- Contract manufacturer Quanta will start iWatch (AAPL -0.4%) mass production in July ahead of a launch that could "come as early as October," Reuters reports, citing sources. That fits well with past reports from the Nikkei and re/code.
- Reuters adds the device will likely have a 2.5" touch display - LG Display (LPL +2.3%) is said to be the exclusive supplier - to go with a pulse monitor (should work with iOS 8's Health app) and wireless charging support. The watch face "will protrude slightly from the band, creating an arched shape."
- Apple reportedly expects 50M shipments in the first year of availability; the consumer response could ultimately yield a very different shipment level. For reference, Apple sold 148M iPhones in FY13, and might sell 180M+ in FY14.
- Update: The WSJ reports the iWatch will likely arrive in two screen sizes, and feature over 10 sensors.