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iPhone 6 rumor rollup for the week ending March 7

John Cox | March 10, 2014
The iOSphere overflowed with gratitude for the monumental failure, the colossal collapse, the flop, the fiasco, the disaster of the iPhone 5C because it has finally convinced Apple to give the iPhone 6 a screen larger than four inches.

But you get The Point, the Main Idea, the Whole Concept.

The Commercial Times never mentions Samsung, but the AFP rewrite does. Samsung has been the main supplier of Apple's A series processors for years. And for years, speculation has been swirling, as they say, that Apple is just about, at any time, desperately, savagely trying to cut loose from its arch smartphone rival.

Or as AFP puts it, "Taiwan Semiconductor Manufacturing Co has started producing chips for Apple's next iPhone, a report said Wednesday, as speculation swirls that the US firm could be offloading rival Samsung as a supplier."

BGR's Smith didn't hesitate to join the swirling, after seeing the AFP "report." "Samsung has apparently been left mostly out of chip production, the [AFP] report hints, as TSMC has won most of the manufacturing orders for logic and power management integrated chips for the new handset,'" Smith concludes

But AppleInsider interprets it all differently, and with more skepticism.

"The [Commercial Times] report suggests that TSMC has won most' of the orders for Apple's next mobile processor, said to be a quad-core CPU, taking business away from rival Samsung."

AppleInsider's post notes that "reports have suggested for years that the Taiwanese company would begin producing chips for the iPhone in the near future. To date, Samsung has produced all of the mobile CPUs for Apple's iPhone and iPad...."

Finally, "claims of a chip partnership between Apple and TSMC date back to 2012, and have been incorrectly linked to both the A6X and A7 processors, both of which were actually manufactured by Samsung in Austin, Tex."

iPhone 6 will be released in late, not early, summer 2014
A post at StreetInsider brings speculation from Jefferies stock analyst Peter Misek that Apple will be forced to launch iPhone 6 in "late summer" rather than earlier, as it would like to.

Misek bases this on "our checks." The inference being drawn is that he's tight with insiders within Apple's Asian supply chain.

"Those expecting an early iPhone 6 launch may be out of luck. Jefferies' Apple analyst Peter Misek said based on his checks a late summer iPhone 6 is now likely," according to StreetInsider.

Misek is quoted as saying that "Our checks indicate Apple is trying to improve yields and cost down the On-Cell screens for the iPhone 6. Additionally, we believe Apple is working on significant modifications to the camera module processor and potentially a new co-processor alongside the M7 for biometrics and sensors related to health. We believe these modifications require more time and as a result a late summer launch is now more likely."

At Benzinga.com, staff writer Kurt Zuschlag picked up on this, but led with a tweet from "famous market pundit Doug Kass" that could support or contradict Misek. Here's the tweet from @DougKass: "High above the Alps my Gnome is hearing that the iPhone 6 launch will be this Summer."

 

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