Take a few Wall Street analyst reports and the next thing you have is not one, but two iPhone models going into production by ‘mid to late August’.
First we had Deutsche Bank analyst advising investors that Apple are likely to be releasing a mid-range iPhone 4S later this year to take advantage of the massive worldwide pre-paid mobile phone market, and now Morgan Stanley analyst Katy Huberty has been out in Taiwan and come back with information that Apple will begin production of iPhone 5 in mid-to late August, with an aggressive ramp up in production for Q4, just in time for the important Christmas season.
Based on her intelligence from the trip to the land of Apple’s supply chain, she advised that the new iPhone will likely be available to consumers towards the end of September, and that they are adjusting their iPhone sales forecast for Q3 by moving 2 million units over to Q4, maintaining an annual forecast of 72 million units.
They also report that restrains on iPad production following the Japan earthquake have subsided and that Apple has been able to negotiate better rates from some suppliers, so we could expect better availability of the iPad in the coming months.
We stress that these are all speculations at the moment and there has been no word, as usual, from Apple about these rumors.