Jefferies & Co. analyst Peter Misek has issued a new research report in which he claims that iPhone 6 may come with a bigger 4.8-inch screen.
“Despite still seeing risk to CQ4 and FY13 revs, we now believe better [gross margins] will allow Apple to skate by until iPhone 6 launches with its 4.8″ screen. We est ~50% of smartphone shipments have >4″ screens and that iPhone 6 will catalyze a large upgrade cycle. The stock is attractive based on the attitude change, FY15 revs >+15%, and valuation.”
Misek has a decent track recording when it comes to predicting Apple’s product plans. He now has a buy rating on Apple’s stock, and has increased his target to $600 from $450.
Several users (including me) have been hoping that Apple will launch an iPhone with a bigger screen, so I really hope that this turns out to be true.
Even if Apple offers an iPhone with a bigger screen, I expect Apple to continue to offer an iPhone with the 4-inch screen. It will be interesting to see at what price point Apple launches the iPhone with a bigger screen. We’ve seen Samsung offer the Note phablets for a premium, so won’t be surprised if Apple sells the bigger iPhone for a premium as well.
I wouldn’t mind paying $100 more for a 4.8-inch iPhone. What about you?