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Next iPhone a modest upgrade, analyst claims

updated 11:15 am EDT, Mon September 12, 2011

Sources hint at RAM, display identical to iPhone 4

The only next-generation iPhone in production is a mild upgrade known as model N94, sometimes nicknamed the iPhone 4S, says Concord Securites' Ming-Chi Kuo. Based on sources, the analyst suggests that there are no signs of a redesigned iPhone 5 in Apple's supply chain. He moreover claims that the new phone will continue to use 512MB of RAM and a 3.5-inch display, despite repeated reports of a larger LCD measuring at least 3.7 inches. Kuo adds that the camera module's height should be almost the same as the iPhone 4's; Sony alleged started shipping sensors to Apple manufacturers in July, and help from OmniVision is expected to come in September or October.

85 percent of manufacturing is said to be under the wing of Foxconn, with the rest going to Pegatron, who will primarily serve the Asia-Pacific region. About 30 million units are forecast to be produced the end of the year. One detail Kuo admits to being uncertain about is phone's back, although he asserts that it will probably use glass, again like the iPhone 4.

The analyst's statements contradict most recent reports. These not only not point to a larger screen, but also a metal back with curved edges. Several Asian accessory makers have begun selling cases based on the design. These may in fact be more reliable guides to Apple's plans, since local firms are known to pay off Foxconn workers in exchange for early access to specifications.

Kuo writes that the next-generation iPod touch is also seen as getting few changes, the most obvious being the option of a white tone. About 40 percent of fifth-generation Touches should be white, the remainder being black, Kuo asserts. A major overhaul is anticipated in 2012.

by MacNN Staff



  1. SMacSteve

    Joined: Dec 1969


    I'll bet this guy is wrong...

    We'll see soon enough!

  1. LenE

    Joined: Dec 1969



    This same analyst says today that the iPhone 5 manufacturers will get the iOS 5 GM in the last week of September, and then in another note, says that the iPhone 4S is the only next-generation iPhone in production. Which is it?

    This reminds me of a college professor who has two grad students writing papers, where one says A, and the other says NOT A. The professor's name is at the top of both papers, but both are mutually exclusive. Usually this involves a loss of funding for further research.

    -- Len

    Comment buried. Show
  1. testudo

    Joined: Dec 1969


    Re: Wait

    iOS 5 has nothing to do with iPhone 5. One's an operating system, one's a piece of hardware.

    And there's nothing here that even means that the iPhone 5 is even ready to go. This could just be getting the iOS 5 on iPhone 4 hardware...

  1. Jeronimo2000

    Joined: Dec 1969


    Re: Wait

    Testy, just learn to read.

    "This same analyst says today that the __iPhone 5 manufacturers__ will get the iOS 5 GM in the last week of September..."

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