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 newsletter!

Error: Please check your email address.
Rocket to Success - Your 10 Tips for Smarter ERP System Selection
Keep up with the latest tech news, reviews and previews by subscribing to the Good Gear Guide newsletter.

Gregg Keizer

Computerworld (US)
Show Comments

Most Popular Reviews

Latest Articles

Resources

PCW Evaluation Team

Ben Ramsden

Sharp PN-40TC1 Huddle Board

Brainstorming, innovation, problem solving, and negotiation have all become much more productive and valuable if people can easily collaborate in real time with minimal friction.

Sarah Ieroianni

Brother QL-820NWB Professional Label Printer

The print quality also does not disappoint, it’s clear, bold, doesn’t smudge and the text is perfectly sized.

Ratchada Dunn

Sharp PN-40TC1 Huddle Board

The Huddle Board’s built in program; Sharp Touch Viewing software allows us to easily manipulate and edit our documents (jpegs and PDFs) all at the same time on the dashboard.

George Khoury

Sharp PN-40TC1 Huddle Board

The biggest perks for me would be that it comes with easy to use and comprehensive programs that make the collaboration process a whole lot more intuitive and organic

David Coyle

Brother PocketJet PJ-773 A4 Portable Thermal Printer

I rate the printer as a 5 out of 5 stars as it has been able to fit seamlessly into my busy and mobile lifestyle.

Kurt Hegetschweiler

Brother PocketJet PJ-773 A4 Portable Thermal Printer

It’s perfect for mobile workers. Just take it out — it’s small enough to sit anywhere — turn it on, load a sheet of paper, and start printing.

Featured Content

Latest Jobs

Don’t have an account? Sign up here

Don't have an account? Sign up now

Forgot password?