BGR reports on a new research note from Wedge Partners analyst Brian Blair, who claims that Apple will be introducing only one new iPhone model, the so-called iPhone 4S at Apple’s October 4th media event and this report agrees with other analysts who have seen no sign of a redesigned iPhone 5 coming through Apple’s supply chain. The complete lack of parts evidence for a redesigned iPhone 5 has led to serious questions about the potential for such a device being launched this fall and Apple could end up calling an A5-hotrodded iPhone 4 with a few other tweaks the new iPhone 5, but the wisdom of that would seem dubious without a major hardware redesign………………
Apple will only launch one iPhone model this fall and it will be a modest upgrade that closely resembles the current iPhone 4 and in a note to investors on Wednesday, Wedge Partners analyst Brian Blair says that Apple will hold a special event between September 28th and October 5th to unveil several new devices. Only one of those devices will be an iPhone and Blair says it will be an incremental update as opposed to the redesigned iPhone 5 that has been rumored on multiple occasions. “We expect the focus of the new iPhone will be iOS 5, a speedier A5 processor and a higher resolution 8 MP camera with a small possibility of a larger 4 inch screen,” Blair wrote. “We believe the casing will be largely similar to the iPhone with some particular modifications to the antennae [sic]. We don’t expect a second, dramatically different iPhone to accompany this as we don’t think Apple needs to have 3 models in the market to address the high end, mid-tier and low end since the iPhone 4 (with memory lowered to 8 GB) will drop to $99 and effectively attack those markets.” Blair believes that in spite of the anticipation generated over the past few months by the possibility of a redesigned iPhone 5, launching two new models wouldn’t make sense for Apple. “Why would Apple bump up only the processor specs of the iPhone 4 in addition to a newly designed iPhone 5 if the goal is to sell it into the pre-paid market at a lower cost?” Blair wondered in his note. “A 4S would simply cost more and a 4S itself wouldn’t create a mid-tier market unless it was priced at $99 and the iPhone 4 went to $49 with the new iPhone at $199. We see this scenario as unlikely.” Wedge Partners does expect another device to be unveiled at Apple’s upcoming event, a 3G-enabled iPod touch and Blair says the iPod’s cellular data option will work just like the iPad, allowing users to purchase data plans on a month-to-month basis with no contractual obligations. Blair’s iPhone estimates remain at 24-25 million units shipped in Apple’s September quarter and he sees shipments growing to 27 million units in the December quarter.
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