It’s almost a forgone conclusion that the iPhone 6 will have a larger display, which would contradict yet another prediction from Apple that 4-inch is the ideal size for a smartphone. Remember Steve Jobs – take on tablets smaller than 9.7-inch.
I’d like to comment on the avalanche of tablets poised to enter the market in the coming months. First, it appears to be just a handful of credible entrants, not exactly an avalanche. Second, almost all of them use seven-inch screens as compared to iPad‘s near 10-inch screen. Let’s start there. One naturally thinks that a seven-inch screen would offer 70% of the benefits of a 10-inch screen. Unfortunately, this is far from the truth. The screen measurements are diagonal, so that a seven-inch screen is only 45% as large as iPad‘s 10-inch screen. You heard me right; just 45% as large.
If you take an iPad and hold it upright in portrait view and draw an imaginary horizontal line halfway down the screen, the screens on the seven-inch tablets are a bit smaller than the bottom half of the iPad display. This size isn’t sufficient to create great tablet apps in our opinion.
Fast forward to 2013 and the iPad mini at 7.9-inch is Apple’s most popular tablet on the market.
Chris Caso, senior research analyst at Susquehanna Financial Group told Bloomberg TV he expects a number of new things with the iPhone 6, with the most important new feature being a larger screen to compete with the high-end Android devices on the market at the moment.
There is little doubt in this Fool’s mind that a larger iPhone would allow Apple to capture a non-trivial part of Samsung‘s high-end smartphone share in the U.S., which makes next year’s iPhone launch particularly important. However, the bigger iPhone is probably going to be more instrumental in winning over share overseas, particularly in the Asia-Pacific region where larger phones are what’s in.
Apple’s ultimate goal shouldn’t be to compete on price — that’s a race to the bottom as far as the bottom line goes, and nobody’s going to want a crazy top-line growth story with a flat or lower bottom line. What Apple needs to do, however, is to lock down the portions of the high-end handset market that it doesn’t already own.