Report Overview

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Apple refreshes the iPhone

PublisherEnders Analysis.
Publish Date October 4, 2011
Sector Fixed Line (Internet and Voice), Mobile and Wireless Technology, Technology.
Company Apple.

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GAIN ACCESS

Apple will release the iPhone 4S later this month, with substantially upgraded internals but the same design. Despite disappointment at the lack of something with a 5′ on the box, this is a solid update that maintains Apple’s competitive positioning

The most significant omission was a lower-priced iPhone. Apple sells the 3GS and now the 4 at lower prices, but lacks a dedicated device to address the sub $300 (SIM-free) market where most future growth will come from. We think this is only a matter of time

Apple’s new Siri’ voice assistant looks very impressive as a USP. If it works, and spreads, it will join apps as a structural problem for Google, drawing people away from web search

Report Overview

Apple refreshes the iPhone

Apple will release the iPhone 4S later this month, with substantially upgraded internals but the same design. Despite disappointment at the lack of something with a 5′ on the box, this is a solid update that maintains Apple’s competitive positioning

The most significant omission was a lower-priced iPhone. Apple sells the 3GS and now the 4 at lower prices, but lacks a dedicated device to address the sub $300 (SIM-free) market where most future growth will come from. We think this is only a matter of time

Apple’s new Siri’ voice assistant looks very impressive as a USP. If it works, and spreads, it will join apps as a structural problem for Google, drawing people away from web search

Apple will release the iPhone 4S later this month, with substantially upgraded internals but the same design. Despite disappointment at the lack of something with a 5′ on the box, this is a solid update that maintains Apple’s competitive positioning

Apple’s new Siri’ voice assistant looks very impressive as a USP. If it works, and spreads, it will join apps as a structural problem for Google, drawing people away from web search