Investment bank Morgan Stanley hinted on Friday that Apple's next-generation iPhone will be slimmer when it arrives later this year and could include a quad-mode chip from Qualcomm that would allow for 3G and LTE functionality across all "network flavors."
Data points for Apple are "mostly positive," she said, as the company is expected to maintain unit shipments this quarter, compared to a 10 percent sequential decline from the December quarter in the broader market.
"Apple will also launch iPad 3 in H1 and a slimmer iPhone later this year," she wrote.
Analyst Katy Huberty believes production for the next iPad will ramp up at the end of this quarter. She voiced expectations that Apple's next-generation tablet will have a higher resolution display.
As for Apple's next iPhone, Huberty said details on the device remained "sparse," but she believes the device will be ready at the end of the second quarter. The launch will depend on "manufacturing yields," she said, adding that she expects the next-gen iPhone to arrive in the third quarter "unless competition heats up."
According to her, new touch panel technology will enable Apple to make the device thinner. Huberty also claimed Apple is "considering" new casing materials.
The Cupertino, Calif., company also benefited in the December quarter from a decision to keep the iPad 2 on the market at a reduced price after the the third-generation iPad arrives, the analyst noted. Looking ahead to the March quarter, Apple's strength appears to be iPhone 4S driven, though signs also point to the iPad performing "better than seasonal" during the period.
Huberty said it appears that the next-generation iPhone will incorporate Qualcomm's quad-mode chip that would allow it to "run on all 3G and LTE network flavors," but she said it was "too early to know for sure." If Apple were to ink a deal with China Mobile, it would increase confidence that Apple would utilize the chip, she added.
"What is clear about iPhone 5 is that Apple and its supply chain are positively surprised by the demand for iPhone 4S, which increases confidence in strong sales for iPhone 5 later this year. Overall, the supply chain looks for stronger than market growth for both the iPhone (50%+ y/y vs. market 20-30%) and the iPad (20-40% growth, higher with a lower priced iPad 2)," she wrote.
Recent reports have hinted that Apple is in talks with carriers to release LTE-compatible iOS devices later this year. Apple is also said to be in negotiations with China Mobile and has reportedly given the world's largest carrier a "positive answer" on an future LTE iPhone compatible with its network.
Huberty's Asian sources suggested that Apple's strength will be the exception, rather than the rule, in the coming year. The tech supply chain is experiencing "worse than normal seasonality" during the first half of this year due to "macro pressures and back-end loaded product cycles," she said. More specifically, the analyst cited weak sales in Europe, a seasonal demand drop in the U.S., limited technology/product cycles and "weakening commercial put pressure" in the first half of 2011, especially in the first quarter.
Data points for Apple are "mostly positive," she said, as the company is expected to maintain unit shipments this quarter, compared to a 10 percent sequential decline from the December quarter in the broader market.
"Apple will also launch iPad 3 in H1 and a slimmer iPhone later this year," she wrote.
Analyst Katy Huberty believes production for the next iPad will ramp up at the end of this quarter. She voiced expectations that Apple's next-generation tablet will have a higher resolution display.
As for Apple's next iPhone, Huberty said details on the device remained "sparse," but she believes the device will be ready at the end of the second quarter. The launch will depend on "manufacturing yields," she said, adding that she expects the next-gen iPhone to arrive in the third quarter "unless competition heats up."
According to her, new touch panel technology will enable Apple to make the device thinner. Huberty also claimed Apple is "considering" new casing materials.
The Cupertino, Calif., company also benefited in the December quarter from a decision to keep the iPad 2 on the market at a reduced price after the the third-generation iPad arrives, the analyst noted. Looking ahead to the March quarter, Apple's strength appears to be iPhone 4S driven, though signs also point to the iPad performing "better than seasonal" during the period.
Huberty said it appears that the next-generation iPhone will incorporate Qualcomm's quad-mode chip that would allow it to "run on all 3G and LTE network flavors," but she said it was "too early to know for sure." If Apple were to ink a deal with China Mobile, it would increase confidence that Apple would utilize the chip, she added.
"What is clear about iPhone 5 is that Apple and its supply chain are positively surprised by the demand for iPhone 4S, which increases confidence in strong sales for iPhone 5 later this year. Overall, the supply chain looks for stronger than market growth for both the iPhone (50%+ y/y vs. market 20-30%) and the iPad (20-40% growth, higher with a lower priced iPad 2)," she wrote.
Recent reports have hinted that Apple is in talks with carriers to release LTE-compatible iOS devices later this year. Apple is also said to be in negotiations with China Mobile and has reportedly given the world's largest carrier a "positive answer" on an future LTE iPhone compatible with its network.
Huberty's Asian sources suggested that Apple's strength will be the exception, rather than the rule, in the coming year. The tech supply chain is experiencing "worse than normal seasonality" during the first half of this year due to "macro pressures and back-end loaded product cycles," she said. More specifically, the analyst cited weak sales in Europe, a seasonal demand drop in the U.S., limited technology/product cycles and "weakening commercial put pressure" in the first half of 2011, especially in the first quarter.
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