Report: Apple Will Release *TWO* New iPhones In September

Report: Apple Will Release *TWO* New iPhones In September

When Apple releases the new iPhone in September, which is it going to be: a modest speed bump called the iPhone 4S or a major update called the iPhone 5? Both, according to one analyst. Is he nuts?

In a note sent out to clients this morning, Deutsche Bank analyst Chris Whitemore speculates that Apple will announce two separate phones.

One will be the iPhone 4S, a slight upgrade over the iPhone 4 (maybe just the processor), which Whitemore says Apple will sell for $349 unlocked . The iPhone 5 will be the real shebang: an upgrade as much of a generational leap forward over the iPhone 4 as the iPhone 4 was over the iPhone 3GS.

Whitemore claims that given Nokia and RIM’s recent struggles, “the time is right for Apple to aggressively penetrate the mid range smart-phone market (i.e. $300-500 category) to dramatically expand its [total addressable market] and market share.”

He might be right about the time being right for Apple to enter the mid-range smartphone market, but if Apple does, it’ll call for an entirely new device such as the streaming-only iPhone nano we exclusively reported on back in February.

Either way, the idea that Apple would sell the iPhone 4S hardware at a $349 unlocked price point is just stupid. Apple just started selling unlocked iPhone 4s for twice that amount, and that’s a year old phone. Apple being as good at profit as they are, we have no doubt they could build an iPhone 4S that would be profitable to sell at $349, but Apple didn’t get good at profit by undervaluing their hardware or settling for a buck when they can settle for a hundred.

We say this guy’s nuts. Apple will release just one handset in September, and it’s likely to be a modest speedbump over a superphone upgrade. But what sayest thou? Let us know in the comments.

  • Robert X

    Apple is not going to do that.

  • adamjayreid

    Ahh, much better. Well, I wouldn’t be shocked at all if they did this. As someone mentioned, the Touch sells for 220, there is no way the 3G chip, the main difference costs that much, so they can conceivably make a cheap iPhone for 350. I for one hope its true, because this means that they will really have to make a killer phone for the 5 to justify the price difference.

  • Chris Brunner

    It would be a good answer to the compliants from the Android community that threre is no choice in handsets, of course that would mean they’d have to keep selling the 3GS.

    -Chris
    http://friendsofmac.net

  • klayon

    How about only tweeting when you have real news, and take the time to write a real article? Or even a real article about fake news — anything that takes a bit more effort than this. Pathetic.

  • Roberto Barreto

    How it can be possible? A slightly upgrade would cost way more than a “pre-paid” customer can afford to pay.

  • applebitch

    They just need to drop the iPhone 4 price and you have a ‘cheaper’ iPhone and a new ‘premium’ iPhone.  So it has been and so it shall be.

  • Doug Bursnall

    Would fit well with the China deals going on. A cheaper phone for the next level of user in developing countries, and a higher end version for those with deeper pockets. Think the price may be higher, but will be close to a giveaway with a 2 year contract.

  • Morialkar

    i don’t know if you are aware, but there is more than just the 3G chip that is added to the iPhone, the camera is different, at least the back one, the GPS is there too, and if you saw bothe of them, there is a big difference in size and design. Don’t get me wrong, it would be really cool a 350$ iPhone, but I don’t think it need to be because of the reason you said, I think it need to exist for them to nearly dominate that market..

  • Mike Glicksman

    would you please stop using “will” in your headlines and start using the appropriate word “might?”

  • Mike Glicksman

    Or better yet, “could.”

  • baby_Twitty

    There’s gonna be iPhone 5 and a iPhone Lite.
    Nuff said.

  • CharliK

    According to my sources, there is no iphone 4s designation. Starting this year they are going to a flat number system. 

    The iphone 5 will be not unlike the 3gs in that it is a small processor and camera bump and not much else (there is talk of a RAM bump but no one knows to what amount). The real update will come with iOS5.

    The “other phone” that they will be selling is an 8GB of the iphone 4 just as they did with the 3g and the 3gs. Other than storage no other changes will be made.

    both the 4 and 5 will have the same form as the 4 now. They won’t consider a design change until the iphone 6 when they intend to introduce LTE. But even then it might be merely to shave some MM off the thickness and keep the same basic form. They are also considering reducing the bezel some but are not going to actually resize the screen. Any reductions would result in a reduction in width or ‘height’. And yes for the 6 they are looking at dumping the physical home button in exchange for a swipe gesture and/or using a side button or perhaps something like pressing both volume buttons at the same time etc. 

  • CharliK

    Of course he won’t. Because Will gets hits and Might doesn’t. 

    And contrary to the rumors that this site (or any other) is about educating and informing the public, in truth it is really about making money off those hits. 

  • CharliK

    You have to remember that there are licensing costs for the 3g tech as well as components. And while the chip itself might only be $20, the licensing could be more like $200. 

  • Guy Incognito

    If I were a betting man, I’d bet on iPhone 5 announced in September, with an A5 processor, same 512MB RAM as iPhone 4/iPad 2, and a slightly improved camera sensor (not necessarily higher res, but better sensitivity/quality).  That is all.

  • minimalist1969

    Its amazing that these fools get a six figure paycheck for such pie in the sky predictions (and that investors actually listen to them after they get so many things wrong again and again).

    The sad thing is that Apple isn’t that hard to predict.   They make products that are laser focused to work for 95% of the public and they update these products every year like clockwork.  These products are all about consistency too.   Apple doesn’t do niche products just appeal to 1 or 2 percent of the market.    Apple would never bother going to the expense of setting up a factory run just to sell a new product to 1 or 2 percent of the market (which is what making a totally new 350 dollar unlocked iPhone is doing).  

    Yet these “analysts” just keep throwing darts in the dark hoping something they say will stick (the next iphone will have a slide out keyboard!, the next ipad will have 8 times the resolution!).

  • jamaic1aboy2

    yeah and they think we in the UK and every other country in Europe are going to pay silly money for a mid range apple produced phone’s. Don’t make us laugh and don’t try taking the Mick!

  • MarcinKuldo

    What if they killed iPod touch and instead released cheaper iPhone? Interesting…

  • Hale Milgrim

    The answer is undoubtedly the iPhone 4S.  

    Or conceptually so anyway, even if they call it the “iPhone 5″.
    It is essentially obvious what it will consist of internally, as the iPad is now clearly leading the “Ax” chipset and GPU lifecycle.  The next iPhone release will contain a dual-core A5 chip (probably under-clocked slightly like its predecessor), an upgraded GPU (probably dual-core like the iPad 2), and MAYBE a little more RAM and/or a slightly upgraded camera (although I wouldn’t put it past Apple to leave it up to software to close both the available RAM and imaging gaps in iOS 5 until the next hardware evolution – as they are clearly currently way ahead in both departments).  If anything, Apple will do AWAY with one of the current iPhone storage sizing categories, focusing in on their most popular configurations, and leave a cheap 3GS at the bottom of the lineup to fill the gap (as the 3GS is slated for iOS 5 compatibility).   Unlocked iPhones will continue to cost an arm and a leg in the US, but will be available for the internationally minded business customer.As for all this “extra” Apple hardware that is always supposed to come to market, I’m afraid I have to call bogus nearly every time – although I’d be the first niche user to snatch up an “iPad Mini” or “iPhone Mega” if it were ever released (I have huge hands:).  But it’s JUST not going to happen.  That’s not how Apple rolls.  I’m not saying they aren’t eyeing the midrange handset market with watering mouths, but why blow their opportunity to sell you something big now AND something small later?  They don’t need to rush to market.  My vote goes to the “new device” conspiracy, actually.  They never scatter shot products at potential niches and they NEVER have, and some kind of paired down telephone device is far more feasible than devaluing their current product (think Microsoft’s failed Kin executed correctly and with surgically addictive precision). Just because they’re way ahead in the smart phone market, and now is a good time to go after the midrange handset, doesn’t mean they are going to suddenly jump in whilly-nilly and depart from the methodology that has put them in this position in the first place.  Steve isn’t dead YET.

    Apple doesn’t build a huge new mall and ask you to come visit it.
    They build the parking structure.  They build a new basement and insanely beautiful glass freaking elevators and start parking the whole planet there before they even bother constructing the mall. 

    And then they build the greatest mall you’ve ever walked through on the way to wherever you were already going…

    iPhone 4GS. All the way.  2012 will be the year.

  • Crosby Loggins

    The answer is undoubtedly iPhone 4S.  
    Or essentially so anyway, even if they call it the “iPhone 5″.
    It is fairly obvious what it will consist of internally, as the iPad is now clearly leading the “Ax” chipset and GPU lifecycle.  The next iPhone release will contain a dual-core A5 chip (probably under-clocked slightly like its predecessor), an upgraded GPU (same as iPad 2), and MAYBE a little more RAM and/or a slightly upgraded camera (although I wouldn’t put it past Apple to leave it up to software to close both the available RAM and imaging gaps in iOS 5 until the next hardware evolution – as they are clearly currently way ahead in both departments).  
    If anything, Apple will do AWAY with one of the current iPhone storage sizing categories, focusing in on their most popular configurations, and leave a cheap 3GS at the bottom of the lineup to fill the gap (as the 3GS is slated for iOS 5 compatibility).   Unlocked iPhones will continue to cost an arm and a leg in the US, but will be available for the internationally minded business customer.As for all this “extra” Apple hardware that is always supposed to come to market, I’m afraid I have to call bogus nearly every time – although I’d be the first niche user to snatch up an “iPad Mini” or “iPhone Mega” if it were ever released (I have huge hands:).  But it’s JUST not going to happen.  That’s not how Apple rolls.  I’m not saying they aren’t eyeing the midrange handset market with watering mouths, but why blow their opportunity to sell you something big now AND something small later?  They don’t need to rush to market.  My vote goes to the “new device” conspiracy, if anything, and if it was actually good enough to release against the iPhone, it would get its own press time.  Apple never scatter shots products at market niches, and although some kind of paired down telephone device is far more feasible than devaluing their current flagship iOS device (think Microsoft’s failed Kin executed correctly, creating a social network addiction machine) I’m willing to bet anything this guy is just plain wrong. Just because they’re way ahead in the smart phone market, and now is a good time to go after the midrange handset, doesn’t mean they are going to suddenly jump in whilly-nilly and depart from the methodology that has put them in this position in the first place.  Steve isn’t dead YET.Apple doesn’t build a huge new mall and ask you to come visit it.They build the parking structure.  They build a new basement and insanely beautiful glass freaking elevators and start parking the whole planet there before they even bother constructing the mall. And then they build the greatest mall you’ve ever walked through on the way to wherever you were ALREADY going…iPhone 4″S”.  iOS 5 and Lion do the walking all the way to 2012… which will be quite a year.

About the author

John BrownleeJohn Brownlee is a Contributing Editor. He has also written for Wired, Playboy, Boing Boing, Popular Mechanics, VentureBeat, and Gizmodo. He lives in Boston with his wife and two parakeets. You can follow him here on Twitter.

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