- It's a busy day for the Apple (AAPL) rumor mill. The WSJ now reports the company "has begun evaluating a plan to offer iPhones with screens ranging from 4.8 inches to as high as six inches." Moreover, sources state Apple's "internal deliberations and plans indicate it appears more willing to move ahead than in years past."
- The paper reported in July Apple had ordered display prototypes for 4"+ iPhones and a ~13" iPad, and Reuters reported in June Apple is thinking of selling 4.7" and 5.7" iPhones.
- While Apple reportedly evaluates, phablet demand is soaring, particularly in Asia. IDC estimates phablet sales doubled Q/Q and rose 620% Y/Y in Asia-Pac (exc. Japan) in Q2, to 25.2M units (nearly even with regional notebook and tablet sales combined).
- The popularity of large-screen phones, together with strong demand for low-end Android phones in emerging markets, has contributed to the iPhone's recent share losses in Europe and (outside of Japan) Asia.
- Samsung unveiled the Galaxy Note 3 (5.7" 1080p display) yesterday.
- The upcoming iPhone 5S and 5C are both expected to sport 4" displays.
- More on Apple