MacRumors

The trickle of information is continuing to come on the next major iPhone release. Earlier today we posted a sketchily sourced story out of Korea about the possibility of an iPhone-specific media event in the 4th week of June. While we did have some doubts about the story, Loop Insight has received word from their sources that the iPhone 5 will not launch in June.

Reports on Tuesday suggest Apple will unveil the iPhone 5 at the end of June. This is not true. My sources said today that rumors of an iPhone 5 release at the end of June were completely false.

Previous reports have suggested a Fall or even later product release, while multiple sources have indicated that no iPhone will be introduced at Apple's WWDC conference.

Consumer Reports released their tablet ratings today, and found the iPad 2 to be the best tablet they tested.

Consumer Reports tested tablets from Archos, Dell, Motorola, Samsung, and ViewSonic, as well as several models from Apple. Each tablet was evaluated on 17 criteria, including touch-screen responsiveness, versatility, portability, screen glare, and ease of use, and testers found several models that outperformed the rest. The Apple iPad 2 with Wi-Fi plus 3G (32G), $730, topped the Ratings, scoring Excellent in nearly every category. The first-generation iPad, $580, also outscored many of the other models tested but tied with the Motorola Xoom, $800.

The Motorola Xoom was the closest competitor, but fared worse on ease of use and portability as compared to the iPad 2. Consumer Reports warns against the lower-priced options as those costing under $300 and under were "at best medicore."

Consumer Reports made headlines last July when it declined to recommend the iPhone to consumers due to antenna issues that could result in loss of signal.

An anonymous reader sent in these images which claim to be photos of a prototype (DVT-1) 5th Generation iPod Touch. According to the submission the front has a capacitive home button, back with markings of DVT-1, and connected volume buttons. The settings also show a 128GB capacity.

Overall, it's hard to say too much. Each new component seems easily fakeable using existing images. This, and the fact that the submitter is broadcasting it anyone who will listen makes us think its likely fake.

Update: Moved to Page 1 due to the traction the images have gotten around the web.

Changewave has released information on surveys they've performed since the release of the Verizon iPhone 4. The Verizon iPhone 4 was finally launched in February after nearly 4 years of AT&T exclusivity in the U.S. AT&T was frequently criticized for poor reception and call service. Changewave's survey found that new Verizon iPhone users are indeed experiencing fewer dropped calls than their AT&T counterparts:

The percentage of dropped calls for Verizon and AT&T correspond to non-iPhone users on the same networks. Changewave notes Verizon is still in the early stages of its iPhone 4 offerings and that additional network pressures could affect their systems. In particular, it seems that future iPhone buyers seem to be planning on buying from Verizon over AT&T:

Despite the difference in dropped call rates, iPhone 4 satisfaction rates between existing Verizon and AT&T users are virtually identical with 82% vs 80% being very satisfied with their smart phone. Verizon revealed that the iPhone 4 launch has been their fastest selling launch in history, though neither Apple nor Verizon has released any breakdown in their sales numbers.

Apple's weighting in the Nasdaq-100 Index will be cut on May 2nd to reduce Apple's influence on the stock index.

Apples representation will be reduced to 12.33 percent of the index on May 2, from 20.49 percent, Nasdaq OMX Group Inc. said in a slide show on its website today, after previous rules caused its proportion in the gauge to grow disproportionately. The weightings of Microsoft Corp. and Cisco Systems Inc. will more than double.

Apple's weighting in the stock index is said to be overrepresented at 6x the value of the second largest stock (Microsoft) despite only having a 46 percent larger market value.

The Nasdaq-100 consists of the 100 largest nonfinancial stocks that trade on the Nasdaq. According to Wall Street Journal, over $330 billion worth of assets track the index via exchange-traded funds, mutual funds, options and futures. The move could hurt Apple's stock price due to significant selling pressure as indexes adjust to the new weightings:

The rebalancing is likely to kick off waves of trading in the stock market as money managers scramble to adjust holdings to reflect the new composition of the index. There are more than 2,900 financial products tracking the Nasdaq-100 in 27 countries, Nasdaq says. That includes the $24.4 billion PowerShares QQQ exchange-traded fund, which over the past year has been the sixth most actively traded stock on U.S. exchanges.

The changes go into effect on May 2nd.

Bloomberg reports that Apple has won a court ruling that throws out a $625.5 million patent-infringement verdict issued in October over Cover Flow, Spotlight, and Time Machine technologies.

A federal judge in Tyler, Texas, today said Apple didnt infringe a patent owned by Mirror Worlds LLC and closed the case in Apples favor. The court also said the damage award was too high. The judge did uphold the validity of the three Mirror Worlds patents.

The jury had originally said that Apple was infringing on three patents and awarded damages of $208.5 million for each patent. Judge Davis agreed with Apple's argument and closed the case in Apple's favor.

According to Korean site ETNews.co.kr, Apple is planning on releasing the iPhone 5 during the 4th week of June. Multiple reports have already revealed that Apple will not be introducing the iPhone 5 during the Worldwide Developer's Conference scheduled for June 6th. Instead, WWDC is said to be focusing on software only.

ETNews, however, claims that the news of a late June iPhone 5 release comes with confirmation that Korean providers SK Telecom and KT will be amongst the first carriers to offer the new iPhone

iPhone 5, the next model of iPhone 4, will be released on the coming 4th week of June. In the midst of the iPhone 5 postponement rumors, Apple has confirmed that iPhone 5 will be released as planned and it will be released simultaneously in Korea through SK Telecom and KT.

Instead of a WWDC launch, Apple is expected to hold a special media event featuring Steve Jobs himself.

The sourcing of the article is a little suspect, as it appears to be attributing the information to Apple, itself. It also contradicts the "fall" timeframe that has been previously proposed for the next iPhone release. Mobile carriers, however, have been a source of some early release information, as new phones launches must be coordinated. In 2008, Telecom Italia's executive VP of technology revealed the timeframe of the 3G iPhone. Finally worth noting is that the story was also posted to etnews.co.uk on April 1st, though there is no indication that it was meant as an April Fools joke. We've contacted the author but have not yet received a reply.

A new research note by J.P. Morgan's Mark Moskowitz reveals that Apple's MacBook Air has seen significant sales growth since its most recent refresh in October (via AppleInsider and Fortune). MacBook Air sales in the last quarter were 333% higher year over year with projections of annual revenue of near $2.2 billion. The new MacBook Air adopted an SSD-only design, introduced an 11.6" model, and saw a considerable price drop from the previous models.

"We believe that the growth rate of the MacBook Air stands to moderate, but we expect the product to exhibit increasing contribution to the overall Mac business," Moskowitz wrote. "(The fourth quarter of calendar 2010) was the first quarter in which the MacBook Air accounted for greater than 10% of total Apple Mac units. More importantly, the MacBook Air accounted for 15% of total notebook sales during the quarter, versus 5% in the prior year."

The MacBook Air was originally released in January 2008 as a 13" model only with a starting price of $1799. While Apple has offered slight improvements and price drops in the interim, October's refresh was the most dramatic overhaul of the ultra-portable with the introduction of an 11.6" model that starts at $999.

Shipping estimates for new online orders of all iPad 2 models have improved to 2-3 weeks today, down from earlier 3-4 weeks. The new shipping estimates appear to apply in all countries where the iPad 2 is currently shipping.

With Apple releasing its first television commercial for the iPad 2 over the weekend and shipping estimates now improving, it appears that the company is confident enough in its ability to meet demand that it can begin more high-profile marketing campaigns to appeal to a broad base of consumers beyond the early adopters that have so far been soaking up supplies as quickly as they can be replenished.

San Diego 6 reports that an attempted holdup at Apple's Otay Ranch retail store in Chula Vista, California went sour this morning, with one of the robbers reportedly having been shot and killed by a mall security guard.

A security guard caught the suspects smashing the glass front doors of the Apple Store at the mall before the mall opened for the day.

The guard reportedly shot a male suspect in the head.

NBC San Diego reports that two other suspects, one of whom had also been shot, have been arrested. The incident happened shortly before 7:00 AM this morning, before the store had opened for business.

Update: 10News reports that approximately 40 shots were exchanged between the security guard and the armed robbers, according to Chula Vista police.

With Apple's new in app subscription mechanism for iOS devices now deployed and publications such as The New York Times already moving to take advantage of it, some publications are still holding back over Apple's insistence that customer information only be provided to the publications on an opt-in basis. According to Reuters, influential business newspaper Financial Times is one of those publications unwilling to part with its customer information.

"We don't want to lose our direct relationship with our subscribers. It's at the core of our business model," [FT.com managing director] Rob Grimshaw told Reuters in an interview on Monday.

He said he was hopeful of a positive outcome to negotiations with Apple, but added: "If it turns out that one or another channel doesn't mix with the way we want to do business, there's a large number of other channels available to us."

Grimshaw noted that the FT has "a great relationship with Apple", despite the fact that the two companies don't see eye to eye on subscription billing policies.

The report notes that the Financial Times has already developed a relatively successful paywall model for its online content, with the newspaper bringing in about 40% of its revenue through digital sales. Consequently, the company believes that it has more to lose by supporting Apple's in app subscriptions than publications that have yet to successfully tap into digital access payments.

Last Friday, Android Central posted a screenshot appearing to show changes to AT&T's smartphone pricing structure set to go into effect yesterday, increasing "early upgrade" pricing for all iPhone models that is applied when an on-contract customer is not yet eligible for full subsidy by $50.

According to the AT&T bulletin, early upgrade pricing for the 8 GB iPhone 3GS has moved from $249 to $299, while the 16 GB iPhone 4 has moved from $399 to $449 and the 32 GB iPhone 4 moved from $499 to $549. BGR has confirmed the price increases with AT&T.

AT&T is also boosting prices on its feature phones and non-iPhone smartphones, pushing no-commitment pricing up by $20 on feature phones and $50 on non-iPhone smartphones. AT&T's one-year commitment pricing is also going up by $150 for non-iPhone smartphones, while feature phones on similar plans are going up by $10.

comScore late last week released the results of its latest monthly survey of U.S. mobile phone users, revealing that Apple's new CDMA iPhone released on Verizon that month ranked as the best-selling phone during the month. That performance helped boost Apple's share of the mobile phone market in the U.S. to 7.5% for the three-month period ending in February, up from 6.6% in the prior period.

When looking only at smartphones and the operating systems running them, Android's usage continued to soar during the period, up 7 percentage points to move past Research in Motion to claim the top spot in overall usage in the U.S. (not new purchases) with 33% of the market. RIM slipped to 28.9%, while Apple nudged up slightly to 25.2% as Microsoft and Palm continued to drop.

That result seems to mirror other recent surveys that show Apple essentially maintaining its relative share in the rapidly growing smartphone market while Android surges at the expense of Research in Motion and smaller players.

Apple today released its first television commercial for the iPad 2, taking a philosophical approach to focus on the experience of using the device rather highlighting its technical capabilities or specific features.

This is what we believe. Technology alone is not enough. Faster, thinner, lighter...those are all good things. But when technology gets out of the way, everything becomes more delightful...even magical. That's when you leap forward. That's when you end up with something like this.

The new ad has been posted on Apple's iPad page and on its YouTube page.

While Time Warner Cable has been working to add channels to its live TV app for the iPad in the face of opposition from several content providers including Viacom, Discovery, and Fox, Cablevision has gone all in with the release of its new Optimum for iPad application offering the cable company's subscribers full access to their television packages.

In addition to approximately 300 live channels and access to VOD [video on demand], the Optimum App for iPad integrates enhanced guide information that makes it easier than ever before for customers to find the content they already receive as part of their cable television subscription. Programming is fully searchable, including by genre, and the application includes the ability to schedule DVR recordings and manage previously-recorded content.

In its press release, Cablevision also takes content providers head-on with its argument that the functionality is permissible under current licensing agreements. Cablevision's key argument hinges on the fact that the content is not delivered over the Internet, and instead comes directly through the its digital cable network before being transmitted to the iPad via Optimum modem.

Cablevision uses its secure and proprietary Advanced Digital Cable television network to deliver cable programming to customers for viewing on the Optimum App for iPad, and content is not delivered over the Internet. The application turns the iPad into an additional television, enabling Cablevision customers to view the same live programming and VOD content already being delivered to other TVs in the home as part of the service they have paid for. Cablevision has the right to distribute programming over its cable system to iPads configured in this way under its existing distribution agreements with programming providers.

We have yet to hear any official response from content providers, so it will be interesting to see how they react to Cablevision's offerings.

With the shift in form factor for the iPod nano at its latest update, a number of users were disappointed to see the camera that had been added in the fifth-generation model disappear. But if a new report from Taiwanese site Apple.pro [Google translation] is correct, the seventh-generation iPod nano presumably set for introduction later this year may retain its current smaller form factor but still add a rear-facing camera once again.

According to the report, a source in California sent the below photo claimed to be the rear case for the next-generation iPod nano, displaying what appears to be a camera hole in an upper corner.

The report raises some question as to whether the photo could be an April Fools' joke, although the photo does at least appear genuine and is consistent with the casing of the sixth-generation model with the exception of the new camera hole. Based on the position of the hole, the camera would appear to take up space currently occupied by a portion of the iPod nano's battery, so it is unclear whether the device would be able to use a smaller battery or if components could be shifted around enough to accommodate the camera while maintaining the same size for the battery.

Unaddressed is how the clip on the next-generation iPod nano would accommodate the rear-facing camera, as the clip is currently covers the entire back of the device and would of course obscure the camera. Based on the screws visible on the inside back of the case, however, it seems that Apple have simply narrowed the clip and perhaps shifted it down slightly from center in order to accommodate the camera.

Finally, the report claims that the iPhone 5 will come in both black and white versions similar to the iPad 2. The iPhone 4 of course was introduced in both black and white models, but the white model has yet to begin shipping after several delays reportedly due to issues with light bleeding through the painted glass and affecting camera performance.

Apple.pro has occasionally offered accurate information in the past, perhaps most notably with the posting of photos of a small touchscreen that appeared in the sixth-generation iPod nano a few months later.

Update: As noted by Sonny Dickson, the current 6G nano tear down photo from iFixit bears a close resemblance to the leaked photo:

According to 9 to 5 Mac, Walt Mossberg tonight conducted an interview with Sony CEO Howard Stringer at Carnegie Hall in New York City as part of the JapanNYC festival, and Stringer interestingly revealed that its shipments of camera sensors to Apple have been delayed by the effects of the earthquake in Japan last month. Sony is not currently known to be a camera supplier for Apple, as OmniVision Technologies has been reported as the sole supplier of image sensors for all of Apple's mobile products so far.

Stringer just said that their camera image sensor facility in Sendai was affected by the tsunami. Getting image sensors to Apple will be delayed.

Stringer's discussion of camera production for Apple was confirmed by The Wall Street Journal:

Early on, he raised the irony of Sony supplying camera components for Apple devices. It "always puzzles me," he said. "Why would I make Apple the best camera?"

It is unclear what devices he was talking about as Sony isn't known to supply key camera components, known as image sensors, to Apple; A Sony spokeswoman declined to comment and an Apple spokesperson couldn't be reached for comment.

Given that Sony is not believed to be a camera supplier for any of Apple's current products, the assumption is that the cameras are for an unreleased product that may be in the early stages of a production ramp-up. That assumption draws renewed attention to an April 2010 report from Rodman Renshaw analyst Ashok Kumar claiming that Sony had in fact been tabbed to provide image sensors for the 2011 version of the iPhone, with the sensors reportedly coming in at 8 megapixels.

That same report also claimed that OmniVision would continue to provide camera sensors in a 5-megapixel variety for the fourth-generation iPhone, a claim that did in fact turn out to be true with the iPhone 4.