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Monday, Oct 14
Apple roundup: 2014 products, 5S/5C split, 5S ship times
- KGI's Ming-Chi Kuo reports Apple (AAPL +0.6%) is planning to launch a 12" MacBook in Q2 or Q3 of next year that will "redefine laptop computing" in a manner similar to the MacBook Air. The device is said to be thinner and lighter than the Air thanks to a new clamshell design, yet still feature a retina display.
- Kuo's sources also indicate Apple could launch a cheaper iMac around the same timeframe, and a 6th-gen iPad with an even higher resolution than the 2048x1536 offered by the 4th-gen model (and expected of the 5th-gen). No word on whether a rumored ~13 iPad will launch.
- A CIRP survey indicates the iPhone 5S accounted for 64% of U.S. iPhone sales in September, following the 5S/5C launches. The 5C's share is placed at 27%, and the 4S' at just 9%. A year earlier, the iPhone 5 made up 68% of sales, the 4S 23%, and the iPhone 4 9%.
- The survey data follows 5C estimate cuts, and a report of a 5C production cut.
- U.S. shipping times for all iPhone 5S models (including the gold models, which previously was seeing huge delays) have fallen to 2-3 weeks on Apple's online store. BTIG's latest spreadsheet (previous) indicates Verizon is seeing somewhat better ship times (ranging from 18-32 days), but that Sprint's ship times remain very long.