“Morgan Stanley hardware analyst Katy Huberty today offers up thoughts on the market for smartphones in China, where she thinks shipments will turn up lower than investors expect, given lower subsidies,” Tiernan Ray reports for Barron’s. “Apple may benefit from the larger phone, if true, by gaining some U.S. share.”
The April survey indicated that Apple could gain 11 points of share with a larger-screen iPhone. In addition, iPhone’s refresh cycle could shorten and boost shipments in the next product cycle as iPhone buyers plan to buy/upgrade sooner than we previously thought and an increasing portion of postpaid subscribers in the US have already switched to installment plans, or plan to do so. This would allow them to upgrade earlier than the historical two-year contracts. — Morgan Stanley hardware analyst Katy Huberty
Read more in the full article here.
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