I’m assuming that he is expecting Apple to unveil the new iPhones at the WorldWide Developer Conference 2013, which is usually held in June. He expects the new iPhones to be available in July.
He also expects Apple to launch iPhones that will support China Mobile’s TDD based networks. Here are some excerpts from the research note courtesy MacRumors:
We expect Apple will introduce its new iPhones and iOS7 in June, and start shipping the new iPhones (5S and low-cost model) in the FDD version in July. Both dates are earlier than last year’s roadmap. We attribute this to: (1) an effort to avoid repeating the fatal mistake of last year of the delayed iPhone 5 launch, which gave competitors room to grab market share; and (2) the new iPhones this year are mainly designed on the basis of the current iPhone 5, which suggests development time could be reduced.
Kuo expects the low-cost iPhone to support 4G LTE networks like the iPhone 5S. However, iPhone 5S will be powered by a faster processor, a better camera, fingerprint sensor and will be lighter than the low-cost iPhone.
[W]e expect the product differentiation between iPhone 5S and iPhone 5 will be: (1) computing power, with iPhone 5S to run on the faster A7 application processor; (2) the camera, with iPhone 5S being equipped with Smart Flash, ensuring photo quality using white or yellow flash according to lighting conditions; (3) iPhone 5S will have a fingerprint chip under the Home button, improving security and usability; and (4) the low-cost iPhone 5 hybrid casing of fiberglass and plastic will make it lighter and slimmer than general plastic casing and easier to make in various colors. However, we still think it will be heavier than iPhone 5S, which will have an aluminum casing. Thus, even form factor will be an area of differentiation.
Back in January, KGI Securities analyst Ming-Chi Kuo has issued a new research report where he has made his predictions on what Apple will launch in 2013. The new research note is in line with that report in terms of the timelines, but provides more details about what features to expect.
There have been rumors of Apple bringing fingerprint sensors to future iOS devices after it hurriedly acquired mobile security firm AuthenTec for approximately $356 million last year in August.
Ming-Chi Kuo has a good track record when it comes to predicting Apple’s product plans. It remains to be seen, which of his predictions for 2013 will be accurate as iMore predicted last night that Apple will launch the iPhone 5S in August, iPad 5 and iPad mini 2 as early as April.
If Apple launches the new iPhones in July or August, then it would mean that Apple will also release iOS 7 around that time as it usually releases a major iOS software update, couple of days before the launch of the new iPhone.