Peter Kafka

Recent Posts by Peter Kafka

New iPhone Most Definitely Coming, Eventually

Today in iPhone speculation news: Analysts are quite sure that Apple will produce a new iPhone. Someday.

Still reading?

OK, then. Morgan Stanley’s Katy Huberty kicks thing off with a report that says the next iPhone goes into production in August. She figures that could mean a late-September launch, so she’s cut back on Q3 estimates for the existing iPhone models, because everyone will be consumed with the shiny newness.

Not exciting enough to rouse you on a Monday? Then we’ll try this: Deutsche Bank’s Chris Whitmore predicts that the new iPhone will actually be two new iPhones. That would be both a relatively modest iteration of the current iPhone 4 — in Appleland, we call it the iPhone 4S — and a genuine oh-my-God-will-you-look-at-this new take on the iPhone — the iPhone 5.

Whitmore, via Fortune’s Philip Elmer-DeWitt, doesn’t offer sourcing for his prediction. More of a rationale — he figures a modestly priced iPhone 4, perhaps featuring prepaid cell service, would be a big hit in international markets where the phone isn’t a big deal yet. And presumably the iPhone 5 will satisfy the rest of us.


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