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 plans to announce new products "this week," according to Bloomberg's Mark Gurman.
Apple's "Mac Your Calendars" teaser last October
In his Power On newsletter today, Gurman said the products set to be updated this week include the iPad Pro, Vision Pro, and "likely" the base 14-inch MacBook Pro, with all three likely to receive a spec bump with Apple's next-generation M5 chip.
Gurman...
Apple's software engineers are internally testing iOS 26.0.2, according to MacRumors logs, which have been a reliable indicator of upcoming iOS versions.
iOS 26.0.2 will likely be a minor update that addresses bugs and/or security vulnerabilities, but we do not know any specific details yet.
The update will likely be released within the next few weeks.
Last month, Apple released iOS...
Update: the Naver account appears to be referencing a speculative post on X by Vadim Yuryev, dated October 6. The original article follows.
Apple will announce new products through a series of press releases beginning as soon as next week, according to a dubious claim posted on the Korean blog Naver.
The Naver blog account yeux1122, which aggregates rather than originates Apple...
While the iPhone 18 Pro and iPhone 18 Pro Max are still nearly a year away, a handful of new features and changes have already been rumored for the devices.
Below, we have recapped some of the early iPhone 18 Pro rumors so far.
Smaller Dynamic Island
The standard iPhone 18, iPhone 18 Pro, and iPhone 18 Pro Max will be equipped with a slightly smaller Dynamic Island, but the devices will...
Buried in its announcement about "F1: The Movie" making its streaming debut on December 12, Apple has also announced that Apple TV+ is being rebranded as simply Apple TV.
A single line near the end of the press release states "Apple TV+ is now simply Apple TV, with a vibrant new identity," though Apple's website has yet to be updated with any changes, so we're unsure on the details of the...
After releasing AirPods Pro 3 last month, Apple is already working on the next AirPods Pro, according to Bloomberg's Mark Gurman.
It is unclear if the new AirPods Pro would be branded as AirPods Pro 4, or if they would be considered an updated version of AirPods Pro 3. Gurman did not take a position, opting to describe them as a "new version" of the "high-end in-ear buds."
AirPods Pro 2...
Apple's hardware engineering chief John Ternus remains the "leading contender" to become the company's next CEO, according to Bloomberg's Mark Gurman.
Ternus is 50 years old, so he is still young enough to have a long run at the helm of Apple, after current CEO Tim Cook retires. He is already a key decision-maker at Apple, according to Gurman, and he appears to have a charismatic...
Apple is planning to release a base MacBook Pro with a standard M5 chip before higher-end models with M5 Pro and M5 Max chips, according to AppleInsider's sources with "knowledge of macOS Tahoe development and hardware testing."
The report said a MacBook Pro with an M5 chip is "nearing release," and Apple has apparently been testing this model with an unreleased macOS 26.0.2 version....
While it is unclear if Apple will host an October event this year, or stick to press releases, rumors suggest it will announce several new products this month.
The graphic for Apple's "Unleashed" event in October 2021
Below, we have recapped everything to know about a potential Apple event this October.
When
The table below outlines when Apple teased its October launches over the past...
