Apple's rumored iPhone with an edge-to-edge OLED display will have longer battery life, which will drive customers with older iPhone models to upgrade at an accelerated rate, according to Morgan Stanley analyst Katy Huberty.
An excerpt from Huberty's research note obtained by MacRumors:
In addition to more modest updates to current iPhone SKUs, we expect Apple to launch a higher priced device with AMOLED display that allows for a curved form factor and longer battery life, wireless charging technology, 3D sensors, and more advanced AI software capabilities. While we see accelerated upgrades for Apple's highest end users in all regions, our work suggests China users are especially sensitive to new technology and form factor changes.
Her research note said a larger base of customers that own at least a two year old iPhone, particularly in China, has resulted in "pent-up demand" for the significantly redesigned "iPhone 8," and this "supercycle" will help drive sales growth alongside modestly updated 4.7-inch and 5.5-inch models. Morgan Stanley raised its Apple stock price target to $154 accordingly.
KGI Securities analyst Ming-Chi Kuo said the "iPhone 8" will have a stacked logic board design that provides room for a larger 2,700 mAh L-shaped battery. As such, while the "iPhone 8" is expected to have a 4.7-inch form factor, Kuo said it will have comparable battery life to a 5.5-inch Plus model. For comparison, iPhone 7 has a 1,960 mAh battery and iPhone 7 Plus has a 2,900 mAh battery.
Wednesday February 19, 2025 8:02 am PST by Joe Rossignol
Apple today introduced the iPhone 16e, its newest entry-level smartphone. The device succeeds the third-generation iPhone SE, which has now been discontinued.
The iPhone 16e features a larger 6.1-inch OLED display, up from a 4.7-inch LCD on the iPhone SE. The display has a notch for Face ID, and this means that Apple no longer sells any iPhones with a Touch ID fingerprint button, marking the ...
Tuesday February 18, 2025 12:02 pm PST by Joe Rossignol
Over the years, Apple has switched from an aluminum frame to a stainless steel frame to a titanium frame for its highest-end iPhones. And now, it has been rumored that Apple will go back to using aluminum for three out of four iPhone 17 models.
In an investor note with research firm GF Securities, obtained by MacRumors this week, Apple supply chain analyst Jeff Pu said the iPhone 17, iPhone...
Thursday February 20, 2025 5:06 am PST by Tim Hardwick
Now that Apple has announced its new more affordable iPhone 16e, our thoughts turn to what else we are expecting from the company this spring.
There are three product categories that we are definitely expecting to get upgraded before spring has ended. Keep reading to learn what they are. If we're lucky, Apple might make a surprise announcement about a completely new product category.
M4...
Apple is set to "significantly change" the iPhone's design language later this year, according to a Weibo leaker.
In a new post, the user known "Digital Chat Station" said that the iPhone's design is "starting to change significantly" this year. The "iPhone 17 Air" reportedly features a "horizontal, bar-shaped" design on the rear, likely referring to an elongated camera bump. On the other...
Thursday February 13, 2025 8:07 am PST by Joe Rossignol
In a social media post today, Apple CEO Tim Cook teased an upcoming "launch" of some kind scheduled for Wednesday, February 19.
"Get ready to meet the newest member of the family," he said, with an #AppleLaunch hashtag.
The post includes a short video with an animated Apple logo inside a circle.
Cook did not provide an exact time for the launch, or share any other specific details, so...
Wednesday February 19, 2025 11:38 am PST by Juli Clover
Following the launch of the iPhone 16e, Apple updated its iOS 18, iPadOS 18, and macOS Sequoia pages to give a narrower timeline on when the next updates are set to launch.
All three pages now state that new Apple Intelligence features and languages will launch in early April, an update from the more broader April timeframe that Apple provided before. The next major point updates will be iOS ...
Friday February 14, 2025 6:18 am PST by Joe Rossignol
The first iOS 18.4 beta for iPhones should be just around the corner, and the update is expected to include many new features and changes.
Bloomberg's Mark Gurman expects the iOS 18.4 beta to be released by next week.
Below, we outline what to expect from iOS 18.4 so far.
Apple Intelligence for Siri
Siri is expected to get several enhancements powered by Apple Intelligence on iOS...
Friday February 14, 2025 6:03 am PST by Joe Rossignol
Apple released the HomePod mini in November 2020, followed by the AirTag in May 2021, and both still remain first-generation products.
Fortunately, rumors suggest that both the HomePod mini and the AirTag will finally be updated at some point this year.
Below, we recap rumors about the HomePod mini 2 and AirTag 2.
HomePod mini 2
In January 2025, Bloomberg's Mark Gurman said Apple is ...
I'm pretty sure that an overdue design update will persuade many to upgrade. The 7 Plus has good battery life. The 7 is okay. Is Apple realizing that an obsession with thinness isn't as important to many consumers as battery life? Let's hope so.
Apple's rumored iPhone with an edge-to-edge OLED display will have longer battery life, which will drive customers with older iPhone models to upgrade at an accelerated rate, according to Morgan Stanley analyst Katy Huberty.
