Saturday, August 23, 2014

Why mobile companies MUST use PicoP

An older article. But it essentially says why PicoP MUST be successful. Mobile companies are desperate for larger screens -- which is what PicoP is.

Just how big can that screen be? This big:  That's my phone at the bottom of the picture. (Samsung S4) That's the same picture on the phone as you can see on the wall from a Celluon PicoAir -- the first of the new generation PicoP products that will start hitting the market.

The larger screen -- consumption of mobile media, and gaming for young people -- who will get the latest technology with the biggest screen.

What's interesting is that PicoP will change the paradigm of "larger screen." Most people think in terms of the physical size of the screen. PicoP will change that when nearly any surface can serve as a much larger mobile screen.

With PicoP, this screen fits in your pocket:

The confidential internal slides that show why Apple is making a bigger iPhone 6

There has been no shortage of rumors that the iPhone 6 will have a big screen ranging from 4.7-inches to over 5 inches. [NOW CONFIRMED] But why is Apple doing this? They just changed the display size from 3.5-inches to 4-inches and another screen size increase could present a headache for developers, casemakers and the whole ecosystem.
The answer, from Apple’s own research/presentation, shows they have to. There is no growth in the 4-inch phone market for devices that cost more than $300. In fact, that market is shrinking overall.


Below is the slide that shows how Apple ended up in this predicament. It isn’t just consumers wanting big screens for less. Carriers also have it out for Apple, according to the internal slides released (via Re/code) during the current Apple v. Samsung patent trial. Citing the iPhones high market share, subsidy premium, ‘Unfriendly’ policies and lack of alignment, Apple believes the carriers have a strong interest in capping iPhone sales. Finally, according to Apple, competitors are improving their hardware and ecosystems and spending ‘obscene’ amounts of money to gain traction at carriers. That is Samsung more than anyone else.

So what can Apple do?

Apple can sell a 4-inch iPhone for under $300, either forgoing their historically huge margins and/or making a cheap device. Neither of which are very likely. You can currently buy an iPhone 5c at Virgin without a plan for just over $300 but those are likely still subsidized because they are locked to Virgin. It is hard to find a 4-inch iPhone for under $500 on the open market.
The much more likely scenario is that Apple sells a bigger iPhone 6 for its current market price and margins addressing the growing market. At the same time, its current lineup could drop in price and come close to hitting that magic sub-$300 price point.
In short, Apple must make a bigger iPhone.


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