iPhone 6 Rumours
- Thread starter Fred Zed
- Start date
I just want it to have a larger screen, vastly improved iOS UX and better battery life.
BTW, Ming-Chi Kuo from KGI Securities has excellent sources with regards to rumors. Quite unusual for a financial analyst.
BTW, Ming-Chi Kuo from KGI Securities has excellent sources with regards to rumors. Quite unusual for a financial analyst.
If I were Apple, I'd learn from past mistakes (Mac vs DOS) and instead of trying to go it alone against the world (anyone getting into the industry has no option but become a competitor) - I would look at licencing iO/S software to other hardware manufacturers with the caveat that iTunes must remain the sole source of smartphone content. This guarantee's increased iTune revenue and can still make money from a wider selection of products while distancing itself (somewhat) from the cheaper products. Even cheaper products will generate iTune revenue & licencing fees.
I would also dip into the stagnant pool of $ Gazillion cash reserves (which infuriates investors) and use it to take out BB. Get the patents and BB server technology so that Apple can address the corporate IT security concerns with an Apple solution. This would address a clever end run that Samsung is currently implementing to target the corporate market.
My guess is Apple will sit on their hard earned laurels until they loose market share and relevancy by taking on the whole world. They are great at the opening plays - it's getting the touchdowns that they seem to give the ball away. iMHO.
I would also dip into the stagnant pool of $ Gazillion cash reserves (which infuriates investors) and use it to take out BB. Get the patents and BB server technology so that Apple can address the corporate IT security concerns with an Apple solution. This would address a clever end run that Samsung is currently implementing to target the corporate market.
My guess is Apple will sit on their hard earned laurels until they loose market share and relevancy by taking on the whole world. They are great at the opening plays - it's getting the touchdowns that they seem to give the ball away. iMHO.
like your input, I agree with you, Im not sure i apple is a smart company who has made wise decisions or a half smart company who did a few things right by accident and cant replicate that, time will tell
but im thinking about switching from bb to iphone just now, I'll be pissed if nxt month the 6 drops lol i"ll be even more pissed if its only 50 dollars more then the 5 (like the 5 is the 4)
They could easily make a cheaper product, they just have to decide if they want to enter a higher volume, lower margin business - I don't see any advantage to working with Samsung / LG / HTC.... or any other OEM vendor. Given that today they earn more than 50% of smartphone profits, a lions share (more than 50% I believe) of apps and online music revenue I have a hard time seeking where this would take them.
BB sucks even more than Apple does at cloud services - that's where Apple needs to spend it's money, BB will die all by itself.
I think they'll open up another product front (think tablet) - other than creating ever larger screens the market has settled on the Apple design for a smart phone and most of the innovation is over. The UX will continue to improve but the real battle will be on cloud services and connected devices (IMO) - think google glass vs apple watch.....
OTB
You certainly share the Apple corporate philosophy of looking at the present instead of the future. It must be totally inconceivable why the value of Apple stock has lost $250 Billion dollars in 6 months. Why ? Because investors are buying into the future and dwindling market share is not good for future investors.
Maybe a history lesson would help. In 1984 Apple was launching the most superior desktop on the market the Macintosh computer with it's Xerox inspired GUI system. Apple had 14% market share of an burgeoning market of the desktop computer. Apple was the darling of the investor market after storybook expansion through it's wildly successful Apple II product. If any company wanted a share of this huge PC market - Apple wasn't in the mix - it was going it a lone. Compaq, IBM, HP, Commodore, Hitachi, etc, etc, etc ...... all were pitted against Apple's O/S. By the time Microsoft caught up with a similar Xerox inspired GUI (Windows) Apple market share was already less than 5%. Soon the Mac was just a boutique system relegated to Apple die hard fans and niche applications (~ 2% market) - even (the hated) Microsoft invested money into Apple to keep it going.
Now Apple - going it a lone yet again - defiantly holding on to sole ownership of an O/S that was at one time the best in the market. Now > 70% of every smartphone sold is running Android. The R/D effort across Samsung, LG, etc,etc,etc is vastly outdistancing that which Apple can muster and it shows. Once again they are loosing market share and as any investor is looking at - it's not where you are now - it's where you will be in the future.
Who gives a shit about their cloud services ??? Not only is that a feature that can be addressed with a multitude of existing services but it ignores that huge strength that BB still has - patents. Blackberry (RIM) has a multitude of valuable patents (rated in the top 15 corporate patent holders) that provide security & technology for the servers & secure e-mail delivery. That is the value of BB - you aren't buying handsets - you are buying technology.
We older guys well versed in Apple claiming stolen ideas as their own are use to these futile discussions with those only exposed to Apple products but if you look closely at an Android product siting beside an Apple product - it is easy to see widgets, drop down status, custom layouts (animated backgrounds) and a host of features to the point that myself and obviously others are jumping to the more advanced technology. It's not just Samsung .... everyone in Android are looking to push the envelope. That is why Apple is doomed to failure if they follow the hermit approach.
I'm not sure that the mid 80s PC market is a good predictor for success in the smartphone market.
You glossed over the FACT that Apple makes much more than 50% of Smartphone profits, much more than 50% of Apps and media revenue..... it's not the 80s any longer - ecosystem is more important than HW - they get nothing by having a bunch of OEMs sell cheap handsets with their OS on them... if they wanted that market they'd release a free current gen phone. Your also not realizing that the internet activity rates of iOS and Android users point to the conclusion that people without any money by Android phones... is that a market you want if ecosystem is the thing?
I'm sure Google / M$ and Apple will buy all those patents when the company folds.... it will be a non-event.
A bold prediction.
Consider:
OTB
IM469 seems to have given this some careful and thorough thought. But I just can't bring myself to credit a guy who doesn't know the difference between losing and loosing. 
Apple seems to have lost it's way. They converted me because I was looking for an all in one device. When I tried the my first iphone-- a 3g-- I was delighted by the smooth operation, intuitive controls, and obvious build quality. Learning to use the phone, it was obvious that someone had devoted a hell of a lot of concern to the user's experience. Now, iTunes is a bloated mess, iCloud is buggier than an amazon forest, battery life is worse on my 4s than it was on the 3g and other phones make iPhone seem not worth the prime buck that Apple demands.
I'm taking a wait and see stance, but Apple seriously needs to do something special to win back the loyalty of those of us who just want it to work, simply, reliably, beautifully.
Apple seems to have lost it's way. They converted me because I was looking for an all in one device. When I tried the my first iphone-- a 3g-- I was delighted by the smooth operation, intuitive controls, and obvious build quality. Learning to use the phone, it was obvious that someone had devoted a hell of a lot of concern to the user's experience. Now, iTunes is a bloated mess, iCloud is buggier than an amazon forest, battery life is worse on my 4s than it was on the 3g and other phones make iPhone seem not worth the prime buck that Apple demands.
I'm taking a wait and see stance, but Apple seriously needs to do something special to win back the loyalty of those of us who just want it to work, simply, reliably, beautifully.
It fits perfectly for what is happening now. History ignored tends to repeat itself and for Apple their smartphone is following the PC curve perfectly.
I didn't gloss over the fact - IT IS IRRELEVANT - Sadly (like Apple executives) you fail to grasp that the $250 Billion stock decline is a measure of the future - not the present. If you are bringing money to the table - you are hoping to grow your investment, you want to know that you are going to make money in the future not lose it.
I know history (or any facts that could tarnish the gleam of Apple in your eyes) is hard to swallow but let me try again with an item less than 7 years old that is identical to Apples current position. In mid 2007 RIM was increasing 75% per quarter topping $ 1 billion in revenue and worth $ 42 Billion with cash reserves of almost $ 5 Billion with no debt. For Crackberry addicts (similar to Apple diehards) any chance that BB would disappear would be met with similar logic - look what we have now! (i.e: not where will we be in the future).
Now I want you to look at Blackberry 2007 and think about them now. Do you think you could tap the Crackberry addict on his shoulder in 2007 and take his focus off what is happening now to the dangers of the future ? Do you think you could convince him Blackberry could be irrelevant in 5 years ? Now look at the Crackberry in 2007 and yourself quoting today's market you - do you understand now why Apple performance now does not guaranty their future ? Do you start to see a glimmer of understanding why the stock value is down $250 Billion ?
If you can't see why - it will be hard to explain but the purchase of the intellectual rights (patents) of Blackberry is a significant event.
this rumour should make a few people chuckle
Eye Tracking system will be a part of the iPhone 5S and iPhone 6
or even this...
iPhone 6 With 4.8-inch Retina & iOS 7 Finally Visualized
Eye Tracking system will be a part of the iPhone 5S and iPhone 6
or even this...
iPhone 6 With 4.8-inch Retina & iOS 7 Finally Visualized
If the G4 announcement proved anything it's that the HW innovation is at a standstill and the real innovation with be in SW/OS - I think Apple has a good opportunity here - certainly more experience than any of the OEM Android vendors.
The iPhone 4S was a SW release - goosed specs with Siri - I'd expect the same of the 5S - goosed specs with innovation in iOS7. They could add NFC (which no one is really using), wireless charging (IMO a silly feature unless it's a hotspot type capability).
There has been much talk about a cheaper phone but I'm not sure why Apple would do this, iOS enjoys a MASSIVE marketshare of users online with their smartphones and doing transactions - they also capture 69% of profits (Samsung has 35%) - would they really be taking profits from Samsung at the bottom of the market... I don't see it. They don't need the low end users as they don't do anything with their phones that impacts the ecosystem, why chase money losing customers in the name of handset marketshare. Apple is Mercedes - limited high-end product line, Samsung is GM... why release a Chevy Cruze....
OTB
The iPhone 4S was a SW release - goosed specs with Siri - I'd expect the same of the 5S - goosed specs with innovation in iOS7. They could add NFC (which no one is really using), wireless charging (IMO a silly feature unless it's a hotspot type capability).
There has been much talk about a cheaper phone but I'm not sure why Apple would do this, iOS enjoys a MASSIVE marketshare of users online with their smartphones and doing transactions - they also capture 69% of profits (Samsung has 35%) - would they really be taking profits from Samsung at the bottom of the market... I don't see it. They don't need the low end users as they don't do anything with their phones that impacts the ecosystem, why chase money losing customers in the name of handset marketshare. Apple is Mercedes - limited high-end product line, Samsung is GM... why release a Chevy Cruze....
OTB
