Apple Will Finally Add A Larger 4.8-Inch Display To The iPhone 6 [Analyst]

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Yes, I know, Apple’s new iPhones have been on sale for just over two weeks, but industry watchers are already looking ahead to its successor. Traditionally, the biggest iPhone releases come every other year, so we expect the iPhone 6 to be a big improvement over the iPhone 5s — not just an incremental upgrade that adds a faster processor and an improved camera.

In addition to a new design, Jefferies analyst Peter Misek says the iPhone 6 will come with a larger 4.8-inch display that will satisfy critics and fans of larger phones.

In a research note issued to investors on Monday, Misek went back on the Hold rating he placed on Apple shares with a $450 price tag and gave the stock a Buy rating with a $600 target. One of the reasons behind his change of heart is the information Misek has gained from supply chain sources.

They claim Apple is now getting more favorable prices from component suppliers, and that the Cupertino’s company’s profit margins are growing as a result. In addition to this, the sources expect Apple to finally give in a launch a larger iPhone with a 4.8-inch display in 2014.

“Despite still seeing risk to CQ4 and FY13 revs, we now believe better [gross margins] will allow Apple to skate by until iPhone 6 launches with its 4.8″ screen,” Misek wrote. “We est ~50% of smartphone shipments have >4″ screens and that iPhone 6 will catalyze a large upgrade cycle. The stock is attractive based on the attitude change, FY15 revs >+15%, and valuation.”

While Misek has accurately predicted a number of big Apple moves in the past, he’s also been wrong on several occasions, too. In fact, back in February, Cult of Mac put together a rather lengthy article that detailed Misek’s “History Of Horrible Apple Predictions.”

With that being that case, it may be best to take his latest research with a pinch of salt. But having said that, many believe that a larger iPhone is only a matter of time. High-end Android smartphones are getting bigger every year, and a large number of consumers are turning to devices with big displays. Apple needs to compete with these to eliminate the risk of losing customers who feel a 4-inch display isn’t big enough — as I noted in our iPhone 5s review.

And now that it has two iPhone lines — the high-end one and the less-expensive-but-still-new model — there’s no reason why it cannot produce one device with a larger display for those who want it and another with the same 4-inch display for those who don’t.

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  • dcj001

    This has been my exact prediction for about six months.

  • davecochrane

    This has been my exact prediction for about six months.

    Congratulations on joining the majority of the sentient universe.

  • Whodakat

    They can make the screen as big as they want, as long as the phone itself doesn’t get any bigger. I do NOT want a phone larger than the iPhone 5S. If they can lose the bezels and go all screen, great, if not, no thanks.

  • aardman

    Wow, this Misek guy only recently discovered the Experience Curve? i.e. that manufacturing costs fall over time as your cumulative production rises? What a joker.

  • iFan41

    Can we not have the rumor mills going already? Maybe, if, someday, possibly, who gives a rat’s ass…just enjoy the phone that’s out now. I personally think Apple is better than a Phablet, those Android devices are ugly and bulky.

  • ElSaborAsiatico

    I’m probably in the minority, but I would totally go for a smaller iPhone. One of my favorite Apple gadgets of the past year has been the 7th gen iPod Nano, which I love because it’s extremely small and light, but with a touchscreen and OS is just enough like iOS to make me wish it had full-on iOS and some of the features of an iPhone (camera, messaging, phone). It’s incredibly portable, and makes my 5 seem like a clunky beast by comparison.

    My ideal setup would be a Siri-capable iPhone Nano for most walking-around uses (audio, phone, camera, email/text) and an iPad or iPad Mini for anything I wanted a larger screen for. In a world with affordable tablets and an iOS ecosystem that makes it dead simple to keep everything synced across multiple devices, I don’t see the point of an even larger, possibly more expensive iPhone, which would basically be an incrementally smaller and less usable iPad Mini.

    Given that iOS devices are increasingly just physical avatars of a single iOS cloud, I think it makes more sense to have specialized iOS devices that are optimal for specific functions. An ultra-portable iPhone Nano + iPad Mini or iPad, and an iPhone at the current dimensions for people who just want a general purpose iOS device.

  • Gadget

    4.8″ screen with reduced bezels and I’ll get it. It will be a large jump from my 4S.

About the author

Killian BellKillian Bell is a staff writer based in the U.K. He has an interest in all things tech and also covers Android over at CultofAndroid.com. You can follow him on Twitter via @killianbell.

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