Philip Elmer-DeWitt:
To put that in perspective, Apple sold 68.5 million iPhones worldwide in fiscal 2011, although with the launch of the iPhone 4S in October it sold more than half that many (37 million) in just one quarter.
Brooke Crothers, CNET:
The next-generation iPhone “was the last project that Steve Jobs was intimately involved with from concept to final design. For that reason…this product will establish the high water mark for iPhone volumes,” Ashok Kumar, an analyst at Rodman & Renshaw, wrote in a research note this week. He expects the iPhone 5 to be a “cult classic” because of Jobs’ involvement.
Steve Jobs supposedly left his mark of approval on Apple’s product releases for the next four years.
Wall Street Journal columnists Joanna Lublin and Spencer Ante produced a joint report claiming Sprint Nextel Corp. will be providing Apple’s next iPhone, due this Fall, alongside Verizon and AT&T. The report indicates that Sprint will begin selling the presumed iPhone 5 in mid-October, which further conflicts numerous reports citing a September release. 
Sprint, who’s 52 million subscribers seems whimsical against AT&T’s 99 million and Verizon’s 106 million, will benefit substantially from the device, as they have not had a flagship phone to rally behind except for HTC’s Evo 4G, which has been deemed a failure by many.
If true, Sprint’s addition of the iPhone to their lineup will satisfy investors further after the company has improved many crucial business elements such as customer service, advertising, and brand image. However, investors have hammered the telecommunications company for failing to add subscribers.
Sprint will begin selling hundreds of thousands of iPhone units, as Verizon and AT&T have sold 4.5 million and 7.2 million iPhone models since the beginning of the 2011.
Murmurings that the next iPhone won’t appear until October are being echoed all around the web, but they don’t fit the way that Apple operates - nor with the details emerging from carriers.
Monica Chen, Taipei; Joseph Tsai, DIGITIMES:
Taiwan-based notebook maker Pegatron Technology is estimated to have landed orders for 15 million iPhone 5s (iPhone 4S) from Apple and is set to start shipping in September of 2011, according to sources from upstream component makers. In response, Pegatron declined to comment about its cooperation with clients.
A United Kingdom phone site revealed Chinese manufacturers’ case plans for Apple’s iPhone 5. William Judd, editor of the site, claims the blueprints were sent to him by different manufacturers, although it is unclear why.
“If these images are authentic – and we have every reason to believe that they are – then the iPhone 5 is a radical evolution of the iPhone concept, and a bigger departure from the iPhone 4 than previous case images have shown,” Judd wrote.
The images, which can be viewed by clicking here, show an increase in screen size from 3.5 inches to 4.0 inches. However, the size of the phone itself seems to have stayed the same. This means the bezel on the device has been removed, accomplishing an edge-to-edge display.
It appears that iPhone 5 will also return to curved edges like Apple’s previous iPhone models, excluding iPhone 4. Apple may also use a curved glass on the back of iPhone 5, as reported by DigiTimes in late May.

Also of note: The first case design shows an oval, perhaps a multi-touch gesture area, where the home button should be.
Given Apple’s recent obsession with multi-touch gestures, it is likely that the home button will be replaced by a glass gesture area similar to that of Apple’s MacBook Pro and MacBook Air.
The cases also fit the alleged iPhone 5 camera parts posted in mid-May by Apple.pro. M.I.C. Gadget, a Chinese technology blog, is now reporting that the cases are “all over” mainland China.
Analysts who cover Apple usually have experience in the computer industry. Computer hardware is not particularly useful in understanding the mobile phone business and nobody has any experience understanding cloud-based business models since they don’t currently exist. As a result it’s easy to dismiss something for which data does not exist.
A telecom company by the name of “etisalat” might be in some trouble with Apple after the Chief Corporate Communication Officer claimed they were in talks to carry Apple’s next iPhone. Gulf News, who first broke the story, says that etisalat has been developing their 4G LTE network over the past year, much like Verizon has in the United States.
“Yes, we are in talks with most smartphone manufacturers including Apple on the rollout of the 4G handset, iPhone 5 later this year,” Ali Al Ahmad, the CCCO of etisalat said. “As the first telecom organisation to roll out the 4G network, LTE, in the Middle East, we have already started talking to them for the handsets and chipsets in them.”
People who commented on Gulf News’ story claim that the etisalat executive has iOS5 and the rumored iPhone 5 confused.

In fact, most of the commenters on the story were confused themselves. One man appears to have the story right.”For everyone’s information, iOS 5 will be available for download only in fall of 2011, around September, not July,” Erman of Dubai says. “The ‘iPhone 5’ or ‘iPhone 4S’ will be released by Apple only after September in a special event, which Apple usually does every year. Worst case scenario, January, like Apple did with the iPad.”
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