Apple suppliers' outstanding July suggests iPhone 5, iPad mini launches imminent

"Be a competitive IT service provider"

Apple's suppliers had aan outstanding July, providing yet another clue that the company has geared up production to release a new iPhone and a smaller iPad in four weeks, an analyst said.

According to Brian White of Topeka Capital Markets, his "Apple Monitor" - an index of Taiwanese component makers that derive more than half of their revenue from sales to Apple - jumped 14% from June to July, the largest month-over-month increase for any July.

The sales gains were significantly higher than the average June-to-July increase or 8.5% over the last seven years.

"We believe this strength reflects the Apple supply chain ramping up production of new products for Apple that are expected to launch this September," White said in a research note to clients Thursday.

White and other analysts expect that Apple will launch its next iPhone -- pegged by pundits as the "iPhone 5" in lieu of any name released by Apple -- as well as a smaller 7.85-in. iPad to compete with the increasing number of similar-sized, lower-priced tablets from companies such as Amazon, Google and Samsung.

Apple, of course, has said nothing about a debut of the next iPhone, much less a scaled-down iPad, but speculation has focused on a possible Sept. 12 launch of both.

All the Cupertino, Calif., company has admitted is a lower margin for the quarter ending Sept. 30. Last month, Peter Oppenheimer, Apple's CFO, told analysts during an earnings call that the smaller margin -- a predicted 38.5%, the first time in almost two years that Apple's guidance has been below 40% -- would be due to a "fall transition," the launch of one or more new products.

This year's June-to-July Apple Monitor boost was double the 7% growth in July 2011, another piece of evidence, White said, that supports the idea that the iPhone 5 will launch next month rather than mimic the timetable of last year's iPhone 4S, which Apple introduced Oct. 4, 2011.

White read his Apple Monitor as a sure sign that Apple's looking at a big third quarter and an even larger fourth.

"[This] sets up what we believe will be the biggest second-half product launch in Apple's history," he said.

Gregg Keizer covers Microsoft, security issues, Apple, Web browsers and general technology breaking news for Computerworld. Follow Gregg on Twitter at @gkeizer, on Google+ or subscribe to Gregg's RSS feed. His email address is gkeizer@computerworld.com.

See more by Gregg Keizer on Computerworld.com.

Read more about tablets in Computerworld's Tablets Topic Center.

Join the Good Gear Guide newsletter!

Error: Please check your email address.

Our Back to Business guide highlights the best products for you to boost your productivity at home, on the road, at the office, or in the classroom.

Keep up with the latest tech news, reviews and previews by subscribing to the Good Gear Guide newsletter.

Gregg Keizer

Computerworld (US)
Show Comments

Essentials

Lexar® JumpDrive® S57 USB 3.0 flash drive

Learn more >

Microsoft L5V-00027 Sculpt Ergonomic Keyboard Desktop

Learn more >

Mobile

Lexar® JumpDrive® S45 USB 3.0 flash drive 

Learn more >

Exec

HD Pan/Tilt Wi-Fi Camera with Night Vision NC450

Learn more >

Lexar® JumpDrive® C20c USB Type-C flash drive 

Learn more >

Lexar® Professional 1800x microSDHC™/microSDXC™ UHS-II cards 

Learn more >

Audio-Technica ATH-ANC70 Noise Cancelling Headphones

Learn more >

Budget

Back To Business Guide

Click for more ›

Most Popular Reviews

Latest News Articles

Resources

PCW Evaluation Team

Michael Hargreaves

Windows 10 for Business / Dell XPS

I’d happily recommend this touchscreen laptop and Windows 10 as a great way to get serious work done at a desk or on the road.

Aysha Strobbe

Windows 10 / HP Spectre

Ultimately, I think the Windows 10 environment is excellent for me as it caters for so many different uses. The inclusion of the Xbox app is also great for when you need some downtime too!

Mark Escubio

Windows 10 / Lenovo Yoga

For me, the Xbox Play Anywhere is a great new feature as it allows you to play your current Xbox games with higher resolutions and better graphics without forking out extra cash for another copy. Although available titles are still scarce, but I’m sure it will grow in time.

Kathy Cassidy

STYLISTIC Q702

First impression on unpacking the Q702 test unit was the solid feel and clean, minimalist styling.

Anthony Grifoni

STYLISTIC Q572

For work use, Microsoft Word and Excel programs pre-installed on the device are adequate for preparing short documents.

Featured Content

Latest Jobs

Don’t have an account? Sign up here

Don't have an account? Sign up now

Forgot password?