iPhone 5 release pool: Morgan Stanley say Apple to start iPhone 5 assembly in mid to late August, with a September release
Morgan Stanley analyst Katy Huberty has issued a note to her clients stating that the iPhone 5 will begin production in mid to late August for a September release. This after Huberty had spent a few days in Taiwan, presumably meeting with Apple’s supply chain companies.
Huberty predicts a late third quarter release for the next-generation iPhone. As a result of the later than usual launch, Huberty shifted 2 million iPhone units from the firm's third quarter estimates to its fourth quarter estimates, though the firm's full year estimate of 72 million units remain unchanged. However, the analyst notes that if the next iPhone were to come out in early September, it would "drive upside" to Morgan Stanley's lowered estimates.
A lower priced iPhone may also be in the works, according to Huberty. Apple is forecasting a large iPhone sales increase in 2012; which she is putting down to new products with potentially a lower price point. This would enable Apple to make gains in emerging and prepaid markets. TiPb's been [hearing about that](http://www.imore.com/tag/ip
Okay, Morgan Stanley, your entry is hereby added to our iPhone 5 release pool; no doubt it will soon be joined by a ton of others. Now, when iPhone 5 launches (likely this fall, but who knows?) we’ll see who the last analyst standing is, won’t we?