Some Evidence The Next iPhone Will Look Just Like The Current iPhone
Steve Kovach, Business Insider
Here's the key nugget in her report on the state of Apple's gross margins:
Lower planned purchases of production equipment sets up for higher iPhone 5S margin. The 10-Q discloses $904M of commitments for equipment purchases compare to $4.5B just two quarters ago when Apple invested in new in-cell touch displays for the
As you can see, she's interpreting a lack of investment as a sign that the hardware won't get a big change. She also believes Apple's margin can bounce back a little with a new iPhone.
This wouldn't be a shock. Apple's pattern since the first iPhone is to change the hardware design every other year. Since Apple updated the iPhone last October, we wouldn't expect a physical change this year.
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