- Backing up several reports in recent months, the WSJ reports Apple (AAPL -0.8%) plans to launch two larger iPhones in 2H14: One with a 4.5"+ display, and one with a 5"+ display.
- The paper adds both devices will use metal casings and won't feature curved displays, and that Apple is "expected to scrap the plastic exterior used in the iPhone 5C."
- The WSJ previously reported Apple is evaluating iPhones with 4.8"-6" displays, and Bloomberg has reported Apple plans to launch 4.7" and 5.5" iPhones with "glass that curves downward at the edges."
- More recently, Cowen's Timothy Arcuri has said supply chain checks point to the launch of a 4.8" iPhone supporting the high-speed 802.11ac Wi-Fi standard (already supported by various Apple and Samsung devices). Like others, Arcuri also expects a ~13" iPad to launch this year.
- Calls for Apple to offer larger iPhones have been widespread amid soaring demand for large-screen Android devices, particularly in China and other parts of Asia-Pac. The launches could allow Apple to win back some European and Asian smartphone share lost in recent quarters to Samsung (SSNLF, SSNGY) and others.
WSJ: Apple launching two larger iPhones in 2H14, doing away with plastic
Jan 23 2014, 12:34 ET