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Basically the low cost iPhone will be a nice way to eliminate the cost of building the 4 and 4s and they're legacy peripherals the 30pin connector is dead. Tim Cook is a supply chain guy first and foremost and to keep having to build things that the company doesn't support is expensive.

Note how they say its very easy to assemble the cheaper iPhone plus this also plays to the other analyst saying they are going for a larger screen on the 5s. It's all speculation at this point though


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So glad I went for the Haswell MBA.

School starts in late August for me so I can't wait for the Haswell MBP.

Do not regret at all plus I got the $100 bts promotion.
 
Personally I've been itching to replace my iPad 2 for an iPad Mini. Was intending on getting whatever upgrade they did for the iPad Mini this Fall even if no retina, but now if these latest rumors are true (Retina Mini in March?) I may just get the Retina MBP in Sept. to replace my 5-1/2 year old iMac as I've really wanted to get a laptop.

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Basically the low cost iPhone will be a nice way to eliminate the cost of building the 4 and 4s and they're legacy peripherals the 30pin connector is dead. Tim Cook is a supply chain guy first and foremost and to keep having to build things that the company doesn't support is expensive.

You win. Agree 100%. Makes so much sense.
 
Wow another analyst report, better get mine in early.

I've had some secret information passed on to me from very secret sources and psychics, and through my in-depth skills analysing supply chains, the iPhone 6 will be coming out in 2014. There is testing underway in both form factor and design, but it will be faster with more features. Testing is underway for a possible screen upgrade/camera upgrade/battery upgrade which may or may not be put in place in the final version. This will be released in July 14 except that supply chain issues will delay until September. There will be trouble meeting demand and supply will be constrained.

Think that's all bases covered and I'll be copying and pasting a link to this post in a years time to prove that I was right all along and am top analyst.
 
But isn't KGI Securities analyst Ming-Chi Kuo the one that as a general consensus "most" people on MacRumors have regarded him as "the most reliable"?

Yeah, but that's like saying he's the most honest politician.

If you guess, sorry 'analyse', all possibilities, then ultimately you're right whatever happens.

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Wow another analyst report, better get mine in early.

I've had some secret information passed on to me from very secret sources and psychics, and through my in-depth skills analysing supply chains, the iPhone 6 will be coming out in 2014. There is testing underway in both form factor and design, but it will be faster with more features. Testing is underway for a possible screen upgrade/camera upgrade/battery upgrade which may or may not be put in place in the final version. This will be released in July 14 except that supply chain issues will delay until September. There will be trouble meeting demand and supply will be constrained.

Think that's all bases covered and I'll be copying and pasting a link to this post in a years time to prove that I was right all along and am top analyst.

Oh and if you find/replace 'iphone 6' with 'iPad 6' that works too. Oh, and the same with iMac, just push it back a few months and ignore the bit about the battery.
 
Yeah, but that's like saying he's the most honest politician.

Doesn't change the fact that (from my memory of reading his name in many articles over the last 1-2 years) he's been more right than wrong(I think). Maybe someone wants to speak up if their memory is better and they can find an older article based on his report that ended up being wrong. His claims are never crazy, always sensible. Again, someone please correct me if I'm wrong. Just annoying reading "oh great not another analyst" when maybe this guy is on to something. Maybe the Retina Mini margins would be way too low for a Fall release. People let their emotions get in the way sometimes I think of seeing it from a business perspective of what makes sense from a numbers/profits view.
 
Doesn't change the fact that (from my memory of reading his name in many articles over the last 1-2 years) he's been more right than wrong. Maybe someone wants to speak up if their memory is better and they can find an older article based on his report that ended up being wrong. His claims are never crazy, always sensible.

Yes, they're sensible but they're always covering all bases. For instance, over the last few months he has predicted a release date, a possibility of delays and a potentially revised timetable. Regardless of when the product is released, and we know that it will be released this year, he would be right.
 
Lower cost new iPhone is to allow a fully 4 inch, fully lighting connector line up.

New Flagship will be LTE-A (covering all widely used world bands.), VoLTE?
iPhone Lite who knows if it will be LTE or with more band coverage than current.
iPhone 5 as is with LTE vanilla and it's limited world bands.
 
$450-$550?? How is that "low cost" :rolleyes:

1) Don't forget that's marketing by rumors people and speculators. Apple might spin it in a way that makes way more sense at first glance.
2) $450 would be $200 cheaper than an unsubsidized iPhone 5. With US carriers moving toward payment plans for the full price, this means a $200 savings.
3) Apple unveiled the iPhone 5 with a new Lightning connector. But the cheaper models still had the 30-pin connector. So if a family goes in wanting iPhones and maybe wants cheaper ones for kids, that means twice the cables. Create a a cheaper model to hit the lower price points and you can make changes like that. Same thing would go for any changes on button, camera and microphone positions to perhaps make all accessories work for the latest iPhones being sold.
 
OK but that's not an army of new products its a platoon. C'mon Kuo, tell us something we don't know instead of regurgitating the obvious.
 
I find it hard to believe Apple would launch the lower margin lower cost iPhone before the new flagship 5S. If they did so, they would be giving it the chance to cannibalize the 5S before it even goes on sale. Some people just want the newest thing and would jump on it before waiting for the 5S to come out. Maybe not a lot of people, but some. Would be better to launch them simultaneously and make it clear in the Keynote what you get for the extra money you'll spend on the 5S.
 
I think he has it right... I think the idea is to have a product that carriers can offer with $0 down. So, currently in the US, it's $650 subtract $199 upfront... so $450 for entry, and $550 for higher capacity. Mapped to smartphone spectrum, it falls at the high-end of middle market phones. The 'low-cost' words is something we assigned to an unreleased iPhone, not something that Apple assigned.

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What about no cheap iPhone at all, but instead, Apple releases 8-GB iPhone 5 at $49 carrier subsidized or $449 without? They did it in the past with iPhone 4. I rather see iPhone 5, 5s and 6 instead of cheap iPhone, 5 and 5s this year.

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I find it hard to believe Apple would launch the lower margin lower cost iPhone before the new flagship 5S. If they did so, they would be giving it the chance to cannibalize the 5S before it even goes on sale. Some people just want the newest thing and would jump on it before waiting for the 5S to come out. Maybe not a lot of people, but some. Would be better to launch them simultaneously and make it clear in the Keynote what you get for the extra money you'll spend on the 5S.

If so, cheap iPhone should have smaller screen than 5s. If it has 4" screen, you'll expect to see 4.5" iPhone 5s. That way, there'll be no cannibalization.
 
I think it's a problem that Apple is making design decisions that are extremely difficult to manufacturer. A world class company includes manufacturing engineers in the design phase so they come up with something that can be readily built. Seems like the designers are not living in the real world as much as they should. Several times in the past few years (razor thin iMac anyone) they've designed something that took 4-6 months to really be able to build.
 
Will iOS 7 be ready by September?

Good point. Using as I am the latest beta of iOS 7, I have serious doubts that software is ready for September. Its a pain in both my iphone 4s and ipad 3. they are going to have to work really hard to optimise it.
 
These articles are getting a bit out of hand because everyday, there is a post that confirms retina display iPad Mini, then there is a JK post, then there is a leaked shot, then there is a supplier info that contradicts it all.
 
These articles are getting a bit out of hand because everyday, there is a post that confirms retina display iPad Mini, then there is a JK post, then there is a leaked shot, then there is a supplier info that contradicts it all.

Pick one to believe in. You have 50-50 chance -- slightly better than betting red or black on a roulette wheel in Vegas.
 
I find it hard to believe Apple would launch the lower margin lower cost iPhone before the new flagship 5S.

They could get announced at the same keynote. The lower-cost iPhone goes on sale less than a week after the announcement, and the iPhone 5S goes on sale 2-3 weeks after the announcement.
 
I think it's a problem that Apple is making design decisions that are extremely difficult to manufacturer. A world class company includes manufacturing engineers in the design phase so they come up with something that can be readily built. Seems like the designers are not living in the real world as much as they should. Several times in the past few years (razor thin iMac anyone) they've designed something that took 4-6 months to really be able to build.

Or they simply don't want to accept the status quo of manufacturing. Frankly I prefer they push the boundaries of what is possible and what isn't. Yes, unfortunately that means learning through mistakes, and delays.

I'm not suggesting sacrificing function over design (that's a different topic altogether). But rather new materials, and processes that create radically different products. Plus, isn't innovation what we love about Apple?
 
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