It seems every day of the week an analyst is spouting their expert “insight” on what Apple’s going to do next, why and how they’ll do it too. The latest to throw his thoughts in to the overcrowded hat is Ming-Chi Kuo from KGI. Today, he reports that Apple will likely move the majority of its iPhone 4/4S and low-cost iPhone manufacturing over to Pegatron instead of using its primary assembly parners, Hon Hai (Foxconn). The chart below shows the split between the two companies, and which is going to produce which devices:
Just in case you weren’t sure, what this analyst is saying today is that a product which – as of now – is nothing more than a figment of an analyst’s imagination, is going to be made by a company which Apple doesn’t use that much to produce any iPhones/iPads. The analyst also reiterates his stance that the iPhone 5S and cheaper iPhone will be launching in the second half of this year and that shipments of the two devices combined (by year’s end) will reach over 89 million units. Rather astonishingly he believes Apple will ship 110 million iPhones in total over the second half of 2013.
So, a wrap up: a mythical product as yet unannounced by Apple is going to be made by Pegatron, and will sell roughly 53 million units. It’s no wonder AAPL stock is dropping if investors are taking notice of any of this, over what Apple actually sells.