By Cody Lee on Jun 5, 2014
Cantor Fitzgerald’s Brian White reports that several components for the so-called iWatch are going into mass production this month. The analyst believes that Apple is planning to unveil the long-rumored smartwatch in September, perhaps alongside the iPhone 6.
White bases his report on his recent tour of Computex, Asia’s largest technology show, where wearables were by far the most talked-about products. There, sources from supply chain companies told him iWatch component production would soon begin ramping up… Read More
By Cody Lee on Oct 11, 2013
Cantor Fitzgerald analyst Brian White issued an interesting research note late yesterday, offering up insight on Apple’s future product plans. White claims that after meeting with a component supplier, he has a much better idea of what to expect out of Cupertino.
On the iPhone front, the analyst echoes his colleagues, saying that he is ‘very confident’ that 2014 will be the year of the larger iPhone—and for what it’s worth, he’s saying 5-inches. But his most interesting comments are in regards to the oft-rumored iWatch project… Read More
By Christian Zibreg on Apr 12, 2013
Most analysts tend to pull their predictions out of thin air. We were cagey about last month’s Morgan Stanley report as it rather cryptically asserts Apple’s next iPhone, the iPhone 5S, will have a “killer feature.” Of course it will, stupid – every iPhone has at least one standout feature cunningly designed to convince existing users to upgrade.
The iPhone 3G had 3G networking, the iPhone 3GS had video, the iPhone 4 had the stunning form factor and Retina display and the iPhone 4S had Siri.
As for the current iPhone 5, it of course offers LTE and sports the dramatic two-tone design akin to a finely crafted watch. According to a rather reliable analyst, this year’s S-upgrade to Apple’s handset will have fingerprint scanning as an exclusive feature… Read More
By Christian Zibreg on Apr 9, 2013
Apple’s rumored S-upgrade to its iPhone, the iPhone 5S, is assumed to arrive some time during summer, possibly shortly after Apple presumably announces it at its annual developers conference in June or July (the company hasn’t yet set the date for WWDC 2013). One analyst in a note issued to clients Tuesday wrote that supply chatter points to multiple screen sizes for the iPhone 5S in order to appeal to consumers who dig jumbo-sized handsets and improve its standing in the market… Read More
By Christian Zibreg on Apr 5, 2013
Flurry data told us that so-called phablets comprise only a minuscule portion of smart devices compared to mid-size phones and large tablets, such as the iPhone and iPad, but there’s no doubt that devices with five-inch or larger screens are gaining acceptance, largely thanks to Samsung’s willingness to experiment with a bunch of different form factors. Even Apple acknowledged the trend by making the iPhone 5’s four-inch screen the new gold standard for iPhones.
But with Samsung launching a five-inch Galaxy S4 soon and rumors of an upcoming Galaxy Mega line with 5.8 and 6.2-inch handsets making rounds, Asian suppliers are advising Apple to follow suit and blow up the upcoming iPhone’s display if it wants to capture the next phase of smartphone growth… Read More
By Ed Sutherland on Apr 3, 2013
What voice-recognition did for the iPhone 4S, fingerprints will do for Apple’s upcoming iPhone 5S, one technology analyst is telling investors. For the second time, an Apple observer forecasts a fingerprint sensor as a key feature of a new iPhone expected this summer. Such a sensor would let iPhone 5S owners use their fingerprints instead of passwords, as well as open the possibility of mobile credit card payments, according to a Wednesday report… Read More
By Christian Zibreg on Apr 3, 2013
A rumored standalone television set from Apple dubbed iTV continues to be the subject of tremendous speculation, with one analyst recently citing supply chain checks allegedly pointing to a 4K Ultra HD set being built by Apple’s manufacturing partner Foxconn and slated for an early-2014 launch.
Another analyst now joins the conversation with some pretty wild predictions, also based on – you guessed right – checks with Apple’s suppliers. Brian White of Topeka Capital Markets told one publication Wednesday that after meeting with Apple’s Asian suppliers he now sees some pretty wild stuff in the pipeline.
Specifically, Cupertino will be launching an Apple-branded television set later this year, White says, along with a motion controller of sorts called iRing and a secondary display… Read More
By Ed Sutherland on Mar 19, 2013
With Apple’s cash pile projected to balloon from a whopping $137 billion at the end of the previous quarter to an astounding $170 billion by year’s end, there is a growing call for the iPhone maker to increase its stock dividend as a way to build a safety net under its beleaguered shares. The report of a bulging corporate vault comes as one Wall Street analyst proposes a four-step solution to pull Apple out of the weeds.
According to Topeka Capital Markets analyst Brian White, Tim Cook & Co. should start with raising the quarterly dividend to at least $3.75 per share. A five-year program should begin with Apple increasing the $2.65 per share quarterly dividend paid to investors while also repurchasing up to $100 billion in company stock… Read More
By Ed Sutherland on Mar 11, 2013
Spring is just around the corner, the sun is shining and new concerns about Apple suppliers appear like so many dandelions. Never mind CEO Tim Cook said it’s impossible to determine the health of the iPhone maker simply by looking at suppliers.
Just as Washington, DC trades in political rumors, Wall Street and Silicon Valley are back with new scuttlebutt about Apple’s supply chain.
As a result, Apple’s stock dipped lower Monday on word that orders to suppliers were the worst on record – at least for one analyst. Others believe higher sales of iPad minis versus the larger tablet is cause for concern, while still others forecast a slow summer and then return to profitability… Read More
By Christian Zibreg on Feb 11, 2013
Topeka Capital analyst Brian White asserted Monday morning that a lower-priced iPhone could be introduced as early as this June. It will be sold unsubsidized for about $250-$300, he thinks, and suggests “iPhone Mini” or “iPhone Air” as names. Just as The Wall Street Journal originally reported, White expects the less-expensive iPhone to use a plastic body instead of metal and glass.
It would have a lower margin than prior iPhones though Apple could make up for the difference in sheer volume as carriers in emerging markets like China, Brazil and India could position the device as a competitive offering to local brands, like the Xiaomi handset which costs around $320 off-contract in China… Read More
By Ed Sutherland on Jan 17, 2013
A Wall Street analyst Wednesday gave investors a pep talk, invoking the words of the late Apple CEO Steve Jobs to point out the iPhone maker is hardly ready to head for the exit. Instead, Topeka Capital Market analyst Brian White issued a record target price for a stock battered by negative headlines.
“The negative sentiment around the stock has reached epic levels that we haven’t seen in recent memory and yet we believe [Apple's] product portfolio has never been stronger”, White said in an investment note. He also quoted Jobs in response to naysayers who recently came out of the woodwork spelling doom for Apple… Read More
By Christian Zibreg on Jan 2, 2013
We’re just two days into 2013, but there’s no hiding from the next wave of Apple rumors. Yesterday brought as a non-news of an unknown developer spotting traces of iOS 7 and the next iPhone in logs – as if Apple hasn’t been working on the iPhone 5S/6 and iOS 7 since before iOS 6 was released.
Wednesday morning, an analyst boldly predicted that the iPhone 5S, a specs bump, will launch by June with multiple color options and – wait ’till you hear this – two different display sizes. I should have been an analyst! Read More