Another analyst believes with ‘increased confidence’ that Apple will make a big splash this summer with a new iPhone form factor.
Barclays Capital analyst Ben Reitzes writes,
“iPad yields should improve dramatically throughout the year even if the launch starts out capacity constrained. These developments support upside to consensus forecasts for the iPad, should demand materialize like we think it can. We estimate Apple will sell almost 5 million iPads for CY10; including 1.2 million in the June quarter – which could prove conservative.
… Also, we have increased confidence that Apple will make a big splash this summer with a new iPhone form factor. We believe that the new model will launch with considerable fanfare and expect unit expectations to rise in turn.”
This follows a prediction by The Street’s Jason Schwarz who says that come June Apple will decrease the screen size of the iPhone as part of a new strategy to focus on the iPad.