Claim Chowder Followup, iPhone 5S Edition ⇥ appleinsider.com

Daniel Eran Dilger, AppleInsider:

It’s interesting to note, however, that back in June, Jefferies analyst Peter Misek reported that Apple had cut production orders for iPhones, based on his “inventory checks.” Misek didn’t detail all of his research, but he did specifically note one reason for believing that Apple was cutting its iPhone orders. […]

Misek interpreted his supply chain checks to mean that Apple was sharply reducing the number of iPhones it planned to build, but it’s also possible that Apple was having another vendor fabricate wafers of chip that neither Misek (nor, apparently, Samsung) knew anything about.

And that’s just one of the things he got so sorely wrong this year. Here’s Misek in December of last year predicting the iPhone 5S:

Based on our checks, likely updates include a new super HD camera/screen, a better battery, and NFC. Possible updates include an IGZO screen for Retina+, 128GB storage, and coming in 6 to 8 colors.

Like I said at the time, I don’t know what “super HD” means, but the display is exactly the same as that of the iPhone 5. While the battery and camera were improved, he missed everything else, or else didn’t specify that the five colours available for the iPhone this year are for one of two models.

Then there’s perennially-wrong Brian White, in January:

… the next iPhone (i.e., likely called the iPhone 5S) that we currently believe will be launched in May/June…

Nope.

White believes the next iPhone will be available in five different colors: pink, yellow, blue, white & silver and black & slate.

I give him quarter-credit on this. He didn’t mention that there would be two iPhone models, and he got only three of five colours correct.

He also believes there will be two different screen sizes available on the device, marking the first time Apple has released one phone with multiple display size options.

Very nope.

Remind me again why these analysts are paid for delivering this “research”.