the name of your site is "AppleInsider" right? So when are you guys going to start writing about some inside information rather than speculation, from Apple outsiders no less? So why do I read these articles? Good question. Time for me to move on. Bye.
post #33 of 54
In a one hour meeting with Tim Cook over coffee, which cost me over $500,000, I was able to ascertain that the next generation Apple iPhone will be released in 2013.

You heard it here first!
post #34 of 54
Quote:
Originally Posted by MacBook Pro View Post

In a one hour meeting with Tim Cook over coffee, which cost me over $500,000, I was able to ascertain that the next generation Apple iPhone will be released in 2013.

You heard it here first!

Money well spent!
 

Does he really sport a constantly upside-down smile, or does it turn right-side-up once in a while?

post #35 of 54
Quote:
Originally Posted by mstone View Post

I pity the fool who spends 10 hours a day talking on the phone.

I agree. That doesn't leave much time to come here to gripe about how Apple is doomed and how $AAPL is tanking again. ;-)

post #36 of 54
Quote:
Originally Posted by mstone View Post

I pity the fool who spends 10 hours a day talking on the phone.

I believe if the internet use time on LTE is increased from 8 hours to 10 hours the talk time will increase correspondingly.  

post #37 of 54

The stuff about the iPad mini doesn't make a lot of sense to me.  The mini is the most popular model by most accounts, to not have a new one for the Xmas season, even a non-retina minor upgrade, seems like a mistake.  It seems unlikely they will come out with it any sooner than a few months into the new year which would make it almost a tar and a half between the first one and the second and all that with one of the hottest products they've ever made or sold.  The only reason I can think of for doing it is to artificially prop up the sales of the iPad 5 and that doesn't sound much like Apple either. 

post #38 of 54
Quote:
Originally Posted by battlescarred1 View Post

Ok, the name of your site is "AppleInsider" right? So when are you guys going to start writing about some inside information rather than speculation, from Apple outsiders no less? So why do I read these articles? Good question. Time for me to move on. Bye.

 

Well, it used to be the case years ago that this was the place for all the inside information.  Now it's those grunting beasts over at 9to5Mac that get most of the scoops and the horrible little monkey known as the Boy Genius.  AppleInsider is still far more civilised though, and much more fun. And if those other fellows ever come up with something it's sure to be repeated here before the end of the day anyway so on balance, hanging out here is still best. 

post #39 of 54
Quote:
Originally Posted by Captain J View Post

The only problem is Apple's recent history is replete with production delays and issues.

Yes, because Apple always fails to meet the deadlines and promises set by pundits, tech bloggers, and analysts.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
Reply
post #40 of 54
Quote:
Originally Posted by AppleInsider View Post

"While shipments forecasts may still grow sharply in 4Q13, we are concerned iPhone 5S may face the same problem as its predecessor, namely that by the time supply matures, demand will already have waned, hurting shipments," Kuo writes.

The analyst also sees shipments of the much-rumored low-cost iPhone being below expectations, though the device will be available sooner than the iPhone 5S due to a less complicated manufacturing process. 

 

So, the anal-lyst suggests Apple should have some 100 millions, gazillions or whatever iPhones ready by end of september, sell them out till november and then bird watching till march together with manufacturers...

 

I can't imagine how is it to imagine such crap on weekly bases to earn for living... 

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