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Apple's new iPods: Various new iPod touches, new iPod nano, tweaked iPod shuffle

Earlier this week, we reported that the iPhone 5 (codenamed N42) will share the stage with a string of new iPod announcements on September 12th.  At that time, we believed Apple would introduce …

9to5Mac Mark Gurman

Context & Ripple Effects

This is the latest beat in a well-worn rhythm: Apple's September media event has doubled as an iPod refresh since at least 2009, when sources told AppleInsider a new lineup would land on September 9 (that year's iPod event followed the same leak-then-launch pattern). The 2010 event brought the dual-camera Retina iPod touch, and in September 2011 a new iPod touch surfaced in Apple's own inventory system ahead of the keynote, with hints of possible price drops.

What is different in 2012 is the billing: 9to5Mac reports the refreshed iPods — multiple new touches, a new nano, a tweaked shuffle — will share the September 12 stage with the iPhone 5 (codenamed N42), all still unconfirmed by Apple. The pickup across VentureBeat, The Verge, MacRumors and five other outlets shows how much traffic the pre-keynote rumor cycle now carries on its own.

First-order effects

  • If the reported September 12 lineup lands, Apple's holiday-quarter iPod range is set weeks before peak gifting season, and resellers begin clearing current-generation touch, nano and shuffle stock.
  • Shoppers deciding between an iPod touch and an iPhone face a same-week choice: the touch has functioned as the entry point into iOS, so its pricing against the new iPhone shapes which device first-time iOS buyers pick.

Second-order effects

  • A refreshed touch at aggressive pricing pressures cheap Android media players and feature-phone upgraders who want apps without a carrier contract — the segment Apple's 2011 inventory-leak price-drop hints pointed toward.
  • The rumored iOS 6 release in the same window ties the hardware refresh to software: Passbook boarding-pass integration gives every new iPod touch and iPhone a shared feature story that older devices only partially inherit.

Third-order effects

  • The staging itself signals the structural shift: an event once built around the iPod now leads with the iPhone, reducing the iPod from flagship to companion product even as it gets its annual update.
  • With the Wall Street Journal reporting Apple is exploring its own streaming service to rival Pandora, the iPod refresh increasingly looks like hardware plumbing for a services-and-iOS ecosystem rather than a music-device business in its own right.

The trend: Apple's fall keynote is migrating from an iPod-centric ritual to an iPhone-led launch where the iPod line survives as an annual accessory refresh feeding the iOS ecosystem.