An analysis of Apple’s Q4 guidance by BTIG’s Walter Piecyk suggests that the company will launch new products in Q4, which ends on 28 September.
Piecyk says that the guidance on margins suggests that the product will be an iPhone …
Morgan Stanley analyst Katy Huberty, quoted in a Business Insider piece, backed up this view.
The big question, of course, is whether the new product is the 5S, plastic iPhone or both. Either way, for significant chunks of revenue to show up in Q4 suggests a mid-September launch at the latest. Tim Cook has repeatedly made references to product launches in the fall (which technically starts on 22 September this year).
BTIG has increased its forecast of Q4 iPhone sales from 25M to 30M.
