There is still hope for a 4,3'' screen on the 5S !

[Shadyriley]

Apple planned for the 5 to be 4,3" from the beginning. They just decided to release the iPhone 5 without the 4.3" screen because they knew people would buy it anyway, and they wanted it to feel a little awkward in the hand because of the tall screen, now the ppl the who didnt get the 5 AND the ppl who got the 5 will all want a 5S.

 

[KenAFSPC]

I have been saying this for months...

That's probably a bit pessimistic. However, I agree that there is significant downside risk to AAPL -- maybe to $350 -- if Apple sticks with the 4.0" screen for the next year and unveils/enters no new product categories in that time. The U.S. market is now fairly saturated with iPhones, which means Apple depends on upgrades to generate much of its profit. A significant percentage of iPhone 5 users will not upgrade until Apple releases a larger phone.

If Apple were smart, IMO, they would offer an iPhone with an incremental increase in screen size, such as a model with a 4.2-4.3" screen in a IP5-like form factor. That would entice many to upgrade, and then Apple could unveil a larger 4.7-4.8" super-sized model in a year, to get many of those same folks to upgrade again.

Based on current rumors, it sounds like Apple will release a 4.0" iPhone 5S in late September followed by a super-sized 4.7-4.8" iPhone 6 next June/July. From an investor's perspective, this is just a stupid move because it skips an upgrade cycle that could have net tens of billions for Apple and its shareholders.

A few months ago, I too thought there was a good chance that we'd see a 4.25" IP5S, because, as the op indicated, all the existing display leaks could be IP5C parts. The aesthetic changes to IOS7 (e.g., elimination of bitmap-based UI elements that don't scale well) also make perfect sense in the context of a larger screen. However, by now, I think we'd have seen at least some rumors of a 4.25" screen if that were the plan. OTOH, Apple has every reason to keep such information secret as long as it can, and it has done a good job of keeping the new fingerprint scanner under wraps.

I still think there's a chance we see a 4.25" IP5S. If Apple can keep the fingerprint scanner under wraps, then perhaps it can keep a larger screen under wraps too. I have no evidence for this, although we've seen the "fast money" (hedge funds, etc.) pile into AAPL over the past month or so. I just don't see the attraction to the stock for another 4" iPhone and no other imminent new products. Without a larger iPhone (the iPhone accounts for 2/3 of Apple's revenue) and no other new products, AAPL is a $350-400 stock, yet "fast money" continues to pile in at current levels for some reason.

 

[cnotes2019]

Just give me 128gb and global lte and I'm good.