- KGI's Ming-Chi Kuo, who has a good track record when it comes to sharing specs for future Apple (AAPL -0.6%) products (and a mixed track record regarding launch dates/pricing), reports a new 4" iPhone (expected to be called the 6C) will launch next year.
- The phone, which could replace the 5S as Apple's entry-level model and appeal to those who prefer the smaller form factors of older iPhones, is said to feature an A9 CPU (like the 6S/6S+), a metal case (unlike the plastic 5C), an NFC radio/Apple Pay support, and a camera similar to the iPhone 5S'. 3D Touch support isn't expected.
- Kuo thinks shipments will start in early 2016, potentially ahead of a March/April launch. He estimates the device will sell for $400-$500 - the 6S and 6S+ respectively start at $649 and $749 unsubsidized.
- Cowen reported a year ago Apple is working on a new 4" iPhone. More recently, a Chinese site reported a metal 4" iPhone would arrive in early 2016.
- In other news, IDC estimates Apple Watch shipments totaled 3.9M in Q3, up 300K Q/Q and good for an 18.6% wearable unit share (revenue share is likely higher). Market leader Fitbit (NYSE:FIT) had an estimated 22.2% share via 4.7M shipments, and #3 Xiaomi a 17.4% share via 3.7M shipments. Apple has grouped Watch sales into its "Other Products" reporting category.