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  • Analyst: iPhone 6 Could Spark Major Upgrade Cycle


    On Tuesday morning, Cowen & Company analyst Timothy Arcuri made a somewhat logical projection with regard to Apple's eagerly awaited iPhone upgrade.

    The analyst believes the iPhone 6 will usher in the biggest iPhone upgrade cycle we've seen in recent years.

    "We still see evidence of both Gorilla Glass and Sapphire for 4.7-inch version but feel at least one (if not all) versions of larger 5.5-inch version will be Sapphire," he asserted in a note shared with investors this morning. "Although pricing should be 'tiered,' margins remain a much bigger question to us than iPhone 5S/5C launch which was clearly good margins."

    By finally addressing the product preferences of the 30 to 40 percent of consumers who like larger screens, the analyst thinks iPhone 6 adoption could be more aggressive than previously anticipated. Consequently, Arcuri has upped his AAPL price target to $102 (up from $90) and held steadfast to an Outperform rating.

    Arcuri is "very bullish on units" when discussing both iPhone 6 sales and potentially sales of a yet to be announced wearable device (the iWatch, for example). Particularly exciting, Arcuri suggests, is the iPhone's growth potential on a global landscape.

    Source: Benziga
    This article was originally published in forum thread: Analyst: iPhone 6 Could Spark Major Upgrade Cycle started by Michael Essany View original post
    Comments 5 Comments
    1. Carvensno's Avatar
      Carvensno -
      Geezz you think? So glad we heard this from a analyst though. LOL
    1. EVO's Avatar
      EVO -
      Quote Originally Posted by Carvensno View Post
      Geezz you think? So glad we heard this from a analyst though. LOL
      Take it easy wisecrack
    1. Carvensno's Avatar
      Carvensno -
      Quote Originally Posted by EVO View Post
      Take it easy wisecrack
      LOL ok sorry for the heavy sarcasm Just funny though. Apple sets new records every year on debut of the new iPhone. Of course they are going to set a new record by 2-3x the sales, Apple is finally giving what a lot of people have been asking for years(bigger screens).
    1. StuG III's Avatar
      StuG III -
      I don't get it. less that half of the market wants a bigger screen so they make two devices with larger screens? An attempt to take over android market share will boost Apple's own shares obviously but that doesn't really translate into how popular the iPhone 6 will be(?)
    1. yohomie's Avatar
      yohomie -
      Quote Originally Posted by StuG III View Post
      I don't get it. less that half of the market wants a bigger screen so they make two devices with larger screens? An attempt to take over android market share will boost Apple's own shares obviously but that doesn't really translate into how popular the iPhone 6 will be(?)
      It makes perfect sense. In China, EVERYONE has or wants a large screen smartphone, which will be Apple's largest market. To give a bit more perspective on where mobile subscribers reside is from an Ericsson report, that North America and the Middle East have the fewest number of users at 365 million while Asia-Pacific (ex-China) has the largest number of subscribers at 1.355 billion and China has 1.25 billion. Larger screens are inevitable, which is exactly what I want.