A new iPhone market forecast by KGI Securities predicts "substantial shipments growth" starting in August and supports the flood of rumors about a new, lower-cost "iPhone 5C", which is widely speculated to be released sometime in September. The report by Ming-Chi Kuo, who has a solid track record when it comes to Apple rumors, highlights five key trends for the upcoming few months: - The components and the EMS (electronics manufacturing services) for the new iPhone will be ramping up in late-August/early September. - Hon Hai (also known as Foxconn) will start manufacturing a version of the iPhone 5C supporting the TDD-LTE used by China Mobile in August, earlier than expected. - Models supporting the TDD-LTE standard are predicted see a penetration of 25% in iPhone 5S and 35% in iPhone 5C shipments, which may boost Apple's presence in China. - T