Forget a June iPhone 6 release date and set your eyes on September claims a new analyst report that suggests Apple is once again gearing up for a big fall of new products.
Apple released a new iPhone in the fall for the last three years and this new report suggests Apple is planning the same strategy for 2014.
This report is from an analyst who monitors Apple supply chains, rather than a leak from a supply chain source itself. Analysts typically combine historical practices and external sources to predict the moves a company will make, in order to guide investors.
Steve Milunovich an analyst with UBS that has a history of covering Apple releases and advising investors when to buy and sell Apple stock. Past announcements include iPhone 5c sales predictions and the China Mobile iPhone deal that came to fruition recently.
iPhone 6 Release Date Details
In a new report Milunovich claims the iPhone 6 release date is in the plans for August or September., and specifically mentions that June is out.
In the note shared on Barrons and on the CNBC Smart Money: Half Time Report Milunovich advises Apple is in for weak March and June Quarters, while there is hope for improvements this fall. In 2013 Apple did not announce new mobile products until September.
This report lines up with an earlier analyst note about the iPhone 6 which points to plans for an iPhone 6 release this fall. Andy Hargreaves, an analyst at Pacific Crest, tells investors that Apple is planning a new iPhone 6 for this fall.
These reports are not alone in predicting an iPhone 6 release date in the fall. At this time information points to Apple passing over a summer release to time up with iPhone 4s contracts ending and with the busy holiday shopping season.
Larger iPhone 6 For Sure, But Details Unclear
In this note Milunovich claims the iPhone 6 with a 4.7-inch display is a sure thing, which lines up with Hargreaves report earlier this month. It is not clear if Apple will sell two iPhone 6 models in August or September, but if they do, this report suggests we could see Apple use the same resolution.
While early reports from display analysts at NPD DisplaySearch and others claimed Apple will launch an iPhone 6 in a 4.7-inch and a 5.5-inch display size with multiple resolutions Milunovich suggests the two new iPhone 6 models will use the same resolution to simplify the task of developing apps for the new screen sizes. This would result in a lower pixel per inch rating for the larger display.
iPhone 6 Price
Speaking with CNBC Milunovich reiterates that the iPhone 6 price may not jump, which could result in a lower margin for Apple. For consumers a larger iPhone 6 at the same price would be a welcome upgrade.
If Apple brings two iPhone 6 products to market, it would be surprising to see both of them available at the $199 on contract price. If this is the case, the company could plan to sell the iPhone 6 with a 4.7-inch display at the current price and leverage the premium on the 5.5-inch model.
The note from Hargreaves goes in the opposite direction, claiming that Apple could charge a premium for the iPhone 6 thanks to a bigger screen, which could raise the cost to make.
The iPhone 6 rumors point to a fall release, as outlined in this report, with multiple sizes likely coming from Apple. The iPhone 6 will allegedly feature a new Sapphire covered display that can resist scratches better than the display on the iPhone 5s. The last time Apple increased the size of an iPhone 6 display was the iPhone 5 in 2012 from a 3.5-inch screen to a 4-inch screen. Rumors suggest Apple is planning a better camera, but not necessarily one that brings a high megapixel count.
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