Site icon

Analyst: ‘iPhone 5’ will disrupt mobile industry


In a note to clients — as reported by “CNET” — J.P. Morgan analyst Mark Moskwitz — the “iPhone 5” — expected to be unveiled tomorrow at a special Apple media event — will affect rival phone makers, computer vendors, wireless carriers and parts suppliers. How so? Moskwitz says the next gen smartphone will:

° Challenge other handset makers with the new phone’s battery performance, screen size, and form factor;

° If LTE-enabled, as expected, it could cause the PC industry to “could lose further ground to mobile phone vendors, hurting growth at such companies as Dell and HP.”

° Put pressure on wireless carriers’ profit margins;

°  Benefit certain parts suppliers such as LG Display (in-cell panels), Samsung (graphics memory), LG Innotek (the iPhone camera module), Semco (chip capacitors) and certain semiconductor suppliers such as Analog Devices, Fairchild and Broadcom.

You can read more at .

Exit mobile version