‘iPhone 4S’ Only New iPhone Coming This Year – Wedge Analyst

BGR’s Zach Epstein is reporting that Wedge Partners analyst Brian Blair In a note to investors on Wednesday, says that manifold rumors to the contrary, the only new iPhone model Apple will be launching this this fall will be a modest upgrade closely resembling the current iPhone 4. Blair says Apple will hold a special event between September 28th and October 5th (October 4 is being widely pipped as der Tag as Michael reported here yesterday, at which several new devices (another likely prospect is a white iPod touch, and 3G support for either color touches) of but only one of them will be an iPhone, and in Blair’s estimation, it’ll more likely an incremental update as opposed to a clean slate redesign iPhone 5. Epstein cites Blair commenting in his note:

“We expect the focus of the new iPhone will be iOS 5, a speedier A5 processor and a higher resolution 8 MP camera with a small possibility of a larger 4 inch screen. We believe the casing will be largely similar to the iPhone with some particular modifications to the antennae [sic]. We don’t expect a second, dramatically different iPhone to accompany this as we don’t think Apple needs to have 3 models in the market to address the high end, mid-tier and low end since the iPhone 4 (with memory lowered to 8 GB) will drop to $ 99 and effectively attack those markets.”

Daniel Eran Dilger of Appleinsider, which also obtained a copy of Blair’s note to investors, says that notwithstanding anticipation that’s been building over the past few months regarding a redesigned iPhone 5, Blair thinks launching two new iPhone models wouldn’t make sense for Apple, reasoning – “Why would Apple bump up only the processor specs of the iPhone 4 in addition to a newly designed iPhone 5 if the goal is to sell it into the pre-paid market at a lower cost?… “a 4S would simply cost more and a 4S itself wouldn’t create a mid-tier market unless it was priced at $ 99 and the iPhone 4 went to $ 49 with the new iPhone at $ 199. We see this scenario as unlikely.”

Of course, Apple could end up calling an A5-hotrodded iPhone 4 with a few other tweaks the new iPhone 5, but the wisdom of that would seem dubious without a major hardware redesign.



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