Accessory Makers Ramping Up for 5.5-Inch iPhone 6, Sparking Speculation of September Launch

While rumors have pointed to a late 2014 or early 2015 launch of Apple’s rumored 5.5-inch iPhone 6 model, several months later than a 4.7-inch model, Cantor Fiztgerald analyst Brian White points out in a new research note that companies are already beginning to ramp up their production of accessories for the larger device. Based on this observation, White believes the larger-sized iPhone 6 model may in fact debut this fall alongside the 4.7-inch iPhone 6, and his note follows a recent report that Apple has solved its battery issues with the 5.5-inch iPhone 6 and is planning to manufacture 20 million units by the end of the year.

White bases his prediction on observations he made during his recent tour of Computex, which is being held this week in Taiwan and is Asia’s largest technology show.

Also at Computex, we noticed that a few vendors had already started work on accessories for the 5.5-inch iPhone 6 and the pieces were available at the show. Given the lack of data points in recent months around progress with the 5.5-inch iPhone 6 and growing skepticism in the media around a 2014 launch, we view this as a positive development. Based on today’s research, we believe the timing of the 5.5-inch iPhone 6 launch appears to be in sync with our expectation around the unveiling (i.e., September) of the 4.7-inch iPhone 6.

According to White, manufacturers are also showing a “much broader ramp” of accessories compatible with the rumored 4.7-inch iPhone 6. The 4.7-inch version is widely believed to be launching in September and will headline Apple’s fall product lineup, which Apple executive Eddy Cue claims is the best product pipeline he has seen in his 25 years at Apple.

Based on his previous reports, White does not have a particularly solid track record in predicting Apple’s plans, and thus his speculation of a simultaneous launch of both 4.7-inch and 5.5-inch iPhone 6 models should be taken with a grain of salt considering other rumors of a gap of up to several months between the two releases. White does, however, frequently tour Asian suppliers and trade shows and is in a position to observe momentum shifts in the supply chain and accessory maker activity.

While the expected overall form factors of the two rumored iPhone 6 models have been circulating for several months, leading to physical mockups from accessory makers and others, actual claimed part leaks for the new devices have remained fairly rare. We’ve seen a few parts such as an alleged front panel, a display backlight and just last week a rear shell, but typically a number of internal components have leaked by this point in the year and we have yet to see much in that regard.

Intel Demonstrates Cableless Computing Made Possible by Future Skylake Platfrom

At Computex in Taiwan this week, Intel demonstrated a variety of wireless accessories that will be enabled by the company’s future Skylake processor platform, reports CNET. Reference designs for the Broadwell successor will include the possibility of eliminating all of the cables that currently connect to a personal computer, replacing both data and power cables with wireless options.

The demonstration by Kirk Skaugen, Intel’s senior vice president and general manager of the PC Client Group, showcased a wireless display, as well as a computer with wireless docking and charging capabilities. Intel uses technology from A4WP’s Rezence, which transfers power wirelessly using the principles of magnetic resonance, for its wireless charging solution.

The system can be installed under a table surface, with magnetic resonance capable of charging through 2 inches of wood. It can also charge any number of devices at the same time, unlike inductive charging technologies.

Skaugen demonstrated a table that charged a laptop, phone, headset and tablet all at once.

For docking and display purposes, Intel relies on Wi-Gig to govern the wireless data transfer. First outlined in 2010, Wi-Gig is an established wireless standard that uses unlicensed 60 GHz spectrum to provide data transfer rates up to 7 Gbps.

The technology is still in the early stages, with Intel’s Skylake platform expected to debut in late 2015. Products natively supporting these wireless protocols will be available publicly sometime in 2016. Apple is not currently listed as a member of the extensive A4WP consortium, but the company is undoubtedly pursuing its own potential solutions and its use of Intel’s chips in Macs means that it will be able to take advantage of the technologies packaged into the future Skylake platform.