Hey, have you heard about this new iPhone? The one codenamed “N94” and coming up…soon?  Well analysts are catching on with information you’ve likely heard before.  FBR Capital Markets puts what you’ve heard in the blogosphere down for institutional clients

Apple’s iPhone 5 will be manufactured in the third quarter, hinting at a possible launch of a new version of the iconic smartphone later this year, a financial analyst firm said Tuesday. The iPhone 5 will include an 8-megapixel camera and a single baseband chip that will work on both GSM and CDMA networks.

Don’t forget Sony CEO Howard Stringer’s slip from earlier this year as well as the Gobi chips we discovered in the Verizon iPhones:

The iPhone 5 will use an 8-megapixel CMOS sensor from OmniVision, with Sony being a possible backup sensor supplier next year, FBR said in the research note.FBR also expects Apple to move away from Intel as a possible baseband supplier, instead buying integrated CDMA-GSM communication chips from Qualcomm. “Our contacts have confirmed to us that Qualcomm is replacing Intel as the baseband supplier, selling an integrated CDMA/WCDMA baseband.”

We’re hoping to hear more about a low cost version of the iPhone in coming weeks that is just starting to make the rumor rounds now.

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