$1,000 Apple analyst shares what he learned in Asia on the next iPhone

We reported this morning that Apple has now begun internally seeding a prototype next-gen iPhone with the A5X chip that debuted in the new iPad and 1GB of RAM. Based on his recent trips to China and Taiwan, Topeka Capital Market analyst Brian White, who has Apple’s price target at $1,001 as of this morning, shared some new details of what he described as “the buzz around the new iPhone 5.” According to White (via Barron’s), he expects a “sleek” new iPhone to launch in the December quarter. He also expects the device to sport a new 4-inch display and include 4G LTE capabilities.

White set his price target based on an expected August or September unveiling of the product. He also claimed the launch “could be extraordinary” by dwarfing previous launches and driving the stock closer to our $1,001 price target.” According to the report, Apple is expected to start component production for the “iPhone 5″ in June.

White also claimed sales of the new iPad could have been higher if not for a production issue with panel makers related to the new Retina display. Last month, Apple announced its “strongest iPad launch yet” with sales of three million new iPads on its debut weekend…
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Following closely behind Australia: Denmark, Sweden and UK’s advertising authorities looks at iPad ’4G’ marketing claim

Yesterday, we reported that the Australian Competition and Consumer Commission wants Apple to lose the “4G” marketing for the third-generation iPad, alleging it misleads consumers into thinking the device is capable of accessing 4G networks in Australia. Reports from ABC news quickly followed and claimed Apple would give refunds to customers and publish clarification regarding incompatibility with the Telstra network. Apple’s AU website now has “Ultrafast wireless” instead of “Ultrafast 4G” on the main features page, despite still advertising 4G as a highlight of the device through its international sales pages.

Now, authorities in other countries where the new iPad is not compatible with local 4G networks are investigating the issue. Authorities in at least the United Kingdom and Sweden confirmed they are considering investigations…
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Is Apple falsely advertising 4G on its iPads in Australia?

The Australian Competition and Consumer Commission is seeking to have Apple drop the “4G” from the advertising/website of its new iPad products with cell modems…

The ACCC alleges that Apple’s recent promotion of the new “iPad with WiFi + 4G” is misleading because it represents to Australian consumers that the product “iPad with WiFi + 4G” can, with a SIM card, connect to a 4G mobile data network in Australia, when this is not the case.

Optus and Telstra do not use the compatible LTE radio frequencies as Apple’s iPad; therefore, new iPads are not compatible with the LTE 4G networks in Australia. Both mobile carriers already dropped the “4G” naming on the new iPad on their websites. However, Apple does display “iPad +4G” on the Apple.com.au website.

The speed that the iPad gets in Australia is pretty solid…

Importantly, Apple has the subtext:

The iPad with Wi-Fi + 4G model can roam worldwide on fast GSM/UMTS networks, including HSPA, HSPA+, and DC-HSDPA. When you travel internationally, you can use a micro-SIM card from a local carrier. You can also connect to the 4G LTE networks of AT&T in the U.S. and Bell, Rogers, and Telus in Canada.

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More importantly, it does not look like Australians play high and fast with marketing terms like “4G” as we do here in the United States, which now describes HSPA+ on AT&T iPhone 4S’s. Read more

iOS 5.1 code shows iPhone LTE call and FaceTime switching?

With the introduction of a new LTE iPad, there is no shortage of rumors about a 4G iPhone not being far behind. We saw LTE in iOS code strings before the new Pad was introduced, but it was only speculation whether those were for iPhone, the new 4G iPad, or both.

Today, code strings in iOS 5.1 discovered by Cydia developer Krishna Sagar contain the text: “Enabling 4G will end your phone call. Are you sure you want to enable 4G?” It also has various other mentions of enabling and disabling 4G when on phone calls and FaceTime. While most of the references to 4G in the strings could be for the iPad, references to calling features is pretty solid evidence that Apple is at the very least testing a LTE iPhone.

AT&T recently began calling its HSPA+ service 4G on iPhone 4S, but switching that on and off would not disable a phone call or a FaceTime chat.

There is also a full reference to FaceTime over 4G in the code strings (below):

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New iPad users blowing by their monthly plan in hours thanks to LTE

While it is no secret that LTE devices are capable of burning through data quicker than their 3G counterparts burn, several reports claim many new iPad users are concerned about how quickly they are reaching their data cap. In some cases, users reported reaching their 2GB monthly cap within hours of just streaming video. According to a new report from The Wall Street Journalthatprofiled several disgruntled AT&T and Verizon customers, Apple’s “promise of superfast wireless connections collides with the reality of what those services cost.”

Doing some math that any consumer could: LTE speeds often hit 2 Megabytes/second. You would hit 2GB in 1000 seconds—or under 17 minutes.

One man profiled in the story, Brandon Wells, went through 2GB of his Verizon plan streaming March Madness college basketball games to his new iPad. WSJreports:

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NetZero offering free data plan with new 4G hotspot service

While Apple’s new LTE-capable iPad launched on AT&T and Verizon last Friday, NetZero announced today a new contract-free 4G-hotspot service that provides consumers with another option for data. You might remember NetZero from its ad-supported freemium dialup service in the 90s. The new service will also provide a free plan that offers users up to 200MB of data per month at no charge.

First you will have to buy one of NetZero’s reasonably priced hardware options: Read more