Growing anticipation for next-gen Apple iPhone creates ‘mother of all handset pauses’

“With Apple Inc. widely expected to launch the iPhone 5 sometime this fall, the big question on investors’ minds revolves around what will happen to sales of wireless devices — and their components — in the time frame leading up to that launch,” Dan Gallagher reports for MarketWatch.

“Apple itself is likely to see some slowdown in iPhone sales in the period leading up to the launch, though the magnitude and timing are still unclear,” Gallagher reports. “The company will report its June quarter results next Tuesday, and Wall Street appears to be modeling for a sequential decline in iPhone sales from the March period, with the trend likely to continue into the September period, as most are not expecting the new iPhone to debut until early October.”

Gallagher reports, “James Faucette of Pacific Crest noted that Qualcomm’s shares are rising, as ‘the mother of all handset pauses’ has now been built into the stock. He believes Qualcomm could sell 40 million chipset units for the new iPhone alone. ‘iPhone 5 is going to be huge,’ he wrote.”

Read more in the full article here.

[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]

21 Comments

  1. I believe the current popularity of the phrase, “The mother of all . .” can be attributed to Sadam Hussain, who promised “The mother of all battles” if the U.S. invaded Iraq. Now, there was a guy who was truly beleaguered!

  2. Is this James Faucette guy is stupid or what?

    This pause can not be “mother” since iPhone 4G/6/the new iPhone for now is still “on the schedule” to be released this autumn.

    The “mother of all handset pauses” was last year, when Apple intentionally delayed new iPhone for four months.

    This pause can turn into “mother of all handset pauses” only if Apple would delay the new iPhone from autumn to winter or later. And this will not happen, since Apple in last years never unintentionally delayed any major release, and last year’s delay was not unintentional (they moved upgrade cycle to the highest sales season, which is Q4).

  3. Im fine with the investment community via analysts predicting lower iPhone sales until the new handset is released. Just makes it easier for Apple to wow the numbers. Just as I’m fine as an investor owning a stock with almost no downside risk.

  4. The iPhone 4 is already a wonderful device. I’m not sure why anyone wanting a phone today should not choose the iPhone 4S, but choose to suffer by delaying.

    1. Because anyone wanting an iPhone today probably doesn’t want to be stuck on 3G for two more years and would prefer to wait 3 months for an LTE-capable iPhone. It would be stupid to buy an iPhone 4S right now.

    2. I have an iP4. I am due an upgrade now, but I have a choice; a current design that is nine months old, or wait three months for it’s replacement? I am in possession of what is, and I quote, “already a wonderful device”, so tell me, please, exactly HOW I am suffering with my “wonderful device” by hanging on and getting a replacement that is two generations better.
      I consider myself a reasonably sensible person, and I don’t consider myself to be ‘suffering’ by waiting three months for an upgrade.
      Please explain how I am.

  5. I’ve got myself a 3GS. And it’s started to act really slow about 3-4 months ago. FaceBook is unbelievably slow. I’ve been waiting and holding out for the new iPhone. Hope it comes out soon before this one craps out on me. Never going to an Android, and I rarely call my Apple products pieces of shit – because they aren’t for me – but there have been a few times where I do indeed say that at my phone… New iPhone can’t arrive soon enough for me, and I don’t want a iP4S, because as soon as I get that, the iP5 will be here…

    1. How many aps do you have on your phone and how many do you keep open? The reason why your 3GS is slow is probably because you might have way too many apps and also because you keep them open too. Try to get rid of the apps you don’t use and close them when you’re not using them and see the results.

    2. It’s possible apps have gotten slower on the 3GS recently because of the 4x increase in graphics sizes in apps that have been made retina-compatible.

    3. Delete and reinstall the FB app. It accumulates a lot of cached stuff or cruft over time, and it likewise got unbelievably slow on my old 3GS until I did this.

      Also: if iOS itself starts getting slow/laggy, close down all apps and then force-restart the iPhone–don’t slide to turn off, keep pressing standby until it hard-resets. I did this about once a month on iOS 4.x and iOS 5 while I still had my 3GS, and the responsiveness regained each time is very noticeable. My guess is that this forces iOS to rebuild any caches it had built up over time.

  6. My 3GS actually run faster on iOS 5 than before with iOS4. Yes on some occasions it slows down a bit until I quit all background apps. I am pretty impressed by the performance on this old hardware…

    1. Qualcomm has already said that the 2nd generation LTE chipset will not be available in quantity until 3rd Qtr. That chip set is much more power friendly than the current generation and is why Apple passed on it last fall. Apple will need about a month of production to build up inventory for the eventual launch. To expect the next iPhone sooner is unrealistic, not to mention unknown production issues on the new display. Don’t forget, the next iPhone is expected to debut on China Mobil’s special TD-CDMA network. Will Qualcomm build it’s special frequencies/protocols into the chipset, or will it have it’s own chip set? So, let’s not get excited about a new iPhone before the October time frame, as it’s just not going to happen.

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