MacRumors

Late yesterday, a report broke on Japanese site Kodwarisan claiming that Apple will be holding its annual fall media event on September 7th. Apple for the first time is expected to introduce new iPhone hardware at the event.

But sources have now flatly denied to the well-connected Jim Dalrymple of The Loop that any such media event will take place on that date.

Reports began to surface yesterday that Apple would hold a special event on September 7 to launch the new iPhone, but that’s not happening.

According to my sources, Apple will not have an event or launch the next iPhone on September 7. It’s hard to say how that specific date was chosen by the sites that started the rumor, other than it fits into the timeline of previous Apple events.

Dalrymple is known to have solid sources at Apple, and has occasionally appeared to be an unofficial outlet for the debunking of rumor claims.

Mac Otakara reports that it has received information indicating that Apple will be introducing the iPad 3 and "iPhone 4S" sometime early next month, with availability set for "late October". The source offered no information, however, on plans for the iPhone 5, although rumors have suggested that Apple will introduce both a revamped iPhone 5 and tweaked iPhone 4 next month.

According to sources, iPhone 4S which is based on iPhone 4(CDMA) and new iPad will be started produce since 1st week in September and will be shipped in late October.

The "iPhone 4S" name is an unofficial one that has been used in a variety of reports to refer to a new iPhone based largely on and appearing nearly identical to the current iPhone 4, but offering upgraded internal components. What has come to be known as the iPhone 5 is a more thorough redesign which has surfaced in case designs reportedly based on leaked design specs.

There had been some confusion about whether Apple would be releasing an "iPhone 4S" or "iPhone 5" this year, with some suggesting that the confusion stemmed from Apple testing iPhone 5 components within iPhone 4 enclosures for secrecy. But others have claimed that Apple will indeed be introducing both the iPhone 5 and a tweaked iPhone 4 as rumors of a low-cost iPhone have continued to swirl.

Apple has of course traditionally kept its older models around as entry-level options, as evidenced Apple's continued sale of an 8 GB iPhone 3GS model, but the volume of rumors suggest that Apple may be doing a bit more tweaking to its low-end offerings this time around. Such low-cost models are said to be key for penetrating the prepaid markets prevalent in a number of large countries around the world.

Mac Otakara has offered some accurate information in the past, and notably was the first source to pinpoint some of the features of the iPad 2 as case designs began leaking out. A number of potential dates for a media event introducing the iPhone 5 and perhaps the iPad 3 have been suggested, with early reports of a September timeframe being countered early last week with a report from All Things Digital claiming that the device won't be available until October. The latest rumor has, however, claimed a September 7th media event, although an iPhone 5 introduction at that time to be followed with a launch as far off as late October would be outside Apple's usual gap between introduction and availability.

While things have been relatively quiet on the malware front for OS X since a raid on Russian payment processing firm ChronoPay appeared to have taken down MacDefender nearly two months ago, one new trojan horse did pop up earlier this month. As detailed by F-Secure, the trojan known as "OSX.QHost.WB.A" masquerades as a Flash Player installer but actually adds entries to a computer's hosts file to redirect users attempting to visit certain Google sites.

Once installed, the trojan adds entries to the hosts file to hijack users visiting various Google sites (e.g., Google.com.tw, Google.com.tl, et cetera) to the IP address 91.224.160.26, which is located in Netherlands.

The server at the IP address displays a fake webpage designed to appear similar to the legitimate Google site.

Search results on the fake Google pages actually lead to pop-up windows that load external content which was broken at the time of discovery but presumably consisted of advertisements of some sort. While the threat as implemented at the time of discovery was relatively mild, inexperienced users falling for the trojan could find themselves unaware of what had happened to their systems and how to fix the hijacked routing added by the malware.

Consequently, Apple earlier this week made its first significant addition to its "XProtect.plist" file since the spate of MacDefender variants surfaced in June. The XProtect.plist file contains malware definitions to enable users' systems to recognize and warn users of malicious downloads, a feature that debuted with Mac OS X Snow Leopard back in 2009.

The original anti-malware system required manual updates to account for new threats, and as such was updated only rarely by Apple as part of larger software updates. But with an Apple software update issued in response to the MacDefender threat earlier this year, Mac OS X systems are now able to make daily checks for updates to that file to ensure up-to-date protection against malware.

Taiwan Economic News reports that Taiwan Semiconductor Manufacturing Company (TSMC) has indeed begun trial production of Apple's next-generation A6 system-on-a-chip, with the design set to be "publicly unveiled" in the second quarter of 2012 at the earliest. The A6 is expected to power Apple's iOS devices scheduled for release next year.

Taiwan Semiconductor Manufacturing Co., Ltd. (TSMC), the world’s largest semiconductor foundry by market shares now, has allegedly started trial production of the A6 processor in cooperation with Apple Inc., with the production design to be taped out in the first quarter of next year and scheduled to be publicly unveiled in the second quarter at the earliest, according to industry sources.

Accordingly, TSMC has applied its newest 28-nanometer process and 3D stacking technologies to produce the next-generation processor A6, which is based on the ARM architecture and will undergo TSMC’s cutting-edge silicon interposer and bump on trace (BOT) methodologies.

According to the report, TSMC has been capable of and interested in working with Apple on chip production for some time, but has only recently had the production capacity available to open up to a deal.

Today's report essentially repeats a Reuters article from nearly one month ago claiming that TSMC had begun trial production on the new chip as Apple seeks to shift away from Samsung, which has been the manufacturer for Apple's custom ARM-based chip.

Rumors have consistently pointed to a 2012 release for the A6 chip, although the new claim of availability in the "second quarter at the earliest" would appear to force a tight timeline for Apple to push out an iPad based on the new chip in March or April as it has the past two years. Apple has been rumored to be releasing updated or additional iPad models later this year, and while those models would obviously not be running on the A6 chip, they could buy Apple some time to get the A6 up and running in 2012's models.

Kodawarisan offers the first specific date for Apple's fall media event. According to the Japanese site, Apple is planning on holding their usual iPod-announcing event on Wednesday, September 7th.

Apple has traditionally held their Fall media events in the first part of September with the past three events taking place on September 1st, 2010, September 9th, 2009, and September 9th, 2008. Last year's event introduced new iPod touch, iPod nano and iPod shuffle models. This year's event, however, has been widely expected to also incorporate the rumored iPhone 5 announcement. We confirmed with Kodawarisan that the date was not the product of guesswork, but came from a source in the know.

In previous years, Apple has updated the iPhone in the summer during WWDC, leaving the iPod to wait until this September media event. This year, however, without an iPhone upgrade at WWDC, all eyes are on this September event for the launch of the iPhone 5. Apple's suppliers are said to begin shipments of the iPhone 5 in September but AllThingsD has suggested the iPhone 5 won't actually be released until October. It's not clear if that gives Apple room to pre-announce the iPhone 5 in September, or if it means Apple will let September pass by with no mention at all of the next iPhone.

Kodawarisan has been a longtime Apple site that we first referenced back in 2002. We haven't seen many rumors from it in recent years, though notably, in 2009, they did correctly pinpoint the launch date the launch of a new Mac mini.

Update: We originally reported September 8th, but that was in Japanese time. The U.S. date is September 7th, according to Kodawarisan.

After a flurry of new releases this past month, the one Mac that Apple has continued to neglect is the Mac Pro. The last credible date we received was for early August, though CNet's Brian Tong now acknowledges that the information didn't pan out.

For many, an August release would actually have been the surprise, as Intel has yet to ship Mac Pro-suitable Sandy Bridge processors. There had been some hope that Apple would receive these processors early from Intel, but clearly not quite this early.

Still, Apple's Mac Pro is presently the only Mac without the new Thunderbolt port that Apple and Intel introduced earlier this year. Apple's Mac Pro has had relatively infrequent updates over the past few years with the last update taking place over a year ago.

Apple has certainly placed an emphasis on their notebook line, reflecting the ongoing trends towards mobile computing. Apple's notebook sales have steadily become a larger percentage of their total Mac sales.

Our last check with resellers reported no change in Mac Pro stock availability that might have suggested an imminent update.

As for Intel, the Sandy Bridge-E processor that is expected to be used in the Mac Pro had been rumored to be released even as late as 2012, but the latest leaks have pinpointed a Q4 2011 release. Donanimhaber posts the following release timetable from Intel:

The yellow box denotes the Sandy Bridge-E class of processors that we are waiting for with Xeon versions likely shipping at the same time. According to this slide, the Mac Pro suitable processors will first launch in Q4 2011. Apple's new Mac Pro is likely to follow.

In an article from The Wall Street Journal regarding Intel's new $300 million effort to spur innovation on its "Ultrabook" platform, an Intel executive reveals that the chipmaker was driven to reduce power consumption to support such ultra-thin notebook designs by Apple. The motivation came in the form of threat by Apple to switch chip suppliers unless Intel made progress on the issue (via Daring Fireball).

The company in May announced a sharp revision in its product roadmap to lower the average power draw of its chips from a range of 35 watts to 40 watts to just 15 watts.

[Intel Ultrabook director Greg] Welch said Apple informed Intel that it better drastically slash its power consumption or would likely lose Apple’s business. “It was a real wake-up call to us,” he said.

The logical alternative to Intel for Apple would be AMD, which goes head-to-head against Intel in the x86 market. But Apple has also been rumored to have been considering moving to ARM-based processors, with the company also reported to have tested a MacBook Air model built around the ARM-based A5 chip used in the iPad 2. Other recent speculative reports have indicated that Apple could be working toward a merger of iOS and OS X, a process that would likely begin with Mac models like the MacBook Air that are closest to the iOS devices in terms of power and form factor.

Tying together a series of earlier rumors, AppleNApps claims that Apple is planning to introduce a new low-cost iPhone in the coming months that will contain significantly reduced onboard storage and instead rely primarily on streaming content from the company's new iCloud service. The device is said to be referred to internally as the "iCloud iPhone".

We have three independent sources contributing to this report who are all connected to Apple in different capacities. The main takeaway is that Apple intends to launch two iPhone models in the fall with a full upgraded iPhone 5 as expected, as well as a cheaper iPhone which will be the iCloud iPhone.

According to the report, the iPhone 5 will indeed appear in a thinner form factor carrying the A5 chip that debuted in the iPad 2 earlier this year. But the iCloud iPhone will rely on many of the components currently used in the iPhone 4 and offer only a bare minimum of onboard storage in order to drop pricing to $400 off-contract or free with a two-year contract.

One of our contacts is familiar with the design of the iPhone 4, and says that Apple is cutting the cost of making an iPhone 4 without sacrificing any of its qualities. The main cost cutting will come from Apple reducing on board storage, using a smoother yet cheaper aluminum back and siding, and already having a majority of the supplies on hand. The result will be a cloud based iPhone experience that is unique in the market that will be accessible to a large percentage of users because of the price point.

Rumors of a low-cost iPhone have been circulating for quite some time, and claims of a smaller, cheaper iPhone relying on cloud streaming instead on onboard storage appeared earlier this year.

One potential flaw in the idea that Apple will be introducing a cloud-based iPhone in the near future is related to Apple's implementation of iCloud, which is much more of a syncing service than a streaming service. Apple has presented iCloud as a distributed system in which a master copy of any given file resides in the cloud but is also duplicated on each device and kept in sync with that master copy, which itself can be updated based on changes made on any associated device.

The vision of a cloud-based iPhone with little onboard storage would require that that master copy be passed down to the device only as needed, functionality that Apple has not yet shown with iCloud and iOS 5. Aside from any technical considerations for the streaming model, such an arrangement would put significant strain on wireless carriers charged with moving that data down from the cloud every time it is needed.

AppleNApps is a relatively new site which does not yet have a significant track record when it comes to Apple rumors, although it was only off by a day in its predictions of a release for OS X Lion and revised MacBook Air models.

Late last month, Apple made headlines when a series of research firms including IDC, Strategy Analytics and ABI Research all announced that Apple had passed Nokia and held off Samsung to become the world's largest smartphone vendor by volume during the second quarter of 2011. But all of those firms study the mobile phone market based on shipments from the manufacturers out to the distribution channels, not end sales to users.

Gartner today revealed its data based on final end-user sales, showing that Nokia did indeed hold off Apple for the title for the title of top-selling smartphone vendor by that metric. The key to the difference in assessments is that Nokia substantially reduced its handset volume shipped out for distribution, opting instead to dramatically pare down stocks already in the channel.

“The sales efforts of the channel, combined with Nokia’s greater concentration in retail and distributors’ sales, saw Nokia destock more than 9 million units overall and 5 million smartphones, helping it hold on to its position as the leading smartphone manufacturer by volume,” said Ms. Cozza. “However, we will not see a repeat of this performance in the third quarter of 2011, as Nokia’s channel is pretty lean.”

Nokia is transitioning its smartphone lineup from its own Symbian operating system to Windows Phone 7, and thus it makes sense that the manufacturer is prioritizing discounted sales of Symbian handsets already out for distribution to help speed that transition. But even accounting for the distribution channel drawdown, Nokia's smartphone business is struggling, with sales to end users actually falling slightly year-over-year as the overall smartphone market and sales from many of the the top vendors are growing dramatically.

Gartner highlights smartphone sales by operating system rather than manufacturer, showing that Google's Android operating system has continued its momentum that has led the platform to a commanding lead with 43.4% of the smartphone market during the quarter when looking at sales to end users. Symbian took second place with 22.1% of the market while Apple's iOS took third place with 18.2%

While we do hesitate to read too much into Apple's patent applications, a couple of new applications published earlier today are gaining some attention for their connections to other Apple-related people and events that have raised the level of intrigue.

Last week, we noted that Apple had finally been revealed as the owner of the applepico.com domain name, as public registration information for the domain was updated to move from Apple's brand management firm MarkMonitor to Apple itself. And now, Unwired View and Patently Apple report that a newly-published patent application from Apple describes in detail how the company could include internal or external pico projectors with its products and utilize them in novel ways.

In particular, Apple's patent application addresses means by which multiple devices with projectors could be used in concert, either as separate displays or as a single unified display. Either setup could be take advantage of built-in cameras to allow systems to automatically recognize and interpret gestures and shadows, facilitating more dynamic and interactive presentations.

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Bloomberg reports that Nintendo is facing increasing investor pressure to develop titles for the iPhone and other platforms.

The rift highlights the dilemma President Satoru Iwata faces as consumers shun Nintendo devices to play games on iPhones, iPads and Facebook Inc.’s website. The flop of the 3DS debut prompted the company to slash prices 40 percent in Japan starting today, the first time the games developer has resorted to such a move within six months of a product’s debut.

Nintendo has seen very poor initial sales of its new 3DS platform in the face of slumping DS and Wii sales, resulting in the announcement of a quarterly loss of $328 million late last month. In reaction, Nintendo has slashed prices of its 3DS in order to promote sales, but Bloomberg reports that investors want a more dramatic shift in strategy.

Nintendo's stock, which is currently near a 6 year low, saw a big boost after news last month that an affiliated company of their's, Pokemon Company, announced plans to release a Pokemon-themed iPhone game. Nintendo was quick to deny that they had any involvement and that Nintendo had no plans to bring titles to external platforms. Their stock subsequently saw a corresponding drop. Alternatively, some have suggested that Nintendo should "buy its way into" the smartphone platforms by acquiring companies and technology or developing their own.

Mobile applications and gaming have seen huge growth over the past few years, clearly impacting both Nintendo's and Sony's portable gaming systems. In line with that interest, a number of major acquisitions have taken place with iOS-related gaming companies such as Ngmoco, Open Feint and Chillingo. Despite these trends, according to Bloomberg, Nintendo President Satoru Iwata has said that Nintendo will only make titles for its own products as long as he's in charge.