“The official announcement for the October 4th iPhone event has been sent out to the media in the form of a ‘Let’s Talk iPhone’ invitation,” Jason Schwarz writes for SeekingAlpha.
“Wall Street has not yet caught on to the fact that this iPhone upgrade is an absolute game-changer,” Schwarz writes. “Consensus opinion remains severely off track with the expectation that this new phone will have a better camera, be a little faster, and look the same as the iPhone 4. The truth is that this iPhone 5 upgrade is the most significant upgrade to the Apple ecosystem since the initial launch of the product back in 2007.”
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Schwarz writes, “Wall Street will soon catch on to the reports being leaked to tech publications… After witnessing 142% unit growth for the iPhone in Apple’s most recent quarter, we believe that the upcoming iPhone 5 will command a similar growth trajectory in the holiday quarter. Last year Apple sold 16.24 million iPhones, this year we expect they will sell at least 32.48 million units.”
Much more in the full article here.
MacDailyNews Take: iOS 5’s revolutionary and magical Assistant. iPhone 5 required. Let the upgrade cycle to end all upgrade cycles begin!
[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]
“The most significant update” since the last one
Yea, iPhone 4 was a pretty serious upgrade.
Nothing can top iPhone 4 upgrade in the nearest future. Retina display entrance is in the history of technology.
Agreed. They have said “best since original” stuff about the 3GS and the 4 too.
The updates are not incremental… They’re exponential.
BOOM!!
(Love iCloud. I’m hoping for AirDrop in iOS.)
I think that this story is a bit off track. I think the real impact will not be the hardware, but the software end of things. iOS5 will not only revolutionize the new iPhone, but the iPad 2, the iPhone 4 and even the iPod touch. iCloud will bring functionality that we have not seen before.
Actually, if you read the article, their point is that it IS the software that is the big deal. They are specifically talking about the Siri voice technology. HOWEVER, the software is so processor intensive that it will not run on any previous iPhone, ERGO, the hardware has to take center stage, and that will drive demand for new handsets.
Doofus
“the software is so processor intensive”? That sounds bad for battery life. I hope instead they did something like they did for video–offload voice functions to a dedicated, optimized processor.
Result is the same: we need new iPhones (and iPads?) to take advantage of this feature.
This is the one point I disagree with in the article. For those of us with contracts, this demand for new handsets is moot since we are at the mercy of our refresh cycle imposed by the carriers. I will have to wait until next year to get a new iPhone. The cycle is worse for us Canadians because our carriers force us into 3 year contracts with a refresh possible after two years. Unless Rogers and Bell break down and offer a special deal this year, many of us will have to wait until next year around this time.
What a load of crap. If the iPhone 4S is anything like the iPhone 4 Apple is f***ed. Sales will fall off like a rock and revenues will face a precipitous drop since the iPhone contributes 50% of revenues and profits.
Nobody is going to buy an iPhone that hasn’t included a significant hardware upgrade – a bigger 4″ screen is a minimum. I hope they don’t f*** up the launch. If what the article writer says is true then innovation will have flown out of the window in Steve’s absence due to enforced medical leave.
Hey, knock off the FUD!
Yes, you’re COMPLETELY right -as always- BLN!!
True innovation = ‘bigger screen’!!
Listen, there’s this hugely innovative company you’d just love, they’re called ‘Samsung’. They have this incredibly innovative phone called the ‘Galaxy’, which features said revolutionary leap forward in screen-size technology. Perhaps you could visit their message boards instead?
Right on indi. This BLN jerk is all the time foaming at the mouth. Either bashing Apple or Obama. But he will not go away. I with MDN had a place where you could click ignore like they have at MacRumors. Then automatically you do not have to see political and trolls only one post. How about it MDN?
Sorry, but the 4″ screen is unlikely. Apple would have given a controled leak by now.
Utterly clueless much?
If only Apple had a BILLION DOLLAR SERVER FARM that they could get to work with the new iOS and the upgraded iPhone.
Siri
Siri-ous
I don’t know about this one being the upgrade to end all.
Maybe when Apple adds teleportation.
No design is ever final.
Everything can be improved on.
Would you like a holographic keyboard?
How about a projector enabled Phone?
Removing all physical buttons?
How about Voice?
Surely, Apple can’t innovate all these ideas this time around… So it’s not the end all phone to have. But Voice will be the game changer… It has greater potential to provide the Apple concept to further simplify the user experience.
So it makes the best sense.
Why carry the earplug device and the Phone arround when a voice controlled cel will provide that and more?
I like the article. And I think the author is correct.
I am concerned with iPhone5 looking like it competitors.
Hoping iPhone one day has no physical buttons.
No power-on button. No volume up or down. And no home button. Apple innovated smartphone with a touch interface where virtual buttons work wonders. Time to push that same direction and continue to innovate.
I imagine a cellphone to always be ON . In a hibernation mode powered by solar cel – waiting the voice stamp of it’s owners Wake Up command. Once on, the device offers when required touch interface but the lack of home button now is handled by voice. I believe the addition of voice control in iPhone will erode the market on the annoying need for bluetooth earphones.
All the other advantages with voice control, messaging, and search is to be expected. And I totally agree that search handled in this manner kills advertising for Google. However, the seamlessness and natural functionality that voice simplifies; that for the user will definitely become far more welcoming over the effects the technology and Apples implementation does to companies like Google.
Voice is huge. It’s natural and done right; hopefully Apple shall – will be a game changer indeed.