Code division multiple access September 8, 2011

Somewhere in China there are stacks of millions of completed iPhone 5s.

Digitimes is reporting that iPhone 5 production is at full swing with 150,000 of the devices being produced per day. That isn’t quite the “volume” production level that Apple expects as it gets ready to release its phone for the holiday shopping season, however.

Lens maker Largan Precision, touch panel maker TPK Holding, reinforced glass supplier G-Tech Optoelectronics and battery vendors Simplo and Dynapack are all operating at full swing currently, the sources indicated.

We’ve also heard recently that these iPhones aren’t being boxed up just yet as Apple is finalizing the iOS 5 build that will eventually go on these iPhones.

Shipments of iPhone 5 from the supply chain are expected to reach 5-6 million in September but will then ramp up to over 22 million units in the fourth quarter as suppliers will ship fewer iPhone 4 and CDMA-version iPhones during the final quarter of the year, noted the sources.

Apple’s other manufacturing partner, Pegatron, is said to be holding off on production until 2012 and is expected to only build 15% of the devices overall.
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Code division multiple access August 31, 2011

Here’s something interesting that appeared in our inbox this evening. According to our tipster SulfoDK, the middle iPhone antenna below will be the new ‘iPhone 4S’ antenna band. It appears to simply be the current CDMA antenna with a SIM card tray cut out in a similar spot as the GSM iPhone 4 (and as such could be faked or prototyped fairly easily). With the amount of advertising on these images and the easy in which it could be faked, we are wary.

But the idea works out on some levels and here’s why: If Apple were to build only one ‘iPhone 4S’ for 2011-2012 season, they could sell what is basically the Verizon iPhone 4 with its worldphone Gobi chip and an added SIM tray to every carrier. It would make sense to keep that overall same antenna design since it already works well on Verizon. Earlier cases seem to indicate the same thing.

For clarification below, the frame on top labelled ‘4G’ is the current GSM iPhone 4. They are using ‘4G’ in the AT&T/T-Mobile sense.

Top and bottom views below:

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Code division multiple access August 14, 2011

According to Digitimes, Apple has increased their second-half of 2011 iPhone orders to 56 million units from a previous goal of 50 million units. These 56 million iPhones cover current and next-generation models: iPhone 3GS, iPhone 4 (GSM + CDMA), and the upcoming “iPhone 5.” As previously reported, the iPhone 5 will make up almost half of Apple’s 2H11 iPhones with 25.5-26 million total units.

In addition, Apple reportedly originally planned to build 7 million iPhone 5 units for the third quarter, but adjusted their production plans to 5.5-6 million units. On the other hand, Apple is expecting major iPhone 5 demand in the fourth quarter and has increased Q4 iPhone 5 orders to 20 million units from 14 million units.

The iPhone 5 will go on sale this fall and will almost certainly include the dual-core A5 processor found in the iPad 2 and an eight megapixel camera possibly made by Sony. There has been debate over the new iPhone’s design, with some reporting a design that is largely similar to the iPhone 4, and others calling for a major redesign. As the iPhone 5 moves into Apple’s product lineup (in addition to a possible cheaper iPhone), Apple will be eliminating the iPhone 3GS.

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Code division multiple access January 3, 2011

SAI breaks down Piper Jaffay Apple follower Gene Munster’s predictions for 2011, complete with probabilities.  I’ve got to say, these are pretty conservative.  (I like Appleholic’s 2011 list much more).  Anyway, here we go…

– Verizon launch of the iPhone: Probability 95% (March qtr) (our est)

– Mac App Store: Probability 100% (Jan. 6 launch)

– iTunes cloud services: Probability 90%

– iPad geographic expansion: Probability 100%

– iPad subsidies from carriers: Probability 80%

– OS X Lion: Probability 100% (summer 2011)

And here’s when we can expect upgrades to the hardware:

– iPhone (March quarter). We are modeling for Apple to launch a CDMA version of the iPhone at Verizon in the March-11 quarter. The fifth generation iPhone will likely ship this summer with NFC capability.

– iPad (spring). We believe the second generation iPad will launch in spring 2011.

– Macs (uncertain). We have moderate confidence that Apple will release redesigned MacBook Pros in 1H11 and redesigned iMacs in 2H11.

– iPods (fall). As usual, we expect Apple to refresh its iPods in the fall.

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Code division multiple access December 28, 2010

iPad 2.0 activity continues to heat up with the latest report claiming Apple will offer multiple configurations of the new product, with an accent on provision of pervasive Internet access.

Apple is expected to ship over half a million iPad 2.0 units in January with mass production set to begin then, the report claims. It seems Apple will offer Wi-Fi-equipped units alongside UMTS and CDMA-savvy iPads, maximizing the always connected Internet device proposition. expand full story

Code division multiple access December 27, 2010


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