"Completely redesigned" new iPhone not to be affected by 28nm chip shortages?

A “completely redesigned body style” and a 28nm chip despite shortages for other companies - that’s what the next iPhone should bring, according to Piper Jaffray’s sources.

"The bottom line is that we remain comfortable with an October iPhone 5 launch despite the reported 28nm chip shortage at Qualcomm," Piper Jaffray analyst Gene Munster wrote in a note to investors.

At the end of the note, Munster also shared his thoughts that the new iPhone design will feature a body reminiscent to the metal back panel on the iPad. Also, Munster gives a 50% chance of the new iPhone having a screen larger than 4 inches.

"Beyond the redesigned body and screen, we believe the new phone will include 4G LTE, upgraded processor and memory, and a higher megapixel camera," he said.

This counters previous reports from the same analyst saying that shortages of 28nm Qualcomm chips might slow down the iPhone launch this year. Rumors agree that Qualcomm is likely to ship chips for the next generation iPhone, as it’s the first to have made the jump to 28nm architecture and integrated LTE with its chips, a combination of features that allows for greater battery life on a 4G LTE network.

The analyst also gives an 80% chance of Apple meeting its high, 49 million iPhone sales target for the last quarter of the year and reiterated an “overweight” rating for Apple stock with the price target remaining at $910 a share.

via AppleInsider

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50 Comments

1. SuperAndroidEvo

Posts: 4888; Member since: Apr 15, 2011

"Completely Redesigned" Ok let's really hope so. So the new iPhone 5 will be redesigned but the new iPhone 5S will be a rehash of the iPhone 5, if history repeats itself that is. Let's hope Apple learned from their iPhone 4S blunder!

4. xoutrageousx

Posts: 70; Member since: Dec 22, 2011

Samsung Galaxy S2? and the new rehash is Samsung Galaxy S3...all companies are doing it.

11. SuperAndroidEvo

Posts: 4888; Member since: Apr 15, 2011

Ok let me educate you some. lol The Samsung Galaxy S II, Exynos dual-core @ 1.2GHz 4.3" non HD Super AMOLED Plus screen Android Gingerbread up to 32GB MicroSD card rectangular design The Samsung Galaxy S III, Exynos quad-core @ 1.4GHz 4.8" 720p HD Super AMOLED screen Android Ice Cream Sandwich up to 64GB MicroSD card curved design S Voice Eye tracking technology 2GB of RAM (Some of the Galaxy S III’s) More & more.... The Apple iPhone 4 & iPhone 4S are the same EXACT design, screen, antenna issues, iTunes, Apps. The only difference is 800MHz single-core for iPhone 4 & 800MHz dual-core for the iPhone 4S. Ohh & Siri. So you still going to go there claiming the Samsung Galaxy S III is a rehash of the Samsung Galaxy S II? Please try again.

14. -box-

Posts: 3991; Member since: Jan 04, 2012

To be fair, they moved the buttons on the left side of the 4S around a bit, so fitted cases were no longer compatible (another apple trait, new accessory requirement with every new model!), so it's not the EXACT design. And they did improve the antenna a bit (licensing a Nokia design I believe) with the dual-mode design and modified location in the body.

16. KingKurogiii

Posts: 5713; Member since: Oct 23, 2011

lol, to sum that up, 1 step backward and 1 step forward. xD

21. SuperAndroidEvo

Posts: 4888; Member since: Apr 15, 2011

Well that to me is just nitpicking. Ok I give you that. FINE, but is the iPhone 4S more of a rehash than the Samsung Galaxy III. RIGHT?

46. Bangthering_007

Posts: 36; Member since: Feb 21, 2012

You forgot about the 5-lens new 8MP optics on 4S. Siri is not a bog thing for u, S-Voice shouldn't be too!! I give smart stay one up though!! But I was really disappointed in sammy for not incorporating the ICS menu button in the UI and not leveraging on the Holo theme for the most part. Rest apart all are incremental upgrades only but still happy with its design than the GS2.

15. KingKurogiii

Posts: 5713; Member since: Oct 23, 2011

Apple should have just released iOS 5 with the 4S in the first place because now people can put the 4S' improvements like you just did and it's pretty sad. xD

30. SuperAndroidEvo

Posts: 4888; Member since: Apr 15, 2011

Yeah that is so true. I just can't wait to see how iOS6 will mimic Android even more than iOS5

23. remixfa

Posts: 14605; Member since: Dec 19, 2008

look at SAE pullin his pimp slap hand out :)

29. SuperAndroidEvo

Posts: 4888; Member since: Apr 15, 2011

Yeah but you forgot that I like baby powder on my pimp slap. lol

31. taco50

Posts: 5506; Member since: Oct 08, 2009

iOS 5 with 200 new features Redesigned antenna system Dual core 8 megapixel camera Siri which Samsung copied 64gb version Only thing the same is the body so all your accessories still work.

43. gallitoking

Posts: 4721; Member since: May 17, 2011

yes the SGSIII is uglier phone. and the iphone 4s is dual core... by that alone makes a different phone.. similar but not an exact phone.. thats why it has the S....

44. xoutrageousx

Posts: 70; Member since: Dec 22, 2011

I do like how you say quad core when it's only available to you dual core...i like how you say 2gb ram when it's only available to you 1gb ram... come on bro, in reality it went from 1.2 to 1.4 in usa, screen bigger? im shocked. curved design? well it was design by lawyers... s voice? oh you got me there eye tracking technology? i see the same faith as finger prints on atrix. sorry bro.

48. Hemlocke unregistered

Blunder? Any other mobile company would be ecstatic to have a "blunder" like that. In two quarters, it has sold more than the Galaxy SII has sold in over a year, by a significant margin.

2. remixfa

Posts: 14605; Member since: Dec 19, 2008

According to the last 20 rumors, they are using the modified A5X chip from the ipad3, or the newer version in the ipad2, both which run at 32nm because they are modified Exynos chips.. which are samsung made, not qualcomm. And they are of higher quality.

6. KingKurogiii

Posts: 5713; Member since: Oct 23, 2011

is Samsung still making Apple's processors? o:

10. shadowcell

Posts: 300; Member since: Mar 28, 2012

Fabricating the SoCs not just the processor. They opened up a factory last December just to manufacture mainly for Apple.

13. KingKurogiii

Posts: 5713; Member since: Oct 23, 2011

all Samsung does is put together Apple's SoC with their parts so i'm a little more careful when talking about Samsung having anything to do with Apple's SoCs because as long as Apple is using PowerVR Graphics with their SoCs and Samsung is using ARM graphics with theirs Apple will have the upper hand when it comes to who's SoC is actually better.

19. ph00ny

Posts: 2051; Member since: May 26, 2011

Does it really matter that much? They're both using ARM's architecture using samsung's fab technology. As for PowerVR, Samsung is also a licensee (including the PowerVR 6 series iirc)

20. KingKurogiii

Posts: 5713; Member since: Oct 23, 2011

does it matter that much? imagine a Exynos 4210 with a PowerVR SGX543(MP2) and answer your own question. :P

22. KingKurogiii

Posts: 5713; Member since: Oct 23, 2011

or an Exynos 4412 with a SGX543(MP4) for that matter.

24. remixfa

Posts: 14605; Member since: Dec 19, 2008

aahh.. happiness would be exynos back with PowerVR. :) The only reason my SGS1 is still relevant is because the PowerVR GPU was way ahead of the game when it was released. Exynos and Apple's A chips are still sister chips. The only difference between the 2 is the GPU. Thats why the moment exynos went to 32nm, the A5x went to 32nm as well. When apple figures out what the A6 might be, then they might diverge into different branches and possibly a new manufacturer, but all rumors so far say they are going to use the modified 32nm A5X found in the new ipad2 for the i5. That is just an Exynos 4212 with PowerVR. There hasnt been any rumors to the contrary yet. Apple leans very heavily on Samsung for parts and design. There's a reason they havent successfully found another chip maker to take over the production yet. Its not for lack of trying.

26. KingKurogiii

Posts: 5713; Member since: Oct 23, 2011

yeah, i sure understand that, i just think the distinction is important because Apple sure has made better decisions in the major role they play in actually designing their SoCs, i mean it's mostly Exynos with PowerVR Graphics for goodness sake! xD

50. Hemlocke unregistered

Samsung fabs Apple's chips, but every bit of the design is done in house. They license from ARM and Imagination, but the actual CPU is custom Apple based on the ARM spec for whatever generation they are using.

3. wendygarett unregistered

Look at the new iPad... then you know the new iPhone would be nothing much different...

5. -box-

Posts: 3991; Member since: Jan 04, 2012

The next iphone will be available in only lavender or fuschia, have a "resolutionary" display, and a body designed to block reception even more than the iphone4, so that the cult will buy the 2013 model with its improvements on these redumblutionary upgrades and go back to monochrome color offerings

8. -box-

Posts: 3991; Member since: Jan 04, 2012

or so I've heard from "industry" "experts" "familiar with" "the matter" who are "speculatively" "rating" this as "50% likely" "based on" "compenent" "knowlegebase"

7. som

Posts: 768; Member since: Nov 10, 2009

Samsung will loss $10 billions in components sells to Apple because Apple is trying to stay away from Samsung for good.

18. dickwyn

Posts: 621; Member since: May 07, 2012

yeah their stock immediatly dropped after rumors of apple going for other ram modules for mac

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