AnoStyle teaser

KGI Securities analyst Ming-Chi Kuo is fast becoming the de facto most reliable Apple watcher. Expanding on his April note which advised investors to brace themselves for a delayed iDevice roll-out over manufacturing “challenges,” his just-updated shipments timetable now offers more in way of detail.

Long story short, the analyst is expecting the iPhone 5S in late-September, but in limited quantity, with the oft-rumored plastic iPhone (he’s calling it an ‘iPhone Lite’) becoming available even sooner than the iPhone 5S in early-September because its chassis is easier to make than the two-tone iPhone 5S design.

Early September will also bring us an updated iPad 5, he said, but there will be no iPad mini successor this year due to engineering issues. As for the Mac family, Kuo sees a mid-September launch of a Haswell-enabled Retina MacBook Pro, with a Haswell-driven iMac up for a late-August introduction. The full breakdown is right after the break…

Check out the shipments timetable, part of a research note obtained by AppleInsider.

Apple shipments timetable (H22012, KGI Securities 001)

The full breakdown follows:

  1. The iPhone 5S – ongoing difficulties with the handset assembly coupled with production setbacks over “numerous components” (fingerprint sensor, much?) will affect availability following a late September launch. He noted the same quality issues had caused problems with the iPhone 5 supply post-launch.
  2. Plastic iPhone – because plastic is easier to mold and mass-produce compared to the exquisite two-tone iPhone 5S chassis, the rumored off-contract $450-$550 budget iPhone with “novel” new features should be available sooner than the iPhone 5S, as soon as early-September. He pegged 2013 shipments at 26 million vs market consensus of 30 to 40 million units.
  3. iPad 5 – the redesigned fifth-gen iPad adopting the iPad mini’s appearance will be the “highlight of iPad in 2013” when it launches in early-September (DigiTimes concurs).
  4. iPad mini 2Unlike DigiTimes, Kuo isn’t holding his breath for a Retina iPad mini because Apple hasn’t yet solved energy and performance requirements of squeezing four times the pixels in much a smaller form factor than the 9.7-inch iPad. He sees an A7 chip powering the iPad mini 2 and calls for a launch no sooner than March or April 2014. What might transpire in 2013 is a slightly cheaper iPad mini ($299?) featuring the same A5 chip a the current model, around December at the earliest.
  5. iMac and Retina MacBook Pro – having refreshed the MacBook Air around Intel’s fourth-generation Core architecture at June’s WWDC, Apple should launch a next-gen iMac at the end of August. There will also be an update to the Retina MacBook Pro lineup in mid-September. Both updates will feature the new Haswell chips and possibly other goodies.

If Kuo’s timetable is anything to go by, there should be a major Apple media event in late-August or early-September to announce the next iPhone and iPad (the iMac refresh could be handled via a press release and a website update).

So there you have it.

Sounds pretty much spot on to me.

What do you guys make of this?

  • n0ahcruz3

    No retina, retina, no retina, retina… Will someone please shut these mofos up.

    • Boss

      No retina No purchase

  • William Melendez

    Sounds about right . Although I’m shocked about the iPad mini 2 , no retina display !? I didn’t see that one coming …

    • Guest

      iSheep demand was high, so they didn’t bother improving it…

  • pauleebe

    We all knew the 5S was coming, as we did the budget iPhone since the chassis have leaked.

    The iPad really needs a redesign, so I hope they don’t hold off for the iPad Mini with retina to release it.

    • Julio Cesar

      A Wacom stylus pressure sensitive would be awesome too

      • That sure will be a welcome change, taking a step away from the consumption-only tablet it has come out to be.

  • Joshua Catimpo

    Hope apple will put in haswell in non retina MBPs and make it cheaper :/ like the MBAs with the intel 5000 too. And make battery life better, and such.they should probably make the RAM on the non retina default at 8gigs and make high-ends 16gigs.
    what i dont hope is that, apple will remove non retina and make retinas be the normal one 🙁

    • iThinkergoiMac

      This WILL happen at some point, it’s clearly Apple’s game plan. I wouldn’t be at all surprised if that happens this or next generation.

      • Joshua Catimpo

        Well, yeah of course, everyone needs a retina one, but i forgot to put that hoping apple would not remove the retinas but make them retina with the same hard drive design, cd slot, same stuff, but make it retina, and leave 2 choices, the flash storage and hard drive, but all is retina 🙂

      • iThinkergoiMac

        I seriously doubt Apple will do that, unfortunately.

  • Nour Khaled

    Waiting for the ipad 5

  • Jason

    Quit toying with me!!!! Are we getting a Retina mini or not!?

  • sadaN

    Analysts analysts analysts…
    theses guys can’t predict what they’re gonna have for lunch!

  • Antzboogie

    The plastic colored ones look better then the more expensive ones Im confused lol. I would assume the plain colors would be less costly. Come on Tim Cook I have faith in you but come on man!

    • iThinkergoiMac

      The cost difference is in the materials. Metal is much more expensive than plastic. Additionally, the 5S (assuming that’s what they call it) is likely to have a better camera, a better screen, and the rumored fingerprint sensor can’t be cheap. All those things are likely not going to be part of the plastic iPhone line this generation. The cost difference makes a lot of sense; appearance isn’t everything.

      • Joshua Catimpo

        Wouldnt the plastic iphone like melt, not really… like loosen up the plastic of those heat in the iphone?
        no hate, just asking

      • iThinkergoiMac

        No, the phone doesn’t get THAT hot. Additionally, all plastics are not created equal, and Apple would surely test different plastics to make sure they can withstand the amount of heat the chips give off. There are plenty of high-end Android phones that get hotter than an iPhone and are made of plastic. The amount of heat needed to warp the plastic like that would burn your hand as well.

  • macboy74

    Wrong wrong and wrong. There will be and iPhone???, ios 7and an ipad mini with retina in September.

  • Osama Muhammed

    i will seriously hate apple if the ugly iphone rumor came true wow

  • Francis Giangan

    Is there any chance for the non-Retina MacBook Pros to be updated with Haswell chip?