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Rumor: iPhone 5 to land in September

In a research note, analyst Craig Berger of FBR Capital markets makes the bold claim that the iPhone 5 will not launch until September, a timing that overlaps with Apple's annual iPod refresh. Berger writes,
"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."
To back up this claim, Berger cites reports from Asian parts suppliers that are still ramping up their production of casings and touch panels for the iPhone 5. According to Berger, some chip vendors still have not received orders from Apple, and other component suppliers, such as those for the image sensor, have not been determined. Combined, these various reports paint a picture of a device that may not be ready for a large volume launch within four to five months.

Keep in mind that this information is based upon one analyst's interpretation of information obtained from his market sources. While analysts are sometimes correct with their predictions, they are often wrong. A survey of earnings predictions shows that independent financial bloggers are often better than professional analysts at predicting Apple's quarterly financial earnings.

To further cast doubt on this September launch, the Loop chimed in with its rebuttal that claims this rumor and the iPad rumor from earlier today are false. The take home message here is to regard this report with a grain of salt and assume the June iPhone 5 launch is a go until we receive additional evidence that suggests otherwise.



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In a research note, analyst Craig Berger of FBR Capital markets makes the bold claim that the iPhone 5 will not launch until September, a...
 

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Charli

I don't buy this rumor. Because Apple likes to spread out their launches to bring folks back to the stores.

Now, pushing the iphone more to the end of the July than the start. Okay that I could buy. It's not as out there and there's still some separation.

February 24 2011 at 2:54 PM Report abuse rate up rate down Reply
jbelkin

This makes sense as it allows for CDMA iphone users a more distant refresh - 8 months out versus 4 months so they might be ready for an upgrade :-)

Even if your AT&T term empires, you generally just get the same terms on a month by month basis until you reup with a new phone or quit ... so for AT&T GSM users, it's not a big deal to wait a few more months but this also gives AT&T & verizon 4 more months to build out their LTE networks ...

Sounds plausible - especially since it's not like Android or NokiaMS is going to come up without actually competing with the iPhone in 2011 ... more like in 2013, they will will come with something competitive with the iphone 2010 ... or at least fix the texting thing and allow the 2010 upgrade. :-)

February 23 2011 at 3:56 PM Report abuse rate up rate down Reply
Sam

As stated in a previous article, no one but Steve Jobs knows for sure. The rumors can cycle, crap can be made up, but Apple has time frames they work with. It could be possible strictly because of the earlier release of the evil Verizon model, But most likely not.

February 23 2011 at 2:25 AM Report abuse rate up rate down Reply
jim berry

Andy Zaky calls Berger an 'Apple Manipulator' in http://tinyurl.com/6a74nnr

February 22 2011 at 2:32 PM Report abuse rate up rate down Reply
sanz315

^ As do I.... as do I... :)

February 22 2011 at 1:48 PM Report abuse rate up rate down Reply
geo_hawkins

Rumors!!! June as is routine.
I want to replace my 3GS!

February 22 2011 at 1:43 PM Report abuse rate up rate down Reply
1 reply to geo_hawkins's comment
John Mc

Ditto. With 2 year contracts on a June cycle, could they afford to wait until September??

February 22 2011 at 4:35 PM Report abuse rate up rate down Reply
Photar

Also these analyists are known for manipulating stock prices for personal gain.

February 22 2011 at 12:10 PM Report abuse rate up rate down Reply
1 reply to Photar's comment
crisss1205

Exactly, say something that will cause the stock to go down then buy up quickly before people realize that it is not true. Thats why I don't really listen unless (maybe) it comes from the NYT or WSJ.

February 22 2011 at 1:11 PM Report abuse rate up rate down Reply
Ultmacfan

Already debunked. I don't know if you guys are hurting for articles/drama (everyone else too), but this was just debunked via macrumors via others.

February 22 2011 at 11:57 AM Report abuse rate up rate down Reply
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