“Many consumers have developed an appetite for smartphones with larger screens, and expectations are growing that Apple will try to satisfy them this year,” Brian X. Chen reports for The New York Times.
“Paul Semenza, an analyst for the research firm NPD DisplaySearch, said he believed that Apple would ship two bigger iPhones this year: one that measures 4.7 inches diagonally and the other at 5.5 inches,” Chen reports. “Screens on the latest model, the 5S, are 4 inches. ‘Our understanding is that Apple is working on both of the screen sizes for the new iPhone, with shipments likely in the second half of this year,’ Mr. Semenza said. His predictions, he said, were based largely on information from several sources in the supply chain.”
“Two weeks ago, Ming-Chi Kuo, an analyst for KGI Securities, said in a research note that he expected Apple to release iPhones with those same measurements. (Last year, Mr. Kuo accurately predicted that the new iPhone would include a fingerprint sensor),” Chen reports. “If the analysts are correct, introducing two larger iPhones this year would be a big change for Apple’s iPhone portfolio, the company’s biggest source of revenue. Not only would it be increasing the size of its standard iPhone, but it would possibly be selling the handset in three different sizes: small, medium and large.”
Read more in the full article here.
MacDailyNews Take: As we wrote on January 3rd:
Some portion of [those who want larger smartphone displays than Apple currently offers] are too stupid, blind, or pathologically anti-Apple to have ever purchased an iPhone, regardless of screen size.
This is not to say that Apple, the world’s most valuable tech company, rolling in more billions of dollars than they know what to do with, shouldn’t have a larger screen iPhone available by now. They should. It’s criminal malpractice on the part of Tim Cook that they don’t. The sales Apple have left and continue to leave on the table should have been keeping Phil Schiller up at night for at least the last year.
Yes, Apple should have a bigger iPhone yesterday, but this is just simple logic: Not all phablet owners would have bought an iPhone even if a bigger iPhone was available.
We understand fragmentation. We understand the issues of producing apps that work on devices with various screen sizes (intimately).
None of it matters because too much of the market wants an iPhone with a bigger screen. Developers will simply work harder for the premium customers found on the premium platform. Period.
This omission – not iMacs and Mac Pros that miss Christmas or anything else – is Tim Cook’s biggest mistake to date. Apple should have a bigger iPhone on the market by now, but since, for some inexplicable reason a company with more cash at their disposal than Intel Corp. is worth doesn’t, the sooner the better.
And, as we wrote on January 23rd:
When Apple finally extracts their collective head from their collective ass and ships iPhone models with larger screens, they’ll do more damage to slavish copier Samsung than all of their endless, plodding patent infringement cases combined.
We believe that Apple became infatuated with the fact that only they could produce small, thin smartphones with an efficient OS that could work with the small batteries that these compact iPhones housed. “Nobody else can do such things.” Meanwhile, battery-hogging Android leeches like Samsung slapped larger screens on their phones to hide the fact that they needed significantly larger batteries in order to run for even a few hours (Android phones are notorious for running out of charge).
Far too many otherwise intelligent consumers saw little or nothing of Apple’s considerable engineering superiority (the iPhone 5s is simply the best smartphone anyone has ever produced), these otherwise intelligent consumers only saw iPhone’s smaller screens. They didn’t see Android’s inefficiency or inferior ecosystem, they only saw phones with larger screens.
If we’ve heard from one person who went with an Android phone for a larger screen who in fact really wanted an iPhone – “I’d have gotten an iPhone if only they had a larger screen” – we’ve heard it from a thousand. These are top tier, cream-of-the-crop customers (i.e. Apple’s target demographic), not low information cheapskates. They want to be Apple customers and participate heavily in Apple’s ecosystems, but, for a few years now, Apple has been blowing these sales by failing to deliver the product these high value customers desired. It’s inexplicable; any downsides (fragmentation, inventory management, etc.) are vastly outweighed by the vast sales potential to those who should be Apple customers, but are now carrying a plastic piece of crap from Samsung.
Bottom line: Apple screwed the pooch on this one. Shit or get off the pot, Tim.
Finally, as we wrote on January 28th:
No iPhone with a screen larger than 4-inches – it’s now 2014 – despite a plethora of high-value customers who obviously want to buy one, but have turned to other platforms in order to get a smartphone with a larger screen. Oops. Mismanaged.
One-handed interaction is a concocted load of bullshit attempting to cover for not having a proper lineup of iPhones offering customers varied display sizes at even this late date.
Apple in April 2013: ‘Customers want what we don’t have’ – April 7, 2014