- Apr 12, 2001
Topeka Capital Markets analyst Brian White has released a new research report today outlining some of the takeaways from a recent trip to Asia to talk with companies in Apple's supply chain. According to White, chatter from those suppliers is pointing toward a larger 4-inch screen on the iPhone 5, which will also include a redesign bringing a "new, sleek look".
White notes that some suppliers are expected to begin ramping production of components in June, ahead of a launch in the August-September timeframe leading into a blockbuster final quarter of 2012.In our view, this will be the most significant iPhone upgrade with a four-inch screen and a new, sleek look that we believe will require a Unibody case. This new, sleek look will be the most important reason that consumers decide to upgrade to the iPhone 5, while we believe the addition of 4G will also attract buyers of the new device.
Sleek "iPhone 5" mockup based on leaked 2011 case designs
Among White's other takeaways from his trip:
- Display issues have caused a bit of a bottleneck on supplies of the new iPad, but the shortages seem to be easing. Any small constraints on March quarter sales numbers would be compensated for by a boost to June quarter sales.
- Suppliers suggest that a smaller "iPad mini" is still in the works, but launch timing remains unknown.
- While the new iPad is not yet officially available in China, some resellers are already carrying the device. Speculation is pointing to a potential May release for the new iPad in China, although evidence for that timeframe beyond a recent regulatory approval appears scant.
Article Link: Supplier Chatter Pointing to Redesigned iPhone with 4-Inch Display, 'Sleek Look'