I have a few thoughts on the iPhone 5, and I think it's ready and was supposed to be announced yesterday by Tim Cook. However, given the earthquake/tsunami, production wasn't ready for an October delivery. Here's some food for thought:
After the tapered model leak and a lot of case makers on board with it, along with the 16 month hiatus it just seems a little odd that the 4S (despite it being awesome, I'm very excited about it) is the only phone. Apple is successfully selling a 3GS alongside a 4, so obviously having 2 or 3 models in stores is a worthwhile product endeavor. Yesterday would have been a monster success with a two-product introduction, Apple knew it, and that was the plan until production prevented it.
My 2 cents.
- Tim Cook had a prepared presentation for the Keynote, but it was to introduce the iPhone 5 after Scott introduced the 4S, this is why Tim didn't present
- The new 3-model setup was to be iPhone 4 for free, 4S for $99, and iPhone 5 for $199. The 3GS won't run iOS5 nearly as well as the 4, Apple really didn't want to sell the newest OS on hardware that can barely handle it
- Tim couldn't announce the iPhone 5 and then say it'll be ready in 4-6 months, that would cannibalize into 4S sales and really hurt their shareholder confidence
- Upgrading current production infrastructure to build 4S over a 4 is a lot easier than building up a whole new production infrastructure for an iPhone 5, hence the delay in the iPhone 5 and not the 4S
After the tapered model leak and a lot of case makers on board with it, along with the 16 month hiatus it just seems a little odd that the 4S (despite it being awesome, I'm very excited about it) is the only phone. Apple is successfully selling a 3GS alongside a 4, so obviously having 2 or 3 models in stores is a worthwhile product endeavor. Yesterday would have been a monster success with a two-product introduction, Apple knew it, and that was the plan until production prevented it.
My 2 cents.