JP Morgan has put together an interesting case for Apple launching its new plastic iPhone as a mid-market device rather than a low-cost one, suggesting that Apple may price the phone at around $350-400.
A1427 (left) vs. A1469 (right) image via AnandTech
While initial speculation was that Apple’s quietly refreshed Apple TV would include an A5X processor, recent tear downs of the device have revealed Apple is actually including new silicon with a single core 32NM ARM Cortex A9 CPU and overall die size reduction of 50 percent. However, new information today revealed even more tweaked components in the new Apple TV that could account for significant power savings, reduced cost, and possibly new low-cost iOS devices from Apple.
Chipworks previously performed its usual analysis finding the new A5 chip measures 6.1-by-6.2 mm, compared to the larger 69mm2 previous generation A5, and features several redesigned components. While Apple reassured us the slightly upgraded Apple TV is identical in appearance and user experience for consumers, its tweaked components could have some major implications for future Apple TV products and possibly even other iOS devices.
Apple included a dual-core chip with 1-core disabled in the Apple TV, and Chipworks speculated the move to the redesigned, single-core silicon could signal Apple has plans for an additional single-core device in the future. This has not surprisingly lead to speculation that the device could be Apple’s much-rumored, low-cost iPhone.
With new evidence today of even further power and cost reduction changes in the Apple TV, it’s also possible Apple could lower the price on the device and/or enable further discounts through retailers (you can now find it as low as $85)… Read more
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.