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"The 'mother lode' of all Apple upgrade cycles" said to bring two new iPhones this year

Posted: , by Victor H.

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"The 'mother lode' of all Apple upgrade cycles" said to bring two new iPhones this year

We all know that Apple releases one new iPhone every year (it's been so since the launch of the first iPhone in 2007), but more and more rumors claim that this year will be different, as the Cupertino-based company is allegedly planning to unveil two new iPhones in 2014: a 4.7-inch and a 5.5-inch one. Today, analysts from ISI (International Strategy & Investment) issued a bullish note on Apple, reiterating the rumors about two new iPhones this year. ISI also upped its price target for Apple stock to $600 (Apple shares currently trade at around $525 apiece), and upped its rating to “strong buy”.

"'Large-screen envy' is prevalent among the iPhone installed base and we believe a ~5" form-factor iPhone would spark a massive upgrade cycle as well as many 'Android switchers' returning back to the iPhone," ISI explained their reasons for the upgrade.

"We estimate the current iPhone installed base to be about 260mil users (roughly equivalent to the last 7 quarters worth of iPhone units). By our calculations, we estimate slightly over half of iPhone sales today go to upgrades (with the majority of new users coming from international markets). However, we believe that while the upgrade rate (i.e., % of installed base upgrading their device in a given quarter) had hovered in the 10-11% range over 2011-12, it has now dropped closer to 9% as users find few compelling reasons to upgrade. In peak quarters, the upgrade rate has reached the ~12-14% range and we expect a similar upgrade rate in 2H14 for iPhone 6, if not better. We believe this could drive ~$3.00 (or ~10-15%) EPS accretion over 2H14 assuming an incremental ~3% of the base upgrades each quarter," ISI said.

In a nutshell, ISI suggests that having new iPhones with a larger display could be a huge incentive for customers to upgrade their old iPhones, plus ISI believes that such rumored larger-screen iPhones would also eat away from the Android market.

ISI is also not the only analyst to upgrade its outlook on Apple stock recently. Pacific Crest upgraded Apple from “sector perform” to “outperform”, and others reiterated a “buy” rating on the stock. Let’s not forget that in the last few years, Apple unveiled its iPhone at the beginning of the third quarter, and - if it follows the same timelines this year - we’re still nearly half a year off from that expected announcement.

source: Business Insider

  • Options

posted on 17 Mar 2014, 08:50 16

1. Cha7520 (Posts: 221; Member since: 31 Oct 2010)

Awesome! Apple will be catching up with Android specs of 2012!

posted on 17 Mar 2014, 08:56 23

3. nestea (unregistered)

Look at the benchmark tests scores, it beats those quad cores 2.3GHz cpu with 2GB ram, so stfu

posted on 17 Mar 2014, 09:03 15

4. Felix_Gatto (Posts: 903; Member since: 03 Jul 2013)

It's about the software not the hardware. iOS is one of the most optimized OS for mobile.

posted on 17 Mar 2014, 09:04 2

6. PapaSmurf (Posts: 10456; Member since: 14 May 2012)

Correction, it IS.

posted on 17 Mar 2014, 09:25 12

11. akki20892 (Posts: 3901; Member since: 04 Feb 2013)

It's not about only OS, but it's about hardware and software meet really well.

posted on 17 Mar 2014, 09:04 1

5. PapaSmurf (Posts: 10456; Member since: 14 May 2012)

No need to say stfu. Please learn some manners because right now you sound like a ignorant 12 year old.

posted on 17 Mar 2014, 09:17 6

8. galanoth (Posts: 425; Member since: 26 Nov 2011)

So when Android beats iOS in benchmarks people say benchmarks don't care. But when iOS beats Android in benchmarks then benchmarks become relevant again?

posted on 17 Mar 2014, 09:21

10. Kyokado (Posts: 115; Member since: 11 Jul 2013)

Brace yourselves for iphab. Slogan:"its gonna be a blast"

posted on 17 Mar 2014, 11:27 3

24. Sauce (unregistered)

No. When Android phones beat iPhone in benchmarks people say benchmarks don't care, but when iOS phones beat (and embarrass) Android phones in benchmarks, people laugh, show off, mock, and troll Android users; you know, the Adnroid ones who get 2 inch hard ons over some paper specs lol.

No one in the social world gives a flying f**k about most of these paper stats, just people on this website, and similar sites.

posted on 17 Mar 2014, 09:43 6

15. alterecho (Posts: 1098; Member since: 23 Feb 2012)

For Android users, bigger screen means better spec'd.

posted on 17 Mar 2014, 10:07 3

19. XperiaFanZone (Posts: 2114; Member since: 21 Sep 2012)

Yeah, the One Max and the Z Ultra does have better specs than the Note 3. *sarcasm*

posted on 17 Mar 2014, 13:36 3

31. Finalflash (Posts: 3104; Member since: 23 Jul 2013)

Lol Yea, whenever it fits the narrative that supports your side throw it in the others' face. Classic fan boy behavior never changes. But really, Apple fans have been hating on large screens for years now, can't wait for them to start justifying it now. All the "but Apple did it right" idiots will finally come out of their mom's basements. Then they'll have 30 software and some major antennae-gate style problem will show up but they'll still be telling very one how Apple stuff just works. Then a year or so later their amazingly powerful hardware will get a software "update" that will cripple everything and they'll say that the new and improved colors and transparency or animations are lagging the older hardware. So they'll go out and line up for the newest Apple device because memory isn't just limited in apples products.

Damn they never learn, it's like watching the pure definition of insanity in action. "The definition of insanity is doing the same thing over and over and expecting different results."

posted on 17 Mar 2014, 17:34

37. Sauce (unregistered)

The biggest things Android fanboys like yourself do, is vicitimize yourselves. Really, no one (apple fanboy trolls) cares what we say and how we act. Its all a joke to us. You take this ballpark too seriously. When we see you crying like a little biotch, we take pleasure from it. Honestly lol, I'm feeling petty for your family.

posted on 17 Mar 2014, 09:45 4

17. jaytai0106 (Posts: 1888; Member since: 30 Mar 2011)

As an Android user myself, I feel bad for you... you are hard-wired to only care about the spec and not the end user experience. iOS and Android are completely different platform, so natural what they need under the hoods are going to be different. iOS doesn't required a lot of horsepower to run as smoothly as its Android counterpart. What really matters is the end user experience. Is it smooth? Do you experience any lag? Do you like how the OS is set up? Does it have everything you want it from a phone?
Stop this spec war already... It's like trying to compare a Ford F-150 to Toyota Prius.

posted on 17 Mar 2014, 10:18 8

21. Kan_wha (Posts: 88; Member since: 25 Jun 2012)

Specs do matter, but more so in the long term.
My iPhone 4 has been unusable since I've updated it because the hardware is so archaic and slow.

For people like myself, where "if aint broke, dont fix it" is the rule, the "forced" update + low spec kills iPhones for me.

My girlfriend's galaxy nexus on the other hand, beefy specs back in the day, still completely usable and the software updates makes it better, not worse...

posted on 17 Mar 2014, 10:30

22. jaytai0106 (Posts: 1888; Member since: 30 Mar 2011)

The reason for your iPhone 4 being a bit slow is bc the Apple finally added true multitasking in its iOS which could be CPU hungry from time to time. It's nice that Apple has great OS support for its old devices. However, sometime new version of iOS is just too much for the older iPhones to handle.

posted on 17 Mar 2014, 13:40 2

32. Finalflash (Posts: 3104; Member since: 23 Jul 2013)

Lol don't kid yourself there is no multitasking in iOS still. Do take a look at their developer documentation and app life cycle, there is no background state, it's either on or off. They did put a new skin on it though, to fool the easily fooled.

posted on 17 Mar 2014, 13:49 2

33. jaytai0106 (Posts: 1888; Member since: 30 Mar 2011)

Yeah, I agree iOS's multitasking it's much of anything... That's why I love my Android :D Nexus 4!!

posted on 17 Mar 2014, 11:30 1

25. Sauce (unregistered)

7.1 fixes that issue. My dads iPhone 4 is fast and isn't laggy at all anymore.

posted on 17 Mar 2014, 13:33 1

29. suneeboy (Posts: 201; Member since: 02 Oct 2012)

Specs don't matter man, it's all about the user experience. If specs mattered than the iPhone would be one of the worst phones available relative to its direct competition. The fact that an iPhone 4 is still in the discussion on any level should tell you something. Do you hear anyone talking about an HTC Evo or Galaxy S2 these days?

posted on 17 Mar 2014, 21:54

46. Diezparda (Posts: 871; Member since: 23 Oct 2013)

Really like your comment sir, my friends iPhone 4 to had same experience. I have iPod 5th gen which has little better specs than the iPhone 4 and i'm afraid i'm not gonna upgrade to iOS 8 if there won't be much different features and will affect their performance.

posted on 17 Mar 2014, 08:54

2. pradeepreddy (Posts: 65; Member since: 01 Apr 2013)

it looks like small Ipad.

posted on 17 Mar 2014, 09:16

7. palmguy (Posts: 537; Member since: 22 Mar 2011)

I doubt that. Apple already tried two iPhones. They're going to go back to just one.

posted on 17 Mar 2014, 10:16

20. appleDOESNT.com (banned) (Posts: 456; Member since: 19 Nov 2011)

ya, apple doesn't actually have the user base to support too many yearly releases lol. ifollowers are mANy but not actually that many when you think about it/ They already bombard their iCult with a S hit every other year that is a icremental upgrade, so adding two 2 phones per year is prolly not gonna help. apple is not about cuttig edge or being the first to market with technologies, Cook doesn't get this, you make like 4 products dude, you have a iFollowing, cater to them not the masses. cheap iPones, meh, more iPones, meh, just make 1 good one like when Steve was around

posted on 17 Mar 2014, 09:18 1

9. cheeseycheeser (Posts: 413; Member since: 24 Mar 2011)

I really hope one of them will stay with the iPhone 5c design and materials, because I actually kinda want one.

posted on 17 Mar 2014, 09:26 3

12. Just.Saying (Posts: 132; Member since: 04 Apr 2013)

If tim Cook phones me right now and say here's a free iPhone id say .....No thanks, I Have Standards..........

posted on 17 Mar 2014, 09:30 6

13. ryq24 (Posts: 724; Member since: 17 Oct 2011)

Price will be the main factor if iPhone 6 will put a big dent on android sales. The reason why android is the market leader is the cheap android phones that have flooded the market.

posted on 17 Mar 2014, 09:39

14. fzacek (Posts: 2486; Member since: 26 Jan 2014)

I don't think Apple could do such a radical move...

posted on 17 Mar 2014, 09:44 2

16. baldilocks (Posts: 746; Member since: 14 Dec 2008)

Do you NOT remember that they released two new iPhones at the SAME time LAST year?? The iPhone 5s and iPhone 5c.

Do you tech sites print these articles just for traffic, without even checking facts?

posted on 17 Mar 2014, 10:04

18. Leonis (Posts: 338; Member since: 08 Jan 2014)

I know tons of people who had wished for a bigger screen for a loooooong time and its finally coming to iphone. I am certain many many will go, mostly girls will go away from android and buy the iphone instead. For me I have wanted a bigger screen for a long time too but the most important thing is the iOS. If it won't change much and add some great new features like quick reply in messages, start screen should have more alternatives like android phones.... well then I won't get an iphone again.

My current iphone 4s is pretty good and I am extremely happy with it.

posted on 17 Mar 2014, 11:37

26. Sauce (unregistered)

Quick Reply has been around since the iPhone 3g, 3gs, 4, 4s, 5, and currently the 5c and 5s.

Start Screen (Inspired by Jellybean)

Quick Reply (from the beginning of time)

posted on 17 Mar 2014, 12:02 1

27. baldilocks (Posts: 746; Member since: 14 Dec 2008)

Only available if you jailbreak an iPhone. Those are pretty much useless to 95% of people who use the iPhone. Try again though.

posted on 17 Mar 2014, 12:33 1

28. Sauce (unregistered)

to 95% of people who use the iPhone. LOLOLOL.
Nice job pulling those statistics out of your ass. Ignorance is bliss.

Also, a phone is a phone. A jailbroken iPhone is still an iPhone, and a rooted Note 3 is still a Note 3. You act as if jailbreaking is the biggest most painful thing in the world to do. Go educate yourself, Baldilocks.

posted on 17 Mar 2014, 16:48

34. baldilocks (Posts: 746; Member since: 14 Dec 2008)

Go around the world and find out how many people jailbreak their iPhones. I'd bet you your toy iPhone that my stats are spot on.

I've been around this game a LOT longer than you. And how long did we have to wait for a jailbreak for 7.0?? Huh? Quite a while. How long will it take for 7.1 to be jailbroken? Again, you have no valid argument.

If jailbreaking is so easy, how come you didn't create one?

iOS is a step backward because:

1. The only indication that you are using capital letters on the iOS keyboard is the up arrow button changes colors. (IN ANDROID, THE KEYS THEMSELVES CHANGE CASE, WHICH MAKES IT A LOT EASIER.)

2. Sharing media from one app to another is a long process because most of them do not share natively. For example, to add a picture to Photobucket from my gallery, I have go into Photobucket to do it. It's the same with just about every other app except for the VERY limited few that Apple built into the sharing system. (IN ANDROID, MOST OF THE APPS YOU INSTALL, GET INTEGRATED INTO THE SYSTEM FRAMEWORK. THIS ALLOWS SHARING OF MEDIA FROM ONE APP TO ANOTHER. THIS IS A MUCH, MUCH BETTER SETUP. FOR EXAMPLE, I SNAP A PIC WITH THE CAMERA AND I WANT TO SHARE IT WITH PHOTOBUCKET I CAN DO THAT FROM WITHIN THE CAMERA/GALLERY APP WITHOUT EVEN OPENING PHOTOBUCKET.)

3. The notification system is overly complicated and cluttered. I realize it can be customized, but not to the point where you can get rid of the 3 different sections. Also there is no 'CLEAR ALL' function - this leads to notifications sticking around even after you have already addressed them. iOS also lacks the notification icons that Android uses. To me it makes sense having notification icons appearing up top. (shrug)

4. No Contact List or Messaging List Contact Pictures. That might be a small nitpicky thing, but visually it's bland. I love having the ability to scroll through a list of faces.

5. No access to the file system except for the Camera Roll. This makes transferring music or pictures to your phone reliant on iTunes. (MUCH EASIER WITH ANDROID. YOU CAN DRAG AND DROP ANY TYPE OF MEDIA INTO THE FILE SYSTEM.)

6. No Widgets. Sometimes you don't want to open an app and scroll through looking for information, especially when you can have that same information on one of your homescreens. What would it hurt to have at least a weather widget? (ANOTHER EXAMPLE. ON ANDROID I HAVE A GOOGLE SEARCH BAR. I JUST TAP ON IT AND TYPE OR SPEAK MY SEARCH. WITH IOS, I HAVE TO OPEN A BROWSER, OPEN THE GOOGLE SEARCH APP OR ASK SIRI AND HOPE SHE CAN SEARCH THE INTERNET FOR ME. SO MANY MORE STEPS THAT IT SHOULD HAVE TO TAKE.)

7. You can't put icons on just any grid point on the screen. Icons will always pop up behind last icon on the grid.

8. No hardware 'back button'. Often going back to where you were in an app involves exiting out of the application altogether. Some apps have a '

posted on 17 Mar 2014, 16:49

35. baldilocks (Posts: 746; Member since: 14 Dec 2008)

' link in barely noticeable blue at the top and then again sometimes they don't. Some have a swipe to go back and then again, some don't. Seems there is no consistency. (HAVING A HARDWARE OR ON SCREEN BACK BUTTON LIKE ANDROID, JUST MAKES A LOT MORE SENSE.)

9. You can't install 3rd party keyboards. (ON ANDROID, I HAVE OPTIONS.)

10. You can't hide app icons that you don't use or want to see nor can you download anything from the App Store that will allow you to do so. (WITH ANDROID, YOU CAN DOWNLOAD SEVERAL LAUNCHERS THAT ALLOW YOU TO PERSONALIZE MANY ASPECTS OF THE SYSTEM USER INTERFACE.)

11. The way in which you delete items from a list is inconsistent. In email, a right to left swipe will bring up a choice to delete or more options. In messaging, you have to hit the little Edit text up in the top left corner then tap on the message you want to manipulate. Why the inconsistency? (IN ANDROID, YOU CAN LONG PRESS ON AN ITEM ON ANY LIST SYSTEM WIDE AND YOU WILL BE PRESENTED WITH A SET OF OPTIONS, INCLUDING DELETION.)

12. Selecting text to copy and or paste is also harder than it should be. With iOS you have to press and hold on text, then tap on select if you wish to copy part of the text. Then you have to drag the pointers to the text you wish to copy. (WITH ANDROID YOU PRESS AND HOLD, THEN PRESS AGAIN AND THEN YOU CAN DRAG THE POINTERS. MAY NOT SEEM LIKE A BIG DEAL, BUT IT DOES SAVE A STEP IN THE PROCESS.)

13. No options for haptic or sound feedback when tapping on applications or menu selections.

posted on 18 Mar 2014, 01:27

59. Sauce (unregistered)

1) I have the option to show CAPS on all my keys when CAPS is enabled.

2) I have the option to do this. I currently use this quite often, constantly using Tinypic, like I am about to do to show your dumb a** some screenshots of my iPHONE and all it can do, that you say it can't.

3) I have all 3 sections merged into one section. I can clear all, or clear all of any app, etc. Yawwwnnn. NEXT

4) What are you talking about? My girlfriends butt naked a** is her contact pic. I love texting her for this reason.

5) I have all the access to the file system I can have. I can import/export all to my Mac/PC using Bluetooth. There are 5 other ways to do this very easily, without breaking a sweat. That makes you 0 for 5 right now. I'll keep going.

6) Widgets? LOL. I love widgets =) I love my animated weather widgets, my FB widget, my calendar, clock, photo album display, and all my other fun and silly widgets. Google search? I can search Google using my Spotlight. Type in "Baldilocks is an uneducated fool" and it will bring you right to this post. One motion (swipe down) = Google search.

7) I can put icons anywhere I want. I can arrange them in the pattern of a giant circle if I wanted to. I can infinitely do anything with my icons. I can place them WHERE EVER and HOW EVER I LIKE. 0/7


9) Third Part Keyboard? You mean those things I've been using for the past 5 years lol? Blue, red, certain layouts, innovative keyboard, basic keyboards. YOU NAME THEM - I HAVE THEM! Lollll You're 0/9, incase you lost track.

10) I can hide or remove any App Icons I want. WITH IPHONE, PERSONALIZE ANYTHING YOU WANT.

11) LOL. Once again, system gestures for system deletes. The gestures I can do are endless and countless. You bore me. YAWN. Text selection is the EASIEST THING LOL. Heck, if I wanted to go overboard, or be silly, I can draw and circle what I want to delete. Deleting is too easy on the iPhone.

12) See 11.

13) I have this as well. Disabled, because it is annoying to me, and to the people I am around. No one gives a f*** what I click on, and neither do I. Im not stupid. I can see what I click on.


posted on 17 Mar 2014, 17:41 2

39. Leonis (Posts: 338; Member since: 08 Jan 2014)

my iphone 4s is jailbroken and I have all those tweaks. BUT I am talking about doing this simple things that will change a whole lot without jailbreak.

I can't see the need of a jailbreak phone anymore when android got all this things from the start and a lot of other good stuff. Apple needs to change a whole lot more than just a bigger screen IMO... the UI needs to change more. if they keep the grid look then I think they will lose out a lot more than winning.

posted on 17 Mar 2014, 17:52

40. Sauce (unregistered)

And that's why we're lucky enough to live in a country where we have options :)

posted on 17 Mar 2014, 23:59

51. networkdood (Posts: 6330; Member since: 31 Mar 2010)


posted on 17 Mar 2014, 10:43

23. darkkjedii (Posts: 21349; Member since: 05 Feb 2011)

September approaches.

posted on 17 Mar 2014, 13:36

30. suneeboy (Posts: 201; Member since: 02 Oct 2012)

I can't wait. Are you looking at the 4.7 or the 5.5? I think the overall form factor is going to be the driver here.

posted on 17 Mar 2014, 16:55

36. darkkjedii (Posts: 21349; Member since: 05 Feb 2011)

5.5 all the way. How about you?

posted on 17 Mar 2014, 22:17 1

47. Topcat488 (Posts: 1396; Member since: 29 Sep 2012)

Apple is NOT Samsung... Samsung can launch 2 Phones every MONTH, Apple can't launch 2 in a year. It would be better if Apple concentrated on completing their iMap... Take baby steps before you fall on your face Apple. O.o

posted on 17 Mar 2014, 23:56

49. networkdood (Posts: 6330; Member since: 31 Mar 2010)

LOL, I love reading about how Apple users defend themselves by stating "I have a (Android phone)"...priceless

posted on 17 Mar 2014, 23:58

50. networkdood (Posts: 6330; Member since: 31 Mar 2010)

My wife had to get an ipad 2 mini - 2X the price of the Nexus 7 2013 tablet - while it is nice, it is just not worth double the price...Apple has done a great job to keep people blinded in loyalty...

posted on 18 Mar 2014, 02:37

60. techperson211 (Posts: 1230; Member since: 27 Feb 2014)

If they release 2 iphones they'll call it innovation and not poorly made objects "sarcasm"

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