iPhone 5 to debut in September. But due to in-cell touch panel and casing yield rate limits, ability to offset older models' shipments decrease will be moderate.
The tweaked new iPad and iPad mini are expected later in the month. Sales of the iPad mini are expected at 1.8 million in the third quarter and 13 million in the fourth.
Though shipments of iPad mini's components will start in August, the new iPad line will end production, ready for transition to a modified New iPad line. As such, component shipments will drop in August as iPad mini's components shipments growth will be offset. On a side note, the modified New iPad shares the same exterior as the original model, but contains modifications to correct its thermal dissipation problem and lower-cost components.
Kuo also predicted a new iPod touch and iPod nano; as well as, a new Retina Display MacBook Pro and updated iMac during the September/October timeframe.