Apr 042014

iPhone 5s is low in china according to a report from Cantor Fitzgerald, But there is much more interest in the larger-screen iPhone 6. Chinese vendors and carriers are very interested in the larger screen model according to report.



In the near term, we sensed disappointment around demand for the iPhone 5S. That said, we heard great enthusiasm around the potential for Apple to introduce a larger iPhone form factor in China this year with the iPhone 6. In our view, the iPhone 6 with a larger screen (e.g., 4.7-inch, 5.5-inch) has the potential to meaningfully accelerate Apple’s growth trajectory in China during 2H:14. We have not heard this type of excitement in China around the iPhone in at least two years and thus we believe this could be a very special iPhone launch for Apple.

Apple has introduced a TD-LTE version iPad and launched an iPhone 5s and 5c with China Mobile this year.

The company is expected to launch two iPhones, one with a 4.7 inch display which may launch this fall and the other with a 5.5 inch display is said to launch in 2015.



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