The REAL reason Apple delayed the iPhone 5 until September

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    Posted: 24 June 2011 09:52 AM #16

    zulu - 24 June 2011 12:33 PM

    How badly will this hurt sales of iPhone4 in the Sept quarter?

    Many of us expect IP5 in early Sep. i.e. even given a modest drawdown on IP4 the one month sales from IP5 will MORE than make up for any slowdown in IP4.

      JMO
        JohnG

         
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    Posted: 24 June 2011 01:42 PM #17

    Mikedmvp - 24 June 2011 11:56 AM

    The deal went through and the new device will ship in September, the Shanghai News (via Reuters) claimed, quoting Liu Yang, the firm’s marketing official,

    “A new iPhone with China Mobile’s network will debut and the cooperation will be announced in September,” Yang wrote on his micro-blog. However, Apple and China Mobile now seem to be in damage control mode, refusing to confirm or deny these claims.

    Journalism is in a pathetic state. Reuters and others should make the small effort and find out who Liu Yang really is. China Mobile’s “marketing official” is going to announce a deal of this magnitude in a micro-blog? And that is followed by “damage control mode”? What damage? This news would be great for both companies. China Mobile stock was up nearly 5% yesterday and another 2% today.

    We have been negotiating with Apple, and currently there is no further information to disclose,? Rainie Lei, a China Mobile spokeswoman, said in an e-mail today. She didn?t specify the timing or nature of the discussions.

    The company had its largest gain on the Hong Kong Stock Exchange in almost two years today after the Shanghai Daily reported it may offer the iPhone as early as September…China Mobile rose 4.8 percent to $HK73.20 at the 4 p.m. close of Hong Kong trading, the biggest gain since Aug. 6, 2009.

    http://www.bloomberg.com/news/2011-06-24/china-mobile-says-it-held-talks-with-apple-nothing-to-disclose.html?cmpid=yhoo

    Nothing new here. Negotiations continue as they have for years.

         
  • Posted: 24 June 2011 01:47 PM #18

    zulu - 24 June 2011 12:33 PM

    How badly will this hurt sales of iPhone4 in the Sept quarter?

    It doesn’t matter.

    The iPhone 4 will most likely be introduced with a different SKU and will be made available for $99 as the entry-level iPhone in the line.

         
  • Posted: 24 June 2011 02:51 PM #19

    Based on the release below, I would say that next quarter?s outlook will be staggering?  Article from from CultofMac.com states that Apple is preparing to sell 15 Million iPhones in September, also eluding to an August launch in the US over a September launch. 


    http://www.cultofmac.com/apple-prepares-to-sell-15-million-fifth-gen-iphones-in-first-month-alone/102259


    Apple has initially ordered 15 million iPhone 5 handsets from two manufacturers say reports. If correct, the first-month figure is about five times the number of iPhone 4 units the Cupertino, Calif. company sold during the same four-week period in 2010. Could the iPhone 5 be Apple?s first truly international launch, or merely the launch where supply is least lopsided compared to demand?


    The Cupertino, Calif. iPhone maker has split the 15 million unit order between Foxconn and Pegatron Technology, according to industry publication DigiTimes.

    On Friday, another report suggested Apple plans in September to offer the fifth-generation iPhone in China, meaning the possibility of an August launch in the United States. This latest report refutes previous rumors that the new iPhone would appear first in September.

    In related news, the Chinese-language Commercial Times is reporting the iPhone 5 may be the last Apple handset to be powered by the A5 processor built by Samsung. Apple may introduce the A6 processor in the iPhone 6 and iPad 3, expected in 2012. If the report is correct, the move would end Apple?s strained relationship with Samsung Electronics. The chipmaker helped Apple produce the A5 that powered the iPad 2 and iPhone 4.

    [ Edited: 24 June 2011 02:54 PM by Mikedmvp ]      
  • Posted: 24 June 2011 06:19 PM #20

    Drew Bear - 23 June 2011 07:49 PM

    The real reason Apple will release iPhone 5 in the Fall is because that is when iOS 5 will be released. Steve is not going to release a new iPhone that needs to be connected to a computer once he’s announced the “PC-Free” feature.

    Absolutely.  The frontal assault on Windows starts this September: with the iPad.

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    Posted: 25 June 2011 10:40 AM #21

    Indeed.  There’s no other way to phrase this than “frontal assault.”

    Undercutting M$ on OS pricing and office apps.  Outmaneuvering on cloud issues—mostly.  Its up to the marketing teams for the rest.

         
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    Posted: 25 June 2011 10:47 AM #22

    Apple has initially ordered 15 million iPhone 5 handsets from two manufacturers say reports. If correct, the first-month figure is about five times the number of iPhone 4 units the Cupertino, Calif. company sold during the same four-week period in 2010. Could the iPhone 5 be Apple?s first truly international launch, or merely the launch where supply is least lopsided compared to demand?

    Is there any chance at all that some of the iPhone 5’s will come out of the Brazil plant and if not why not?  15 million will last, what, a week?  smile  This little gadget, with iCloud and iOS 5, is going be the closest thing to a computer in your pocket that ever existed on the planet.

         
  • Posted: 25 June 2011 01:46 PM #23

    zulu - 25 June 2011 01:47 PM

    Apple has initially ordered 15 million iPhone 5 handsets from two manufacturers say reports. If correct, the first-month figure is about five times the number of iPhone 4 units the Cupertino, Calif. company sold during the same four-week period in 2010. Could the iPhone 5 be Apple?s first truly international launch, or merely the launch where supply is least lopsided compared to demand?

    Is there any chance at all that some of the iPhone 5’s will come out of the Brazil plant and if not why not?  15 million will last, what, a week?  smile  This little gadget, with iCloud and iOS 5, is going be the closest thing to a computer in your pocket that ever existed on the planet.

    Thought I heard something about delays at the Brazil plant and production not starting until September.  Plus, I thought the Brazil plant was iPads not iPhones.