Sources in Taiwan have been cited by a second investment research firm indicating the iPad 3 will not be out until 2012 and that the next generation iPhone is being referred to as the “4s”.
Pointing to “recent Apple supply chain checks,” FBR Capital Markets analyst Craig Berger said production of the company’s fifth-generation iPhone has come into view for component suppliers “like Broadcom, Qualcomm, and Omnivision,” each of which are indicating “a late September or early October” manufacturing ramp for the handset.
In a note to clients on the matter, Berger identified the new iPhone as going by the code name “N94? and indicated that his sources have referred to the device under the presumed marketing name “iPhone 4S,” which would suggest the handset will arrive as an evolutionary upgrade to the existing iPhone 4 rather than a radical redesign like the ones that took place during the transition from the original iPhone to the iPhone 3G and from the iPhone 3GS to the iPhone 4.
Source: Apple supply chain points to “iPhone 4S” in Sept., iPad 3 prototype in early 2012
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