Is it fair to say that iPhone owners are a spoiled lot? Every June or July, Apple
A few months' time may not deliver a shiny new iPhone 5. Avian Securities, in talks with unnamed Apple component suppliers, hears that production on the next generation of the iconic smartphone won't begin until September.
If the Asian assembly lines aren't piecing together the iPhone 5 until early autumn, we may not see it until just before the holidays. And if Apple doesn't want to damage the iPad 2's chances as a hot Christmas gift -- or if the desired 4G LTE networks aren't up to snuff -- the Apple faithful may not get a new iPhone until early next year.
The winners circle
Let's go over some of the obvious and not-so-obvious companies that may cash in on a hardware delay.
Smartphones running Google's
Furthermore, Research In Motion's
And now, the losers
If Verizon is a winner, that would seem to make AT&T
Last but not least, Apple will have a problem selling iPhone 4 smartphones for as long as it takes for the new model to arrive -- but any delay could damage its fans' faith in the steadiness of the company's upgrade cycle. Apple aficionados and shareholders have to come to expect annual upgrades on Macs, iPods, iPhones, and iPads. When the iPad 2 hit the market less than a year after its predecessor -- with a possible iPad 3 rumored for later in the year -- the market began to believe that Apple might have accelerated its development cycles. Any iPhone 5 delay, even if it's a one-time fluke, will eat into those expectations.
If the iPhone 5 is late, let's hope that it's worth the wait.
What would you like to see in the iPhone 5? Share your thoughts in the comment box below.
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Longtime Fool contributor Rick Munarriz is hoping that he has plenty of choices since he's due for an iPhone upgrade later this year. He does not own shares in any of the companies in this story. He is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early.