Home / iPhone / Analysts see two new iPhones in late September

Analysts see two new iPhones in late September

iphone-5-mockup

And you thought iPhone 4S and iPhone 5 were code-names for exactly the same thing, a fifth-generation iPhone… Taking the rumor mill reporting to the next level, Katy Huberty with Morgan Stanley is calling for a late September launch of the next-generation iPhone, with production kicking off in August. So far so good: The time-frame jibes with various tidbits we’ve been hearing from Asian component suppliers for some time.

But check this out: It’ll be two phones, speculates Deutsche Bank’s Chris Whitmore in a note to clients this morning. One will be a modest upgrade sold contract-free and unlocked at aggressive price points, the iPhone 4S, and the other is a substantial, superphone upgrade, presumably to be named the iPhone 5. Whitmores rationale:

With Nokia and RIMM struggling, the time is right for Apple to aggressively penetrate the mid range smart-phone market (i.e. $300-500 category) to dramatically expand its [total addressable market] and market share.

One problem: The $349 price point Whitmore mentioned for the iPhone 4S ain’t exactly what we’d call inexpensive, especially compared to the sub-$200 Android cheapos, like the $150 Huawei Ascend contract-free smartphone.

A fairer comparison would be the 4.1-inch Motorola Triumph, an Android 2.2 smartphone arriving contract-free on the Virgin Mobile network for $300 later this month. So, if Motorola is able to put together a nice mid-to-high-range smartphone and sell it unlocked, Apple should be equally capable to tweak and polish up the current-generation iPhone 4, call it the iPhone 4S and sell it for about the same price as the Motorola handset. There are lots of folks out there who prefer pay-as-you-go plans over lengthy contracts. Following the fall of Symbian, the mid-range prepaid market is up for grabs. With that in mind, it makes perfect sense for Apple to have a product to go after that segment. Conceivably, Tim Cook told analysts in January 2011 that Apple didn’t want the iPhone to be “just for the rich”.

Download Full Version

About J8mesz

I don't strive to be #1, but to be the only one.

Leave a Reply