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On September 9, Apple (NASDAQ:AAPL) is widely expected to unveil two new iPhones, one with a larger ~4.7 inch screen and a “phablet” version with a 5.5 inch screen. The introduction of two completely new iPhones at the same time will mark a departure from the Jobs era of focusing on “just building the best device” to a more mature strategy of product diversification. Whether this is enough to arrest the market share decline of iPhone in 2013 remains to be seen, but fresh data from IDC suggests that such a reversal may already be under way.
Revisionist Rumors
Re/code’s report of the Apple iPhone event for September 9 contained the usual information that has been circulating for months: there would be two new iPhone 6 models with larger screens and featuring faster next-generation Apple SOCs. Conspicuously absent from the report was any mention of a sapphire screen, a staple