KGI: Apple launching bigger iPhones, iWatch, 12" MacBook Air in 2014

Apple's (AAPL -0.8%) 4.7" and 5.5" iPhones (widely rumored) will feature thinner bezels, NFC chips, and be only 6.5-7mm thick (thinner than the 7.6mm 5S), says KGI's Ming-Chi Kuo, whose past Apple product scoops have often (though not always) been accurate.

Kuo also expects the devices to have 1344x750 and 1920x1080 resolutions, run on the next-gen A8 CPU (no surprise), support optical image stabilization, and have side power buttons. The 5.5" model (reportedly seeing touch sensor-related delays) is expected later in 2H14 than the 4.7" model.

The much-anticipated iWatch is expected at the end of Q3. Kuo sees models with 1.3" and 1.5" displays launching, and expects them to include NFC chips, wireless charging support, and biometric (fingerprint?) recognition.

Apple has thus far held off on including NFC chips within its hardware. But they could assist with its rumored payments efforts.

The next-gen iPad Air and retina iPad Mini will both reportedly feature an A8 CPU and a fingerprint sensor, and the former will also get an 8MP camera. Kuo also thinks Apple is working on a 12.9" iPad (as rumored), but doesn't expect it this year. Samsung recently launched a 12.2" Galaxy Note ($750 starting price); all signs suggest sales have been limited.

A 12" retina MacBook Air is also said to be on tap. It reportedly will have a button-less touchpad and no fan.

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Comments (20)
  • Philip Marlowe
    , contributor
    Comments (1625) | Send Message
    The optical image stabilization would be great news for INVN.
    10 Apr 2014, 12:56 PM Reply Like
  • Tales From The Future
    , contributor
    Comments (7745) | Send Message
    The NFC rumor is interesting if true. Maybe AAPL felt it will need this for Europe/Asia where NFC is more prevalent in addition to "iBeacon".


    In any case, the number of product introductions later in 2014 looks massive.


    It looks a little unfortunate they couldn't space out the introductions over the entire year, there's also an updated AppleTV box not mentioned above.
    10 Apr 2014, 01:22 PM Reply Like
  • NWCats404
    , contributor
    Comments (350) | Send Message
    @Tales: Your third point read my mind. You'd think they could get one of those products out between last October's iPad launch and May. I was also intrigued by/confused by the fact that the iPad upgrades were almost first on his release timeline, prior to either phone. Doesn't that seem odd? I don't buy the NFC chips rumor at all. Apple had plenty of opportunity to add NFC, and seems to have made a concerted effort to back the other horse. Presuming that the iWatch is real, that only reaffirms the significance of low-power Bluetooth. Ditto CarPlay(See new Volvo C90). Right?
    10 Apr 2014, 03:09 PM Reply Like
  • Tales From The Future
    , contributor
    Comments (7745) | Send Message
    Agreed on NFC, the technology never really took off in the consumer space in the past. It's odd if Apple adds it in late 2014 only.


    Maybe Apple wants to have all bases covered (iBeacon + NFC).
    11 Apr 2014, 02:29 PM Reply Like
  • pat45
    , contributor
    Comments (470) | Send Message
    Hope they will be out for school season in August
    10 Apr 2014, 01:38 PM Reply Like
  • tiger8896
    , contributor
    Comments (746) | Send Message
    I must be underestimating the technical issues in making an iPhone with a larger screen but why can Samsung produce phones and tablets of every size imaginable and it's taken Apple years to come out with a 5" phone.


    Forget Apple TV and iWatch a larger iPhone may be the next catalyst for Apple's next growth phase.
    10 Apr 2014, 02:05 PM Reply Like
  • Value Growth Investor
    , contributor
    Comments (198) | Send Message
    Samsung will be destroyed once Apple releases bigger screen iPhones. Samsung's latest quarterly earnings did not perform well at all due to Apple's strong iPhone sales.
    10 Apr 2014, 02:23 PM Reply Like
  • flux8
    , contributor
    Comments (729) | Send Message
    1. It could have a been a strategic move. They know how fiercely loyal most of their customers are. So the plan may have been essentially to give Samsung lots of leeway to screw themselves over without anything truly innovative. The larger screens gave them some marketshare but didn't really steal very many iPhone users.


    2. It could have been technical. They may have been unable to make a large screen with thin bezel that would enable them to keep the phone under a certain size. Samsung makes a large screen yes. But along with that, the phone itself is huge and not what I would want to carry around with me in my pockets.
    10 Apr 2014, 02:29 PM Reply Like
  • NWCats404
    , contributor
    Comments (350) | Send Message
    3. Apple has been holding off on releasing iPhone 6 until one of the new products is ready. For example, the A8 might serve a yet unknown purpose in consort with AppleTV, iBeacon, iWatch, etc.


    4. Apple doesn't want to set a precedent wherein customers pass up the newest products because they're waiting for the next one. If Apple released a 4.7" iPhone 6 let's say three months after the 5S release, customers would be (a) pissed that they'd bought the 5S (b) gun-shy about future purchases.


    Agree with both of your items, flux8, but think there could be even more to it.
    10 Apr 2014, 03:17 PM Reply Like
  • David RG
    , contributor
    Comments (2963) | Send Message
    Apple's haven't been very good for the last year!
    10 Apr 2014, 11:54 PM Reply Like
  • monfrere
    , contributor
    Comments (719) | Send Message
    10 Apr 2014, 02:32 PM Reply Like
  • samkon
    , contributor
    Comments (293) | Send Message
    Why not produce 4" 4.7" and 5.5" and let the consumer choose. Those who prefer the 4" could stay in the ecosystem. While those who want larger could do so.
    10 Apr 2014, 03:30 PM Reply Like
  • MrVincent
    , contributor
    Comments (257) | Send Message
    A few years late with those bigger screens. My Samsung Note pwns Apple.
    10 Apr 2014, 03:34 PM Reply Like
  • Guy in Ithaca
    , contributor
    Comments (428) | Send Message
    The fingerprint sensor and 8MP camera sound nice but it's not enough to trade in the iPad Air I bought last fall. I like my iPad so much I gave it an Otter Box as a gift.
    10 Apr 2014, 04:03 PM Reply Like
    , contributor
    Comments (438) | Send Message
    Is that all there is.....????


    Wow...Apple is focusing on so many great leaps in technology.....yet they still will ask me to text with large fingers on tiny screens with even smaller keys.....Oh, I guess I could use my thumbs, while looking intensely....trying not to walk into a fountain. Stupid...Stupid...stup... "Touch Alphabet and Comm" on Bing to see solution....but NIH!


    10 Apr 2014, 05:18 PM Reply Like
  • HappiHenri
    , contributor
    Comments (51) | Send Message
    Do not understand the desire of manufacturers to try and make each phone thinner and thinner. In my experience, and from watching many others - it makes the phone harder and harder to pick up. When I was purchasing a 5c last fall I saw a number of people come into the store to look at that phone, only to have it slip out of their hand when they tried to pick it up - not realizing how slippery or thin it was. One actually dropped one on the floor - breaking the screen. So instead of focusing on thinness they should focus on usability and practical use.


    Once getting the 5c phone I immediately had to buy a rubberized case which gave a better edge on which to grab and hold onto it with.
    10 Apr 2014, 07:24 PM Reply Like
  • doc47
    , contributor
    Comments (1834) | Send Message
    I just hope at least some of these new products elicit more interest than the stock has shown of late. Either the market doesn't believe these products will be developed or, worse it doesn't care!
    10 Apr 2014, 08:04 PM Reply Like
  • HuFlungDung
    , contributor
    Comments (275) | Send Message
    Pathetic. Just pathetic. Apple could have had all of this two years ago. But unfortunately, Mr. Tim Cook managed his R&D as he managed his supply chain: by squeezing every last nickel out of them. Google still outspends Apple almost 2:1 in R&D.


    So here we are, talking about things that could have and should have been done two years ago. The day Tim Cook and Phil Schiller are fired, AAPL will be up $100.
    12 Apr 2014, 04:47 AM Reply Like
  • 2MuchDebt
    , contributor
    Comments (412) | Send Message
    I agree. Apple should have been here a while ago like everyone else.


    On another note, I read a few articles that suggest the iPhone 6 may only have 1 GB of RAM. This would be disappointing too. Obviously not set in stone as it's just a rumor, but at this stage in the game Apple should have at least 2 GB and have a phone that is able to fully utilize that amount of RAM. For a company that prides itself on having the best products and having large cash coffers, step up Apple!
    14 Apr 2014, 09:25 AM Reply Like
  • thudbranch
    , contributor
    Comments (54) | Send Message
    One of Steve Job's legacies was Apple's being late to the larger screen phone game. Here is a quote from
    "In 2010, a year before he succumbed to cancer, Apple's founder blasted rival hardware makers for producing phones so big that "you can't get your hand around it"
    I've read other reports of Steve Jobs not being willing to even discuss a larger screen phone.
    28 Apr 2014, 04:12 PM Reply Like
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