KGI’s often reliable Mingchi Kuo is out with his latest Apple Watch forecast with some interesting new info. His latest findings: Components and EMS of the new iPhones will be ready for ramp-up in August and September, respectively. Hon Hai begins manufacturing the TDD-LTE-supported iPhone 5C earlier than expected in August. TDD-LTE supporting models may see respective penetration of 25% and 35% in iPhone 5S and iPhone 5C shipments. iPhone 5 will reach end-of-life at the end of 3Q13, while shipments of iPhone 4S will continue until the end of 2013. From this situation we can infer that iPhone 5C is actually intended to replace iPhone 5, rather than iPhone 4S. iPhone 5S will exceed iPhone 5C in shipments. Tim Cook’s talks with China Mobile’s CEO must have gone well because Kuo thinks Apple is ramping up TDD-LTE compatible versions of the iPhone 5C earlier than expected, with Foxconn starting production in August.