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iPhone rumor rollup for the week ending May 9

John Cox | May 12, 2014
The iOSphere was rocked by iPhone 6 Sticker Shock, at about 10+ on the Richter scale, when one "report" this week predicted that the Next iPhone will cover its 5.44-inch display with a synthetic sapphire sheet that will boost the phone's unlocked price to $1,285.

Also in the story, apparently from the same sources: Apple will release a 5.5-inch or 5.6-inch model in September; and that 80 million iPhone 6 handsets would be "produced" in 2014. Presumably that is a forecast of how many units will be assembled, but not necessarily sold.

Once again, the predictions of two different sizes for the new iPhone raise more questions than they answer. Apple segmented the iPhone line for the first time in 2013, when it introduced the lower-priced, plastic-bodied 5c along with the 5s, both with 4-inch displays. Contrary to widespread belief, the limited credible data we have about the 5c indicates that it has achieved the goals Apple apparently set for it. [See "The great 'iPhone 5c is a failure' freakout: Getting the few facts available wrong."]

Will Apple continue to offer a 4-inch model? Despite all the frenzy over how Apple is missing out on a huge chunk of the market, remains a hugely successful global seller: in the last two quarters, Apple has sold nearly 95 million 4-inch smartphones. Or will it transition both the flagship 5s and the mid-range 5c to larger screens, and will those larger screens be the same size or different? Will this larger screen mean a price hike? Will a still-larger iPhone product (a 5.5-inch model, for example) be offered as a third iPhone option, priced yet higher?

iPhone 6 will be available in September

Here's the headline from the anonymous post AppleInsider: "Rumor: Apple supplier Pegatron nets orders for 4.7-inch 'iPhone 6,' to ship in September."

To AppleInsider this is variously a "rumor," "rumblings" and a "report."

"A report from Taiwan's Commercial Times on Tuesday claims Pegatron's 15 percent share of upcoming 4.7-inch iPhone 6 orders is in addition to continued manufacturing of current models like iPhone 5C and 4S," according to the post, which does include a link to the original Chinese language post.

When The Rollup copied and pasted the hanzi into Google Translate, the one paragraph actually referencing the iPhone 6 is this: "Apple's supply chain rumors, Apple will deliver a 4.7 -inch iPhone in the third quarter, the market is also optimistic about the size of enlarged iPhone, expected to create a new wave of buying boom, and the master also won about 15% of new iPhone orders, is expected to begin in September of goods, coupled with the old iPhone 4S, iPhone 5C, estimated this year's iPhone Pegatron point total shipments of 50 million units, compared to 3,500 million units last year, a significant growth of 40%."

So there is no "report." It's simply a summary of "supply chain rumors." The "third quarter" refers to the July-August-September period, not "September" as AppleInsider asserts.


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