Barron’s released some information from Brian White of Cantor Fitzgerald.
White was most recently in the news regarding his belief that sapphire was seen in some iWatch models and that the iPhone 6 would feature sapphire glass.
White’s supply chain check indicates, “that initial production of certain “iWatch” components is scheduled to begin later this month and there are plans for a sharp acceleration into fall.” The report also indicated that the iWatch will likely arrive along side the iPhone 6 in September. White estimates the iWatch will be priced between $199-$299 for entry level device.
White believes the first iteration of the iWatch is more of a companion device.
Since our research suggests the first iteration of the “iWatch” is more of a companion device, and thus requires a connection to an iPhone, we believe unveiling the two new devices at the same time makes sense.
White also indicated that the 5.5 inch iPhone 6 is likely to arrive this fall.
Furthermore, as we make our way through Computex, our research is uncovering more evidence that the 5.5-inch iPhone 6 will launch this fall.
Full Disclosure: I am long GTAT