Today in iPhone speculation news: Analysts are quite sure that Apple will produce a new iPhone, some day.
OK, then. Morgan Stanley’s Katy Huberty kicks thing off with a report that says the next iPhone goes into production in August. She figures that could mean a late September launch, and so she’s cut back on Q3 estimates for the existing iPhone models, because everyone will be consumed with the shiny newness.
Not exciting enough to rouse you on a Monday? Then we’ll try this: Deutsche Bank’s Chris Whitmore predicts that the new iPhone will actually be two new iPhones. That would be both a relatively modest iteration of the current iPhone 4 — in Appleland, we call it the iPhone 4S — and genuine oh-my-god-will-you-look-at-this new take on the iPhone — the iPhone 5.
Whitmore, via Fortune’s Philip Elmer-DeWitt, doesn’t offer sourcing for his prediction. More of a rationale: He figures a modestly priced iPhone 4, perhaps featuring pre-paid cell service, would be a big hit in international markets where the phone isn’t a big deal yet. And presumably the iPhone 5 will satisfy the rest of us.