We’re just one day away from Apple CEO Tim Cook revealing the latest iPhone, or iPhones, and Ticonderoga Securities analyst Brian White is out with a note on why this launch is going to be huge.
The main, obvious reason: We’re seeing the iPhone in October, instead of June or July and “pent up demand” is going to “shatter” the single day sales record of 1.7 million iPhones. (Anecdotally, we can say that this is most we’ve heard people asking about when a new iPhone will go on sale.)
The less obvious reason: When the new iPhone does launch, it will be on more carriers than ever, and White says Apple will be aggressively rolling the phone out to countries other than the U.S.
As for the phone itself, here’s what he expects:
We expect the iPhone 5 to get a makeover with a sleek, aluminium unibody enclosure that more closely resembles the MacBook Air than the iPhone 4, which will not only prove more aesthetically pleasing but also stronger, lighter and avoid the back-side “glass breaks” of last year. With this new enclosure, we believe this will provide Apple with the opportunity to expand the display size by at least one half of an inch to 4 inches and hopefully bigger. Apple will clearly need to upgrade the processor speed to at least a Dual Core 1.2GHz to match the Samsung Galaxy S II, while upgrading to a 8 mega pixel 1080p camera that is now also on the Galaxy S II.