When Apple’s new iPhones are due

Anyway, that’s what these three analysts predict based on … well, I’ll let them tell you themselves. In their own words:

RBC’s Amit Daryanani: “Our supply-chain checks indicate that… AAPL will launch the iPhone5s and a more affordable but lower-end iPhone at the same time, in either late CYQ2 or early Q3. The low-end iPhone will have the same 4″ form factor as the iPhone5 but will have plastic casing and no retina display… The product may have lower GMs than iPhone5/5s but should be accretive to AAPL’s corporate GMs of 38%. Hence, we estimate this could contribute $22B in revenues and $5.00+ in EPS in CY14E, which suggests the product could be worth $50+ to AAPL’s stock price.”

Cannacord’s T. Michael Walkley: “Based on our handset market analysis and discussions with suppliers, we believe Apple could launch a refreshed iPhone 5S this summer or during Q3/C2013 versus our initial expectation for a launch in June. Further, with a host of impressive recently launched high-end Android smartphones expected to ramp in Q2/C2013, we believe Apple could lose smartphone market share during 1H/C2013 and have reduced our Q3/F2013 iPhone estimates… We also believe Apple will launch a more competitively priced mid-tier iPhone for pre-paid international markets and have adjusted our F2014 estimates and ASP assumptions.”