Seeking Alpha

Apple roundup: Bigger iPhones, carrier subsidies, U.S. Mac sales

  • Two months after Bloomberg reported Apple (AAPL) is working on 4.7" and 5.5" iPhones, Cantor's Brian White says his checks indicate 4.7" and 5.5" iPhones could be on tap. He adds the phones might see staggered launches.
  • Also, Chinese site CTech has posted images of what it claims is the frame for a 4.7" iPhone 6.
  • More than a few analysts, investors, and writers have been urging Apple to launch bigger phones (could potentially have higher ASPs), and thereby cater to the hundreds of millions of smartphone users who prefer larger screen sizes.
  • Though showing no signs of doing away with traditional phone subsidies (T-Mobile excepted), U.S. carriers continue to roll out plans that offer discounts for doing without them. AT&T has discounted its shared data plans for unsubsidized users, and is offering an extra $200 in credit to switching T-Mobile users who forgo subsidies; Sprint is offering substantial group discounts to unsubsidized phone buyers; and T-Mobile (already relying on payment plans in lieu of subsidies) is now offering up to $650 in credit to users switching from other carriers.
  • Apple and Samsung (SSNLF, SSNGY), as the dominant high-end U.S. smartphone suppliers (and thus the biggest subsidy beneficiaries), have the most at risk from any major decline in subsidized phone purchases.
  • Gartner and IDC have provided very different figures for Q4 U.S. Mac sales, which benefited from a MacBook/iMac refresh. Gartner thinks they rose 28% Y/Y to 2.2M, leaving Apple with a 13.7% U.S. PC share (+380 bps Y/Y). But IDC thinks they fell 3%, and assigns Apple a 10.9% U.S. PC share (flat Y/Y).
Comments (29)
  • Barn Al
    , contributor
    Comments (141) | Send Message
     
    oh lord... no on the larger iPhone…yuck. The 4S was perfection. Period.
    9 Jan, 07:05 PM Reply Like
  • iOS7 needs to revolutinize
    , contributor
    Comments (69) | Send Message
     
    I want a big screen iPhone. It's a matter of preference and there are plenty of people that can't wait for one. $AAPL.
    9 Jan, 07:15 PM Reply Like
  • DanoX
    , contributor
    Comments (2520) | Send Message
     
    Please get a Android.
    9 Jan, 07:48 PM Reply Like
  • 2ng
    , contributor
    Comments (79) | Send Message
     
    Why don't you want to allow people to buy whatever the iphone size they prefer as long as you can buy whatever the iphone size you prefer? It's absolutely absurd, losing clients because of a pointless blindness. If they find the correct proportions maybe I can change my iphone and ipad for just a bigger iphone, and then I'll buy it
    9 Jan, 08:12 PM Reply Like
  • pat45
    , contributor
    Comments (281) | Send Message
     
    Wow first time there are grounds to rumor of big phones... they even have pictures of big apple phones. This combined with how busy the stores are should bring higher stock price. Bought small position.
    10 Jan, 12:54 PM Reply Like
  • Yokyok
    , contributor
    Comments (325) | Send Message
     
    Perfect seems to be a personal thing. Or maybe "the hundreds of millions of smartphone users who prefer larger screen sizes" are just all wrong.
    9 Jan, 08:12 PM Reply Like
  • Andreas Hopf
    , contributor
    Comments (7395) | Send Message
     
    Remember: the customer is always right.
    10 Jan, 02:46 AM Reply Like
  • ewmpsi
    , contributor
    Comments (1408) | Send Message
     
    Unless they are holding it the wrong way, in that case; they (the customer) should stop (per Mr. Jobs) ;-)
    10 Jan, 04:03 AM Reply Like
  • Andreas Hopf
    , contributor
    Comments (7395) | Send Message
     
    I just held my Nokia Lumia 920 in all four orientations: it only works in three - I am shocked! Samsung will launch devices that even work when held upside down.
    10 Jan, 04:09 AM Reply Like
  • 2puttwo
    , contributor
    Comments (383) | Send Message
     
    Like my i5S. My wife loves her new gold i5S, iPad Air (From Santa), and her fairly new MacBook. I told her about the new 5.5 and she tells me, you know, bigger is better. It's been that way for Centuries. I asked her what she meant by adding the word centuries to that last remark? I just would like to go down to the Apple Store when it comes out and see how that 6 incher fits in my hand. I just looked at her with a smile and repeated myself, What did you mean by that last remark?
    9 Jan, 08:19 PM Reply Like
  • kimboslice
    , contributor
    Comments (1442) | Send Message
     
    I have a nice 7" tablet. I don't want a larger iPhone. The great resolution of the iPhone means you don't need a larger screen.
    Either way, I'm not worried that Apple is going to listen to the opinion of some idiot analyst, they'll make a nice product either way.
    Apple baby.
    9 Jan, 08:21 PM Reply Like
  • 2ng
    , contributor
    Comments (79) | Send Message
     
    Hey, listen, I have a secret, directly from Jony Ive! If you don't want a bigger iPhone, don't buy it, just buy the small one! Incredible huh?
    10 Jan, 03:41 AM Reply Like
  • Andreas Hopf
    , contributor
    Comments (7395) | Send Message
     
    But - is that allowed in the U.S.? I mean, choosing the size one prefers to buy?
    10 Jan, 04:11 AM Reply Like
  • 2ng
    , contributor
    Comments (79) | Send Message
     
    Who knows? Maybe that's why rappers, who come from there, use such large tshirts. Now all makes sense...
    10 Jan, 04:27 AM Reply Like
  • Andreas Hopf
    , contributor
    Comments (7395) | Send Message
     
    So, you can prove a correlation between smartphone screen size and apparel? Then, British Next PLC is a buy ; )
    10 Jan, 05:43 AM Reply Like
  • apple Used to be........
    , contributor
    Comment (1) | Send Message
     
    Had All iPhones from 3GS 4 4S and then got Samsung Note 2 for a year and now have a Note 3 which is a Showstopper & I will keep for 2 years......-to me now the 4.7" iPhone5 is just a 4.7" S4 & the 5.5" iPhablet is just a 5.5" Note 1 from Years Ago. (Had a pad1 & pad3 & traded for pad4 and will keep for Years because I Love the 4x3 shape & Like the big blank bezel around it vs the too light Shakey Pad Air)
    9 Jan, 08:23 PM Reply Like
  • UnStopaBull!
    , contributor
    Comments (163) | Send Message
     
    I have a. Ipad air my wife the. Ipad mini. Both are happy. Deal with it, people like different sizes but want Apple.
    9 Jan, 08:28 PM Reply Like
  • donzoamania
    , contributor
    Comments (164) | Send Message
     
    Isn't it funny apple continues to sell millions of phones while no nothing nobody analysts and writers keep telling them how to run the company??? What nonsense. The phone size for 5 s is fine.
    9 Jan, 08:50 PM Reply Like
  • LYogi
    , contributor
    Comments (1946) | Send Message
     
    good about the choice in phone size but have they fixed their OS yet?

     

    B L O A T W A R E

     

    and only getting worse...
    9 Jan, 08:51 PM Reply Like
  • wayne21959
    , contributor
    Comments (2) | Send Message
     
    Its all about choices. The more choices, the better.
    9 Jan, 08:57 PM Reply Like
  • wayne21959
    , contributor
    Comments (2) | Send Message
     
    Its all about choices. The more choices, the better.
    Long apple!
    9 Jan, 09:21 PM Reply Like
  • Hope128
    , contributor
    Comments (94) | Send Message
     
    While a lot of people are perfectly fine with 4", some people do like bigger screen better. It doesn't hurt to have more options, as long as bigger screen iphones maintain nice design & quality.
    10 Jan, 12:05 AM Reply Like
  • Deja Vu
    , contributor
    Comments (1095) | Send Message
     
    Didn't I already see all these rumors a year and a half ago...yes...I remember iPhone 5 was going to be 5 inches...now these rumors claim iPhone 6 will be nearly 6 inches...sure and iPhone 7 will be 7 inches...

     

    I bet Apple will at the most go from 4" to 4.3" and milk it for another 2 upgrade cycles.
    10 Jan, 12:09 AM Reply Like
  • u01bsb0
    , contributor
    Comments (609) | Send Message
     
    making multiple phone sizes would make margins drop.
    10 Jan, 05:18 AM Reply Like
  • canigetanamenooneused
    , contributor
    Comments (197) | Send Message
     
    @u01bsb0: why do you say that?
    10 Jan, 01:19 PM Reply Like
  • ks_droid
    , contributor
    Comments (71) | Send Message
     
    Apple knows that people wont buy tablets if they get 5 or more inches iPhone therefore ...
    10 Jan, 08:58 AM Reply Like
  • canigetanamenooneused
    , contributor
    Comments (197) | Send Message
     
    not sure about that. tablets are much larger than that.
    10 Jan, 01:20 PM Reply Like
  • jjkiam
    , contributor
    Comments (294) | Send Message
     
    Closer analysis of the subsidy system reveals that it is a strong consumer retention inducement that is highly profitable for the carriers. If anything it seems when looking at the ads by the carriers that they are becoming more aggressive by allowing customers to refresh their phone in less time than the standard 2 years. While Tmobile has set up an alternative model that is compelling to me l, their payment plan takes the bite of the full
    Cost of the device!
    10 Jan, 10:34 AM Reply Like
  • Gary J
    , contributor
    Comments (3190) | Send Message
     
    goodbye S4, hello 6
    10 Jan, 12:18 PM Reply Like
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