Yogasingam said he believes Apple will once again upgrade its image sensor to higher levels of resolution, shooting speeds and video capabilities. The iPhone 4S uses a Sony imager which was an upgrade from an earlier Omnivision chip.
Apple may upgrade it’s the aging accelerometer and gyro chips in the iPhone as well, Yogasingam said. The company has been using the same chips from STMicroelectronics for multiple generations.
Whether or not the iPhone n5 will use NFC is a matter of debate. “NFC is big in hype, but not in practice,” said Strauss noting a lack of infrastructure in the U.S. to support payments with NFC.
That’s just one of many possible uses of NFC, said Yogasingam, arguing Apple will adopt NFC in the iPhone 5. NFC could be a lower power alternative to Bluetooth for a wide variety of data exchanges and other uses Apple could promote to app developers, he said.
Rumors suggested the iPhone 5 will adopt a larger display, a big trend rivals such as Samsung have been riding with their latest handsets. Strauss shot down the speculation. He believes Apple will roll out a seven-inch iPad and not want to confuse the market with a five-inch iPhone.
Separately, Apple is said to be bringing up a new supply chain partner in Shanghai, according to one source. Reports in July said Taiwan’s Pegatron won an Apple contract to make the next-generation iPad.
It’s not clear if the new Shanghai partner is a China branch of Pegatron working on the the next iPad or a separate partner who might be working on the iPhone 5. Clearly, Apple drives significant volumes and a tough deal on both pricing and secrecy.
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