Apple's 4.8-Inch iPhone 6 Reportedly Not Launching Until Mid-2014
Amid circulating rumors of a larger display for the iPhone, Jefferies analyst Peter Misek today reported that he does not see the device launching until mid-2014. Misek argues that problems with display yield and substantial other changes for the iPhone 6 will make a 2013 launch unlikely. Some rumors had suggested that Apple might be able to launch an iPhone 5S and a lower-cost iPhone in mid-2013 and follow with a larger iPhone as soon as late this year.
We see three possible bottlenecks for the iPhone that could contribute to lower yields (and hence higher costs) and/or a delayed launch.
- App processor production at 20nm. Apple’s current iPhone app processor is on 32nm. For the iPhone 6 we think Apple will likely skip over 28nm and go to 20nm to facilitate adding more cores (4 or even 8). While TSMC is targeting a 2014 ramp in its 20nm production we think that issues like double patterning could make it a more complicated transition than the 28nm ramp, which had its own substantial ramp and yield issues.
- Display shifting from in-cell LCD to on-cell OLED or IGZO. We think in- cell is having difficulty ramping to 4.8”, which is making Apple look at switching to on-cell (a different integrated touchscreen technology) and OLED (despite Apple’s suppliers being well behind Samsung in their OLED capabilities) or IGZO.
- Revamped OS. We think Apple plans to re-architect iOS to utilize more cores and better compete with Samsung. Also, we believe the way iOS interoperates with iCloud, gestures controls, and advertising will be substantially upgraded.
Misek first noted the existence of 4.8-inch iPhone prototypes in December, but last month indicated that he was seeing no further signs of the device. The larger iPhone appears to have now returned to his radar but with a longer time horizon than originally thought.
Overall, Misek sees his claimed television product event coming next month with the iPhone 5S and lower-cost iPhone following in the June/July timeframe. He does not see any iPad updates until the fall, when both the full-size iPad and the iPad mini would be updated around the same time as the launch of the Apple television set.
Misek's track record is, however, rather mixed with previous claims of an Apple competitor to Netflix not panning out and only being half correct about the iPhone coming to Sprint and T-Mobile in 2011.
Popular Stories
Apple's annual four-day Black Friday through Cyber Monday shopping event is returning on Friday, November 28 through Monday, December 1 in many countries, including the United States, Canada, Australia, New Zealand, France, Germany, Italy, Spain, the United Kingdom, Belgium, the Netherlands, Sweden, Thailand, and others.
During the shopping event, customers can get an Apple gift card with...
iOS 26.2 is currently in beta testing. The upcoming update includes a handful of new features and changes on the iPhone, including a new Liquid Glass slider for the Lock Screen's clock, offline lyrics for Apple Music, and more.
In a recent press release, Apple confirmed that iOS 26.2 will be released to all users in December, but it did not provide a specific release date.
Keep reading...
Apple has begun selling the Hikawa Phone Grip and Stand, a new limited-edition iPhone accessory designed with accessibility in mind.
Designed by LA-based Bailey Hikawa to celebrate the 40th anniversary of accessibility at Apple, the grip uses magnets to securely snap onto any iPhone with MagSafe.
Apple says it can be removed with ease, and doubles as a stand with two different viewing...
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often get rumored features months ahead of launch. The iPhone 18 series is no different, and we already have a good idea of what to expect for the iPhone 18 Pro and iPhone 18 Pro Max.
One thing worth...
Black Friday is just over a week away, and iPad deals have finally started to flood in at retailers like Amazon and Best Buy. Below we're tracking discounts on every current generation iPad, including lowest-ever prices on M3 iPad Air and M5 iPad Pro, plus steep markdowns on iPad and iPad mini.
Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a ...
Apple Watch owners have been voicing their frustration online over changes to the Workout app that Apple introduced in watchOS 26, with many finding the redesigned interface makes starting exercises difficult and exasperating.
When Apple launched watchOS 26 in September, the Workout app went from large, easily tapped workout tiles to a scrolling, corner-button interface. Instead of tapping a ...
Apple's eighth-generation iPad mini is highly likely to arrive next year, offering a significant refresh of the device with at least four major new features.
OLED Display
The next-generation version of the iPad mini could feature an OLED display, as part of Apple's plan to expand the display technology across many more of its devices. Apple's first OLED device was the Apple Watch in 2015, ...
In select U.S. states, residents can add their driver's license or state ID to the Apple Wallet app on the iPhone and Apple Watch, and then use it to display proof of identity or age at select airports and businesses, and in select apps.
Earlier this week, Illinois became the 13th state in the U.S. to offer the feature. Subsequently, we shared a list of additional states that are committed...
Google today announced a new cross-platform feature that allows for file sharing between iPhone and Android users. With AirDrop on the iPhone and QuickShare on Pixel 10 devices, there is a new file transfer function available.
The file sharing option works on Apple devices that include iPhone, iPad, and Mac, along with the Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10 Fold....
