We recently reported on a story from The Wall Street Journal that suggested Apple cut orders for the iPhone 5. Why? Our best guess is that demand is starting to cool following the holiday buying rush. But maybe Apple’s already focused on lining up orders for the iPhone 5S. Yep, it’s about time for the iPhone 5S rumors to start gearing up, folks.
Jefferies analyst, and frequent Apple commentator, Peter Misek recently said that he expects the first iPhone 5S builds to land around March of this year, just two months from now and in-line with earlier rumors, and that Apple will unveil the product in June or July. The second half of his guess comes as no surprise, since Apple typically announces its new iPhone during those summer months. Misek also agrees to our point that Apple will probably see lesser demand for the iPhone 5 as excitement for the iPhone 5S begins to build among consumers..
“As word of the earlier production schedule starts to spread, we believe we could see a slight slowing of demand CQ1 in anticipation of the new product launch and Apple will likely start curtailing channel inventory,” Misek said in a recent note. “Therefore we tweak down our CQ1 iPhone shipment estimate from 48M to 44M, which is still well above widespread fears of shipments in the mid-30Ms.”
That makes perfect sense. We usually hear friends and family ask “should I just wait for the next one?” right around this time of the year, or about 6 months after the last iPhone has launched.