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Network World - The depth of winter seemed to have a chilling effect on iOSphere rumoring. Most of the mongering activity focused on the shocking "news" that the 4.8-inch iHumongous phone has been "delayed" until mid-2014.
Both the news and its shock value raced through the iOSphere even though the stock analyst's Note to Investors, which triggered them, merely analyzed possible manufacturing challenges that might affect the unannounced and perhaps nonexistent phone's price or schedule.
And photos that claimed to give us a detailed look at "sweet, sweet innards" of the "iPhone 5S" turned out to be much less than met the eye. Kind of like a metaphor for iPhone rumors.
You read it here second.
"But at this point, we'd have to wonder why anyone would leak images of anything that wasn't the next iPhone ..."
Stock analyst Peter Misek, who just weeks ago helped fuel speculation about a roughly 5-inch screen iPhone 6, poured icy water on the iOSphere's fervid hopes in a new Note to Investors. The NTI has been widely and wildly interpreted as saying that the iPhone-that-Apple-hasn't-announced has been "delayed."
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MacRumors picked up on Misek's new speculation in a post headlined "Apple's 4.8-Inch iPhone 6 Reportedly Not Launching Until Mid-2014."
MacRumors' Eric Slivka quoted from Misek's most recent NTI, wherein the analyst says that he sees "three possible bottlenecks for the iPhone that could contribute to lower yields (and hence higher costs) and/or a delayed launch."
But this introductory statement is already different from the MacRumors headline. Based on that quote, Misek is simply saying that there are "possible" problems that could affect iPhone 6 costs, the phone's release schedule, or both.
First, there is a potential shift from a 32-nanometer process to a 20-nanometer for Apple's A series CPU. From what we can understand about silicon, this is a pretty big jump, essentially skipping the 28 nm process. Misek thinks Apple is "likely" to make the jump "to facilitate adding more cores (4 or even 8)."
Second is Apple's possible decision to switch from in-cell LCD displays for iPhone 5 to on-cell OLED or IGZO for future iPhones, which has been a rumor for months. "We think in-cell is having difficulty ramping to 4.8", which is making Apple look at switching to on-cell (a different integrated touchscreen technology) and OLED (despite Apple's suppliers being well behind Samsung in their OLED capabilities) or IGZO," according to Misek, without apparently explaining what the manufacturing problems actually are.
Thirdly, again without explanation, Misek says, "We think Apple plans to re-architect iOS to utilize more cores and better compete with Samsung." He also "believes" there will be substantial changes in the way iOS "interoperates with iCloud, gestures controls, and advertising ..."