Topeka Capital Markets analyst Brian White who is apparently on a visit to China has published a research note to his clients, in which he claims that Apple may launch iPhone 5S in two or three screen sizes based on his discussion with an unnamed “tech-supply chain company”.
We also walked away with the view that Apple will release the iPhone 5S in at least two screen sizes this summer and possibly three. We continue to target July as the launch date. Essentially, we believe Apple is coming around to the fact that one size per iPhone release does not work for everyone and offering consumers an option has the potential to expand the Company’s market share.
He also expects Apple to launch the low-cost iPhone along with iPhone 5S this summer, which he now expects could be priced at $300-$350 rather than $250-$300.
While there have been rumors that Apple will launch an iPhone with a bigger screen, iPhone 5S is widely speculated to come with a 4-inch display but with improved internals such as a faster processor and improved camera. It seems highly unlikely that Apple will launch a new iPhone with three screen sizes, so we would take this with a pinch of salt.