Rossenblatt Securities analyst Brian Blair is citing supply chain sources in Taiwan in stating that the iWatch has a round display, and is similar in design to the Moto 360 smartwatch shown above in a Motorola teaser image, but with a slimmer profile, reports Business Insider.
According to his supply chain sources, the iWatch will have a round face. Many people were expecting it to have a rectangular face, but Blair’s sources tell him it’s going to be round, like a normal watch …
Wedge Partners analyst Brian Blair has suggested that Apple’s share price could be temporarily depressed by disappointing Q2 results in March before climbing by as much as 20 percent in response to new products in the fall, reports Barrons.
This gap between what is actually happening at Apple and investor sentiment is providing an opportunity for investors. We believe this opportunity should be taken advantage of before Apple’s next array of products hit the market, though the best time to own the stock may be in April after we get the March quarter/June guide behind us.
Blair cites several factors for expecting the stock to take a hit in March when Apple reports its earnings for its Q2 fiscal year (Q1 calendar year). Among them are the general slowdown in the saturated high-end smartphone market, continued soft demand for the iPhone 5c, overly-optimistic market forecasts for China Mobile sales and a reduction in the number of people upgrading their iPhone as they wait for the rumored larger-screen phone(s) in the fall.
The longer-term outlook is, however, excellent, believes Blair. He expects Touch ID to be rolled out across all iPhones and iPads in readiness for the launch of a mobile payment solution, and he thinks the expected larger iPhone 6 will sell well, especially in Asia.
In terms of completely new products, Blair is predicting the launch of the iWatch in September and a 12-inch display device he expects to see unveiled at WWDC, whether it is the much-rumored iPad Pro or a new 12-inch MacBook Air.
As ever, make your own decisions where investments are concerned …
Concerns about the future viability of Blackberry – once the default choice of mobile device for the enterprise market – have further boosted iPad penetration in businesses, according to an analyst quoted by AllThingsD.
Wedge Partners analyst Brian Blair theorizes that BlackBerry’s ill-starred attempt to sell itself inflamed concerns about the future viability of the company’s platform and gave corporations good reason to migrate their employees to other devices. That opened up a significant opportunity for Apple — particularly since Android continues to struggle for gains in enterprise […]
Said Blair, “Our recent work points to tremendous momentum for iPad in the enterprise over the last few months and we believe that this may be one of the most important trends for Apple as we move into the New Year.”
Steve Jobs said shortly after the launch of the iPad that Apple didn’t need to market the device to businesses as “it’s being grabbed out of our hands, anyways” … Expand Expanding Close
There has been no shortage of analyst reports regarding an Apple branded HDTV that the company is rumored to have already started work on. Some are calling for a late 2012 launch, but up until now, all have imagined the device as a standalone HDTV. Wedge Partners analyst Brian Blair offers up another concept, claiming Apple will introduce a next-gen iMac with TV capabilities that will act as a transitional device before jumping head first into the TV business. The device would essentially integrate iCloud and Apple TV features, in addition to traditional TV hardware, into the larger 27-inch iMac design. Blair explains (via Forbes):
We think this makes sense because while we typically think about the newest TV’s hanging on the wall in large form factors, Apple could effectively start with what they already have on the manufacturing line and slowly push their offering from 27 inches and scale up from there to 32 inches and then move on to the 42, 50 and 55 inch market. In short, we believe the initial Apple TV is their iMac computer that can function as a TV, over the iCloud platform.
While this appears to be entirely speculation at this point, he makes much of his case based on the fact Apple already has the 27-inch iMac in production. We know Apple killed Front Row in Lion, while at the same time introducing iOS-like functionality like Launchpad. The 27-inch iMac is already an excellent display for consuming video content, but how conventional TV features might be baked into Lion is yet to be seen.
We’re pretty sure the Apple HDTV, if it comes to pass, will be based in iOS. It will also be a living room experience unlike the up-close experience of an iMac. Also, Apple seems to be going away from using its Mac Hardware as a TV device killing both Front Row and the included remote on many of its products. Therefore we think this speculation is off. Expand Expanding Close
Adding some validity to the possibility of a new iPhone branded “4S”, @chronicwire has just posted the images below showing the iPhone 4S branding on what looks like legit packaging for a new Otter Box iPhone case.
Another couple if you head down south. Notice the changed volume buttons that may or may not be indicative of a volume button to camera shutter feature.
LEAK: Photo of the back of the package showing the iPhone 4S case, depicting new volume buttons, and on the right side. New soft-looking volume buttons being on right side of iPhone 4S can probably be attributed to the “volume button to take pic” iOS5 feature
She explained that the ad reflected the current conversations going on in the blogosphere. “Like many, we are watching the rumor sites and using information to plan ahead as much as we can.” Otterbox promises support for whatever iPhone debuts, but they’re emphatically not stating or leaking anything further. “We do not have any confidentiality agreements with Apple,” Richardson told TUAW.
As for those iPhone 4S Otterbox packaging photos that leaked yesterday, she explained, “What was circulating yesterday was not a case image for the iPhone 4S but a packaging design.” Otterbox has not identified the source of the photos. Expand Expanding Close
Last week, we heard that iPhone 4S devices, ones identical in appearance to current iPhone 4s, were rolling of the assembly lines in big numbers. The only differences in this model are the 8 Megapixel camera and A5 Processor. Everything else is the exact same. In fact, Apple employees could be carrying these around without anyone knowing. The ‘iPhone 5′ lost in a bar might have looked like an iPhone 4.
The bad news is that we reported that there were design and production delays that could have pushed the iPhone 5 launch back.
It appears that the tear-drop shaped iPhone 5 with larger screen and thinner, rounder body is seeing continued design and production delays, at least on one assembly line (Apple has multiple production sources – Pegatron, Foxconn, etc). We therefore think that iPhone 5 will be delayed slightly at the very least and may see shortages all the way into 2012.
Since then, we’ve also heard that those iPhone 5 delays might push the teardrop iPhone 5 out until 2012. This is from two separate, additional sources who have ties to Apple and its manufacturing partners. We don’t want to believe this but we’re hearing it more and more… Expand Expanding Close
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