Wednesday, May 18, 2016

iPad 5/iPhone 5S/budget model in September, no Retina iPad mini in 2013

KGI Securities analyst Ming-Chi Kuo is fast becoming the de facto most reliable watcher. Expanding on hisApril notewhich advised investors to brace themselves for a delayed iDevice roll-out over manufacturing“challenges,”his just-updated shipments timetable now offers more in way of detail.Long story short, the analyst is expecting theiPhone 5Sin late-September, but in limited quantity, with the oft-rumoredplastic iPhone(he’s calling it an ‘iPhone Lite’)becoming available even sooner than the iPhone 5S in rly-September because its chassis is sier to make than the two-tone iPhone 5S design.rly September will also bring us an updatediPad 5, he said, but there will be no iPad mini successor this yr due to engineering issues. As for the Mac family, Kuo sees a mid-September launch of a Haswell-enabled Retina MacBook Pro, with a Haswell-driven iMac up for a late-August introduction. The full brkdown is right after the brk…Check out the shipments timetable, part of a resrch note obtained byInsider.The full brkdown follows:The iPhone 5S– ongoing difficulties with the handset assembly coupled witroduction setbacks over“numerous components”(fingerprint sensor, much?) will affect availability following a late September launch. He noted the same quality issues had caused problems with the iPhone 5 supply post-launch.Plastic iPhone– because plastic is sier to mold and mass-produce compared to the exquisite two-tone iPhone 5S chassis, the rumored off-contract$450-$550budget iPhone with“novel”new fturesshouldbe available sooner than the iPhone 5S, as soon as rly-September. He pegged 2013 shipments at 26 million vs market consensus of 30 to 40 million units.iPad 5-the redesigned fifth- iPad adopting the iPad mini’s apprance will be the“highlight of iPad in 2013″when itlaunches in rly-September (DigiTimesconcurs).iPad mini 2–Unlike DigiTimes, Kuo isn’t holding his brth for a Retina iPad mini because hasn’t yet solved energy and performance requirements of squeezing four times the pixels in much a smaller form factor than the 9.7-inch iPad. He sees anA7 chippowering the iPad mini 2 and calls for a launch no sooner than March or April 2014. What might transpire in 2013 is a slightlycer iPad mini ($299?) fturing the same A5 chip a the current model, around December at the rliest.iMac and Retina MacBook Pro– havingrefreshed the MacBook Airaround ’s fourth-eration Core architecture at June’s WWDC, should launch a next- iMa the end of August. There will also be an update to the Retina MacBook Pro lineup in mid-September. Both updates will fture the new Haswell chips and possibly other goodies.If Kuo’s timetable is anything to go by, there should be a major media event in late-August or rly-September to announce the next iPhone and iPad (the iMac refresh could be handled via a press relse and a website update).So there you have it.Sounds pretty much spot on to me.What do you guys make of this?

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