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Rumor: Apple to drop iPhone 5 in favor of 'iPhone 5S' and 'iPhone lite' - Page 3

post #81 of 114
Quote:
Originally Posted by herbapou View Post

 

Funny thing is we had the nano wearable trend at some point, when it was a square.

 

Shuffles still are. Both wearable and square.

"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 #82 of 114
Quote:
Originally Posted by jakeb View Post

I'm surprised there's so much disagreement here. I just assumed the plan was to drop the 5 and the 4S. They need TD-LTE support (and potentially a few other important hardware related things) across the whole lineup. 

Why wouldn't there be disagreement? After all, we are all guessing, and Apple does have a record of seeing logic that others miss, even those who are far better informed than people here.

post #83 of 114
Quote:
Originally Posted by christopher126 View Post

I know everyone cites competition is good (Google, MS, etc.). But Apple, for many years had no iPod competition and yet re-designed/improved the best selling iPods almost yearly.

That's because the hardest competition ist always the iPod from last year.

post #84 of 114
Quote:
Originally Posted by StruckPaper View Post

Why wouldn't there be disagreement? After all, we are all guessing, and Apple does have a record of seeing logic that others miss, even those who are far better informed than people here.

I didn't think this would be too hard to guess considering that it's a given that the plastic iPhone is coming, and it's unreasonable to expect that it's going to be simply added into the standard iPhone 5S, 5, & 4S lineup.  Does it then share the $0 subsidized price point of the iPhone 4S?  And why would Apple want to leave the iPhone 5 in the lineup when it's such a strong competitor to the iPhone 5S?  

 

Apple wants to be more competitive in emerging markets while simultaneously protecting their margins in developed markets as much as possible.  With the specs of entry-level phones entering a "good enough" phase for much of the market, the materials the phone is made with need to be the chief differentiator to get people who aren't tech-heads to splurge on the 5S.  And for those who don't care about the build materials and want the latest and greatest hardware, there will still be the spec difference as well.   

 

It's somewhat akin to when Apple was producing the plastic Macbook as a cheaper alternative to the Macbook Pro.  Raw performance was quite similar between the two, but the Macbook Pro had much better build quality, and a better display, keyboard, and trackpad.  Not to say that I expect that Apple will cheap out on the display of the plastic iPhone -- I'm sure it will be a 1136x640 IPS.  But perhaps it won't be an in-cell touch display, which would lower the production cost and thicken the phone slightly.  

 

Additionally, for price-sensitive emerging markets where conusmers are perhaps more apt to care about utility rather than aesthetics, the plastic iPhone with iPhone 5 internals is a stronger competitor to Android than the iPhone 4S would be in its place.  A price-reduced iPhone 4S and 5 aren't really necessary when there's practically zero competition in those price segments from high build-quality Android phones.  That competition is, for the moment, exclusively the domain of phones priced at $199/299 with contract.

post #85 of 114
Quote:
Originally Posted by Tallest Skil View Post


As that's what they've never done, why would it be the plan?

Where does the plastic iPhone fit in the lineup then?  Or do we just assume it's not coming despite a gazillion leaks because they've never done it before?

post #86 of 114
Quote:
Originally Posted by Paul94544 View Post

This is such a load of nonsnense becauase Apple would put itself in the situation of having millions of unsold iPhone5's in the pipeline and on shelves which they would not be able to sell! Again the moron that thought this one up is a total dochebag and cannot see past his 80 IQ

Like the iPad 3, you mean?
post #87 of 114
Quote:
Originally Posted by hentaiboy View Post

Tim uses Excel. Just my $0.02.

 

That was all you could comment on in reply? Sheesh!

post #88 of 114
iOS/iTune shall be Apple's core business! Software is where US companies has lead. Hardware is too easily to copy. Apple needs cheaper iPhones to gain market share. Investors has not realize the iTune/iOS "account/market" value. Apple claimed to have 1 billion registered users. If each account is valued at US100, the accounts are valued at 100 billion. Apple can simply buy a bank add an NFC chip and start a credit/charge business. Better yet revolutionize monetary system with all its cash reserve.
post #89 of 114
Quote:
Originally Posted by Zinthar View Post

Where does the plastic iPhone fit in the lineup then?  Or do we just assume it's not coming despite a gazillion leaks because they've never done it before?

Just because there are a gazillion leaks doesn't make any of them true.

We already know Techdy is producing these plastic shells and branding some for their clickbaited Android plastic iPhone knockoff.

It could also be them producing these leaks that follow the "leaked schematics." That would explain why the font is off and there is no FCC info on them.

Remember 2 years ago all the leaked schematics for edge to edge screened iPhones and tear drop iPhones? Nowadays anyone can make schematics and nowadays we have a company willing to trick people for website clicks and money!

Perfect storm for fake iPhone leaks IMO.

But with all that said I do believe we will see a cheaper iPhone this year to replace the 4/4S. But I believe and trust Apple that the phone will NOT BE PLASTIC.


Quote:
Originally Posted by joeliu58 View Post

iOS/iTune shall be Apple's core business! Software is where US companies has lead. Hardware is too easily to copy. Apple needs cheaper iPhones to gain market share. Investors has not realize the iTune/iOS "account/market" value. Apple claimed to have 1 billion registered users. If each account is valued at US100, the accounts are valued at 100 billion. Apple can simply buy a bank add an NFC chip and start a credit/charge business. Better yet revolutionize monetary system with all its cash reserve.

That would be interesting if both new iPhones supported NFC. Apple was strangely quiet about passbook at WWDC.

Maybe we'll see more announced about mobile payment for potentially both new phones at the iPhone event? That would be game changing.
post #90 of 114
Quote:
Originally Posted by Zinthar View Post

Where does the plastic iPhone fit in the lineup then?

Hopefully nowhere.
Quote:
Or do we just assume it's not coming despite a gazillion leaks because they've never done it before?

The alternative–assuming it's coming because of a "gazillion leaks"–is stupid, as, again, "leaks" like this have happened before, and they were wholly fake.

It's just foolish to think that something which has never happened is more likely than something that has.
Quote:
Originally Posted by joeliu58 View Post

iOS/iTune shall be Apple's core business!

Great! They'll make no money. 1oyvey.gif
Quote:
Software is where US companies has lead.

Hardware is where Apple has a lead, too.
Quote:
Hardware is too easily to copy.

Lawsuits are equally easy to file. They're fine.
Quote:
Apple needs cheaper iPhones to gain market share.

Not really, no.
Quote:
Investors has not realize the iTune/iOS "account/market" value.

Because they're breaking even.
Quote:
Apple can simply buy a bank…

They can also simply start a permanently manned base on the Moon.
post #91 of 114

I don't see this happening at all. The reason for continuing to make older models and selling them for less is cost to manufacture. The longer you can use the same manufacturing lines the cheaper it becomes to make those parts/products. This is how Apple has been able to keep margins up so high - when they're low it usually means that they've released a new product and costs are high due to the cost of building out manufacturing for said product. This also explains why they decided to stick with same basic design 2 generations out and only then switch to a new design.

 

Here's what I think will happen this Fall...

 

The iPhone 5S will look identical to the iPhone 5, which will still be available, with contract pricing of $199 and $99 respectively.

The iPhone 4 will be dropped and the 4S will be phased out. (Apple is moving away from the smaller screen and the iPod dock.)

 

The iPad mini will be updated to a Retina display and A6X, sell for the current price.

The current mini will stick around with a single (black/white) configuration. Will sell for about $249.

 

The iPod touch will see a minor update and the prices will drop back down to levels they were for the previous generation; starting at $199.

 

An iPod "watch" will be released. It will act as a stand-alone iPod, but also be able to communicate with other iOS devices, so they won't have to be removed from you backpacks, bags, purses, or pockets. (I'm guessing Apple started working on this device when there was an interest in people wearing the "square" nano as a watch and this is why they changed the form factor of it last Fall, so they could eventually release an actual iPod for your wrist).

 

 

Then early next year...

 

Apple will release a new iPhone that is almost identical to the iPod touch in every aspect, except it'll be a little thicker, have less storage and of course come with cell radios - will cost $279 off contract, or $0 with a 2 year contract.

 

The iPad 5 will be released with "A7X Inside".

Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
Reply
post #92 of 114
I don't know about all this. But if true, I suppose Apple wants two distinct up to date iPhone lines - the mid-tier and the high-end and not a fuzzy in-between, which is what the iPhone 5 would represent if left in production. Maybe it would confuse customers to have an already one year old model placed above a brand new iPhone 'Lite' in the range - or something like that. It would also mean that annual updates to the two distinct lines could take place, thus providing brand new models every year instead of 'pass me downs' like Apple currently does. Whether this is actually the better way to go...?
Edited by 1983 - 7/25/13 at 9:14am
post #93 of 114
true of course, but the intellectual giant who wrote the article didn't even get that far in his "reasoning"

Originally by Rickers - 2014 : Cook & will bury Apple.  They can only ride Steve's ghost so long.



 Originally Posted by  thataveragejoe :  Next week  Korea Times, "I'm gay too"-Samsung



 



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Originally by Rickers - 2014 : Cook & will bury Apple.  They can only ride Steve's ghost so long.



 Originally Posted by  thataveragejoe :  Next week  Korea Times, "I'm gay too"-Samsung



 



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post #94 of 114
Quote:
Originally Posted by Tallest Skil View Post

Sounds believable. Crap, but believable.

It's what I've said all along, and no it's not crap. It's exactly what they should do.

The $99 iPhone lite is going be an iPhone 5 in a plastic shell. Why would they also have a $99 iPhone 5 metal?

No, this is the way to go.
post #95 of 114
Quote:
Originally Posted by mjtomlin View Post

I don't see this happening at all. The reason for continuing to make older models and selling them for less is cost to manufacture. The longer you can use the same manufacturing lines the cheaper it becomes to make those parts/products. This is how Apple has been able to keep margins up so high - when they're low it usually means that they've released a new product and costs are high due to the cost of building out manufacturing for said product. This also explains why they decided to stick with same basic design 2 generations out and only then switch to a new design.

Here's what I think will happen this Fall...

The iPhone 5S will look identical to the iPhone 5, which will still be available, with contract pricing of $199 and $99 respectively.
The iPhone 4 will be dropped and the 4S will be phased out. (Apple is moving away from the smaller screen and the iPod dock.)

The iPad mini will be updated to a Retina display and A6X, sell for the current price.
The current mini will stick around with a single (black/white) configuration. Will sell for about $249.

The iPod touch will see a minor update and the prices will drop back down to levels they were for the previous generation; starting at $199.

An iPod "watch" will be released. It will act as a stand-alone iPod, but also be able to communicate with other iOS devices, so they won't have to be removed from you backpacks, bags, purses, or pockets. (I'm guessing Apple started working on this device when there was an interest in people wearing the "square" nano as a watch and this is why they changed the form factor of it last Fall, so they could eventually release an actual iPod for your wrist).


Then early next year...

Apple will release a new iPhone that is almost identical to the iPod touch in every aspect, except it'll be a little thicker, have less storage and of course come with cell radios - will cost $279 off contract, or $0 with a 2 year contract.

The iPad 5 will be released with "A7X Inside".

No no no. You're overlooking the advantage of starting 1 new manufacturing process for iPhone Lite that remains the same for the next few years, with only a few new variables each year. Separate from that they have 1 manufacturing process for the year's flagship iPhone.

That's 2 coexisting processes, down from 3 required to main flagship, last year, and the year before.
post #96 of 114
Quote:
Originally Posted by Tallest Skil View Post


As that's what they've never done, why would it be the plan?

Maybe because of the import ban that the ITC put on some of Apple's phones?

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post #97 of 114
Quote:
Originally Posted by pmz View Post


It's what I've said all along, and no it's not crap. It's exactly what they should do.

The $99 iPhone lite is going be an iPhone 5 in a plastic shell. Why would they also have a $99 iPhone 5 metal?

No, this is the way to go.

 Yep. No way could they sell the 5 as the entry level version. As it stands, people complain and return the 5 for minor scratches, especially the black one multiple times, what kind of profits could they possibly make there when they are sold as budget models?

Not only that, on the 4, if the glass broke, they just switched it out no problem. Just one piece. Easy. On the 5 what do you do with scratched ones? Re-anodize them? If there is a ding? Replace the entire rear assembly for minor issues? The 5 was just not thought out well. They cannot sell it at a discount. No way, no how.


Edited by Ingela - 7/25/13 at 11:57am
post #98 of 114
It is very important for Verizon. Customers do not like paying and whilst they fail to see the expensive contract as part of the price they are happy to accept a free cheap iPhone. The simply do not care that something like the S4 has a screen quantified as near 4 times as good. They simply want a free phone.
post #99 of 114
Quote:
Originally Posted by Tallest Skil View Post

As that's what they've never done, why would it be the plan?

Uh because they've never shifted from the old business model to the new model (Flagship + Lite = Lineup).

For that matter they've never released 2 newly designed iPhones at the same time, which they're about to do.

It's a change.
post #100 of 114
Quote:
Originally Posted by Ingela View Post

 Yep. No way could they sell the 5 as the entry level version. As it stands, people complain and return the 5 for minor scratches, especially the black one multiple times, what kind of profits could they possibly make there when they are sold as budget models?
Not only that, on the 4, if the glass broke, they just switched it out no problem. Just one piece. Easy. On the 5 what do you do with scratched ones? Re-anodize them? If there is a ding? Replace the entire rear assembly for minor issues? The 5 was just not thought out well. They cannot sell it at a discount. No way, no how.

I'm not sure this post makes my point at all. There is nothing wrong with the iPhone 5. At least, this move isn't an acknowledgement of it...

The iPhone 5 won't have a place to exist, it will be redundant.

The 5S will (very likely) maintain the 5's design. And it will feature improved internals and cost $199.

The Lite will be $0 and $99.

The $0 Lite will be a 4" screen, lightning connector. Internals will be similar to iPhone 4S. Storage 8 GB.

The $99 Lite will be a 4" screen, lightning connector. Internals will be similar to iPhone 5. Storage 8 or 16 GB if they can swing it. Doubt the 16.
post #101 of 114

Apple is still selling a lot of 4 and 4S iPhones and price may not be the only reason. I think people know that Apple products are well made and are drawn to the option of getting high build quality at a reduced price.  I believe there is a big demographic who want the precision metal phone and are willing to accept last year's model to get that in a more affordable phone.

 

I was recently helping two people shop for inexpensive pre-paid phones for talk and text. Most of the HTC, LG and Samsung phones we looked at felt very cheap, ran an unknown OS or ancient version of Android and had terrible reviews. One buyer insisted on a physical keyboard so I suggested an older model BlackBerry. She ignored me bought a cheaper BB style phone from LG and hates it. The other purchased an older model Nokia and loves it. Build quality matters, even at the low end of the price spectrum.

 

I believe the 4S will be removed from the price list (existing inventory will be sold at a discount until it's gone) so Apple can move all models to the lightning connector and 4" 640x1136 screen. It's replacement in the "free on contract" category will be the new plastic iPhone.

 

I believe we'll see:

Plastic iPhone 5L (with the processing power of the 4S, camera from the iPod touch and low storage capacity)

Metal iPhone 5 (current 16GB specs)

Metal iPhone 5S (new processor, new features, range of capacities and prices)

 

If Apple can't sell the iPhone 5 at a $100 discount without sacrificing most of that $100 then they might do something different. Likewise if they change screen technology again that could prompt a different lineup, but they changed screens last year and kept making the 4 and 4S with the old screens. Concern about a screen technology not suited to "low volume production" is irrelevant. Every model of iPhone sells tens of millions.

post #102 of 114
Quote:
Originally Posted by Tallest Skil View Post


As that's what they've never done, why would it be the plan?

Maybe Apple doesn't want to be predictable.

post #103 of 114
I agree with those who suggest both the 4 and 4S will go away with the next update. And also the 5. Here is a write up I did on the subject at the request of an analyst I sometimes communicate with about Apple:

Apple's historic strategy of adding a new iPhone model and dropping the two-generations-old model is about to be radically altered. Under the current strategy, the 4 and 4S both share their display, majority of their outer case, and several internal components, but they don't have the same processor, camera, antenna, etc.   Further, they share almost nothing with the iPhone 5. This limits the economies of scale Apple can achieve across its iPhone line. 

Continuing this strategy as a new iPhone model is released this year would drop the 4, leaving the 4S as the only 3G iPhone, the only iPhone with a 3.5" display, and the only iPhone with the 30 pin connector. The economies of scale Apple gained by sharing components with the 4 will be gone.

Of course, by creating a 5S, those economies of scale would shift to the two iPhone 5 models, presumably the 5 and 5S. But this presents a different issue. Both the 5 and 5S, with a larger display and 4G connectivity, might be equally attractive to those upgrading from older models, so many current 3GS, 4, and 4S owners may choose to upgrade to the discounted 5 rather than the full-priced 5S, hurting Apple's margins.

What to do? 

The rumors and videos indicating a new polycarbonate iPhone shell in multiple colors got me thinking about how Apple might maximize its economies of scale, eliminate the problem of customers upgrading to an expensive-to-produce but discounted iPhone 5, and allow Apple to offer a mid-priced iPhone to expand its reach globally.

I believe Apple will discontinue the 4, the 4S, and also the 5, at least in its current configuration. In their place Apple will introduce a new flagship model; let's call it the iPhone Pro (for lack of a better name). This model will be what many are expecting the 5S to be.  Basically a refreshed iPhone 5, with potentially a higher resolution camera, maybe a fingerprint sensor (either built into the home button or into the display), an NFC chip, and maybe some other internal modifications.

Apple will also introduce the polycarbonate shelled model, called simply the iPhone (no version designation). This model will be the 5 repackaged into the new much-cheaper-to-produce-and-assemble plastic shell. It may also carry an NFC chip so that Apple can make a push into mobile payments, unless they intend to use another technology to accomplish this, such as Airdrop (which utilizes low-power, short range wifi), in which case neither new iPhone would need an NFC chip.

By dropping both the 4 and 4S, Apple eliminates two of the final three devices using the old 30 pin connector (the third being the iPad 2), and avoids orphaning the 4S as the only 3.5" and 3G-only iPhone.

By replacing the 4, 4S, and 5 with a single polycarbonate shelled model in multiple colors, Apple increases its economies of scale, utilizing the iPhone's most expensive component (the 4" display) across the iPhone Pro, the iPhone, and the iPod Touch as well as reducing the number of different CPUs, battery form factors, cellular radios, antennas, and possibly other internals needed to produce its iPhone and iPod Touch lines.

The new iPhone, because it will come in a tough polycarbonate shell, will not require customers to purchase a protective case, reducing their overall outlay when purchasing the phone. And because it will come in multiple colors, customers will also have less need for a case to add their own fashion statement to the phone. And Apple can occasionally add or change available colors, as they occasionally do to promote a specific cause, like the (PRODUCT) RED color offered on the iPod Touch to support the fight against AIDS.  (Breast Cancer Awareness pink might be quite popular.)

Apple's inventory management would be made simpler with just two iPhone models. Today, inventory management across three models (4, 4S, and 5) has implications deep into Apple's supply chain, as Apple must order separate CPUs for all three models, separate displays between the 4/4S versus 5, separate cellular radios between the 4/4S versus 5, etc.  This in addition to the differences in cellular radios between carriers (Verizon versus AT&T, for example); differences that would remain but would be reduced with all iPhones supporting 4G.  Overall, the number of components that reach deep into the supply chain would be significantly reduced. This would be offset only slightly with the added inventory balancing needed to ensure appropriate supplies of available colors, but both shell colors and storage options are easier to deal with.  Both are readily sourced and can be stockpiled well in advance; both are relatively cheap so stockpiling would not incur significant costs to Apple.  Stockpiling lots of shells in multiple colors means Apple can react more quickly to regional or demographic trends that affect consumer color choices.

The new iPhone, because it will be cheaper to build and because, as a single model, it will provide much better economies of scale versus the old strategy of two discounted models, can be priced lower while still yielding strong margins. I'm thinking Apple could offer this model starting at 8GB in the $429 price range, with the 16Gb model at $479, and then $100 more for each step up from there (to 32Gb and 64Gb). This will allow the phone to compete in the mid-priced tier globally while creating a price umbrella that nicely overlaps with the iPhone Pro, which would start at Apple's usual $650 for the 16Gb model, increasing by $100 for each step up in storage capacity.
I don't care about what the ignorant masses perceive as truth. I'm concerned with the facts on the ground.
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I don't care about what the ignorant masses perceive as truth. I'm concerned with the facts on the ground.
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post #104 of 114
Quote:
Originally Posted by RadarTheKat View Post

By dropping both the 4 and 4S, Apple eliminates two of the final three devices using the old 30 pin connector (the third being the iPad 2), and avoids orphaning the 4S as the only 3.5" and 3G-only iPhone.

Don't forget the iPod Classic.
Send from my iPhone. Excuse brevity and auto-corrupt.
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post #105 of 114
Quote:
Originally Posted by RadarTheKat View Post

I agree with those who suggest both the 4 and 4S will go away with the next update. And also the 5. Here is a write up I did on the subject at the request of an analyst I sometimes communicate with about Apple:

Apple's historic strategy of adding a new iPhone model and dropping the two-generations-old model is about to be radically altered. Under the current strategy, the 4 and 4S both share their display, majority of their outer case, and several internal components, but they don't have the same processor, camera, antenna, etc.   Further, they share almost nothing with the iPhone 5. This limits the economies of scale Apple can achieve across its iPhone line. 

Continuing this strategy as a new iPhone model is released this year would drop the 4, leaving the 4S as the only 3G iPhone, the only iPhone with a 3.5" display, and the only iPhone with the 30 pin connector. The economies of scale Apple gained by sharing components with the 4 will be gone.

Of course, by creating a 5S, those economies of scale would shift to the two iPhone 5 models, presumably the 5 and 5S. But this presents a different issue. Both the 5 and 5S, with a larger display and 4G connectivity, might be equally attractive to those upgrading from older models, so many current 3GS, 4, and 4S owners may choose to upgrade to the discounted 5 rather than the full-priced 5S, hurting Apple's margins.

What to do? 

The rumors and videos indicating a new polycarbonate iPhone shell in multiple colors got me thinking about how Apple might maximize its economies of scale, eliminate the problem of customers upgrading to an expensive-to-produce but discounted iPhone 5, and allow Apple to offer a mid-priced iPhone to expand its reach globally.

I believe Apple will discontinue the 4, the 4S, and also the 5, at least in its current configuration. In their place Apple will introduce a new flagship model; let's call it the iPhone Pro (for lack of a better name). This model will be what many are expecting the 5S to be.  Basically a refreshed iPhone 5, with potentially a higher resolution camera, maybe a fingerprint sensor (either built into the home button or into the display), an NFC chip, and maybe some other internal modifications.

Apple will also introduce the polycarbonate shelled model, called simply the iPhone (no version designation). This model will be the 5 repackaged into the new much-cheaper-to-produce-and-assemble plastic shell. It may also carry an NFC chip so that Apple can make a push into mobile payments, unless they intend to use another technology to accomplish this, such as Airdrop (which utilizes low-power, short range wifi), in which case neither new iPhone would need an NFC chip.

By dropping both the 4 and 4S, Apple eliminates two of the final three devices using the old 30 pin connector (the third being the iPad 2), and avoids orphaning the 4S as the only 3.5" and 3G-only iPhone.

By replacing the 4, 4S, and 5 with a single polycarbonate shelled model in multiple colors, Apple increases its economies of scale, utilizing the iPhone's most expensive component (the 4" display) across the iPhone Pro, the iPhone, and the iPod Touch as well as reducing the number of different CPUs, battery form factors, cellular radios, antennas, and possibly other internals needed to produce its iPhone and iPod Touch lines.

The new iPhone, because it will come in a tough polycarbonate shell, will not require customers to purchase a protective case, reducing their overall outlay when purchasing the phone. And because it will come in multiple colors, customers will also have less need for a case to add their own fashion statement to the phone. And Apple can occasionally add or change available colors, as they occasionally do to promote a specific cause, like the (PRODUCT) RED color offered on the iPod Touch to support the fight against AIDS.  (Breast Cancer Awareness pink might be quite popular.)

Apple's inventory management would be made simpler with just two iPhone models. Today, inventory management across three models (4, 4S, and 5) has implications deep into Apple's supply chain, as Apple must order separate CPUs for all three models, separate displays between the 4/4S versus 5, separate cellular radios between the 4/4S versus 5, etc.  This in addition to the differences in cellular radios between carriers (Verizon versus AT&T, for example); differences that would remain but would be reduced with all iPhones supporting 4G.  Overall, the number of components that reach deep into the supply chain would be significantly reduced. This would be offset only slightly with the added inventory balancing needed to ensure appropriate supplies of available colors, but both shell colors and storage options are easier to deal with.  Both are readily sourced and can be stockpiled well in advance; both are relatively cheap so stockpiling would not incur significant costs to Apple.  Stockpiling lots of shells in multiple colors means Apple can react more quickly to regional or demographic trends that affect consumer color choices.

The new iPhone, because it will be cheaper to build and because, as a single model, it will provide much better economies of scale versus the old strategy of two discounted models, can be priced lower while still yielding strong margins. I'm thinking Apple could offer this model starting at 8GB in the $429 price range, with the 16Gb model at $479, and then $100 more for each step up from there (to 32Gb and 64Gb). This will allow the phone to compete in the mid-priced tier globally while creating a price umbrella that nicely overlaps with the iPhone Pro, which would start at Apple's usual $650 for the 16Gb model, increasing by $100 for each step up in storage capacity.

 

Wow. Makes totally sense especially when you put economies of scale.

 

Thanks for the post. I'm pretty convinced this is the way Apple is going.

post #106 of 114
Quote:
Originally Posted by pmz View Post

The $99 iPhone lite is going be an iPhone 5 in a plastic shell. Why would they also have a $99 iPhone 5 metal?

Because that's not at all what is going to happen and they're not at all the same device. Are you paying attention to this rumor at all?
Quote:
Originally Posted by pmz View Post

For that matter they've never released 2 newly designed iPhones at the same time, which they're about to do.

Because you know, of course.
Quote:
Originally Posted by Shameer Mulji View Post

Maybe Apple doesn't want to be predictable.

Then why are they doing exactly what idiots are telling them to do as of late?
post #107 of 114
Apple still have more to drop
post #108 of 114
Quote:
Originally Posted by pmz View Post


I'm not sure this post makes my point at all. There is nothing wrong with the iPhone 5. At least, this move isn't an acknowledgement of it...

The iPhone 5 won't have a place to exist, it will be redundant.

The 5S will (very likely) maintain the 5's design. And it will feature improved internals and cost $199.

The Lite will be $0 and $99.

The $0 Lite will be a 4" screen, lightning connector. Internals will be similar to iPhone 4S. Storage 8 GB.

The $99 Lite will be a 4" screen, lightning connector. Internals will be similar to iPhone 5. Storage 8 or 16 GB if they can swing it. Doubt the 16.

 



To me it looks like there will only be the new plastic iPhone 5 (no way in hell it's called the iPhone lite" and the aluminum 5S, Just the two

post #109 of 114
Quote:
Originally Posted by RadarTheKat View Post

[actual post remitted due to length... scroll up to read it]

 

You nailed it, mate.  Agreed on all points.  

 

A less vital factor in the decision, but convenient side effect nonetheless, is that the oldest hardware revision that Apple will still be selling at any time is the previous year's iPhone, which will move the user base to more current hardware than the present mix.  This could be marginally helpful as developers don't need to target older hardware to quite the same degree, as well as prevent users from being annoyed that their recently-purchased iPhone 4 is lacking some of the features of the latest iOS release.

post #110 of 114
The new rumour seems to be that there is an iPhone 5A. a 5B and at least a 5C arriving. These could well be all for the non US markets where sales have nigh on disappeared.
post #111 of 114
Quote:
Originally Posted by aBeliefSystem View Post

The new rumour seems to be that there is an iPhone 5A. a 5B and at least a 5C arriving. These could well be all for the non US markets where sales have nigh on disappeared.

Uh… what?
post #112 of 114
I'm thinking the 5A will be a revamped 4S, the 5B a revamped 5 and the 5C a 4.3" iPhone. These will be in plastic and the iPhone 6 name will be kept for the gold standard launch. So a range of 4 new phones, 3 of them cheap in September to replace the current range?
post #113 of 114
Quote:
Originally Posted by PhilBoogie View Post

Don't forget the iPod Classic.

Right you are. I did leave out the iPod Classic. I suppose Apple will swap out the connector on that at some point; this fall would be the appropriate time if indeed they are bent on getting past the old 30-pin connector.
I don't care about what the ignorant masses perceive as truth. I'm concerned with the facts on the ground.
Reply
I don't care about what the ignorant masses perceive as truth. I'm concerned with the facts on the ground.
Reply
post #114 of 114
Quote:
Originally Posted by RadarTheKat View Post

Right you are. I did leave out the iPod Classic. I suppose Apple will swap out the connector on that at some point; this fall would be the appropriate time if indeed they are bent on getting past the old 30-pin connector.

We'll probably see the iPod line die before a Lightning iPod Classic ever comes.
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