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?

[Appleinsider]

 

chrisoldroyd

UK editor at iMore, mobile technology lover and air conditioning design engineer.

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iPhone 5 release pool: Morgan Stanley say Apple to start iPhone 5 assembly in mid to late August, with a September release

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Yeah congratulations. Not. Why not provide an insightful comment? I do believe the iPhone 5 will be released this September. I doubt they will wait until next year

I have 2 friends that work at Verizon and both of them said that iOS 5 is going to be released in September and that they all expect the iPhone 5 to be released then too, which makes perfect sense.

I believe apple will release a cheaper iPhone for the emerging pre paid market. Especially since AT&T will soon be joining the pre paid party.

Morgan Stanley analyst? I remember the day when tech analysts and journalists handled tech news and rumors. Nowadays everything comes from investment bank analysts. I wonder...

With Apple delaying the iPhone 5 debut from June to September, I think they'll be making a fairly significant update. Perhaps Q4 2011 will have more 4G LTE markets for a LTE iPhone. Also, Jobs will probably want to have something noteworthy to make up for the three-month delay. If it were an iPhone 4S with modest spec-bump and the same hardware design, then why would Apple wait?

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