Apple has made it official. It will have an "executive presentation" Oct. 4 that is widely expected to include the iPhone 5.
The invite, sent to reporters, indicated that the event will start at 10 a.m. PT. All the invite really said is that it was time to talk iPhone.
A few observations worth noting:
Whether the event reflects a new Apple approach to the media remains to be seen, but the iPhone chat is notable because it's CEO Tim Cook's official coming out party.
The iPhone presentation isn't likely to include the pizazz of a Jobs keynote, but the fifth version of Apple's iconic phone is going to be notable. For Apple, the iPhone 5 will set the stage for the next year.
Rumors have been circulating for months about the iPhone 5, but what is known indicates some serious volume for Apple.
Our checks indicate interest remains strong in the iPhone 4. We also see increased global distribution, especially in China and other emerging markets driving growth. Apple added 42 carrier partners in FQ3, with most added at the end of the quarter and more coming online. By comparison, RIM distributes through over 600 carriers, meaning Apple still has a large opportunity to increase distribution. We also expect new product launches including a new iPhone in early October with store training to begin soon, an iPhone targeting emerging markets, and a LTE iPhone in 2012 with an improved UI. We now expect 21 million iPhones to ship in FQ4, up from 20 million. More importantly, we expect 26 million units in FQ1, up from 23 million, due to seasonality and iPhone 5.