More on Apple: Ahead of the FQ3 report, KGI Securities' Ming-Chi Kuo (more accurate than most with his scoops) backs up Digitimes in reporting component issues will lead the iPhone 5S (AAPL -0.8%) to be supply-constrained at launch. He also joins others in predicting a retina iPad Mini won't launch until 2014 (Kuo thinks March/April), and sees production of a new non-retina Mini starting in December. A cheaper iPhone is seen arriving in September, but with 2013 production capped at 26M vs. prior forecasts of 30M-40. Refreshed iMacs and MacBook Pros sporting Intel Haswell CPUs are respectively seen launching by the end of August and mid-September.