The iPhone will comprise approximately 50 percent of Apple’s total proceeds in the next reported quarter, wrote Tavis McCourt of Morgan Keegan.
“We expect iPhone revenues to represent 47.5% of Apple’s total revenues in [the December quarter], up from 38.8% in the Sep. quarter, and up from 39.1% in the year ago period,” he wrote.
And he is increasing his iPhone shipment evaluation for the quarter to 29 million from the previous estimate of 27 million.
The iPhone 5 and Apple TV will be a major growth drivers later in the year. “We expect iPhone 5 in fall 2012 to be a very vital revenue and earnings growth driver, and a potential Apple TV as upside to our model if it comes to fruition this year,” he wrote.
What else can we anticipate on the iPhone 5 front? Instead of going through a litany of rumors, suffice to cite one of the most recent rumors about its physical construction. A combination of aluminum on the back and a “rubber or plastic material” along the sides that will link the front and back of the device.