“According
to our industry checks, the device should be called iPhone 4S and include minor
cosmetic changes, better cameras, A5 dual-core processor, and HSPA+ support,”
he writes in a research note.
But he also
says that “industry checks indicate Apple will likely announce Sprint,
T-Mobile, and China Mobile as new carriers.”
As for LTE,
he says the Qualcomm LTE
chipset Apple would have used “is currently not achieving yields sufficient for
inclusion in the iPhone 5.” He says Apple had hoped to have the LTE chipsets
ready, but was planning a version without LTE called iPhone 4S.
On the new
carriers, he says Apple will announce distribution deals with Sprint and
T-Mobile in time for the holidays. He also contends that China Mobile could be
added in the next 12 months.
Meanwhile,
he says that demand trends indicate “significant ramps” for the iPad, but that
demand for the iPhone is “flat” as “strength from the white iPhone 4 release
and launches on new carriers
such as SK Telekom are offset by slowing at AT&T and Vodafone.”
such as SK Telekom are offset by slowing at AT&T and Vodafone.”
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