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Apple: Chinese Buyers May Be Holding Out for a Big-Screen iPhone 6?


Apple may still see greater success in China, where sales of the iPhone 5 have so far fallen short of expectations.

A tech analyst traveling in China has reported that consumers there may be waiting eagerly for a large-screen iPhone 6. According to MacRumors, analyst Brian White of Cantor Fitzgerald met with several large carriers in China and wrote the following in a note to investors:

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 (the second half of 2014). 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.

Chinese carriers have expressed disappointment regarding sales of Apple's iPhone 5S and iPhone 5C. They now suspect buyers may be holding back in anticipation of a better option in the fall.

The iPhone 6 is expected to launch in September 2014, the month Apple normally releases new products. Many expect it will include a phone that's larger than the current 4-inch screen, and may offer two sizes.

UBS analyst Steve Milunovich recently said that he felt a 4.7-inch-screen iPhone "seems certain" for an August or September release and that a 5.5-inch model could be held for a later launch date.

Twitter: @Minyanville

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