Gene Munster ▪ May 19

Gene Munster ▪ March 3

Gene Munster ▪ November 26, 2013

Gene Munster ▪ August 13, 2013

Image: tested.com

Image: tested.com

One of the big question marks around the iPhone 5C – the rumored name for the mid-market plastic iPhone – is how Apple will prevent the lower-cost phone cannibalizing sales of the iPhone 5 and 5S.

One possibility is to limit sales of the 5C to emerging markets. Apple could make it available in India and China, where price is a much bigger barrier to iPhone acquisition, and withhold it from North America and Europe. That would make a great deal of sense, but is extremely unlikely and an approach Apple has ever taken before.

Analyst Gene Munster has another theory, though one just as unlikely: that the 5C will omit a key feature of present-generation iPhones: Siri.

Additionally, we believe that Apple may exclude some software features, such as Siri, which we note was not an option on the iPhone 3GS or iPhone 4 upon launch …  expand full story

Gene Munster ▪ March 26, 2013

Gene Munster ▪ March 15, 2013

Samsung officially unveiled its flagship Galaxy S4 smartphone last night at a theatrical, Broadway-style presentation in New York, and analysts are quick to jump in today with opinions on what it means for Apple. AAPL is having a decent morning hitting a high of 442.50 and opinions from analysts seem to be split down the middle regarding whether the S4 has what it takes to cut into Apple’s market share.

Gene Munster of Piper Jaffray doesn’t seem too impressed with the S4 upgrade but noted Samsung’s new S Band is “a quick first pass for Samsung on wearable technology ahead of Apple’s watch. Munster added that he expects Apple to launch its smart watch product by 2014 (via Barron’s):

The Galaxy S4 appears to be largely an incremental update to the S3 including a slightly larger screen (4% larger on diagonal), better camera and processor, and updated software, but largely the same body style and casing. We believe some of the software features are unique, including the tilt to scroll, video pausing based on facial recognition, and hand gesture based interactions, but view these software improvements as minor compared with what Siri was to the iPhone 4S or even Google Now to Android.

Jefferies analyst Peter Misek thought the S4 will be “incrementally negative for Apple” but doesn’t view the S4 upgrade as “revolutionary” (via Zdnet): expand full story

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