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Evidence is growing an iPhone 5S (AAPL +0.4%) will arrive around mid-year. Mizuho says checks...

Evidence is growing an iPhone 5S (AAPL +0.4%) will arrive around mid-year. Mizuho says checks indicate an iPhone refresh in June or July, and that March quarter iPhone shipments will fall to the 35M-40M range (in-line with consensus). Wedge Partners: "We understand Foxconn is currently prepping production lines for ... iPhone 5S production, which we believe is scheduled to begin in the April timeframe." The firm thinks the 5S will be unveiled at the WWDC conference (typically in June), with sales likely starting in July. MacOtakara recently reported Foxconn has begun 5S production.
Comments (54)
  • Apple need to produce an iPhone with larger screen for those who want it. Otherwise a lot of market share will be lost to others.
    I can not understand why they did not see this coming months ago?

     

    They should also make the iPad Mini to have a Phone facility.
    8 Mar 2013, 12:11 PM Reply Like
  • If you give more size to iPhone and less size and calling capability to iPad what you have? Yes two pieces of same device but one will buy both hence there is an Apple logo behind them.
    9 Mar 2013, 02:08 AM Reply Like
  • I agree completely! Apple needs to come out with iPhoneXL.
    11 Mar 2013, 03:19 AM Reply Like
  • I'm just a regular Guy, owning a lot of Apple Stock, and pretty disappointed with the current Board of Directors. Bring in Richard Branson !
    8 Mar 2013, 12:15 PM Reply Like
  • Transfer that frustration to these worthless speculators. Apple isn't doing anything wrong. Except for in the eyes of those who think Apple should be showing a $20B profit every quarter, instead of their measly $13M.

     

    Here its is:
    47.8 Million iPhones Sold; 22.9 Million iPads Sold

     

    CUPERTINO, California—January 23, 2013—Apple® today announced financial results for its 13-week fiscal 2013 first quarter ended December 29, 2012. The Company posted record quarterly revenue of $54.5 billion and record quarterly net profit of $13.1 billion, or $13.81 per diluted share. These results compare to revenue of $46.3 billion and net profit of $13.1 billion, or $13.87 per diluted share, in the 14-week year-ago quarter. Gross margin was 38.6 percent compared to 44.7 percent in the year-ago quarter. International sales accounted for 61 percent of the quarter’s revenue.

     

    I've said it before, the new iPhone could cure cancer and they'd still get beat up by these clowns. But, they love Amazon, with no profit.
    8 Mar 2013, 12:23 PM Reply Like
  • So what you're saying is, gross margin is down over 600 basis points.
    8 Mar 2013, 12:44 PM Reply Like
  • Yes. That's the only take away. Apple is doomed. Sell! Sell! Sell!
    8 Mar 2013, 12:58 PM Reply Like
  • Artaqq,

     

    It's not about the speculation, it's about the fact that while all the tech companies are moving forward, Apple sits on a stockpile of cash, dead scared to invest and keeps producing "generics" (to answer to your cancer cure remark) - iPhone 4s, iPhone 5 and now iPhone 5s... What next? Concurrence works on bendable screens, augmented reality, ultra-resistant smartphones and on alternative payment means. Meanwhile Apple released a "taller" phone. Bravo! And the fear to go forward is simply one of Apple's flaws. There are issues with Foxconn, melting margins, incompetent CEO, deteriorating image and so on and on... I've been short from $575 and still I don't see it going higher with this terrible management and their pathetic projects like an iTV or an iWatch.
    8 Mar 2013, 01:03 PM Reply Like
  • Net profit yoy was the same. Margins down 600 basis points. What else should I be looking at? Seems like the stock price will soon be at the 400$ level.

     

    btw, I sold half my shares this summer. Bought in on the iPad debut. I'm still ahead in the game, but don't see the innovation that put Apple in a class of it's own anymore.
    8 Mar 2013, 01:17 PM Reply Like
  • I understand your points but, have more faith in Apple's future prospects than most, to a fault possibly.vApple's not making toys. The iPad is being utilized by industry professionals from pilots to doctors, military and civilian. The Macintosh computer is slowly creeping into more and more markets. If businesses want to save some money, they should switch to Apple systems. The money they'd save in virus protection alone would be significant. Look, I'm not financial genius, obviously. Been long in Apple stock for 10 years and I knew when Jobs had a liver transfer that, when the day came that he was no longer with Apple, the Industry and markets would react this way. But, I do not believe it will last. I believe Apple is no Samsung, Nokia, IBM or Motorola. Innovation got them here and they aren't done yet. But, again, I understand the skepticism. I'm married to an Finance Accountant who thinks I'm crazy! :-)
    8 Mar 2013, 01:27 PM Reply Like
  • Not to worry, you are only crazy for marrying a Finance Accountant!
    8 Mar 2013, 04:54 PM Reply Like
  • The virus protection isn't a valid point anymore considering Apple. Sean Sullivan who is an expert in virus protection. He is working in a company called f-secure. He wrote an open letter to Tim Cook in his blog where he urges' Apple to take viruses and security issues more seriously. And there are viruses for mac already.

     

    Microsoft is dominating the business use and they have taken the virus issue very seriously. Yes you can argue that windows is a Swiss cheese when it comes to it-protection but Microsoft is taking the thread so seriously that they bought an entire company which was making firewalls and virus protection. Now there is working virus protection inside windows w8. What shelter Apple has but talks that there are no viruses done to ios?
    9 Mar 2013, 02:30 AM Reply Like
  • Microsoft should have done that 20 years ago. And yes, they badly need it because Windows remains extremely vulnerable.

     

    Everyone takes security issues seriously. That includes Apple, but Apple products are simply less vulnerable. Not invincible by any means, but much less vulnerable.
    9 Mar 2013, 04:45 PM Reply Like
  • Not 100% positive on this but, I do seem to recall that back in the early 90s Apple was hiring hackers to populate a virus protection department, dedicated to writing viruses and then destroying them. The argument I keep hearing is that there are so few Macs in use, it's not worth the time to write a virus for them. Now that Apple has gone dual platform and with their 'arguable' dominance in the mobil market, is that still the case? I don't know what the reason is but, I am sure eventually some d-bag will come up with a virus that can effect a Mac. I'm also sure that, (for all of the negative assumptions being made about Cook), he and his Company are and have been focused on the potential virus threat and lasting security of the Mac IOS. Especially since they are running Windows now. Full disclosure: Be a cold day in Hell before I instal windows on my perfectly good Mac. Sacrilege. :-)
    12 Mar 2013, 02:13 PM Reply Like
  • A new iPhone needs more that a few extra software features , it needs to look different and be Larger
    8 Mar 2013, 12:18 PM Reply Like
  • What are the chances of the I-phone 5s looking different and being larger than the I-phone 5??
    It might; but chances are it will be no different looking than the current I-phone.

     

    Now the I-phone 6; that is another story altogether.
    8 Mar 2013, 12:35 PM Reply Like
  • can you explain why it needs to be bigger??

     

    personally when i saw the big screen samsung phone it looked ridiculous...mobile phones are meant to be mobile..wouldn't of been able to fit that thing in my pocket.
    8 Mar 2013, 12:36 PM Reply Like
  • Agree. The bigger phones look goofy...like a tablet you put up to your ear. I don't even have a case on my IPhone 5 because I love the way it fits into my hand. A less expensive phone for China and India, sure. No way Ives will design a "brick" like the over sized, plastic, crap battery Samsung junk.
    8 Mar 2013, 12:45 PM Reply Like
  • u01bsb0: I'll give it a shot. When you're done being an undergraduate with bionic eyes, when you're done with a legal career spent ruining those eyes (which happens to most american law students around the second year of a J.D. program), and when you're a prosperous middle-aged lawyer like me, you'll want to be able to actually READ the stuff on your mobile phone's screen. Without a magnifying glass and without constant pinch-expand-pinch-expand gestures.

     

    There's little usability to a fully-functioning net-accessing pocket computer that is illegibly small, to those of us who can afford all the Apple products we want, which is ostensibly Apple's market.

     

    I'm continually frustrated by the itty-bitty typeface that appears when I try to use my iPhone to access a website, or even to follow a map while driving. I've essentially given up on my iPhone; I use it as a dumb phone and carry an iPad to access the web. Even text messages are just barely legible.

     

    The day somebody, Apple it is to be hoped, comes out with a decent phablet, I'm on it.

     

    Also of note: about half the people in the world are female and they tend not to carry their mobiles in their pockets. My anecdotal evidence is that many of them have gone to a large-screen Samsung and swear they'll never go back to the tiny screen. I can carry my kindle in my pocket, but maybe that's because I don't wear skinny jeans!

     

    Apple: give the adults in the device-buying universe a large-screen iPhone and we shall buy it in mind-blowing quantities. Don't tell us what "the ideal size" for a mobile phone is! How arrogant. . .
    8 Mar 2013, 01:54 PM Reply Like
  • I agree Dexter the peepers ain't what they used to be. Went with Sammy just for the bigger screen and Sprints upgrade to LTE.
    8 Mar 2013, 02:04 PM Reply Like
  • An iPhablet would carry Apple for quite awhile, they'd be lining up for it like the old days (not me though I'd just order mine on line the second it becomes available).
    8 Mar 2013, 09:50 PM Reply Like
  • Yes, we are half the population and I can assure you, we do not desire the plastic rubbish or bigger screens Samsung produces. Women choose elegance, quality, seamless integration between devices, and excellent customer service-all offered by Apple.
    9 Mar 2013, 11:34 AM Reply Like
  • The bad thing with trying to serve everyone's needs is where many companies seem to have failed and not been able to stand out like Apple does.

     

    Everyone knows what an iphone looks like because they generally have one a year (refreshed from the year before), which has made it iconic. But when a company starts making multiple different models of varying shapes and sizes they end up being like every other mediocre mobile phone company.

     

    If they were to make varying sizes and shapes they would be contradicting their goals that they show in their TV ads such like with the current iPhones it has the perfect screen to be able to function (while holding in one hand), and to be able to use with the stretch of the thumb. With these 'Phablets' you are going to need to hold in one hand while operating with the other.

     

    So my personal opinion is that even though creating a larger screen phone might be beneficial to certain people, it will ultimately make Apple blend in with the crowd. Being a shareholder in Apple, this is not something that I want to happen.
    9 Mar 2013, 12:21 PM Reply Like
  • @shirin123

     

    Millions of people disagree with you.
    9 Mar 2013, 05:12 PM Reply Like
  • She is generalizing a bit on that one. Men like value in pragmatic devices that don't need all of that customer service. The elegance of long lasting aluminum I find a bit much for something that sits in the pocket most of the time and is updated every 6 months. Sammy has my vote.
    9 Mar 2013, 09:23 PM Reply Like
  • And millions of women agree with me chopchop
    10 Mar 2013, 02:41 PM Reply Like
  • I would like to see a totally new product to get them back on tack with positive news..
    8 Mar 2013, 12:23 PM Reply Like
  • I don't understand all this larger iPhone nonsense. What happened to small and sleek? I really don't want to hold a tablet to my face regardless of who makes it.
    8 Mar 2013, 12:35 PM Reply Like
  • I would love to believe this, but IPhones always have their own event. If the new iPhone were "dethroned" and simply introduced at WWDC i think it might signal the rise of a new star iDevice, but again, I don't see it happening.
    8 Mar 2013, 12:35 PM Reply Like
  • Apple used to lead the market now they play catch up. The cloud, the iPad mini, cheaper iPhone, bigger iPhone, plastic or not to plastic.
    They haven't done anything wrong but the competition is that much stronger.
    They are not leading they seem to be following the pack.
    One more thing ... I use Apple I like Apple but I wish they would get their software straight the 1st time. Every week it seems the are updating iTunes or some other program to fix bugs and such. It reminds me of Mr. Softy. Which is the reason I went with Apple.
    8 Mar 2013, 12:49 PM Reply Like
  • Wow! An I Phone refresh. How exciting. For some reason I hear lots about an I Watch. Something that may or may not happen but seemingly lots of info on how it might function. When it comes to the IPhone refresh that's all I hear is "refresh." Refresh what? Why will it be better? Why would I want one? Does anybody really know anything?
    8 Mar 2013, 12:40 PM Reply Like
  • What if it came with fingerprint authentication, mobile payments (NFC) capability, improved battery life, wireless recharging and an unbreakable body case? Consider that because those are some of the "rumors" of what may be coming. You pack all that into my current 5 and I think it's a huge hit.
    8 Mar 2013, 12:49 PM Reply Like
  • How is any of that innovative? I have a fingerprint reader on a year old el cheapo HP laptop. Mobile payments are advertised on national tv commercials, wireless recharging is already mainstream....

     

    Apple needs to innovate, not replicate.
    8 Mar 2013, 12:52 PM Reply Like
  • i would like all of that except the wireless charging. Basic physics charging at a distance needlessly increases the amount of energy required to do the same job, increases the amount of energy moving through our bodies etc. And if you have to plug in the charger, how many cords have you really cut?
    8 Mar 2013, 12:59 PM Reply Like
  • because replication is not a viable strategy for business growth, and samsung isn't making any money? The apple strategy for the past decade is best described by the old Bruce Lee quote “Adapt what is useful, reject what is useless, and add what is specifically your own." When I'm convinced that is no longer the case I will cease to be an apple investor, but everything I've seen thus far is totally in keeping with that strategy.
    8 Mar 2013, 01:02 PM Reply Like
  • With iPhone 5 selling double the SIII and the year old 4s also outselling the SIII with the SIII seeing declining sales "bigger" seems a deadend.

     

    Besides for the users of a larger screen there already is a bigger LTE cellular data capable alternative APPLE computing device: the iPad Mini! Which is, OBTW, CHEAPER than an SIII/IV with that phone's mandatory voice contract while the iPad mini simply has you paying for the data connection. Over the life of a cell phone cotract that's a large amount of money.
    8 Mar 2013, 12:47 PM Reply Like
  • Whoever Samsungs pr firm is I want to hire them. Not for their impact on sales, but because somehow they can convince some people that making the same basic product in a larger, and for many unwieldily size is "innovation"

     

    I agree that Apple should address all market segments but lets stop calling using a larger cookie cutter innovation. In fact, it is so overused in business and tech contexts, let's stop using "innovation" all together.
    8 Mar 2013, 12:56 PM Reply Like
  • How about "new stuff"? Sammy is satisfying the market if not their sales wouldn't be so good. They seem to respond more quickly to the market then Apple does. Maybe the Apple is getting thick in the middle?
    8 Mar 2013, 01:02 PM Reply Like
  • Applocrat.....it's obvious you're an Apple fanboi that hasn't stopped to check out the unique features of the galaxy s and galaxy note series of phones.

     

    Arrogance is what has allowed Apple to remain complacent while their biggest manufacturer and supplier started making more innovative products than them
    9 Mar 2013, 05:29 PM Reply Like
  • Certainly don't want to do away with the existing iPhone design...I don't think anyone is suggesting that. But let's open up our tiny minds really big...can we imagine TWO iPhones....the i5S and the i5SW (WIDE). Oh, hey, Losmarinos...the iPad mini already has the phone option...so with the i5SW, all bases are covered.
    8 Mar 2013, 12:49 PM Reply Like
  • Is having 4g capability the same as being a phone.
    My I pad 5 is 4g but certainly not the same as my I-phone; or am I missing something??
    8 Mar 2013, 01:19 PM Reply Like
  • I agree - it seems that it would be easy to have a 5S and a 5SWide. From what I can tell, beyond size, the Samsung really doesn't offer anything that iPhone doesn't.
    8 Mar 2013, 03:03 PM Reply Like
  • Sammy's been pushing NFC on their ads I don't think the Apple has it.
    8 Mar 2013, 03:22 PM Reply Like
  • Rappenco! You're kidding, right? You paid extra to get 4G capability on your iPad and you didn't know what it was for? Oh my. Get a data plan, my friend, and you'll have a phone.
    9 Mar 2013, 10:50 PM Reply Like
  • The low number of merchants that are NFC-capable now makes NFC a very premature feature. Maybe in a couple of years...so let Sammy use it for marketing if they want...and let them drain their low margin to support the growth of NFC. Then Apple will come in when the time is right and capture the market for NFC phones.
    9 Mar 2013, 10:53 PM Reply Like
  • They are advertising it for transfers between other phones and nothing to do with purchasing anything. I was just giving an example. Okay Jr ?
    10 Mar 2013, 06:07 AM Reply Like
  • Thanks bd4uandu...wow...transfer of data between phones. Now there is a capability I'd have never thought of. THAT makes me want to run right out and buy a Samsung model....then I could, uh, well, uh, er...shucks, I don't need that!!
    11 Mar 2013, 10:10 AM Reply Like
  • Samsung seem to be putting everything they can into phones, perhaps because they can do so and a desire to flood the market top to bottom with different models. Apple seem to be putting more thought into the designs (metal cases?) but at what cost in business terms (market share)? Apple need to hire the PR company Samsung use!!! Even if Samsung put NFC chips in their phones I doubt there's much need for them in the current lifecycle of their phones (lack of software) and the card issuers (Mastercard and Visa) are likely to start sending out debit cards with NFC chips soon.
    8 Mar 2013, 09:54 PM Reply Like
  • After Steve Job's.. all aspects of quality have gone down. I would short them.
    9 Mar 2013, 06:17 AM Reply Like
  • Please go ahead and short Apple at these levels. I don't think anyone would stop you. let us know how it goes for you.
    9 Mar 2013, 04:47 PM Reply Like
  • Apple should make a less expensive phone in a larger screen configuration. A larger configuration is inherently less expensive and the brand statement would be that the Samsung Galaxy is less valuable than the svelte iPhone 5s.
    9 Mar 2013, 10:58 AM Reply Like
  • "Doug Kass says Apple remains fine for trading and that he recently made a little money on it. Kass made the bear case in September, so his words here carry weight.

     

    His earnings estimates are still below consensus, yet he's predicting nearly $42a share in 2013 earnings, implying a forward price-to-earnings ratio (PE) of just 10.1. And his bearish case sees earnings growing 10 percent per year. I think Kass sees Apple as fairly valued.

     

    Intel currently carries a PE of 10.1. Analyst estimates for its earnings this year, according to Yahoo Finance, are $1.94/share, and for next year $2.10. Which would you rather own?"
    9 Mar 2013, 05:32 PM Reply Like
  • Need phone support for all ipads, or a bigger iphone. Wi-fi to an earpiece takes care of the looks so you can keep the ipad or phone in your backpack or belt holder.
    11 Mar 2013, 06:59 AM Reply Like
  • Wake up louhomer....phone support is available on all iPad models....you just have to pay for it...it's an existing option on the iPad mini and the regular iPad line. It's Bluetooth to an earpiece, by the way.
    11 Mar 2013, 10:07 AM Reply Like
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