iPhone5SはNTTドコモも発売　【モルガン証券】

Coming later in the year, Huberty expects major earnings catalysts to be the debut of a next-
generation “iPhone 5S” along with a low-cost model, new carrier distribution with Japan’s NTT Docomo and China’s China Mobile, and a “killer app” akin to Siri for the iPhone 4S.

As for the app, the analyst offers the example of mobile payments, an area into which Apple has already dipped a toe with Passbook. Such a new feature, Huberty argues, could help drive iPhone 5S sales in lieu of a design overhaul.

In addition, Huberty says Apple is likely to announce a cash return program, noting that the company could roughly double total annual return to $25 billion to $30 billion. This would be accomplished by instituting a dividend yield increase to over 3 percent, up from 2.5 percent, while buybacks would return the remaining cash. A report in March suggested that Apple would return some of its growing $137 billion cash hoard through similar dividends and share buybacks.
http://appleinsider.com/articles/13/04/11/analyst-says-apple-may-launch-new-internet-service-killer-ios-app-after-meeting-with-management