Cantor Fitzgerald analyst Brian White is touring China and reports to investors that demand for the iPhone 5s in the Asian country is disappointing, while interest in Chinese brands like Xiaomi is on the rise. This cool sentiment towards the iPhone may change when an iPhone 6 model with a larger screen arrives later this year.
Interest in a large-screened iPhone model among Chinese vendors and carriers is reportedly very high, possibly making the next iPhone launch a "special" one for Apple.
Apple's next iPhone model is expected to arrive in two display sizes, with one near 4.7 inches and the other at approximately 5.5 inches. The 4.7-inch model may debut this fall, while the 5.5-inch is rumored to land sometime in 2015.
Interest in a large-screened iPhone model among Chinese vendors and carriers is reportedly very high, possibly making the next iPhone launch a "special" one for Apple.
In the near term, we sensed disappointment around demand for the iPhone 5S. That said, we heard great enthusiasm around the potential for Apple to introduce a larger iPhone form factor in China this year with the iPhone 6. In our view, the iPhone 6 with a larger screen (e.g., 4.7-inch, 5.5-inch) has the potential to meaningfully accelerate Apple's growth trajectory in China during 2H:14. We have not heard this type of excitement in China around the iPhone in at least two years and thus we believe this could be a very special iPhone launch for Apple.China has been a focus of Apple in recent years, with the company opening new retail stores and bringing both the iPhone and the iPad to wireless carriers in the Asian country. This year alone Apple has introduced a TD-LTE version of the iPad and launched both the iPhone 5s and 5c with China Mobile, the world's largest mobile carrier with approximately 772 million subscribers.
Apple's next iPhone model is expected to arrive in two display sizes, with one near 4.7 inches and the other at approximately 5.5 inches. The 4.7-inch model may debut this fall, while the 5.5-inch is rumored to land sometime in 2015.
57 comments
Target yesterday announced that all of its stores will begin accepting Apple Pay in the coming weeks, but it still won't be possible to add its store-branded REDcard debit or credit cards to the...
Apple spent $6.6 million on lobbying the U.S. government in 2018, after spending a record $7.1 million in 2017, according to disclosure forms (Q1, Q2, Q3, Q4) filed with the Office of the...
DigiTimes reports today that Apple will release next-generation AirPods that include "health monitoring features" in the first half of 2019.
In terms of wireless headsets, Apple is...
Amidst increasing hype about foldable displays, Xiaomi has revealed that it is also working on its own flexible phone.
The Chinese mobile maker broke the news with a teaser video posted on...
Apple CEO Tim Cook is at the World Economic Forum in Davos, Switzerland this week, meeting with world leaders, mingling with other CEOs of major companies, attending dinners, and doing interviews.
...
The U.S. Patent and Trademark Office earlier this month approved for publication a trademark application from Apple for the term "iPod touch" that would extend protection to cover...
Honor, a smartphone brand owned by Huawei, today unveiled its newest device, the Honor View 20. The device launched at an event in Paris, and several tech publications were able to go hands-on with...
A U.K.-based non-profit organization, CDP, recently asked major companies to provide reports on their environmental impact with details on the risks and opportunities that climate change might...
