Berger writes, “For the iPhone 5, we continue to hear that a July launch is unlikely, with various casing suppliers and touch suppliers still ramping up, with some chip vendors not having yet received firm iPhone 5 orders, and with other sockets like the image sensor (most likely going to Omnivision exclusively, but with some potential for Sony to split that socket) still in flux. Given these factors, we think a September launch is more likely, off from Apple’s traditional iPhone launch schedule, but giving the firm more time to enhance its next-generation instant communications on the phone.”
Steve stays home for a month and all hell breaks loose or Analysts trying to push AAPL down? We’re hoping that these analysts are off the mark.
At least we have some MacBook Pros to look forward to this week.