Analysts Expecting Larger ‘iPhone 6’ to Drive a Big Upgrade Cycle

Canaccord Genuity analyst T. Michael Walkley has said in a research note that ‘iPhone 6’ is likely to drive the biggest iPhone upgrade cycle ever from pent-up demand for a larger screen Apple smartphone. According to ZDNET however, some analysts are saying that Apple will need to deal with “inevitable buying pause” ahead of the ‘iPhone 6’ launch.

Iphone 6 front panel

In the light of reports suggesting that Apple will launch a 4.7-inch and 5.5-inch iPhone and ship it before the September quarter ends, analysts are expecting a big freeze on device sales. But if Apple can deal with the issue, the ‘iPhone 6’ upgrade cycle may well be the largest ever. To date, larger screens have benefited Android and the likes of Samsung and HTC, but Apple has stayed out of the fray.

Recent history definitely indicates that Apple’s September quarter iPhone sales will slow ahead of the iPhone 6 launch. However, analysts are betting on a surge after that slowdown. Among the key reasons:

  • iPhone users haven’t had a large screen option and Apple could convert Android customers who were fans of larger devices.
  • Samsung’s Galaxy S5 largely missed the mark and there just hasn’t been a lot of buzz around an Android hero device for months.
  • Apple’s installed based trades up in waves like clockwork.

Meanwhile, Kulbinder Garcha, an analyst at Credit Suisse, has also acknowledged the buzz about but has said that device volume may be slow due to customer hesitation.