“Apple’s growth next year and beyond is expected to be driven by a redesigned iPhone, as well as a potential expansion of the iPad lineup into both lower and higher price points, according to a new analysis,” Neil Hughes reports for AppleInsider.
Gene Munster with Piper Jaffray said in a note to investors on Wednesday that because Apple did not redesign any major hardware products in 2011, he believes significant changes could arrive in 2012. Chief among those would be a redesigned “iPhone 5,” which he predicts will debut in mid-2012,” Hughes reports. “The launch of a so-called ‘iPhone 5’ in 2012 would set the stage for outperformance in 2013, in Munster’s eyes. He offered two scenarios for Apple’s products in 2013: a ‘base case’ and a ‘bull case.'”
Hughes reports, “In his base estimate, Munster sees Apple selling 142 million iPhone units, good for an 18 percent increase in revenue. In the bull case scenario, Apple sells 162 million iPhone units throughout 2013, amounting to a 35 percent increase in revenue.”
Read more in the full article here.
I really cannot wait to see what the next “iconic” iPhone is like that SJ spent his last days on. I don’t even want to speculate on rumors, but I bet it’s going to be the biggest iPhone hit yet (& maybe EVER since that was his “baby” that he put so much time into–besides the iPad of course). I’m excited to see what the new iPad will be like too, although I wouldn’t be interested in a smaller version–only the size of my iPad 2 (if they make 2 sizes as rumored). Only time will tell! Until then, having fun w/ iPhone 4S for sure. Best early Xmas gift EVER 😉
Interesting that Munster doesn’t correct for PBAJ in his TOST analysis. Surely the figure of 142 million iPhones incorporates some form of LEMN vectors towards BUN. Maybe too much eggnog at a holiday party?
I would only be interested in a smaller iPad as effectively a larger iPod touch for things like games, or as a kindle competitor as a dedicated reading device – much as I love the iPad it’s not great for reading for long periods and an e-ink screen that would allow you to read iBooks would be good as I’ve been less impressed with the few kindle ebooks I’ve downloaded as I’ve noticed more errors in them.
I agree! I want a lighter iPad that I can read on my back in bed without wrist fatigue every 5 minutes. I could easily sacrifice some battery life and a slightly smaller screen if necessary.
why would apple call their 6th iphone “iphone 5”? stupid analysts.
• iPhone
• iPhone 3G
• iPhone 3Gs
• iPhone 4
• iPhone 4s
• iPhone 5
Seemes perfectly logical to follow 4s with 5. What would be confusing is to skip 5 altogether. 4s is an incremental upgrade just like 3Gs and would logically be followed by the next number (5) even though it is the 6th model produced. Most people agree that iPhone 5 would be the most logical name for the next one.
While I don’t disagree with your “stupid analysts” comment, Apple could call their 6th iPhone the iPhone 5 for the same reason they called their 5th iPhone the iPhone 4S, or their second iPhone the iPhone 3G, or their third iPhone the iPhone 3GS.
In other words, they can call if whatever they want for marketing purposes. I’m going to play analyst for a moment and speculate, “The new 2012 iPhone will be the most awesome iPhone yet and will, therefore, most likely be called the “iPhone Awesome!!!”
This ^
MarkLe and Booger said what I was going to say.
Anyone who says ‘oh, of course it has to be the iPhone 6, not 5, is REALLY not paying attention.
iphone 3g stands for 3g technology, it is not the iphone 3
iphone 3gs stands for 3g technology and faster (s for speed)
iphone 4 stands for iphone no. 4
iphone 4s stands for iphone no. 4, faster (s for speed)
following that logic iphone 5 would stand for iphone no. 5 which it isn’t.
so either apple calls it iphone 6 or finds a different moniker
Good point, well made.
In my opinion, though, Apple made a one-off decision to not use the name iPhone 2, and they will say iPhone 5.
I hope that Apple chooses to make a larger iPod touch ant not a smaller iPad. Call it the Fat iPod touch and honor Steve Jobs comments. All Apple has to say is with the inclusion of Siri, this middle size iOS device is now practical avoiding the sand paper.
To the casual observer, today’s MacBook Pro looks like a 2004 PowerBook G4.
Sometimes you can’t improve a classic.