Piper Jaffray: 'iPhone 5C' may not include Siri, could replace iPhone 4S at bottom of lineup

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  • Reply 61 of 104
    rogifanrogifan Posts: 10,669member
    Prediction:

    If they discontinue the iPhone 5 for the iPhone 5C, then here will be the prices

    iPhone 5S 16GB: $299
    iPhone 5C 32GB: $199

    All prices are on contract

    Again this is assuming the 5 will get discontinued.

    I think the 5C was a move based on 2 factors. Apple losing on margin, and their phones getting banned by the ITC.

    I think the aluminum design of the iPhone 5 cost therm more than they realized. I think they're trying to make the plastic iPhone be regular priced, and the aluminum iPhone be premium priced.

    Again this is if Apple discontinues the 5. If they don't then that pricing scheme won't make sense at all.

    There, I'm officially an analyst. Someone pay me for these crazy predictions :D
    No way is the 5S (or whatever they call it) going to be more expensive than the 5, especially if the 5 and 4S get replaced by this colored plastic phone. I personally wish Apple would keep the 5 around as a lower cost option (similar to 4S pricing) for those who aren't interested in a colored plastic phone. Have the 5C (or whatever they call it) replace the iPhone 4 in the line up. And push that phone in developing countries.
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  • Reply 62 of 104
    herbapouherbapou Posts: 2,228member

    Quote:

    Originally Posted by tribalogical View Post



    Nonsense!! The "5C" that they're referring to will do everything the current iPhone 5 can.



    By all reports the new 'low cost model' (replacing possibly both the 4 & 4S and the current 5) will contain "previous generation hardware" (aka today's iPhone 5 internals), packaged in a lower cost 'plastic' enclosure. Nothing else appears to have changed.



    The 5S will advance the generation with a more powerful CPU/GPU, better camera & features (slow motion, et al), better flash, possible fingerprint sensor, maybe new materials on the enclosure (liquidmetal?), and of course iOS 7 with the "new SIRI".



    I can't imagine Apple "crippling" the iPhone 5C that much. It'll be enough that it's last year's technology and lower-cost materials. The people that want the cutting edge will still spring for the 5S.


     


    I think there will be an iphone 5 replacement at around $500-$550.  But I am expecting a second model in the $400-$500 range. A third model in the $300-$400 range is a long shot, but it would be great for emerging markets un unsubsidize markets. Unless the hardware cant support it, I dont think they will disable features.


     


    That being said, it would be very "Apple like" to make just one model for the low cost phone. If so, they need to hit something around $450 at 16g.  Or maybe $400 at 8g  If they make just one model, they must offer something at the iphone 4 price point.

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  • Reply 63 of 104


    1.  Siri forms a cornerstone of Apple's iOS strategy and expansion of its presence into the car.


    2.  The iPhone 5C is meant to expand Apple's share of the smartphone market and will sell considerably more units than the 5S due to lower cost.


     


    If you accept the two points above as fact, then even a retarded baboon could work out that there's no way Apple will pull Siri from the 5C.  This is why I hate "analysts" and the way they constantly talk out of their asses.  Apple wants Siri everywhere, it's not rocket science here.

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  • Reply 64 of 104
    pinolopinolo Posts: 91member


    Makes totally sense. Apple just updated Siri's voice in iOS7 to be more natural (also in other languages it appears a lot less "robotic"). Apple just expanded what Siri can do. And they will include it only on the flagship model leaving 50% and up (depending on how the market receives the iPhone 5C) without an essential feature? Come on.


     


    I think apple should differentiate the two models on fingerprint sensor (with the next iteration of the 5C receiving it because it paves the way for more security, less theft and better mobile payment options), better camera, and more storage space (besides the usual "less performing processor).


     


    The thing, new for the iPhone, is in fact that Apple is splitting the product in two. And they have to be very careful on the differentiations. I remember the white plastic MacBook had almost the same performance as the MacBook Pro. They abandoned the plastic MB when the Air came along and offered more portability. 


     


     


    The key question for Apple will be which technologies will be important pillars moving forward and when to include them in which Phone. The iPhone 5S will be more "future proof" (will probably be able to connect to a future iWatch, whilst the 5C in its firs incarnation will not) or something along these lines.


     


    Price is important for the iPhone 5C and carrier subsidies will bring retail price to almost zero. So people will change the phone every year, compared to the actual "2 years cycle (this is a feeling, no hard data to back it)" that currently seems to be the majority of cases.

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  • Reply 65 of 104
    jragostajragosta Posts: 10,473member
    dreyfus2 wrote: »
    This may be an odd thought... But does everybody think that the 5C will be rolled out globally?.

    Why is it an odd thought? Apple regularly rolls out phones in a few countries at a time. There's no reason to expect that this would be any different.
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  • Reply 66 of 104
    hungoverhungover Posts: 603member

    Quote:

    Originally Posted by pinolo View Post


     


     


    Price is important for the iPhone 5C and carrier subsidies will bring retail price to almost zero. So people will change the phone every year, compared to the actual "2 years cycle (this is a feeling, no hard data to back it)" that currently seems to be the majority of cases.



    most people on two year contracts only upgrade after the 2 year period, regardless of handset cost.

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  • Reply 67 of 104
    blackbookblackbook Posts: 1,361member
    sog35 wrote: »
    Siri is staying on all new phones. PERIOD.  This is Apple's attack against Google search.  Apple will discontinue all phones except the 5S and 5C.  This will streamline production and increase margins.

    5C prices will start at $350-$400 in foreign markets
    5S will start at $600-$650

    The 5S will differentiate from the 5C with a premium metal case, finger printer scanner, faster processor, and better camera.  In reality the 5C isn't even needed in the USA.  That's why I think they will price the 5C significantly higher in countries with subsidies.

    In USA:
    5C prices will start at $450-$500
    5S start at $600-$650
    5S $200 with contract
    5C $50 with contract

    What i think is interesting is that Apple's margins won't get hurt by a mid range phone.  In fact I think many people will opt for the C model but also add additional memory.  For example a 5C with 64G will probably be about $200 with contract.  That extra $150-$200 for the additional flash memory has a huge 80%+ profit margin.

    herbapou wrote: »
    I think there will be an iphone 5 replacement at around $500-$550.  But I am expecting a second model in the $400-$500 range. A third model in the $300-$400 range is a long shot, but it would be great for emerging markets un unsubsidize markets. Unless the hardware cant support it, I dont think they will disable features.

    That being said, it would be very "Apple like" to make just one model for the low cost phone. If so, they need to hit something around $450 at 16g.  Or maybe $400 at 8g  If they make just one model, they must offer something at the iphone 4 price point.

    The pricing will likely be very simple and in line with Apple's current pricing strategy.

    My conservative guess is that the prices will be exactly where they are today:

    8GB 5C replaced the 8GB 4 at $450

    16GB 5C replaces the 16GB 4S at $550

    16-64GB 5S replaces the iPhone 5 at all of its price points from $650-$850.

    That's very simplistic and very likely. But my hope is that Apple will drive the price down further. I'd like to see:

    8GB 5C for $350 sold exclusively unsubsidized through authorized Apple resellers. Available in white only.

    16GB/32GB 5C for $450/$550 and available subsidized for $0/$99 through wireless carriers. All colors available at this price point.

    32GB/64GB/128GB iPhone 5S for $650/$750/$850 unsubsidized and $199/$299/$399 subsidized.

    That would make the next round of iPhones game changing in every continent and region.
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  • Reply 68 of 104
    That would be really stupid. Why make a phone look bad by taking away Siri. Siri doesn't cost anything so it won't raise the manufacturing cost, which is what this phone is focusing on.
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  • Reply 69 of 104

    Quote:

    Originally Posted by jragosta View Post





    Except that these analysts (including Munster) have made very specific predictions in the past that were consistently wrong - and no one seems to hold them accountable. It's as if they get a free pass no matter how many ridiculous things they say.



    Someone really needs to start keeping track and publishing the results. Then the media could stop quoting the ones who are always wrong.

    Plus the glass and metal case vs a plastic case. I think you're right - that's PLENTY to differentiate the models without dropping Siri.


    Wouldn't it be more fun to track and publish the track records of people here? ;)

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  • Reply 70 of 104
    mac_128mac_128 Posts: 3,454member
    sog35 wrote: »
    In reality the 5C isn't even needed in the USA. 
    Nope. T-Mobile is leading the way toward unsubsidized phones and abolishing contracts. The other major cell phone companies are taking this move seriously by developing their own off-contract plans. Apple, is ahead of the curve in this regard. The more people I speak to about buying new smartphones the more they are all leaning toward spending more up front to buy their phones with off-contract plans rather than spend considerably more for the phone over time, especially those who travel abroad and don't want to be saddled with a locked phone for two years.

    As a result, the 5C is likely to be one of the most popular new phones among first time phone buyers, young people and the budget conscious.
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  • Reply 71 of 104

    Quote:

    Originally Posted by rossistboss View Post



    That would be really stupid. Why make a phone look bad by taking away Siri. Siri doesn't cost anything so it won't raise the manufacturing cost, which is what this phone is focusing on.


    There is some rumors that Siri will go from an Internet-enabled solution to a standalone solution (no longer needing the cloud to process queries).  I am wondering if this will be Siri 2 and perhaps what is being removed is the original 'Siri' Internet service model?  


     


    Or, is it possible that Apple added in new features into the A7 processor to make voice processing more power efficient so Siri can run 'untethered' and that the 5C will only have the 'old siri' or none at all?

     

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  • Reply 72 of 104
    blackbookblackbook Posts: 1,361member
    Siri doesn't cost anything

    You know Siri has probably cost Apple hundreds of millions of dollars? It is not free and the cost for the service is baked into every iPhone where Siri is equipped.
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  • Reply 73 of 104
    asdasdasdasd Posts: 5,686member
    It would be pointless to do this and not reduce the price of the lower end device.
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  • Reply 74 of 104

    Quote:

    Originally Posted by Rogifan View Post



    I personally wish Apple would keep the 5 around as a lower cost option (similar to 4S pricing) for those who aren't interested in a colored plastic phone. Have the 5C (or whatever they call it) replace the iPhone 4 in the line up. And push that phone in developing countries.


     


    Personally, I think they will keep the 5 around, why would they not? They'll still offer the 5 in a 16GB version to replace the roles of the 4 and 4S - there is no cost associated with this to Apple. Why would they not? They have to do nothing manufacturing-wise to create this product, why not just let the production lines roll on - it's the cheapest way to offer a low-cost iPhone that doesn't threaten the total cannibalisation of the high end model. This 5C if it exists will play a different role than merely replacing the 4 and 4S - it would not make any sense to create a whole new phone just so they can get rid of the 4 and 4S, the 5 will serve that purpose perfectly. This 5C is something else.

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  • Reply 75 of 104
    evilutionevilution Posts: 1,399member


    iOS in the car will be the next big Apple push, this requires SIRI, therefore it'll have to stay.

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  • Reply 76 of 104
    blackbookblackbook Posts: 1,361member
    Personally, I think they will keep the 5 around, why would they not? They'll still offer the 5 in a 16GB version to replace the roles of the 4 and 4S - there is no cost associated with this to Apple. Why would they not? They have to do nothing manufacturing-wise to create this product, why not just let the production lines roll on - it's the cheapest way to offer a low-cost iPhone that doesn't threaten the total cannibalisation of the high end model. This 5C if it exists will play a different role than merely replacing the 4 and 4S - it would not make any sense to create a whole new phone just so they can get rid of the 4 and 4S, the 5 will serve that purpose perfectly. This 5C is something else.

    The 5C will be far more profitable than a discounted 5 no matter how you look at it. For $550 Apple would make more money selling a 16GB or even 32GB 5C than a 16GB 5.

    The iPhone 5 is done after September 10th.
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  • Reply 77 of 104

    Quote:

    Originally Posted by blackbook View Post





    The 5C will be far more profitable than a discounted 5 no matter how you look at it. For $550 Apple would make more money selling a 16GB or even 32GB 5C than a 16GB 5.



    The iPhone 5 is done after September 10th.


     


    I'll take that bet. :-)

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  • Reply 78 of 104

    so you know how much the 5c will cost, the profit margin and the discount that might be offered on the 5?


     


     


    Quote:


    Originally Posted by blackbook View Post





    The 5C will be far more profitable than a discounted 5 no matter how you look at it. For $550 Apple would make more money selling a 16GB or even 32GB 5C than a 16GB 5.



    The iPhone 5 is done after September 10th.
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  • Reply 79 of 104
    Duh.... Apple has to differentiate it somehow.

    If the iPhone 5C has a 4" screen like the flagship iPhone... and a decent enough camera to use with Instagram... and a decent enough GPU and processor to play Candy Crush... why would anyone pay the big bucks for the flagship iPhone 5S ?
    Yes but this 5c is supposed to be a close value to 4s or 5 so if there is that, then the iPhone 5s will have the specs that beat market and it will likely have everything made cheaper including the tiny things like only 2 microphones on it.

    Dumbest 5C prediction I've heard so far. The only thing the 5C won't have is the fingerprint scanner. Otherwise, it's an iPhone 5 in a plastic case.
    The 5c or whatever might be that but likely not a simple 5, more like a powerful 4s.

    mr o wrote: »
    Apple is losing me here.

    Why having a crippled iPhone 5S as a 5C? As if Siri and finger sensors are a deal breaker to me?

    Why not just having a 3,5" screen for the 5C? 3,5" is a cute size and a REAL differentiator. Some value screen estate, others value portability. Having said that, I wouldn't make the screen bigger than 4".

    And why not calling the 5C, the iPhone mini? Like iPad and iPad mini. Mac and Mac mini? And hopefully soon, iPod (= Touch with 4" screen) and iPod mini (= Touch with 3,5" screen).
    . I am hoping for these with these other specs a5, non retina 3.5 inch (retina is more price than value for cheaper phones) 5-8 megapixel iSight, 1.2 megapixel FaceTime, 2 mics, single flash, in plastic case with 8, 16, 32 gb options around $300-$600 non contracted price.
    tryd wrote: »
    Does anyone outside of the US ever use Siri? I have never used it, the mere idea of talking to an inanimate object seems silly to me. A good example of technology that most of the users never use, and as such a perfect candidate for removing if it means a cheaper phone. In a car I can see the use for it though.
    <div id="user_myEventWatcherDiv" style="display:none;"> </div>
    removing is not saving verry much $$, if it had the hardware then it can run Siri simple as that, if it does not run Siri were looking closer to 4 and 3GS hardware (plastic case).
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  • Reply 80 of 104


    Good grief, the colors on those phones are hideous. They're not as bad as Zune Brown, but still hideous.

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