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Apple Must Not Ignore 25 million Units/Qtr of Phablet Sales any Longer. iPhone 6 with a 4.7″, 5.2″ or 5.7″ Display – Apple is Formulating Large Display iPhones. The BIG Questions are Display Size? and WHEN?

September 26, 2013

๐ŸŽ Can Apple really “Afford to Ignore” the 25 million Units per Quarter of Phablet Sales any Longer. Bottom line, there are lots of present-day Apple CUSTOMERS that WANT A LARGER iPhone DISPLAY. How can this be ignored, because the original iPhone was designed for ONE-HAND use. The Heck with that, its 2013 and Many of US want a bigger iPhone… Apple Must Not Ignore 25 million Units/Qtr of Phablet Sales any Longer. iPhone 6 with a 4.7″, 5.2″ or 5.7″ Display – Apple is supposedly formulating several Larger Display iPhones. The BIG Questions are Display Size? and WHEN?

๐ŸŽ iPhone 6 with a 4.7″ or 5.7″ Display is a good Display Range to consider. Apple apparently is formulating Large Display iPhone Plan. Although Samsung S4 Sales are Down 50% from Samsung own Projections.

๐ŸŽ Android Phablets, as a group, sold 25 million units in the June, 2013 Quarter, which is more than TWICE the number of iPads sold in this same quarter. iPhone 6 with a 5.7" Display – Apple is supposedly Working its Supply-Line formulating a beta-Plan. Citing four sources, Reuters reported that Apple has delivered detailed plans for a 4.7" and a 5.7" iPhones, to its suppliers in Asia, presumably to produce beta-samples for Apple Engineers to test internally.

๐ŸŽ IDC Research has recently reported that in the recent quarter, June, 2013 Phablet Sales were a stunning 25.2 million units. Apple Tablet Sales were 12.2 Million units, Portable PC sales were 12.7 Million units, and iPhone Sales were 32 million units. And in the Asian markets Phablet sales increased by 100%.

๐ŸŽ Can Apple really ignore these stunning facts any longer. There are many folks apparently that cannot afford to buy a Smartphone and a Tablet. Therefore they are buying a portable device that combines the smartphone with the Tablet, hence PHABLET, not only in name but in practicality.

๐ŸŽ This is not “Rocket Science.” Take an LTE iPad mini, turn on cellular connectivity and you have a Large Phablet, probably too large at 7.9″ but thats all it would require. So lets make a Phablet of a more reasoned size. The internals are already engineered, certainly Apple can have their Display suppliers squeeze the iPad v5 into a Display of 5.7″ rework the container, and the battery, and viola, Apple could have a Large iPhone.

๐ŸŽ What would be the best Phablet Size for Apple to capture this Market Segment. Since there iPad mini is sized at 7.9″, say 8″ for simplicity, and their largest iPhone’s Display is presently 4.” Let’s split the difference of these two Displays, that would render a 6″ display. We have heard from an Asian Supplier that Apple has ordered a large quantity of Display samples of 4.7″ and 5.7″ for supposed prototype iPhone product testing.

๐ŸŽ iPhone 6, My preference. Personally, I would prefer the 5.7″ iPhone-6-maxi, and use the 4.7″ Screen as the new standard for the iPhone-6, and retain the 4″ Display for the iPhone-5S and the iPhone-5C as the “entry level” iPhone, for the Four Tiered iPhone lineup for 2014.

๐ŸŽ Can Apple Afford to delay the release iPhone 6 until September of 2014, the release of a 5.7″ iPhone? Hopefully Apple will attempt to trap their share of the 50 million Phablets that will have been sold from now until March, 2014. Can Apple loose the opportunity for their share of another 50 million units and delay the 5.7″ iPhone 6 initiative until September, 2014? This would be a shame. The iPhone 5C and an 5.7″ iPhone 6 would be the magic for Apple to capture a huge chunk of Market-Share.

๐ŸŽ iPhone large display is Music to My Ears for sure. Look at the excitement Apple created in November, 2012 with its Release of the iPad mini. Recall 53% of all US smart phone users are Apple iPhone adopters, and less than half that for Samsung Galaxy folks.

๐ŸŽ Similarly, in my humble opinion, when Apple releases a Large Display iPhone, there will likely be even more excitement than the new sales generated by the iPad mini. Why? There is a relatively large installed base of iPhones, some 500 million users, 4 times larger existing installed user base than the iPad community; Even a small portion of 500,000,000, represents many millions.

๐ŸŽ Example… if only 12% are seriously excited with the release of a Large-display iPhone, 12% of 500,000,000 is 60 Million units. Its better for Apple to trap these large-screen display folks, than have 5″ smart-phones cannibalized to Samsung.

๐ŸŽ My guess, when Apple delivers a Large Display iPhone, 40% will go for it. Another guess, Apple was surprised at the adoption-rate of the iPad mini, because Apple was so committed to believing the iPad had to be 9.7″ it ignored the market. Apple likewise has been ignoring the Market again with 5″ smart-phones. Hopefully, Apple will stop believing its own BS and listen to the Market’s Desire.

โฐ There is a large installed base of “Android” smart-phone folks that wish Apple had a 5-incher, and are looking for an excuse to get out of the Droid OS-Fragmentation headache. Surveys continue to indicate consistently for several years that about 22% of Android users Jump-Ship and adopt iPhones, when their contracts expire.

โฐ Samsung reported this morning, June 20, 2013, that it has lowered its sales projections of the Galaxy S4 by 50% of their new flagship smart phone. This newly released model the S4, was supposed to be Samsung’s 2013 “iPhone 5 Killer.”

โฐ Apparently after only 5 weeks of the availability of the Galaxy S4, the Android community and Galaxy 3S users are simply not upgrading from their own Galaxy users, nor from the other Vendors to the Galaxy S4. Its not hard to imagine, the Korean company, Samsung’s Stock has dropped significantly on its stock exchange.

โฐ Samsung has already had to cut expectations for their latest flagship, the Galaxy S4, it looks like Sammy had to lower estimates for device shipments once again, today. Originally, Samsung and their analysts predicted a lofty 10 million S4 units for April, and 12 million S4 units for May, 2013; This estimate has been dropped to about 6.5 million S4 predicted units in July.

๐ŸŽ Recall Apple sold over 5 Million iPhone 5 units in its first 3 day weekend, selling every one of the iPhones Apple had stock-piled for the iPhone5 release weekend. Annual iPhone sales are actually occuring at a rate of over 130 million for 2013. With the iPhone 5S anticipated for Sept, 2013, according to “analysts,” the iPhone sales rate may increase.

โฐ To perk sales back up, Samsung is reportedly planning an early retirement of the Galaxy S III. With the latest price-drops on the Galaxy S3, since the S4โ€ฒs release; Apparently there is not enough innovation in the new S4, and the Android folks are defaulting to the less expensive S3, chopping into sales of Samsungโ€™s latest flagship, which is not a good thing.

โฐ Taking away consumer choice isnโ€™t generally a good thing for your customers; However, in this case, itโ€™s a business move that Samsung has chosen. These events are definitely something to keep an eye on in the next few months.

๐ŸŽ If Apple follows through with these plans for a larger than 4″ iPhone display, this would be an significant change in Apple’s (unrealistic) position for iPhones with 5″ or larger Displays. We all know Apple says Nothing, Releases Nothing, No Specs, No Images, No Hints, No Trial Balloons, Nothing until Apple Decides to inform, and then Apple Tells Everyone with an Event.

๐ŸŽ Apple Secrets. Think about it, with a staff of 90,000 soles at Apple, add another 400,000 Asian fabricators, at FoxConn for example, add to this, Many Supply-Line sources, like the iPhone Camera Module and the Display fabricators, its quite a Security undertaking to Compel everyone to keep Apple’s Secrets non-Disclosed.

๐ŸŽ Once Apple delivered the iPad-mini, contrary to Apple’s (previously absurd) position that Only the 9.7" display was optimal – required for finger gestures, and that all other display sizes are inappropriate. Clearly, having delivered a 7.9" iPad-mini is very appropriate, very relevent, and may be out-selling the traditional iPad by a margin of say 3-to-2 ~ meaning, Three ipad-mini sales for every Two standard sized iPad sales.

๐ŸŽ Apple Knowing the history of the iPods, mini, nano, you name the flavors, its pretty easy to "Connect the Dots" that eventually the iPhone may have two or three footprints, several Display Sizes, particularly with the out-cry from Apple users who are routinely Complaining to Apple sales associates at Apple retail stores, all over the world, self included.

๐ŸŽ Apple bumped up its screen size to 4" diagonal with the iPhone 5, which launched September, 2012, and met with Rave Reviews and huge Sales, 5,000,000 units in iPhone 5 opening weekend. This 4″ display departed from the 3.5" display on all previous iPhone models, since the iPhone’s inception in mid-2007. But unlike its biggest rival, Samsung, the iPhone 5, was a 13mm increse in length only, no proportionate increase in width, as compared to the iPhone 4.

๐ŸŽ Last month, Apple CEO Tim Cook said that a larger screen could differentiate phones, but noted the company had to weigh the โ€œtrade offsโ€ which would have to be evaluated, namely battery-life, weight, longevity of the screen, overall size.

โฐ Recall a very large number, some 96% of the Droid Users have Not updated to the newest version of JellyBean version 4.2 of Android’s OS; this creates a huge mess for everyone in the entire Droid user population, their App Developers, and all the Smart-Phone companies that are fabricating Droid devices. Making for an even bigger mess, is about 52% of the present-day Droid users remain at an Android OS-version that dates back several years.

๐ŸŽ My view, Delivering 4.7" and/or 5.7" iPhones, lets assume an increase in pixel count, to keep up the "retina display" of 325 dots per inch, more power is needed to drive the increased number of pixels, and the graphics-processor, plus more power would be need to illuminate the larger display, in brighter ambient lighting conditions, than an iPad generally requires.

๐ŸŽ Example, while walking down the street at high-noon, the iPhone rings, you look at the display, and answer the call. In bright out-door lighting, the iPhone Display must be bright. With an iPad, folks generally are not walking the streets reading their 7.9" iPad-minis. Accordingly, iPad displays are not illuminated with the same intensity as iPhone displays.

๐ŸŽ iPhone 6 with a 5.7" display, (2" inches shorter than the iPad-mini, or 1.7″ longer than the iPhone 4, diagonally) More Power will be needed to drive a 5.7" display, perhaps 60% to 75% more power, than what was needed to drive a 4" iPhone 5 display. A 5.7" iPhone 6 may need 50% more power and 50% more space to house the larger LiON Polymer battery. (All guess work with these figures). However, in theory, its all about Display Energy Efficiency, internal Electronics Energy Efficiency and the Energy Density for the newer more powerful Lithium Polymer battery technologies.

๐ŸŽ Being trained as a Chemist years ago, I recall that there is a very unique feature for Lithium Polymer batteries. The uniqueness, the physical shape of the battery does not have to be cylindrical or rectangular. The Polymer Battery may be literally “Moulded” to the exact Shape of a highly irregular-shape of the container of the iPhone’s interior, for example. This LiON Polymer irregular-shape-capability includes curved edges, convex, and concave shapes, dimples, bumps, depressions, and non-rectangular conditions. Presently, we see LiON Polymer batteries shaped into three-dimensional rectanglar containers, with many “sizes and capacities” to choose from. Product designers, choose an “industrial standard” battery capacity and dimension, and then builds the device to accommodate the chosen industry standard LiON battery.

๐ŸŽ Apple, in my humble opinion, may apply this very unique Moulding Capability of the LiON Polymer, to shape the Battery in a much more Precise and Contorted Shape to utilize Every Available cubic millimeter, that is not being occupied by the iPhone’s other internal components. This is a more expensive battery design. However, when Apple orders the fabrtication of hundreds of millions of these custom designed Batteries, this added engineering and battery cost, would be spread over millions of units, weighed against the iPhone’s incredible Need for More Power, as features and display sizes soak up increased Power.

๐ŸŽ Some analysts believe Apple may launch a larger display iPhone 6 sometime soon. Prehaps Apple will release the iPhone 6 in March, 2014 to spread out new product releases into other calendar quarters. However, expect Apple to remain with the current 4" display size for what is believed to be the iPhone 5S thought to launch September, 2013.

๐ŸŽ While the iPhone has been a solid favorite with Government and Business users, rivals such as Samsung and Microsoft (with Nokia) have been raising their game. The increasing popularity of so-called phablet style extra-large smartphones such as Samsungโ€™s S4 has been a recent trend that Apple may want to capture a significant portion of this segment. Personal Opinion, if Apple delivers an iPhone with a 5" display it will be a huge success just as the iPad-mini in November, 2012.

๐ŸŽ According to Reuters, Apple will launch two new iPhone models later this year, including an up-market inPhone and a cheaper iPhone with plastic case in five or six colors with a $99 price-tag. A lower price-point may improve sales in Aisa, and give everyone a less expensive Apple "entry-point." Another analyst last week also claimed that Apple would launch a cheaper iPhone in five colors, claiming at least two of the new colors may include pink and blue.

๐ŸŽ Appleโ€™s primary iPhone contractor, Foxconn, will assemble the higher-end iPhone, while Pegatron, which makes the iPad mini, will assemble the cheaper entry-level iPhone.

๐ŸŽ If Apple were to Release a Large Display iPhone, there may be even more excitement than the iPad mini generated, due to the large installed base of iPhones, some 500 million users, where even a small portion of 500,000,000, represents millions, that may be excited with a Large-display iPhone. This short clip is a very clever rendering of the iPhone 5.7:

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