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Apple 'leaving money on the table' by not releasing big-screen iPhone

post #1 of 307
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Calls for Apple to make an iPhone with a larger display around 5 inches diagonally are growing among investors, who see a big-screen iPhone as a major revenue opportunity.

iPhone Plus
Mockup of iPhone with 4.94-inch screen, created by Marco Arment.


A pair of prominent analysts this week issued reports calling on Apple to release a so-called "phablet," positioned between a smartphone and a tablet. Such a device would allow Apple to compete with Samsung's popular Galaxy Note series, and to stay in step with the rest of the smartphone industry, which is trending toward larger handset displays.

Shaw Wu of Sterne Agee admitted that big-screen Android phones have been a greater success than he and others expected. He also cited supply chain data, which suggests Samsung plans to release a new flagship device, the Galaxy S4, in April with a 5-inch touchscreen.

"We believe AAPL is leaving money on the table by not participating in larger touchscreen form factors," Wu wrote in a note to investors. "But more importantly, we believe AAPL needs to reclaim high-end leadership as that is what brand is about. Sure, iOS, iTunes and the App Store are great, but it is clear that many customers want larger screens."

Joining Wu this week in calling for an iPhone with a bigger display was Ben A. Reitzes of Barclays. He believes that sales of "phablets" with screen sizes greater than 5 inches will catapult from 27 million in 2012 to 230 million in 2015.

Reitzes believes Apple could launch a 5-inch iPhone in its lineup at the end of this year or in early 2014. He predicts a 5-inch iPhone would offset some of the average selling price declines Apple would see from an anticipated low-cost iPhone for emerging markets.

Last week, Marco Arment, developer of Instapaper and The Magazine, offered an explanation of how Apple could build a so-called "iPhone Plus" without creating a new resolution for developers to support. He suggested Apple could release an iPhone with a 4.94-inch diagonal display with the same 640-by-1,136-pixel resolution as the current iPhone 5.

At that resolution, the "iPhone Plus" screen would have a screen density of 264 pixels per inch. Arment also noted "significant demand" for larger handsets like the Galaxy Note.

"The iPhone has lost a significant number of sales by buyers either wanting a larger screen or being drawn to how much better the large screens look in stores," he said.
post #2 of 307

"Leaving money on the table." "Decreasing margins." Can't they make up their minds about what they want?

 

Apple, of course, would do best to just ignore them.

 

And, does anyone actually have any hard numbers on how many phablets have been sold, and where? Sold, not shipped.

 

At 230 million a year, he's arguing that phablets will become the norm in smartphone sales. Baseless conjecture.

post #3 of 307
Quote:
Originally Posted by anonymouse View Post

"Leaving money on the table." "Decreasing margins." Can't they make up their minds about what they want?

Apple, of course, would do best to just ignore them.

If apple doesnt have a big screen when my contract expires, i am buying a nexus phone. And i am not alone
post #4 of 307
Well, if people want big screen phones, why not just add phone features to iPad Mini?
post #5 of 307

The phone is fine.  If you want something bigger get a tablet.  Seriously who wants to carry something that big?  I think the iphone 5 is perfect combination of both.

post #6 of 307
Quote:
Originally Posted by winstein2010 View Post

Well, if people want big screen phones, why not just add phone features to iPad Mini?

 

 

You beat me to it by 2 minutes :-)  Add call options to the mini and ipad, and boom:  "Problem" solved.

post #7 of 307
Quote:
Originally Posted by herbapou View Post


If apple doesnt have a big screen when my contract expires, i am buying a nexus phone. And i am not alone

 

I'll be the first to admit that the Nexus 4 is a lovely bit of design.  In my opinion it's the first (and only) Android phone worth taking a second glance at.  I don't think it's enough to make me leave the Apple ecosystem but I confess, I'd love to play with a Nexus 4 for just a few days...

post #8 of 307
I've had nothing but iPhones since 2007, but I have to say when I held my friends Galaxy SIII I was a bit jealous of that large screen.
post #9 of 307
Quote:
Originally Posted by herbapou View Post


If apple doesnt have a big screen when my contract expires, i am buying a nexus phone. And i am not alone

 

Quote:
Originally Posted by winstein2010 View Post

Well, if people want big screen phones, why not just add phone features to iPad Mini?

herbapou, this is your choice and if it works for you, fine. Go ahead and buy a Nexus and have fun. Nobody is forcing you to buy an Apple device.

 

winstein2010, I agree Apple could do that but why should they? The iPad mini is still too large to fit in people's pockets, which I bet is the primary location people carry them. I have no idea where people carry those huge Android phones or phablet (stupid name). Of course, those analysts probably wear suits (never trust suits) so they can carry them in their coat pockets. 

 

I really wish these analysts would get a life. I have an iPhone and it does what I need it to do while away from my computer at home. My wife has an older iPhone and an iPad. She actually uses the iPad more than her iPhone but as a woman, she is used to carrying around a shopping bag size purse (this is not sexist, it's an observation). If her iPad had the phone part of its cellular connection enable, she might use it as a phone but that would mean she'd have to carry it with her all the time, which she doesn't. This is why having the appropriate tool for the job (iPhone and iPad) is better than having a one size fits all tool (phablet).

post #10 of 307

I have a Samsung Galaxy Note II.  There is no way I am going back to a < 5" smartphone.  It is true that the phablets may be too big for some people, but for me the larger screen is great for videos and apps and easier softkey typing, and IMHO not being able to "one hand" the phone all the time is a minor inconvenience to pay for that.  I keep in in a holster on my belt, which is larger than any of my previous holsters, but it isn't too big and works great for storing the Note II on my person.  Tablets are great, I have 10.1" one too and I've seen my Dad's 7" nook tablets, but they are too big to keep on your person unless you are a woman with a handbag.  I can keep the Note II in my pocket if I wanted to, But I prefer the holster so the keys and coins in my pocket don't go scratching it.

post #11 of 307
IMO, you could question the idea that phablets have that big of a growth curve. They seem more like a bridge product that exists primarily for people who don't already own a tablet or think that tablets are currently too heavy. iPad mini has already made quite a bit of progress on that second part.
post #12 of 307

Huge screen phones is a fad, pure and simple. It will disappear the way of sagging clothing.

post #13 of 307

So according to the AI articles there's increasing calls from investors and analysts for Apple to chase Samsung's strategy of including lower price point smartphones along with high-end phablets in their model line. 

 

Huh.

melior diabolus quem scies
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melior diabolus quem scies
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post #14 of 307
Quote:
Originally Posted by herbapou View Post


If apple doesnt have a big screen when my contract expires, i am buying a nexus phone. And i am not alone

 

I’m genuinely curious as to why you want a phone with a bigger display? Everyone I have seen with a large Android device pressed against their heads looks like absolute twats. I can understand wanting a bigger display for content such as games/books/movies etc but then why wouldn’t you just get an iPad?

 

Apple has explained why they went for the 4” display, it’s the biggest they could go and still maintain one handed operation.

iPad, Macbook Pro, iPhone, heck I even have iLife! :-)
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iPad, Macbook Pro, iPhone, heck I even have iLife! :-)
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post #15 of 307

That's right!

 

2880*someting for a 326ppi iPad 9.7"

Current iPad resolution for a 326ppi mini

 

Current iPad resolution for a 500something ppi new 5inch iPhone (iPhone X)

updated iphone 5s

 

that's it... then all analysts would shut up.

 

Oh no, while at it, give us the option to install bootcamp for iOS, so we can use windows and android!

Oh no, while at it, stop making macs. Apple only makes more money from macs than all OEMs from pcs together... who cares about that?

 

Then, all analysts would shut up.

Oh no!!! while at it, a low cost iPhone, 15 billion net profit per quarter and the best brand "name" that stands for premium and quality isn't enough.

post #16 of 307
No.

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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post #17 of 307
Quote:
Originally Posted by herbapou View Post


If apple doesnt have a big screen when my contract expires, i am buying a nexus phone. And i am not alone


Nope. I'm considering it too. I had high hopes for the iPhone 5, but was disappointed that it wasn't a bigger screen. My old eyes can't see so good, these days, and I'm not whipping out reading glasses evertytime I have to look at my phone. My iPhone is becoming harder to read for me. It's a shame, because I really, really love my iPhone. I just need something with a bigger, more easily read screen.

post #18 of 307
Quote:
Originally Posted by herbapou View Post


If apple doesnt have a big screen when my contract expires, i am buying a nexus phone. And i am not alone


See you in 18 month, when you're back from Samsung!

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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post #19 of 307
NO NO NO! I don't want a brick up against my head as I talk. This is like technology going backward. Give me a smaller phone instead.
post #20 of 307

Completely agreed with the article.  If Apple cannot compete with innovation, the strategy has to be changed.  Let's see if Tim Cook can adapt to the new game plan.

post #21 of 307

Reitzes believes Apple could launch a 5-inch iPhone in its lineup at the end of this year or in early 2014. He predicts a 5-inch iPhone would offset some of the average selling price declines Apple would see from an anticipated low-cost iPhone for emerging markets.
 

So this analysis is based on an assumption that these guys are now just taking as fact. When did we get confirmation that Apple is making a low-cost handset for emerging markets? When did it become fact that Apple's margins were declining because of this low-end product launch.

 

These analysts need to get out from behind their computer screens and add some subjective analysis to what their number crunching tells them

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post #22 of 307
Amateur hour at AppleInsider. First you open with "Calls for Apple to make an iPhone with a larger display around 5 inches diagonally are growing among investors, who see a big-screen iPhone as a major revenue opportunity." Then you go on to quote a bunch of analysts like Shaw Wu.

I guess in AppleInsider's world, analysts = "investors" just as DigiTimes = "sources close to the company."

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #23 of 307
Quote:
Originally Posted by herbapou View Post


If apple doesnt have a big screen when my contract expires, i am buying a nexus phone. And i am not alone

 

You may not be alone, but I also don't think you're representative of the general public. Chasing niches is not what Apple needs to do.

post #24 of 307
Quote:
Originally Posted by saarek View Post

 

I’m genuinely curious as to why you want a phone with a bigger display? Everyone I have seen with a large Android device pressed against their heads looks like absolute twats. I can understand wanting a bigger display for content such as games/books/movies etc but then why wouldn’t you just get an iPad?

 

Apple has explained why they went for the 4” display, it’s the biggest they could go and still maintain one handed operation.

Now, seriously, would you have a problem if Apple release a bigger screen iPhone alongside the current 4"? what is your problem with that? Millions and Millions of people per quarter are buying 4.5" phones just because of the screen size, while losing performance, screen quality, etc... and paying the same. 

post #25 of 307
Quote:
Originally Posted by saarek View Post

 

I’m genuinely curious as to why you want a phone with a bigger display? Everyone I have seen with a large Android device pressed against their heads looks like absolute twats. I can understand wanting a bigger display for content such as games/books/movies etc but then why wouldn’t you just get an iPad?

 

Apple has explained why they went for the 4” display, it’s the biggest they could go and still maintain one handed operation.


There's a bigger display, and there is ridiculous. A nice sized screen that more easily readable would be nice. Having a phablet next to my ear is just dumb. The iphone could grow just a little bit and still be very sleek and usable.

post #26 of 307

My hope/guess is that Apple will ignore these "calls". If investors aren't happy, they can sell.

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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post #27 of 307
Quote:
Originally Posted by pedromartins View Post

Now, seriously, would you have a problem if Apple release a bigger screen iPhone alongside the current 4"? what is your problem with that? Millions and Millions of people per quarter are buying 4.5" phones just because of the salesman's percentage bonus.

Fixed it for you.

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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post #28 of 307
Quote:
Originally Posted by ruel24 View Post


There's a bigger display, and there is ridiculous. A nice sized screen that more easily readable would be nice. Having a phablet next to my ear is just dumb. The iphone could grow just a little bit and still be very sleek and usable.


You forgot the foldable screen and laser keyboard in iPhone 5s.

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

http://m.ign.com/articles/2014/07/16/7-high-school-girls-are-kickstarting-their-awa...

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Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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post #29 of 307
Quote:
Originally Posted by rob53 View Post

 

 

 

winstein2010, I agree Apple could do that but why should they? The iPad mini is still too large to fit in people's pockets, which I bet is the primary location people carry them. I have no idea where people carry those huge Android phones or phablet (stupid name). Of course, those analysts probably wear suits (never trust suits) so they can carry them in their coat pockets. 

 

 

People have to get past this idea that it has to fit in a pocket. You do realize that approx. 50% of the population generally doesn't stuff things in pockets, right? What does matter is that its light and not enormous.

We also have to get over the 19th century idea that you have to hold the device to your head (which is a bad idea for a lot of reasons, driving and radiation being only 2.) 

An iPad mini 'phone' with the bluetooth earphone that I already use 100% of the time, and I'm in.

post #30 of 307
Quote:
Originally Posted by anonymouse View Post

 

You may not be alone, but I also don't think you're representative of the general public. Chasing niches is not what Apple needs to do.


Chasing niches is what they did most of their corporate career. Oh, wait... You must be a NEW Apple user. I've been using Apple products since 1982. The Mac was nothing but a niche product, and pretty much still is, though it's a great product none the less.

post #31 of 307
Quote:
Originally Posted by allenbf View Post

 

 

You beat me to it by 2 minutes :-)  Add call options to the mini and ipad, and boom:  "Problem" solved.


Thar ish jailbreak fa iPad Mini, bro.

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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post #32 of 307
Quote:
Originally Posted by anonymouse View Post

"Leaving money on the table." "Decreasing margins." Can't they make up their minds about what they want?

Apple, of course, would do best to just ignore them.

And, does anyone actually have any hard numbers on how many phablets have been sold, and where? Sold, not shipped.

At 230 million a year, he's arguing that phablets will become the norm in smartphone sales. Baseless conjecture.
I seriously doubt phablits will become the norm, I Love the size if my 4 inch Retna Display of my iPhone 5. It os the perfect size to fit in my hand!
post #33 of 307

There are several ways to wear  a phablet. You can carry it in a holster if you want to look even more ridiculous than wearing a fanny pack.

You can chain it around the neck. Heck, guys used to wear huge alarm clocks this way, why not a phone?

post #34 of 307
If you want a bigger phone the competition makes some. I personally prefer a phone that won't necessitate me having a bag/case to have it on me all day and that will fit in my front pocket.

I have my larger iPhone. It's called the iPad mini.
post #35 of 307
Make an option for phone features on all of their iPads and call them iPad Office.

Even better allow me to move my SIM card between devices so that if aI want a small phone I can take my regular iPhone with me but if I want a full size device then I can use a full size iPda or the iPad mini.
post #36 of 307
Quote:

We also have to get over the 19th century idea that you have to hold the device to your head (which is a bad idea for a lot of reasons, driving and radiation being only 2.)

OOOOOH. CAN I HAS YOUR VICTORIAN STEAMPHONE?

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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post #37 of 307
Quote:
Originally Posted by anonymouse View Post

"Leaving money on the table." "Decreasing margins." Can't they make up their minds about what they want?

 

Apple, of course, would do best to just ignore them.

 

And, does anyone actually have any hard numbers on how many phablets have been sold, and where? Sold, not shipped.

 

At 230 million a year, he's arguing that phablets will become the norm in smartphone sales. Baseless conjecture.

Phablets are becoming more popular, but I don't think they will be the biggest sellers.  I think Apple should always have two or three different sized iPhones, iPads, laptops, iMacs to give people a wider choice.

 

I'm still not sure 5inch is the ideal size.  I think it's a little too big. I personally think 4.5inch or somewhere around that size would be ideal for the larger screen as I would buy one.  i also think there are quite a few that prefer small smartphones because they want them to be easy to hold, take very little room in people's pockets or purses.  Plus different hand sizes and needs.

 

I think they would probably sell around 40 Million 4.5 inch iPhones in the first year, maybe a little more than that.  But the Samsung Note II still hasn't sold 10 Million units yet.  I think they sold around 8 Million units, which isn't that many.  But there are more and more models from different companies cropping up, but I don't think they are selling anywhere near the 4 inch model phones.  

 

Personally, I think they should offer a voice/data chipset in ALL of their mobile devices and people can just get a BlueTooth earpiece.  It would be cool if we could get a voice/data capabilities in laptops, tablets, and smartphones and have them programmed to use the same phone number/account.  that way, we only have to pick which device we want to carry around and always have access to voice/data.  I could see that as something Apple should at least offer.  I don't think it would raise the price much more than maybe $150 for the voice/data chip, antenna system to be installed in a tablet/laptop.

post #38 of 307
Ye
Quote:
Originally Posted by herbapou View Post

If apple doesnt have a big screen when my contract expires, i am buying a nexus phone. And i am not alone
Quote:
Originally Posted by anonymouse View Post

"Leaving money on the table." "Decreasing margins." Can't they make up their minds about what they want?
Yea you and like 4 other people
Apple, of course, would do best to just ignore them.

And, does anyone actually have any hard numbers on how many phablets have been sold, and where? Sold, not shipped.

At 230 million a year, he's arguing that phablets will become the norm in smartphone sales. Baseless conjecture.
I seriously doubt phablits will become the norm, I Love the size if my 4 inch Retna Display of my iPhone 5. It os the perfect size to fit in my hand!
post #39 of 307
Quote:
Originally Posted by Plagen View Post

There are several ways to wear  a phablet. You can carry it in a holster if you want to look even more ridiculous than wearing a fanny pack.

You can chain it around the neck. Heck, guys used to wear huge alarm clocks this way, why not a phone?


If you solder it to a long metal stick, you got yourself a tomahawk!

Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

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Social Capitalist, dreamer and wise enough to know I'm never going to grow up anyway... so not trying anymore.

 

http://m.ign.com/articles/2014/07/16/7-high-school-girls-are-kickstarting-their-awa...

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post #40 of 307
Quote:
Originally Posted by Plagen View Post

There are several ways to wear  a phablet. You can carry it in a holster if you want to look even more ridiculous than wearing a fanny pack.
You can chain it around the neck. Heck, guys used to wear huge alarm clocks this way, why not a phone?

Yeeeaaahh Boooooyyyy!!!

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