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Technology Stocks : Interdigital Communication(IDCC)
IDCC 403.63+5.1%11:49 AM EDT

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From: nicmar12/22/2011 12:05:40 PM
   of 5195
 
wonder how much Pegatron will contribute to earnings in the 4th qtr? (compliments dndodd)

Apple orders 15 million iPhone 5s from Pegatron, shipping in September?
By Gloria Sin | July 5, 2011, 1:11pm PDT

Summary: Pegatron, maker of the CDMA iPhone 4s, is producing an “estimated” 15 million next-gen iPhones for Apple by September, according to DigiTimes.

DigiTimes is reporting Taiwanese laptop manufacturer Pegatron Technology (former maker of Asus notebooks) has received an order from Apple for an “estimated” 15 million next-gen iPhone to be ready for shipping by September, according to “sources from upstream component makers”.

It is unclear if Pegatron is being contracted to build the iPhone 4S or the iPhone 5, as some analysts believe Apple is pursuing a two-phone strategy, but as of last month it seemed unlikely that Apple would be able to produce multiple models all with the same September deadline.

This latest rumor from DigiTimes changes all that, especially if the anonymous source is correct that the new iPhone “does not seem to have any major update from iPhone 4,” which suggests Pegatron is making iPhone 4S, with another manufacturer (like Foxconn) possibly handling production for the iPhone 5. Or there could just be one phone from Apple this September, whatever its name.

After all, according to DigiTimes‘ July 1 report, Apple is only working on one iPhone and just added iPad 3 (rather than a second iPhone) to the production schedule, as reported by our friends at Between the Line.

Pegatron has worked with Apple before, as maker of the CDMA iPhone 4s back in 2010 (though less than four million units were shipped due to poor sales in the first quarter of 2011), so it is possible for the company to be on contract with Apple again. The question is just what exactly will Pegatron be making in its factories — will it be the iPhone 4S or the 5?

[Source: DigiTimes]

Related:

CNET: iPhone 5 order: 15 million for Sept. launch, report says
Rumor: Apple to launch iPhone 4S and iPhone 5 by September?
iPhone 5, iPad 3 launching this October?
iPhone 5 - Rumor roundup!
Apple rumor roundup: iPhone 5 this September, hi-res iPad 3, Apple-branded televisions?
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