Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)
Market Currents

Foxconn has begun production of an iPhone 5S (AAPL) that looks much like the iPhone 5, claims...

  • Wednesday, March 6, 9:13 AM ET
    Foxconn has begun production of an iPhone 5S (AAPL) that looks much like the iPhone 5, claims Japanese blog MacOtakara, which has a mixed track record (I, II) with iScoops. MacOtakara also reports NTT DoCoMo (DCM) has slashed Android phone orders for the fall, which is fueling speculation an iPhone deal is on the way. Jefferies' Peter Misek argued last month preparation for March iPhone 5S production could be responsible for new iPhone order cuts. Possible/likely suppliers: CRUS, OVTI, SWKS, TQNT, AVGO, QCOM, BRCM, NTE, MFLX, LPL. (yesterday)
Track new comments on this story

This news story has 29 comments:

  •  
    Giddy up!
    6 Mar, 09:15 AM Reply Like
  •  
    ...and YEEEHAW!!!
    6 Mar, 09:57 AM Reply Like
  •  
    Ah, who cares? This baby could cure cancer and the speculators would still say, 'Yeah, well...it makes my thumb cramp up. It's DOA. OH! And the maps suck!'
    6 Mar, 09:37 AM Reply Like
  •  
    Wrong. They fixed maps and it is a better product than Google. The bigger story here is the impact on Android. Follow this up with a lower cost phone and a China deal and the money is going to swing back to Apple.
    6 Mar, 09:45 AM Reply Like
  •  
    Apple maps is a better product than Google Maps? Please do explain how this isn't news?
    6 Mar, 09:54 AM Reply Like
  •  
    " They fixed maps and it is a better product than Google. "...dream on rperson. Try using it in the London were it sends you the wrong way up one way streets, which by the way have been one way for over 30 years. Google maps is in a completely different league.
    6 Mar, 09:58 AM Reply Like
  •  
    More Apple fan-boism. Google has had more years to perfect their product. Apple won't be able to catch up in less than a year
    6 Mar, 10:00 AM Reply Like
  •  
    I absolutely agree! The maps are great...it's just everyone else that have it stuck in their craw that Apple is doomed. I love the i5! Don't care what anyone says. They make theee best products on the market. Will never be reflected by the speculators.
    6 Mar, 10:09 AM Reply Like
  •  
    It isn't that easy to fix maps.
    6 Mar, 11:11 AM Reply Like
  •  
    the reality is somewhere in between, it's better to say "Apple maps is constantly being fixed."

    True - in the Bay area and other US locales Apple maps is better at what it provides
    True - in some countries 3D and navigation still needs work

    Does this mean Apple is better or Google is worse? Depends when you are and what you use it for.
    6 Mar, 11:35 AM Reply Like
  •  
    I recently missed a dinner date on Mercer Island [surrounded by Lake Washington] because of a Google Map error on a key street to their enclave north of I 90.
    8 Mar, 12:28 PM Reply Like
  •  
    if it was that important wouldn't you memorize the route on a map well in advance?
    8 Mar, 12:52 PM Reply Like
  •  
    I think this is telling that a rumor about a new iPhone version is no longer able to positively affect the stock.
    6 Mar, 09:55 AM Reply Like
  •  
    Without some real meat on the bone it doesn't seem to be changing the negative sentiment around a profitable company, record sales are so par for the course for $AAPL!
    6 Mar, 11:22 AM Reply Like
  •  
    The "S" versions of the iPhone aren't something to be super excited about. Unless this version has the chip that supports China Mobile network. What's more interesting is that if AAPL launches an update this early in the year, a re-design is coming much sooner than it did from iPhone 4 to 5.
    6 Mar, 11:57 AM Reply Like
  •  
    Too little too late when BB10 everywhere by the time 5S out...lol
    6 Mar, 10:09 AM Reply Like
  •  
    This isn't good news! Time to sell !!!!!!! Lol
    6 Mar, 10:15 AM Reply Like
  •  
    The Maps stuff... why does this affect a hardware decision? I get both the Apple maps and the much improved Google maps on my iPhone, and can choose which one I want. The version of Google maps on my iPhone is perhaps better than the one that is on most Android versions. In any case, as the Apple Maps matures, it will get closer, and does have a couple of advantages. But since you can get both on any iPhone, why would this affect a phone decision?
    6 Mar, 10:27 AM Reply Like
  •  
    Ho Hum. Seems the market for expensive iphones has dried up; all the easy plums are picked and who will trade up? Appl price reflects this; the margins guaranteed by telcos are disappearing. NOK has the right idea by offering a whole price range of W8 phones to the world. Just needs to deliver them. Time will tell if I'm right.
    6 Mar, 10:45 AM Reply Like
  •  
    Still using the 4S, like it for the most part, but everytime I see the massive footprint of the Galaxy, can't help but want one.

    If Apple wants to compete, instead of making low-end models - up the ante to a bigger screen, pen stylus, SDMI input so I can copy photos off the phone more easily, USB input so I can download my music to my PC/MAC and they will take back the market - otherwise, the Samsung continues to look more attractive.

    I'm not entertaining the Nexus because I feel Google invades my privacy in everything they do.
    6 Mar, 11:01 AM Reply Like
  •  
    As for Apple Maps: I did see serious problems locally (in the New York City area) with their version - but those have been eliminated. And I really appreciated the audible directions - as if I had one of those clunky GPS things attached to my windshield - which has directed me successfully a number of times in that godawful maze of roads called Queens. I invite anyone to respond - your response, supportive and not - can only help!
    6 Mar, 11:02 AM Reply Like
  •  
    While traveling in Los Angeles I've had problems with connecting to the network during peak times. The GPS isn't anymore clunky than the phone so I stick with the GPS.

    Guess I'm getting old and am not willing to take the risk of being without service in an unfamiliar area.
    6 Mar, 11:12 AM Reply Like
  •  
    @Jeff, A dropped connection is a carrier issue not a maps issue!

    @Bill, there's a whole lot of posters that don't realize that there are features on Apple Maps that just are not on Google and vice versa. I've stopped using my cars GPS and gone completely to Waze (awesome traffic) and Apple Maps, prior to Apple Maps Google did not have turn to turn so I never used it. Most people don't seem to recall the latter!
    7 Mar, 11:01 AM Reply Like
  •  
    Google has always had Turn-by-Turn text-to-speech GPS if you were an android user
    7 Mar, 11:04 AM Reply Like
  •  
    chopchop is right berylrb, iOS's google maps is the only form that didnt have the turn by turn text to speech...
    7 Mar, 11:10 AM Reply Like
  •  
    " USB input so I can download my music to my PC/MAC"

    how else does Apple earn money but from its proprietary 30-pin or lightning connections.
    6 Mar, 11:04 AM Reply Like
  •  
    There are soooo many reasons to buy apple at these prices.....Unless ... You think buying high and selling low is the way to improve your portfolio .
    6 Mar, 03:16 PM Reply Like
  •  
    Sadly, I think its AAPL's secrecy now that is hurting the market.

    Why woulnt AAPL just tell us: "The iPhone 5S is coming out next September" and "We're in advanced talks with NTT and plan to get on their network by August 2013"

    Would that be too hard? To actual tell the market and investors what they are planning???
    6 Mar, 03:16 PM Reply Like
  •  
    I said this last week in a post, that I think google is outperforming in part because it is open with people about at least some of the big things they are doing whereas with apple you know nothing but what is rumored.
    6 Mar, 03:19 PM Reply Like
LATEST|
TODAY SO FAR|
YESTERDAY
Other date
DJIA (DIA) S&P 500 (SPY)

TECH ETFs IN FOCUS

Latest Tech Articles
More Latest Articles »