iPhone 5 alternative future (CiccareseDesign 001)

Jeffries analyst Peter Misek is on a roll. First he wrote in a note issued to clients this morning that channel checks led him to believe that the iPhone 5S is entering production in March for a likely June/July introduction.

Then word came that Misek thinks Apple could be holding a media event next month to announce a software development kit (SDK).

The official SDK would enable programmers to write full-screen 1080p apps and games for the Apple TV set-top box. And now, we learn that Misek doesn’t see the 4.8-inch iPhone launching this year at all. Instead, Apple is looking to release a bigger iPhone in mid-2014, he writes…

Note that DigiTimes reported last month that an iPhone with a bigger screen will launch in 2014.

Misek was first to report back in December 2012 that a 4.8-inch iPhone was in the works and believed Apple would release it this summer.

Again, citing channel checks, he claimed several iPhone 6 prototypes were floating around, with one model rocking a 4.8-inch screen.

It has a Retina+ IGZO screen, a new A7 quad-core processor variant, and a new form factor with no home button. Full gesture control is also possibly included.

In today’s note to clients relayed by MacRumors, Misek writes that the device won’t launch until mid-2014 because Apple wants to fully re-architect iOS to utilize more cores on the next-gen A7 chip.

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.

Another reason: Apple allegedly wants to fab the A7 package on Taiwan Semiconductor Manufacturing Company’s (TSMC) 20-nanometer process, but TSMC won’t ramp up this process technology before 2014.

Apple product roadmap (Jefferies estimates 20130213)

Source: Jefferies estimates, via BusinessInsider.

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.

The iPhone maker recently commissioned TSMC to run trial manufacturing of the A6X processor which debuted inside the iPad 4 last year. According to last month’s report  by DigiTimes Research, Apple contracted out manufacturing of a cutting-edge chip for a “breakthrough” device to TSMC.

TSMC, the world’s largest independent semiconductor foundry, will invest $9 billion in capital expenditure this year and even more in 2014 as it moves toward the more advanced 20nm and 16nm process technologies.

Finally, Misek writes that that the iPhone 6 will drop the in-cell display assembly process that the iPhone 5 adopted in favor of either on-cell OLED or Sharp’s IGZO panels, which offer twice the resolution at only ten percent power consumption of the traditional LCD screen.

I guess Misek didn’t get the memo that Tim Cook trashed OLED tech during his Goldman Sachs keynote.

  • Guest

    Before some jerks come and start a massive argument, I shall help you and be the jerk of the article.

    Apple haters will say that Apple copied Samsung.

    Apple lovers would retaliate because Apple haters cannot continue mocking the iPhone for having a “tiny” screen.

    Normal people would get the phone that they want and not give a shit about either side.

    • iHamzaDev

      Couldn’t have said it better myself.

    • MagicDrumSticks

      Debating about it is fun, why are you trying to ruin the party?

    • Rocksteady777

      Guest who isn’t trolling AND made top comment with something intelligent. Up vote for you sir

    • “Normal people would get the phone that they want and not give a shit about either side.” = “Great minds think alike.” 😉

  • No need yet for 4 or 8 cores to run iOS, 4 or 8 cores are more suited to Android handsets as those extra CPU cores and bigger RAM’s are required to run all those now mandatory anti virus and security suites.

  • That thing.. is plain hideous.

    • Karlos

      Know one actually knows how it really looks yet, just an example..

  • j0rdan

    that design is terrible

    • Karlos

      Umm hey no one actually KNOWS how it looks yet, so yea.. Don’t think that’s the real thing

  • j0rdan

    if it was a 4.8 inch then the lest they could do is to add ANOTHER row if icons

  • j0rdan

    all apple cares about is to make sure that it
    fits in 1 hand

    • All apple employees are left handed and they have special greetings that only other apple employees know their next device will contain RFID and will track all of the world

  • That thing is hideous…

  • contract ends june should i get the 5s or wait a year until iphone 6 and bere in mind that its gonna be a 2yr contract so i need help to decide

  • mb916

    I don’t want to wait that long. I’m still rocking my 4s, and won’t go to 5/5s because… it’s just not good enough. I hope they’re wrong about next summer, but either way, I’ll be waiting.

    • thats a loooooong wait you need tok buy a used 5 now and wait with tat ,.. you will be much happier while you wait

  • Liam Mulcahy

    I getting sick of these 4.8 inch iPhone rumors… But I still want one

  • Ernie Marin

    I’m very happy an iPhone isn’t coming this year, it gives me time to enjoy my iPhone 5 enough not to feel like i’m missing out when the new one comes out.

    • Jeff H

      Dont kid yourself there will be a “new” iphone this year. It will look exactly like the one you have now with slightly better specs. Its kind of a trend now. iPhone, 3G, 3GS, 4, 4S, 5, 5_ you fill in the blank…

  • Jeff H

    Since were now predicting the 2014 iPhone, i assume we all don’t have much expectation for the presumed iPhone 5S

  • batongxue

    Again, I am gonna pick up both an iPhone 6 and an iPad 6

  • thedarkknight80

    This should have been an option a long time ago. Apple should have offered this size option with the release of the 4S.

    Now they are simply playing catch up.

    And don’t get me started with the OS. They have a lot of work to do for catch up.

    The only thing that is still giving apple an edge over the competition, is the gigantic app variety in the app store. But that won’t be for long neither , since the playstore is closing the gap and most developers are porting their high quality apps/games to google , now more than ever.

  • Rodney Coleman

    Can’t wait for the 6

  • Rodney Coleman

    Also… This isn’t the actual phone posted tards. Read the specs

  • m

    http:// uae(.)souq(.)com /ae-en/apple-ipod-touch-4-gen-mc547-396400023/u/ remove brackets. Best iPod touch 4 64gb to buy with accessories!