Seeking Alpha

Nikkei: iPhone 6 component output ramping; two models likely

  • The Nikkei reports Sharp (SHCAY) will ramp LCD production for the iPhone 6 (AAPL -0.1%) as soon as Q2, and that fingerprint sensor and LCD driver chip production for Apple's next-gen flagship has already begun.
  • The paper adds the iPhone 6 might launch in September (no surprise), and that it will likely be offered in 4.7" and 5.5" models (matches other reports). The WSJ reported in January Apple plans to launch two larger iPhones in 2H14, but added the smaller of the two devices is further along in development.
  • Pac Crest upgraded Apple earlier this month on iPhone 6 hopes, arguing a larger iPhone could boost Apple's ASP. The firm later stated initial iPhone 6 component orders imply a positive bias to its prior unit forecasts.
  • Many bulls are predicting the iPhone 6 will help Apple win back share, particularly in European/Asian markets where consumers have strongly embraced large-screen Android phones.
  • Earlier: Apple reportedly looking to expand sapphire facility
Comments (13)
  • K1smet
    , contributor
    Comments (592) | Send Message
     
    I am embarrassed to say but I now own a Samsuck dumb phone but will be buying an iPhone 6 [smaller screen] when they're available, porting my telephone number and throwing this POS in the garbage - or giving it away sans number.
    28 Mar 2014, 04:23 PM Reply Like
  • Gary J
    , contributor
    Comments (7086) | Send Message
     
    I'll being using mine for a dashcam.
    28 Mar 2014, 04:37 PM Reply Like
  • Western Investor
    , contributor
    Comments (51) | Send Message
     
    I have a GS3 and had a GS2 LTE before it (dropped it in the ocean before I had time to realize how crappy it was) and I have to agree. I will be getting an iPhone 6 if I can manage to wait that long. On the S3 the battery life is like 6 hours with moderate use, apps crash constantly, tons of other weird bugs, connectivity issues... the list goes on but just an all around awful experience. It almost makes me miss my BB.
    28 Mar 2014, 04:53 PM Reply Like
  • Gary J
    , contributor
    Comments (7086) | Send Message
     
    The best thing about it is the palm across the face screen capture. Save these on Dropbox so you know what the missing icons were after they disappear.
    28 Mar 2014, 06:49 PM Reply Like
  • Jiaberg-Sydney-OZ
    , contributor
    Comments (156) | Send Message
     
    1) Average consumers, enterprise IT managers, IT journalists and media commentators should look at the offerings of LAPTOP-DESKTOP pc in term of SCREEN SIZES. Similar screen sizes are offered by all the brands. So of course, Apple will have several screen models for its mobile devices. Hence Apple phablets and large iPhone will arrive sooner or later.

     

    2) I recall that Apple did say back in late 2012 early 2013 that they were trying to sort out the battery issue for large screen devices- it's a good enough hint that they had/have been looking at large screen phones-phablets for a while.

     

    3) Given the number of rumours for large iPhone and phablet models from Apple, it is now clear that they will come. However, what are the features that are going to surprise?

     

    4) Apple obviously has let this out but is keeping the new features close to its chest. It's like the 64-bit chip and the FINGER-PRINTING for 5S. Surely Apple must have something rather significant other than just screen sizes to talk about. So let us see....
    28 Mar 2014, 04:41 PM Reply Like
  • jec3
    , contributor
    Comments (102) | Send Message
     
    Apple may see a spike in sales with the iphone 6, just like they did with previous upgrades. They will, however, not take over the the mobile world with the 6. Larger screens are not the whole story behind Android's success. Androids are more popular around the world simply because most of them are far cheaper than the iphone.
    28 Mar 2014, 05:41 PM Reply Like
  • fitness14
    , contributor
    Comments (101) | Send Message
     
    Went from Samsung S3 to iPhone 5s (first iphone). Glitchy, app crashing, slow as all get out S3 replaced by the Porsche of phones. Now I get it.
    28 Mar 2014, 05:48 PM Reply Like
  • scott trader
    , contributor
    Comments (5948) | Send Message
     
    So Tim actually reads my emails....
    28 Mar 2014, 11:10 PM Reply Like
  • ultraz2@aol.com
    , contributor
    Comments (677) | Send Message
     
    In less than 6 months, on the 24 month anniversary of the beginning of the Apple crash we are still in. Apple will returned to $705 a share or 705 plus 10% .April 2015.Apple will be somewhere between 1,000 to 1,500 a share.
    29 Mar 2014, 12:55 AM Reply Like
  • Gary J
    , contributor
    Comments (7086) | Send Message
     
    Genius knows not only how much but when! duh
    29 Mar 2014, 06:59 AM Reply Like
  • rrose39
    , contributor
    Comments (944) | Send Message
     
    i'm glad you're able to recognize genius.
    29 Mar 2014, 10:24 PM Reply Like
  • Gary J
    , contributor
    Comments (7086) | Send Message
     
    Look up "duh"

     

    duh
    30 Mar 2014, 07:12 AM Reply Like
  • nacf
    , contributor
    Comments (7) | Send Message
     
    I had similar experience. When Samsung lunched the 7 inch tablet maybe three yars ago I imported one and paid premium yo get one and give it up after a few months. The apps not even get closer to the dames ones on the iPad.
    30 Mar 2014, 03:26 AM Reply Like
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