OK so we have this survey, the big dump from Kuo, Deutsche Bank initiating coverage on AAPL today with a buy rating and the stock is down this morning. Can someone explain that?
Uhm, no. Although it got smaller (from 61 to 58.6mm) it did grow in height; from 115mm to 123.8mm. Sounds like a non-issue, but the phone now sometimes gets stuck in my pants because the pocket is wider than the opening itself and I need to turn it 90 degrees first.
I said overall and was speaking of the 4 vs the 5. Remember it also got more shallow. ~62k cubic mm for the 4, and only 55k cubic for the 5. The 3GS to 5 was even a starker contrast in overall size decrease.
So again- apple could easily release a 4.3" with the same or negligible height/width dimensions as the iPhone 5. And if that occurred- who would complain? "I want a smaller screen but same dimensions!" That'd be a weird request.
A few of them have to balance it at the tips of their fingers and reposition it to access the whole screen. Especially with touch id, you'd want to pull the phone out with one hand, unlock and then make a call with one hand. 4.3" edge to edge makes more sense to me. There's clearly a demand for larger screens so that's not in question but we have to figure out what Apple would be more likely to do.
That repositioning is going to lead to a increase in drops, especially with a metal back with sharp edges. I'm definitely very curious to see Apple's take on a bigger phone whenever it happens.
Btw where's @pedromartins when we need him? He'd be elated with the results of this survey.
So you think Apple is going to release a watch for thousands of dollars?
That could fall within the 10%, you know...
Or, it could be just as accurate. If you're at all familiar with the wrist watch industry, you'd know that the high end models are astronomically expensive.
I wouldn't put it past Apple to create a version of the iWatch that is solid gold, maybe even 24k. That could easily make the same product thousands of dollars more than a plastic or leather-banded base model.
As long as I can get the leather banded model for a reasonable price, it doesn't affect me if Apple makes a 2 or 3 thousand dollar gold or platinum model(s).
Frankly, I don't know anyone that likes the 4" screen, including my 63 year old mother. Remember, the 3.5" - 4" screen was a Steve Jobs thing. You have to be able to use the phone with one hand, and even then it was aggravating touching the wrong thing with my thumb half the time.
Whenever I hear the argument that says the iPhone 5S is the best selling phone on the planet so, yes, people love the 4" size...
... well... hogwash, in my opinion.
What I think the majority of iPhone buyers like is the ecosystem/iOS. If you're not given the choice of a larger phone then, of course, you're going to buy what is offered. (the same "might" even be said for iOS 7)
Hopefully that theory will be tested later this year.
Consumer interest in Apple's 'iPhone' at record levels
Consumer interest in Apple's 'iPhone 3G' at record levels
Consumer interest in Apple's 'iPhone 4' at record levels
Consumer interest in Apple's 'iPhone 5' at record levels
Consumer interest in Apple's 'iPhone 6' at record levels
Not really news at this point. EVERY iPhone has commanded the lion's share of "consumer interest" since day 1, big screen or not, feature "x" or not, feature "y" or not.
That's all good and well, but where are the rumours that they will continue to make a 4" iPhone?
Personally, I'd like to see the 4" dropped, and the 3.5" size brought back. 3.5", 4.7", and phablet seem to me like three sizes that would offer something for everyone.
I wouldn't put it past Apple to create a version of the iWatch that is solid gold, maybe even 24k. That could easily make the same product thousands of dollars more than a plastic or leather-banded base model.
As long as I can get the leather banded model for a reasonable price, it doesn't affect me if Apple makes a 2 or 3 thousand dollar gold or platinum model(s).
Gold watches are a lot more than 2 or 3 thousand dollars. A lot more. Like maybe ten or twenty times more.
And nobody makes 24K gold watches. The pure metal is too soft and prone to cosmetic damage which is why it is alloyed down to 18K or 14K for strength, durability, and cost.
Luxury watches typically start in the $3-5K range for more common stainless steel models. The watchband material is a fairly nominal upgrade.
Going from a metal band to a leather band isn't going to save you thousands and thousands of dollars; that's not the thinking of someone who buys a luxury watch anyhow. You buy the one with the leather band because you like how it looks. In the long run (i.e., if you own the watch 30+ years and wear it regularly), you might actually spend more on replacement leather bands than if you had purchased a similar model with a metal band.
There is no avoiding it now. This is what happens. AI is not the only site lending huge weight to Ming's reports. He is dead on balls accurate 90% of the time, and I would take his comments as about 90% accurate to what we'll see, but subject to change.
You have proof of that or are you just pulling numbers out of Ming's ass?
Not really news at this point. EVERY iPhone has commanded the lion's share of "consumer interest" since day 1, big screen or not, feature "x" or not, feature "y" or not.
<h1 style="margin-bottom:15px;margin-top:0px;">Consumer interest in Apple's 'iPhone' at record levels</h1>
<h1 style="margin-bottom:15px;margin-top:0px;">Consumer interest in Apple's 'iPhone 3G' at record levels</h1>
<h1 style="margin-bottom:15px;margin-top:0px;">Consumer interest in Apple's 'iPhone 4' at record levels</h1>
<h1 style="margin-bottom:15px;margin-top:0px;">Consumer interest in Apple's 'iPhone 5' at record levels</h1>
<h1 style="margin-bottom:15px;margin-top:0px;">Consumer interest in Apple's 'iPhone 6' at record levels</h1>
Not really news at this point. EVERY iPhone has commanded the lion's share of "consumer interest" since day 1, big screen or not, feature "x" or not, feature "y" or not.
Extrapolating from this data, consumer interest in the iPhone 11 should exceed 100%. Maybe Apple should skip 6 through 10.
I would expect Apple to stick with their 'one-hand operation' wish, so they should continue with an iPhone with a 4" screen, or at least a FF of the same size, in an optional expanded iPhone line-up.
There are ways around size and one handed operation.
There needs to be a bigger phone, and a normal phone. The market has long shifted to bigger screens, and the iPhone needs to keep up. It's just reality.
Based on apple's lawsuit notes where they knew large screens were chewing up market share I'd say their line about "using with one hand" was just PR damage control. Cook failed to produce a large screen phone when he should have in 2012 or at least '13. By making one now they concede it was the right thing to do but simply did not execute in time. They paid the price and lost many to Samsung as a result and their stock took a big hit and is now epoxied in the low 500's.
That would be the uninformed interpretation. The reality is that Apple was using up 70% of the world's output of LTPS display manufacturing capacity throughout 2013, and only now has developed sufficient supply to release new screen sizes and densities using LTPS.
You're not the only one who is ignoring or is ignorant of this simple scenario. I've been posting it it repeatedly for many months now, but apparently it's too much of a reality sandwich for most people to bite into.
That's the first good looking mockup I've seen- that other picture of a rescaled 5 that AI keeps using needs to be burned.
I like the all black one, but these mockups do highlight that a new version of iOS is needed. The 'grid of icons' interface is just dated and doesn't take advantage of the large screen. They need to add widgets or something that allows users to actually get a decent amount of information just by looking at their phone without tapping into 4 or 5 different apps individually.
Frankly, I don't know anyone that likes the 4" screen, including my 63 year old mother. Remember, the 3.5" - 4" screen was a Steve Jobs thing. You have to be able to use the phone with one hand, and even then it was aggravating touching the wrong thing with my thumb half the time.
What an incredibly idiotic post. At so many different levels..... yikes.
Comments
I said overall and was speaking of the 4 vs the 5. Remember it also got more shallow. ~62k cubic mm for the 4, and only 55k cubic for the 5. The 3GS to 5 was even a starker contrast in overall size decrease.
So again- apple could easily release a 4.3" with the same or negligible height/width dimensions as the iPhone 5. And if that occurred- who would complain? "I want a smaller screen but same dimensions!" That'd be a weird request.
That repositioning is going to lead to a increase in drops, especially with a metal back with sharp edges. I'm definitely very curious to see Apple's take on a bigger phone whenever it happens.
Btw where's @pedromartins when we need him? He'd be elated with the results of this survey.
Amazing what can be done with magnets.
Nice design, hélas, Apple can't use it because it would be infringement.
So you think Apple is going to release a watch for thousands of dollars?
That could fall within the 10%, you know...
Or, it could be just as accurate. If you're at all familiar with the wrist watch industry, you'd know that the high end models are astronomically expensive.
I wouldn't put it past Apple to create a version of the iWatch that is solid gold, maybe even 24k. That could easily make the same product thousands of dollars more than a plastic or leather-banded base model.
As long as I can get the leather banded model for a reasonable price, it doesn't affect me if Apple makes a 2 or 3 thousand dollar gold or platinum model(s).
Frankly, I don't know anyone that likes the 4" screen, including my 63 year old mother. Remember, the 3.5" - 4" screen was a Steve Jobs thing. You have to be able to use the phone with one hand, and even then it was aggravating touching the wrong thing with my thumb half the time.
Whenever I hear the argument that says the iPhone 5S is the best selling phone on the planet so, yes, people love the 4" size...
... well... hogwash, in my opinion.
What I think the majority of iPhone buyers like is the ecosystem/iOS. If you're not given the choice of a larger phone then, of course, you're going to buy what is offered. (the same "might" even be said for iOS 7)
Hopefully that theory will be tested later this year.
So the iPhone will go from the best-selling smartphone . . . to the best-selling smartphone.
Makes sense.
Consumer interest in Apple's 'iPhone' at record levels
Consumer interest in Apple's 'iPhone 3G' at record levels
Consumer interest in Apple's 'iPhone 4' at record levels
Consumer interest in Apple's 'iPhone 5' at record levels
Consumer interest in Apple's 'iPhone 6' at record levels
Not really news at this point. EVERY iPhone has commanded the lion's share of "consumer interest" since day 1, big screen or not, feature "x" or not, feature "y" or not.
I wouldn't put it past Apple to create a version of the iWatch that is solid gold, maybe even 24k. That could easily make the same product thousands of dollars more than a plastic or leather-banded base model.
As long as I can get the leather banded model for a reasonable price, it doesn't affect me if Apple makes a 2 or 3 thousand dollar gold or platinum model(s).
Gold watches are a lot more than 2 or 3 thousand dollars. A lot more. Like maybe ten or twenty times more.
And nobody makes 24K gold watches. The pure metal is too soft and prone to cosmetic damage which is why it is alloyed down to 18K or 14K for strength, durability, and cost.
Luxury watches typically start in the $3-5K range for more common stainless steel models. The watchband material is a fairly nominal upgrade.
Going from a metal band to a leather band isn't going to save you thousands and thousands of dollars; that's not the thinking of someone who buys a luxury watch anyhow. You buy the one with the leather band because you like how it looks. In the long run (i.e., if you own the watch 30+ years and wear it regularly), you might actually spend more on replacement leather bands than if you had purchased a similar model with a metal band.
You have proof of that or are you just pulling numbers out of Ming's ass?
Ain't that the truth.
Extrapolating from this data, consumer interest in the iPhone 11 should exceed 100%. Maybe Apple should skip 6 through 10.
I would expect Apple to stick with their 'one-hand operation' wish, so they should continue with an iPhone with a 4" screen, or at least a FF of the same size, in an optional expanded iPhone line-up.
There are ways around size and one handed operation.

There needs to be a bigger phone, and a normal phone. The market has long shifted to bigger screens, and the iPhone needs to keep up. It's just reality.
That would be the uninformed interpretation. The reality is that Apple was using up 70% of the world's output of LTPS display manufacturing capacity throughout 2013, and only now has developed sufficient supply to release new screen sizes and densities using LTPS.
You're not the only one who is ignoring or is ignorant of this simple scenario. I've been posting it it repeatedly for many months now, but apparently it's too much of a reality sandwich for most people to bite into.
That's the first good looking mockup I've seen- that other picture of a rescaled 5 that AI keeps using needs to be burned.
I like the all black one, but these mockups do highlight that a new version of iOS is needed. The 'grid of icons' interface is just dated and doesn't take advantage of the large screen. They need to add widgets or something that allows users to actually get a decent amount of information just by looking at their phone without tapping into 4 or 5 different apps individually.
The new Ms. Rogifan exercises his/her bad taste and reveals the disgusting etymology of the word "sucks."
The new Rogifan has become a useless distraction-troll. What happened to the old harmless, annoying worry-wart Rogifan?
Frankly, I don't know anyone that likes the 4" screen, including my 63 year old mother. Remember, the 3.5" - 4" screen was a Steve Jobs thing. You have to be able to use the phone with one hand, and even then it was aggravating touching the wrong thing with my thumb half the time.
What an incredibly idiotic post. At so many different levels..... yikes.