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iPhone 6 rumor rollup for the week ending May 3

John Cox | May 6, 2013
De-glitzing iOS, curvobsession, Peter the Great, 20-nanometer magic

Yet at BGR, Zach Epstein uses that as the foundation for a post with the rather astonishing headline: "Apple relents: iPhone 6 with larger display reportedly due in June 2014."

Epstein mentions Apple CEO Tim Cook's comment during the recent March quarter earnings call, the full quote being, "Our competitors have made some significant trade-offs in many of these areas in order to ship a larger display. We would not ship a larger-display iPhone while these tradeoffs exist."

Pretty clearly, Cook is not ruling out a larger display provided Apple can overcome the user experience tradeoffs plaguing rival smartphone makers.

But Epstein uses the brief, vague, unsupported paraphrase of a stock analyst to re-interpret Cook's statement rather dramatically.

"But as it turns out, Cook may have just been setting expectations for the upcoming iPhone 5S launch because according to a new report, Apple has already found a way to work a larger display into the iPhone 6 without the 'tradeoffs' seen in current phablets, and it's set to launch next year," Epstein writes.

To repeat, Epstein bases this conclusion on nothing more than the following: "Apple Inc. will likely launch a larger screen iPhone 6 in June 2014, according to Jefferies analyst Peter Misek."

The rest of the Financial Post's account of Misek's "report" is simply a rehash of equally vague and equally familiar rumors that have been around for months, even years, now coalescing around the "iPhone 5S" -- a faster processor, a better camera, colors (or perhaps "colors!"), and other improvements. One or other of the phones, or some other iPhone, will also have a mobile payments platform, using either an NFC chip or, more probably, sophisticated barcode scanning, according to Misek. Eventually, he'll be right.

iPhone 6 or the "2014 iPhone," will use a processor from TSMC instead of Samsung

The laconic DigiTimes, citing the usual "industry sources," says that the 2014 iPhone model will use an Apple-designed processor built by Taiwan's TSMC, rather than Samsung, which has manufactured the CPU for existing iPhones and iPads.

The move has been widely rumored for years, usually on the somewhat dubious belief that because Apple and Samsung are tearing each other apart in vicious court battles over smartphone patents, they can't possibly be expected to have a grown-up, peaceful and extremely mutually profitable deal on mobile processors.

In any event, according to DigiTimes: "Apple is expected to contract TSMC to manufacture all the application processors (APs) used in the 2014 model of its iPhone slated to launch in the second half of the year, industry sources have claimed."

The chips reportedly will be built at a massive new TSMC plant, Fab 14, in southern Taiwan. The plant "will be ready for production by the end of 2013," according to DigiTimes' sources.


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