Summer temperatures are boosting the amount of hot air in the iOSphere, or maybe it's the other way round.
In any case, this edition of The Rollup covers some of the rumors for the last two weeks, taking note of the cyclical angst-relief pattern as, first, rumors of iPhone 6 delays swept the iOSphere, followed by rumors that mass production was about to start. A rumored haptic display featuring some kind of sensory feedback was praised as a "secret weapon" even though no one was able to describe how or why it would actually enhance the user experience. And there are numerous contributions to battery confusion.
You read it here second.
iPhone 6 5.5-inch model will be delayed until 2015
Kuo speaks, and the iOSphere shudders.
That would be KGI Securities stock analyst Ming-Chi Kuo, whose latest Note To Investors (NTT) warns of production delays or bottlenecks or problems for the rumored 4.7-inch iPhone 6 and "likely" therefore, for the rumored still-larger 5.5-inch iPhone 6. This means the two phones may not be announced at the same time, with the 5.5-inch model announced late in 2014 or (cue shudder) sometime in 2015.
Kuo's NTT was "obtained" by AppleInsider's Neil Hughes, who posted his summary of the contents on July 13.
"According to Kuo, Apple is already facing production bottlenecks on the 4.7-inch model related to the new technology for the device's in-cell touch panel, as well as color unevenness on the redesigned "iPhone 6" metal casing," Hughes wrote. "'These problems will likely be even more complicated with a larger size,' [Kuo] said. In particular, he said the new in-cell touch panels may have issues related to touch sensitivity on the edges of the panel as displays become larger in size, making the 5.5-inch model a much greater technical achievement for Apple to accomplish."
Another problem apparently is that "Kuo said he doesn't expect that a new scratch-resistant 5.5-inch sapphire front panel will easily pass the drop test near term.' That technical issue could also prompt delays," he said.
Hughes cites some specifics from Kuo but it's not clear how much real foundation there is to Kuo's assertions. First, he claims that there are "production bottlenecks" but these appear to be caused by "issues related to touch sensitivity on the edge of the new in-cell touch panels." But it's not clear how that rather vague "sensitivity problem," if it exists (or currently exists), creates a problem bottlenecking — for the assembly lines.
There's also the quite unwarranted, and as far as we can tell wholly unsubstantiated, assumption that because the 4.7-inch model has these problems, then the 5.5-inch model also has them and they will be even worse because the screen is bigger. It's also odd that Kuo says, or at least implies, that the 4.7-inch display is bottlenecked, and yet still on track to be released in September or October.
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