“It sounds like Peter Misek, Jefferies & Company’s senior Apple (AAPL) analyst, had a productive trip to Asia,” Philip Elmer-DeWitt reports for Fortune.
“In a note to clients Monday, he summarized what he found,” P.E.D. reports. “Signs that Apple may be preparing to begin commercial production of a full-fledged television — which he calls iTV — around May or June for a pre-Christmas launch. His evidence, however, is pretty slim: small quantities of polarized films, filters, and IGZO components starting to ship to Apple’s Asian panel suppliers.”
“He continues to believe that Apple will release an iPhone 5 in calendar Q3 and could build as many as 50 million this year. He’s expecting an A6 processor and a new design with a wider shape and a 4 to 4.3-inch screen.”
Read more in the full article here.
[Thanks to MacDailyNews Reader “Dan K.” for the heads up.]