I make it just 17 days since the iPhone 5s launched, and already we’re speculating on the features and specifications of the iPhone 6. The latest report comes from Peter Misek of Jeffries&Co., an analyst with a fairly good track record.
In a note to investors, along with the usual shares trading advice, Misek offered a nugget of information on Apple’s 9th generation iPhone*. His advice to investors was to buy, and that Apple looked like a good investment choice in its current state. And more importantly, because there’s a new iPhone coming next year:
“Despite still seeing risk to CQ4 and FY13 revs, we now believe better [gross margins] will allow Apple to skate by until iPhone 6 launches with its 4.8″ screen. We est ~50% of smartphone shipments have >4″ screens and that iPhone 6 will catalyze a large upgrade cycle. The stock is attractive based on the attitude change, FY15 revs >+15%, and valuation.”
Of course, this is still an analyst we’re talking about. He may be fairly well connected, and have a good track record, but that doesn’t mean he has any inside information on Apple’s plans.That said, both Wall Street Journal and Ming-Chi Kuo of KGI Securities have written reports on the next iPhone’s larger display.
One thing that doesn’t sit right with me is the talk of the iPhone have a larger display, just because other manufacturers have gone that way. Apple doesn’t think that way. That doesn’t mean a bigger display is on the table. Apple is aware – by now – that it can offer a great experience on a larger screen if it wants to. But, unlike others, it won’t be content to go the easy route and make a much bigger phone to house it. If Apple is planning on releasing a 4.5-inch+ size display, you can bet the manufacturing and design of the handset will be execute in such a way that you can barely feel the difference when you’re holding it in hand.
*iPhone 5c – 7th gen, iPhone 5s – 8th gen (or the other way around, either way, there have been 8 generations of iPhone thus far).