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Analyst Ming-Chi Kuo: Apple's 5.5-inch 'iPhone 6' faces production issues, launch may be pushed... - Page 3

post #81 of 128
Originally Posted by vaporland View Post
It's called medical marijuana for a reason...

 

Yes, it creates medical problems.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply
post #82 of 128
Breaking news: Apple has delayed iTV and iWatch were delayed until next year due my cat, Miss Kitty Whiskers, having kittens yesterday.

Also, I bring information that Apple is developing an iLawnMower. It will be released Q3 2015. No wait -- I just received word production was delayed by six month due to diamond-based tires not being available in time.
post #83 of 128
That is how Ming-Chi Kuo gets away with wrong analysis! Boom!
post #84 of 128
Quote:
Originally Posted by jonl View Post

Standard rumor, part of the Apple product cycle rumor algorithm, which has been accepted as an ISO Standard, BTW. Move along, nothing to see here.

Steve may be dead but his Reality Distortion Field has been left drifting around the world like a weather balloon caught in the jet stream... lost spotted hovering over some Chinese dude.
"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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"That (the) world is moving so quickly that iOS is already amongst the older mobile operating systems in active development today." — The Verge
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post #85 of 128

The reason this analyst is more accurate than others is because he is based in Taiwan, and practically all Apple products are made by Taiwanese companies (with manufacturing in China). All this guy does is wine and dine Foxconn executives and parts supplier executives trying to get some inside information. 

 

I am sure the analysts in the US also have some connections, but Kuo is right where the action is.

post #86 of 128
I'm sorry to say, but there is no 5.5" model. Lots of people want one, but if it exists then some parts should have already shown up. I haven't seem a part that wasn't from a 4.7"

When Tim Cook leaves the stage in Sept, there will be a lot of cranky people.
post #87 of 128
Quote:
Originally Posted by Tallest Skil View Post

You forgot 4. There is no 5.5” model: it’s an iPod touch. They’re repositioning the device for gaming, both handheld and via the Apple TV.

The A8 is going to have the last generation of console gaming devices running for the hills and this generation’s looking uneasily over their shoulders.

By the A10, there will be no contest, and this generation of consoles will still have 3-4 years on their cycles.
I agree, option 4 stacks up better: not a phone (too big) so two handed use which fits with everything Apple have ever said on the issue. The new iPod touch could be a beast: killer game playing (two handed sideways on) , music, WiFi and telecom connectivity for those who are looking for a single mobile device that is great for text and messaging (as that is all they ever use it for) oh and FaceTime on the weekends. There is a huge population of the world who use script based languages, which could use the extra space more effectively? Anyone got experience of this?
post #88 of 128
Quote:
Originally Posted by mstone View Post
 

Furthermore, in the note he identified three areas of concern. One, the irregular color of the metal, the touch sensitivity near the edges and the screen drop test. All seem to be fairly specific as if he does have some inside connection in the manufacturing team. He is from the region where that could be entirely possible.

I agree. It's not some random analyst making vague claims. It's an analyst with a good track record (the last being the prediction of the low cost iMac) making very specific claims. Of course no one can see the future, and Apple may very well have a breakthrough and solve these problems and launch both models in quantity. But I believe that, as of right now, he is in all likelihood correct.

post #89 of 128
Ming-Chi Kuo has had some accurate timelines and rumors but more and more he pads out his well-sourced info with wild speculation. He suggests investors shouldn't expect a television set until 2015-2016:

http://www.macrumors.com/2013/11/12/apple-television-set-not-expected-until-2015-or-later-but-a7-apple-tv-could-come-in-2014/

Rumors that turn out to be false are always delayed until they stop mentioning them and hope everyone forgets they brought it up.
Quote:
Originally Posted by TailsToo View Post

I'm sorry to say, but there is no 5.5" model. Lots of people want one, but if it exists then some parts should have already shown up. I haven't seem a part that wasn't from a 4.7"

When Tim Cook leaves the stage in Sept, there will be a lot of cranky people.

I didn't think there were many people who wanted a 5.5" iPhone and the few who did said they'd buy it if it was available but otherwise the smaller one would be ok. The phablet market is only a fraction of the size of the ~5" or less smartphones. Most people on the forum after a bigger screen wanted something in the upper 4" range. There was a poll done here:

http://www.idownloadblog.com/2014/01/21/poll-iphone-6-screen-size/

It's not clear how many people voted in it but it had to be over 400 for the percentages to turn out that way. 4.7" was voted highest and 5.5" came out less than even 4". The polls don't reflect real-world buying trends but they would be representative of people's opinions.

A phablet goes against everything Apple stands for because it hinders usability, design and it conflicts with its purpose of being a pocket device and a phone.
post #90 of 128
Analyst quickly learn to dance around predictions based on past experience. It provides cover up and also keep excitement going in market place. Most large corporations, future product's design and logistic are defined many quarters in advanced. You think Apple would screw up couple of months before their typical product announcement that they have problems with their design ? If Apple plan to release 5.x inch iphone in 2014, than they will. If Apple plans to release in 2015, than that is how it will go. This one analyst may know bits and pieces but only Apple knows whole story and Apple have said nothing yet.
post #91 of 128
Analysts everywhere for all companies behave the same way. Those for Apple, because they keep tight control over information about forthcoming products, must continue to report something. Analysts are in the business of making money buying and selling stock; no transaction, no money.

Transactions are executed among brokers and brokers and the public who hold Apple stock. Each broker manages transactions between their clients making fees coming and going. Clients are all different, each are biased, and each will buy or sell based on the same information, interpreting that information according to their biases. It's that differential between biases that accounts for transactions. Those who buy and hold don't listen.

But all these rumors are ultimately good for Apple. Continuous advertising without Apple having to spend a dime.

I wonder how these rumors effect apple competitors? They must monitor each other and must be prepared to react to each other, while continuing to execute their own plan and do R&D.

Apple under Jobs publically had said they only focus on executing their plan and are not driven by what the others are doing. Apples theme of only wanting to make great products, seems to me, reflects this approach and why Apple seems late to the game when competitors market a feature and Apple doesn't seem to play oneupmanship games -- it's not in there plans.

For brokers covering other companies, and sectors, there are differentials that cause transactions which make them money. It recently was suggested that a relatively new company had developed a new medical test, and was going through the hoops of getting approval to market it. The experimental trials showed certain results. That is all public knowledge. Each analyst has a different opinion as how the tests compare to existing tests on the market, what the regulatory agencies will do at each step of the approval process, and how medical insurance companies will cover or not cover the procedure, and whether a doctor will order this test or a competitors. All these different perceptions affect transactions and stock price. Uncertainty generates money.

No one knows what will happen until it happens. Only then will we be able to separate the winners from the losers.
post #92 of 128
Quote:
Originally Posted by mpantone View Post

It's about page views, not the accuracy of the news source nor the veracity of the declaration. Basically anything here at AI can be "breaking."

You seem to not understand that this is the way 21st century online media works.

Have you been using the Internet very long?
Most of my questions are rhetorical, tbh. But it would be nice to see a rumor site buck the trend once in a while.
post #93 of 128
Quote:
Originally Posted by wizard69 View Post

A lot of possible reasons come to mind:
  1. they may want to try out new manufacturing methods before risking the entire product line.
  2. weight may be an issue even with aluminum.
  3. they may want to integrate technologies into the case rear that are substantially different than what they have planned for the smaller machine.
  4. the May be using additional RF bands that require different materials to implement additional antennas
  5. because.
When I see things like this I really question the mental state of the person writing it. You assume that people choosing a smaller iPhone would see it as a compromise. As it is I already am seeing signs that the desire for massive cell phones is cooling rapidly, many would see a large phone as a compromise in and of itself. Let's face it the cell industry spent years shrinking cell phones from brick size to something that fits into the palm of your hand so I don't believe demand is what people think it is for these massive phones.
Huh! IPAds are nicely appointed right now. I would expect better performance out of Air simply due to its size.
My point about compromise was IF the 5.5" model has hardware or features not present in the 4.7" model. Then people who preferred the smaller device WOULD be forced to compromise, if, for example, the 4.7" screen wasn't sapphire, or the camera technology was better in the 5.5" model. That is something Apple did away with last year with the iPad. With the iPads now all one needs to care about is screen size. That's how I think it should be with iPhones. Only distinction I would make is specific software features that are better suited to a larger display or are more power hungry and would require a larger battery.

IF there is a 5.5" phone and it's the only one to get sapphire this year I hope it's because Apple is using that model as a test of new materials/manufacturing processes and NOT Apple using it as differentiation or to try and upsell people to that device. If they follow the iPad model, screen size should be the only differentiation. I have no interest in a phablet so if Apple makes the 4.7" model a lesser device I'll just keep my 5S and see what they do next year.
post #94 of 128
Quote:
Originally Posted by ascii View Post

I agree. It's not some random analyst making vague claims. It's an analyst with a good track record (the last being the prediction of the low cost iMac) making very specific claims. Of course no one can see the future, and Apple may very well have a breakthrough and solve these problems and launch both models in quantity. But I believe that, as of right now, he is in all likelihood correct.
He also predicted a wearable device with a range of price points going over $1000 at the high end. Do you see that happening?
post #95 of 128
Quote:
Originally Posted by Napoleon_PhoneApart View Post
 

Heh - "ANALyst" is getting almost as irritating as "First!"

Analysts reports are the stockmarket equiv of FIRST!

post #96 of 128
If you disagree with me or with other posters, I'm cool with you.

If you rant on about how Samsung is great and Apple sucks, I'll tolerate you.

But if you fail to read, or totally misread, other poster's comments and then write your own that misrepresent what the other poster has communicated and go on to make nonsensical arguments, well, I simply have no patience for setting you straight and therefore must block you.

And the very first poster I feel compelled to block is... Wizard69. Sorry Wiz, you're out of the conversation.
I have enough money to last the rest of my life. Unless I buy something. - Jackie Mason
Never own anything that poops. - RadarTheKat
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I have enough money to last the rest of my life. Unless I buy something. - Jackie Mason
Never own anything that poops. - RadarTheKat
Reply
post #97 of 128

The clue is in their job title - Anal List

post #98 of 128

Is there a college course we can attend to become 'analysts' - just talk out your ass to the people, or is that politicians?

post #99 of 128
Quote:
Originally Posted by mdriftmeyer View Post
 

 

I'm with you on #3, where Apple provides various size models and the 5.5 phased in after the initial roll out of the 4.7.

 

How about Apple take a page out of Samsung's playbook and introduce the 5.5" model one week before the Galaxy S6 announcement? (sometime around April 2015)

post #100 of 128
Quote:
Originally Posted by formosa View Post

How about Apple take a page out of Samsung's playbook and introduce the 5.5" model one week before the Galaxy S6 announcement? (sometime around April 2015)
Apple releasing new hardware outside of September and October? 1eek.gif
post #101 of 128
Quote:
Originally Posted by Rogifan View Post


He also predicted a wearable device with a range of price points going over $1000 at the high end. Do you see that happening?

I think his information comes from supply chain sources in East Asia. So when he claims knowledge of production delays I tend to believe him but when he claims knowledge of retail prices, not so much.

 

But quite apart from him, do I think Apple could release a > $1000 watch? Yes. It's no fun selling low margin products, it's much better to go after the top end of the market where you as a designer have the freedom to use expensive materials and make a no-compromises design.

post #102 of 128
I hope this is not true because the 5.5" is the one I want.
post #103 of 128
Quote:
Originally Posted by Rogifan View Post



He also predicted a wearable device with a range of price points going over $1000 at the high end. Do you see that happening?

 



I dont think apple will be able to get away with anything above $500. Even at $500 is very expensive and better have some medical "want to have" function.

I ask around with people over the age of 50 and lots of folks would be interested in a watch with medical features.
post #104 of 128
Originally Posted by herbapou View Post
I hope this is not true because the 5.5" is the one I want.

 

Not sure why you’d get your hopes up for something that doesn’t exist.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply
post #105 of 128
Quote:
Originally Posted by Tallest Skil View Post
 

 

Not sure why you’d get your hopes up for something that doesn’t exist.

Maybe because he'd like an iPhone with a larger screen?

post #106 of 128
Quote:
Originally Posted by Tallest Skil View Post

 

Not sure why you’d get your hopes up for something that doesn’t exist.

 



Well technically the 4.7" doesnt exist either, both are rumors. But from my experience when parts start to leak around this time of year we have a good idea of whats coming. If they dont accounced a 5.5" at the event I could settle for the 4.7" but thats not my first choice.

A surprise that could happen because its impossible to predict with leak parts is Apple could announce 3 iphones models if they upgrade the 4" screen model with the lastest A8 chip and new features. in fact I would rather have them upgrade the 4" and cancel the iphone 5s and keep the 5c has the low cost model and be more aggressive with pricing on the 5C, something around the same price has the Nexus phone.
Edited by herbapou - 7/14/14 at 6:39am
post #107 of 128
Originally Posted by Freshmaker View Post
Maybe because he'd like an iPhone with a larger screen?

 

Yeah, but there’s wanting and there’s expecting.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

Reply
post #108 of 128
Quote:
Originally Posted by Tallest Skil View Post

 

Yeah, but there’s wanting and there’s expecting.

 



I am expecting I will want... 1tongue.gif
post #109 of 128
Quote:
Originally Posted by Rogifan View Post


Apple releasing new hardware outside of September and October? 1eek.gif


 If it's delayed into (early) 2015, why wait till Sep/Oct 2015? I say release it prior to Galaxy S6 announcement.

post #110 of 128
Every year it's always the same BS rumors about delays. And every year sites post this nonsense.lol.gif
post #111 of 128
Quote:
Originally Posted by wizard69 View Post

[...] it makes no difference at all to me if it has Gorila Glass or Sapphire or some sort of lamination of the two. It simply isn't a check point with regards to my willingness to buy a iPhone this year.

 

Right. Check points:

 

Will it shatter if (when) I drop it? I care.

 

Will the screen be scratched by contact with objects and/or surfaces? I care.

 

Will the screen exhibit high brightness and contrast? I care.

 

Will colours have a natural appearance? I care.

 

Will the screen last several years before decaying? I care.

 

Will the screen be made of sapphire? Don't care. Why would I if the previous conditions are met? What matters is the quality of the product. HOW that quality is achieved is irrelevant.

Lorin Schultz (formerly V5V)

Audio Engineer

V5V Digital Media, Vancouver, BC Canada

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Lorin Schultz (formerly V5V)

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V5V Digital Media, Vancouver, BC Canada

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post #112 of 128
Quote:
Originally Posted by ascii View Post

I think his information comes from supply chain sources in East Asia. So when he claims knowledge of production delays I tend to believe him but when he claims knowledge of retail prices, not so much.

But quite apart from him, do I think Apple could release a > $1000 watch? Yes. It's no fun selling low margin products, it's much better to go after the top end of the market where you as a designer have the freedom to use expensive materials and make a no-compromises design.
I'm curious what supply chain sources would leak stuff like this to an analyst. I'm assuming a suppliers relationship with Apple would cease to exist or at least not be very pleasant if Apple discovered they were leaking.
post #113 of 128
Quote:
Originally Posted by formosa View Post


 If it's delayed into (early) 2015, why wait till Sep/Oct 2015? I say release it prior to Galaxy S6 announcement.
You get no argument from me. I think Apple should try and have new hardware every quarter.
post #114 of 128
Quote:
Originally Posted by Slicksim View Post

There is a huge population of the world who use script based languages, which could use the extra space more effectively? Anyone got experience of this?

 

Is this why most of the people I see using giant phones are Asian? Is there a benefit to a larger screen when working with certain languages? I wouldn't know, being barely monolingual myself.

Lorin Schultz (formerly V5V)

Audio Engineer

V5V Digital Media, Vancouver, BC Canada

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Lorin Schultz (formerly V5V)

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V5V Digital Media, Vancouver, BC Canada

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post #115 of 128
Quote:
Originally Posted by Tallest Skil View Post
 

Yeah, but there’s wanting and there’s expecting.

 

Where does "hoping" fit in? The eyes squeezed shut, head tucked into shoulders, fists held tight to the point of shaking kind of hoping? The "Oh please oh please oh please!" kind of hoping? The it's Christmas Eve and I've been dropping hints about that Lego race car for months kind of hoping?

 

If I get up tomorrow and there's no 5.5" iPhone under the tree, I'm gonna be really disappointed. The "Tallest Grinch says there is no Santa Claus" kind of disappointed.

 

Lorin Schultz (formerly V5V)

Audio Engineer

V5V Digital Media, Vancouver, BC Canada

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Lorin Schultz (formerly V5V)

Audio Engineer

V5V Digital Media, Vancouver, BC Canada

Reply
post #116 of 128
He's an analyst for a securities company making guesses like everybody else, so why does AI insist on calling him an "insider"?
post #117 of 128

Maybe the thing is with these analysts...and where I can maybe give them a break...is they keep throwing a line out there expecting Apple to ACTUALLY RELEASE SOMETHING.

 

Apple is the one really falling short. More cash, more expertise, more capability than any other tech company, and come July of 2014 they've announced and released zero new products for the year. That which is expected TBA is the bare minimum.

 

AppleTV?

Mac mini?

iWatch?

 

What on other is going on? The better they do, the more they pull out. I don't understand it.

post #118 of 128
Quote:
Originally Posted by Macky the Macky View Post
 
Quote:
Originally Posted by jonl View Post

Standard rumor, part of the Apple product cycle rumor algorithm, which has been accepted as an ISO Standard, BTW. Move along, nothing to see here.

Steve may be dead but his Reality Distortion Field has been left drifting around the world like a weather balloon caught in the jet stream... lost spotted hovering over some Chinese dude.


So maybe the RDF wasn't actually his...or are you suggesting a ghost writer now? /s

post #119 of 128
Quote:
Originally Posted by RadarTheKat View Post

Okay, let's just consider the past couple months. We've seen a stream of rumors, pictures, and even videos highlighting the front panel in the 4.7" size, with the credibility and realism growing steadily over time. When you see this type of progression it's a good sign of the existence of the underlying product and its pending release. It would not be a stretch to have high confidence at this point that a 4.7" iPhone is in production with the usual Sept introduction event and ship date. But throughout the last couple of months of building credibility in a 4.7" model, we've only heard peripheral noise about a 5.5" model. This suggests one of three possibilities, I'll list in order from least probable to most probable:

1. Apple is planning a 5.5" iPhone 6 and, unlike the 4.7" model which would use the same screen technology, the same metal and color process in its case, and the same sapphire technology in its front panel, Apple is inexplicably having difficulties with these on one model but not the other. I conjecture that the same basic technology would be used in both because that is simply what would make sense. Just as Apple added the A7 to the iPad mini and gave it the same pixel count as the Air (even though that means the less expensive mini is just as capable and has a higher pixel density than its larger, more expensive cousin). So this is the least probable scenario.

2. A more probable scenario, but still in my opinion not very probable, is that the 5.5" model is nothing but a rumor. Something that got added on by over zealous sources once evidence surfaced of the 4.7" model. The rumors traveled together and the growing validity of one carried the other along for the ride. But no concrete evidence has been shown, from my monitoring of the news, that a 5.5" model has been coming along in the production phases we have seen evidence for of a 4.7" model. It may simply be a rumor that found life in the shadow of validity the the 4.7" model has exhibited.

3. In my opinion, the most probable scenario is that there will be a 5.5" model but Apple always planned to phase it into production and into its release schedule following the 4.7" model. I believe Apple will introduce both at the same time, in September, then announce availability of the 4.7" model the following week and availability of the 5.5" model 'later in the calendar year' or 'by Christmas' for example. This would make a great deal of sense to me because Apple will need time to get to supply/demand balance on the 4.7" model (which will be the more popular of the two) but will want to avoid any potential backlash from customers that would occur if they didn't also announce that another model/choice were coming on the near horizon. (A customer who would prefer a phablet model should know one is coming so that he doesn't lock himself into a two-year contract with a 4.7" model having thought that was the only new model available.) This course of action may also capture some potential Samsung customers who will wait a few more months to get an iPhone phablet rather than purchasing the expected Galaxy Note 4 when it arrives in the fall. Apple will deliver a one-two punch to Samsung with this approach without fear of not being able to deliver on huge initial demand of two new iPhone models at the same time.

And this is a freaking seriously long message. Yup, an assay to be correct.

post #120 of 128
**** these criminal analysts.

"Apple releasing 5.5" phone for this fall"

Apple has no plans to release 5.5" phone this fall, and never did.

"Apple 5.5" phone pushed back because of "production issues".

Assholes.

Also, I'm sure the new iPhone went through THOUSANDS of production issues- just like every iPhone. Thats what happens when you're pushing the envelope and building a much more complex phone than anyone else using new manufacturing techniques. As always, when it comes to launch, Apple tends to have these issues worked out. Thats how this shit works, no product development goes complete smoothly.
Edited by Slurpy - 7/14/14 at 10:48am
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