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Analysts expect Apple to offer smaller versions of the iPhone in its next lineup.
Justin Sullivan / Getty Images
Not everyone wants a giant-sized iPhone. Y
Apple
apparently he is willing to give people what they want.
Deutsche Bank analyst Jeriel Ong writes in a research note on Friday that one of the hallmarks of the widely anticipated launch of the first 5G iPhones will be a wider range of screen sizes than in any previous generation. The iPhone 12 lineup is expected to include the 5.4-inch iPhone 12, 6.1-inch iPhone 12 Max, 6.1-inch iPhone 12 Pro, and 6.7-inch iPhone Pro Max.
Ong notes that the last major change in screen size was the iPhone 6, in which the company went from a single form factor with a 4-inch screen to a choice of 4.7-inch or 5.5-inch displays. .
“This had the effect of increasing their consumer TAM [total addressable market], since in our opinion at that time user tastes had started to shift towards large form factors due to the increase in games, video consumption and use of social networks, all of which tend to favor a larger screen ”, writes Ong. “While it is early to be confident, we believe there are consumers who want the latest iPhone technology in a smaller form factor.”
Ong’s Conclusion: “Offering a third form factor for a cutting-edge iPhone could push those who prefer a smaller iPhone to upgrade / join the iOS ecosystem, an aspect of this next iPhone cycle that continues to be underestimated by investors. “, writes.
Apple (ticker: AAPL) is down 2.7% to $ 113.65 on Friday.
Write to Eric J. Savitz at [email protected]
