I could see Apple bumping the entry level iPad 5 to 32GB.That would make the full size iPad even more attractive compared to the Mini.As far as the Mini I hope Apple doesn't increase the starting price for retina but we'll see.
The low cost iPhone will sell better internationally than the 2 year old iPhone 4.In the US I would think more than half of new iPhones will still be the high end model as it is today due to the high subsidies from wireless carriers.
Great post.I think Verizon's share of iPhone sales, and the US's share of iPhone sales, in general will be far higher than normal.It seems that the "free" iPhone 4 is driving sales on US carriers and other countries don't have that benefit.That being the case I think a 13% share for Verizon would be more realistic with the share at AT&T an other US carriers higher as well with international sales declining a bit.The low cost iPhone can't come soon enough IMO.
The problem is even if they do grow they're stock may still tank.Nowadays it's all about meeting analyst unrealistic expectations and if they don't they'll tank just like Google is.Sad that Apple has held off all of their big hardware reveals for the fall because there is no uptick for them in the near future.
I'm sure sales in the US are higher but international sales are probably down.
People in Europe aren't paying $500 for a 2 year old phone.
For us in the US the iPhone 4 is an amazing deal at $0 with 2 year contract. Far more attractive than the 3GS was at that price point last year.