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iPhone Refresh to Bring Multiple Growth Drivers for Apple: Morgan Stanley

September 4, 2015

Teresa Rivas, for Tech Trader Daily, fills us in on Morgan Stanley’s view of iPhone growth:

Analyst Katy Huberty and her team see three main core drivers for iPhone growth, unique to this product cycle. […]

More detail on each of her points:

Apple is less than 1⁄3 through the upgrade cycle. Only 27% of the 82% of US consumers who planned to upgrade to the larger screen iPhone have done so to-date […]. […]

Installment / leasing plans allow Apple to be more price competitive against other smartphones like Samsung Galaxy, despite higher retail value. […]

China will be in the first tranche of regions launching the iPhone 6S/6S+, supporting unit growth. We believe smartphone users in China are trading up to higher-end devices as evidenced by the mix shift towards $300+ handsets .

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Filed Under: Apple, Smartphones

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