Seeking Alpha

WSJ: Two iPhones shipping in early September

  • Backing up many other reports, sources tell the WSJ Apple (AAPL +1.1%) has asked Foxconn parent Hon Hai to begin shipping two new iPhones - a high-end model and a cheaper one - in early September.
  • AllThingsD recently reported an iPhone launch event is set for Sep. 10. If history is any guide, that suggests the new iPhones will go on sale on Friday, Sep. 20.
  • Previous: KGI Securities on iPhone 5S/5C production, 5C pricing
Comments (16)
  • The important thing to look out for here is a China Mobile announcement.

     

    Without it the stock will fall just before launch. With it the stock will rise significantly.
    19 Aug 2013, 04:44 PM Reply Like
  • with Cook visiting China, and the chairman of China Mobile saying a deal is looking very promising then i know what i'd put my money on happening.
    19 Aug 2013, 05:08 PM Reply Like
  • I agree with the China Mobile deal as likely the largest short term fulcrum tipping the stock in one direction or the other. I'm fairly confident they will get the deal eventually but less sure about an announced deal on Sept 10th. Obviously Apple would like very much to have the deal in hand for the 5C launch but in my book it's at best 50/50 odds. I could envision a short term stalemate where China Mobile tries to squeeze Apple for the best price using the announcement as leverage and Apple, meanwhile, thinking that if the phone is out and is well received they won't need to cave on their price targets. This could easily move the deal into 2014 but I will be happy to be wrong.
    20 Aug 2013, 04:03 AM Reply Like
  • Already Samsung users are switching to Apple. This will just make it faster:

     

    http://bit.ly/1cXluXg
    20 Aug 2013, 10:46 AM Reply Like
  • Unless the new IPhone has a larger screen to compete with the Samsung Note, or at least the Galaxy, I am most assuredly not interested. Some of us older users require a larger screen due to diminishing eyesight. Until Apple realizes this I will not upgrade my Iphone 3gs for essentially the same phone. Yes, I am aware of the upgrades since the 3gs but that is irrelevant. A larger screen will prompt me to plunk down some bucks.
    19 Aug 2013, 04:46 PM Reply Like
  • Tom,

     

    It does say something that you are holding out for a larger iphone and have not switched to a larger Android phone since the iphone 3g.

     

    I think we will see a larger iphone next year. The addressable market is about 10% of the smart phone market.
    19 Aug 2013, 04:57 PM Reply Like
  • Ditto for me tommangano, my 4s screen is too small for my eyesight but it does keep me from even attempting to read my emails while driving :-)
    19 Aug 2013, 05:22 PM Reply Like
  • I'm also in the camp of needing a larger phone for readability. It's pretty much a done deal that the 5s will be the same form factor as the 5. I expect iphone 6 in summer/fall of 2014 to offer a larger screen option. I have an iPhone 4s and will probably upgrade to the 5s, partly because in portrait mode it should improve readability (same as the '5' of course). If I sell my 4s the incremental cost of the upgrade should be negligible and since I am not considering jumping ship I see little reason not to upgrade (having recently qualified with Verizon). It's true that I might need to wait an extra year to get a larger '6' but sometimes you have to live for the moment.
    20 Aug 2013, 04:16 AM Reply Like
  • Just turn your iphone 90 degrees and you can read a larger screen.
    21 Aug 2013, 11:28 PM Reply Like
  • Noe needs a larger screean other than android users. They seem to like putting a brick near their head.
    19 Aug 2013, 05:13 PM Reply Like
  • Time to buy was @390

     

    http://seekingalpha.co...

     

    Headed higher ......
    19 Aug 2013, 05:55 PM Reply Like
  • Toot your horn a little?
    19 Aug 2013, 10:23 PM Reply Like
  • I guess so, since i was met with disbelief & roundly trashed when I recommended purchase

     

    :)
    Enjoy
    20 Aug 2013, 09:38 AM Reply Like
  • I agree China Mobile will be a huge catalyst. CEO Cook's recent visit with the China Mobile Chairman is an important sign. When the world's most powerful CEO's meet (much like heads of state), typically, most of the deal point kinks have been ironed out, so as to avoid potential disagreements or worse yet, surprise, embarrassment and 'loss of face'. China Mobile Chairman's recent optimistic remarks about an Apple deal were a good sign.Therefore Cook's trip suggests that both Apple and China Mobile teams working on a mutually beneficial deal have either arrived at an agreement or were very close...thereby handing the final "victory lap" preordained decisions for the meeting of their respective bosses. True, CEO Tim Cook visited the other two carriers and various suppliers in China...balance is particularly important in the far east or in any negotiation for that matter. However, no doubt a China Mobile deal was the "front of the plate" prize motivating the trip. Pulling off a China Mobile deal and launching a more popularly priced "emerging market" smart phone at this point (in addition to all the other developments in the pipeline) would be a grand slam play! I am not a professional analyst, but I would not be surprised if Apple earned $54/share - 2014.
    19 Aug 2013, 08:41 PM Reply Like
  • The China Mobile announcement will take place with the release of the iPhone 5C on Sept. 10th.
    19 Aug 2013, 10:21 PM Reply Like
  • Did your dream come true boy ?
    16 Sep 2013, 08:02 PM Reply Like
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