The release of a new iPhone with a larger display would encourage a significant number of users to upgrade in 2014, according to analyst Brian Marshall of ISI Group.
In an investor note relayed by MacRumors, Marshall suggests Apple will release a 4.7-inch and a 5.5-inch smartphone, sparking a massive upgrade cycle.
ISI says that the upgrade rate (percentage of iPhone owners upgrading per quarter) is currently at 9%. That's less than the 10 to 11% upgrade seen in 2011-2012. This is likely because the iPhone 5s isn't seen as a must have upgrade for iPhone 5 owners.
Peak quarters have had upgrade rates of about 12-14% and ISI expects that a similar rate will been seen if Apple releases a larger device in the second half of 2014. They also note that a larger iPhone could lure in customers who switched to Android for the bigger screen sizes.
"Large-screen envy" is prevalent among the iPhone installed base and we believe a ~5” form-factor iPhone would spark a massive upgrade cycle as well as many "Android switchers" returning back to the iPhone (we refer to this as the “mother lode” of all Apple upgrade cycles).
You can read up on the latest leaked iPhone 6 specs here or follow iClarified on Twitter, Facebook, or RSS for updates.
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In an investor note relayed by MacRumors, Marshall suggests Apple will release a 4.7-inch and a 5.5-inch smartphone, sparking a massive upgrade cycle.
ISI says that the upgrade rate (percentage of iPhone owners upgrading per quarter) is currently at 9%. That's less than the 10 to 11% upgrade seen in 2011-2012. This is likely because the iPhone 5s isn't seen as a must have upgrade for iPhone 5 owners.
Peak quarters have had upgrade rates of about 12-14% and ISI expects that a similar rate will been seen if Apple releases a larger device in the second half of 2014. They also note that a larger iPhone could lure in customers who switched to Android for the bigger screen sizes.
"Large-screen envy" is prevalent among the iPhone installed base and we believe a ~5” form-factor iPhone would spark a massive upgrade cycle as well as many "Android switchers" returning back to the iPhone (we refer to this as the “mother lode” of all Apple upgrade cycles).
You can read up on the latest leaked iPhone 6 specs here or follow iClarified on Twitter, Facebook, or RSS for updates.
Read More