Topeka Capital Markets’ Brian White on new iPhone rumors. He starts off okay but starts rambling on about supplier predictions and 4 inch screens and launchs that would coincide with with their financial quarters and make numbers look pretty. As analysts are wont to do. Let’s break it down:
In our view, this will be the most significant iPhone upgrade […]
Yup. Because they all are.
[…] with a four-inch screen[…]
Nope. Nope nope nope. This will require either introducing a 5th, arbitrary resolution for developers to support or it will compromise the pixel density of the current Retina display. Stupid.
[…] and a new, sleek look[…]
[…] that we believe will require a Unibody case.
[…] we believe the addition of 4G will also attract buyers of the new device.
I don’t think LTE is that far-fetched as an addition to the next iPhone.
Additionally, from the MacRumors article:
[…] launch in the August-September timeframe[…]
Nope. Expect October again.
Someone was also throwing around 1 GB of RAM, I can’t find where I saw who made that claim. But they’re probably right.
Display issues have caused a bit of a bottleneck on supplies of the new iPad[…] Any small constraints on March quarter sales numbers would be compensated for by a boost to June quarter sales.
Apple already announced that this has been the best iPad launch yet. I have no idea what White is talking about.
Suppliers suggest that a smaller “iPad mini” is still in the works, but launch timing remains uknown
Nope. Just parts for units in testing. No plans to ship shit. Yet.