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UBS analyst sees the next-gen Apple iPhone 6 getting released this August or September

Posted: , by Alan F.

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UBS analyst sees the next-gen Apple iPhone 6 getting released this August or September
UBS analyst Steve Milunovich told Barron's that based on his checks of the supply chain, the Apple iPhone 6 will be released in August or September. Milunovich expects that a 4.7 inch screen will be used for the device, and that model seems "certain" to be launched during that time period. He added that a 5.5 inch variant of the phone "might or might not" launch at the same time. If Apple does decide to release the larger-screened model, the analyst says it will have the same resolution as the smaller screened iPhone 6, which means that it will have a lower pixel density.

Milunovich expects the Apple iPhone 6 to outsell the Apple iPhone 5s once the former is released. For all of this year, he sees Apple selling 172 million units of its smartphone vs. 162 million last year. He says that China Mobile alone will account for the 10 million additional sales in 2014. The world's largest carrier jut started selling the Apple iPhone this year.

"Our iPhone model is up just 10mn this year at 172mn vs 162mn last year. China Mobile, which appears to be off to a slow start at about 1mn iPhones in Feb, could be sufficient to account for the entire change. The second calendar half may surprise to the upside if either China Mobile or the iPhone 6 gain traction. Although the iPhone 6 could carry a lower margin since we would be surprised if it is priced at much of a premium, unit demand could be strong as surveys suggest Apple users want larger screen sizes and carriers’ 24-month enforced contracts roll off for 4s owners."-Steve Milunovich, analyst, UBS

While the analyst expects the Apple iPhone 6 to provide lower margins for the manufacturer, he says that Apple could have a strong second half of the year. Milunovich says that surveys suggest that there will be strong demand for a larger-screened version of Apple's iconic smartphone. In addition, owners of the 3.5 inch Apple iPhone 4s will be coming off their contracts. Add those two things together, and the second half of this year could see Apple raking in the bucks.

source: Barron's via BGR

21 Comments
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posted on 24 Mar 2014, 15:14

1. Antimio (Posts: 173; Member since: 11 Nov 2013)


OH RLLY?

posted on 24 Mar 2014, 17:48 1

14. akki20892 (Posts: 3304; Member since: 04 Feb 2013)


As usual now apple hold event in September, every year.

posted on 24 Mar 2014, 15:15 3

2. Ninetysix (Posts: 1476; Member since: 08 Oct 2012)


I predict 12M sales in about 3-4 days.

posted on 24 Mar 2014, 15:17

4. PapaSmurf (Posts: 7714; Member since: 14 May 2012)


I say 11 million launch weekend.

posted on 24 Mar 2014, 18:02

16. darkkjedii (Posts: 10510; Member since: 05 Feb 2011)


I say 15 mil.

posted on 24 Mar 2014, 19:14 1

18. akki20892 (Posts: 3304; Member since: 04 Feb 2013)


No it's a 15.67 million.

posted on 24 Mar 2014, 20:21

19. darkkjedii (Posts: 10510; Member since: 05 Feb 2011)


.67???

posted on 24 Mar 2014, 15:56

10. Arte-8800 (limited) (Posts: 4054; Member since: 13 Mar 2014)


or even more like 15m, but thats if the ip6 has

720p
4,3 or 4.5 screen
2gb ram
1700+mah battery
sappire build glass

i would buy one

posted on 24 Mar 2014, 16:18 5

12. UglyFrank (Posts: 366; Member since: 23 Jan 2014)


We can pretend 1700mah battery is big but we would be lying to ourselves. The fact that you are quoting 2011/12 android specs is funny.

posted on 24 Mar 2014, 15:16 7

3. PapaSmurf (Posts: 7714; Member since: 14 May 2012)


Saying the iPhone 6 will be released in September is like saying the sun is yellow.

posted on 24 Mar 2014, 15:40

8. XperiaFanZone (Posts: 1194; Member since: 21 Sep 2012)


I don't think so. Since the Sun is many colours mixed, most likely the iPhone 6 will be released in September.

posted on 24 Mar 2014, 15:54

9. Arte-8800 (limited) (Posts: 4054; Member since: 13 Mar 2014)


is in it in october or november which they always do like previously?

posted on 24 Mar 2014, 16:00

11. XperiaFanZone (Posts: 1194; Member since: 21 Sep 2012)


Not always. Check the release dates.

posted on 24 Mar 2014, 15:30

5. IliyaBeshkov (Posts: 240; Member since: 09 Jul 2012)


Whats the point of a phablet version? It will flop like last years 5c..

posted on 24 Mar 2014, 22:45 1

20. tuminatr (Posts: 678; Member since: 23 Feb 2009)


I agree, unless it had phablet functionality like the note series

posted on 25 Mar 2014, 10:48

21. IliyaBeshkov (Posts: 240; Member since: 09 Jul 2012)


I am sure that its going to be like One Max and not like Note or Z Ultra!
P.S: Remember when Steve Jobs said "Who needs a stylus?". :D

posted on 24 Mar 2014, 15:34

6. WisconsinRedSoxFan (Posts: 4; Member since: 24 Mar 2014)


Waaaaaaaaay too many guesses about a new iphone.....

posted on 24 Mar 2014, 15:35

7. CX3NT3_713 (Posts: 1676; Member since: 18 Apr 2011)


Lower resolution?? DOA!!!

posted on 24 Mar 2014, 17:09

13. darkvadervip (Posts: 294; Member since: 08 Dec 2010)


I'm Curious for apple and android fans, can you tell the true difference in low screen resolution in a premium phone. For example the galaxy 2 thru current!

posted on 24 Mar 2014, 18:01

15. darkkjedii (Posts: 10510; Member since: 05 Feb 2011)


Then I see myself buying 3 this August, or September. Let's rock Cooksizzle fashizzle

posted on 24 Mar 2014, 18:34

17. SAO101789 (Posts: 122; Member since: 10 Feb 2014)


The iphone great but thin phones are not as good as I thought. I will get a ipad for my itunes but I'm getting a nokia for it's camera. Most apps will be on WP and the rest would be in internet or ipad. Apple will always be with me but not this year. I'll come back when they make it bigger and better.

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