Why Gene Munster Is Getting the iPhone 6 Plus

The transcript discusses the features and market trends of the iPhone 6 Plus, including color choices and memory options. It highlights the business impact of larger phones on Apple's average selling prices and profitability. The conversation covers demand and supply challenges, with insights into component manufacturers and supply chain dynamics. The potential for market growth through upgrade cycles and the impact of new iPad releases are also explored. Finally, the discussion shifts to the China market and its significance for future iPhone sales.

What memory capacity does Jean prefer for the iPhone 6 Plus?

• 256 GB

• 128 GB

• 64 GB

• 32 GB

Why does Alex suggest going for a higher memory capacity?

• It's more popular

• It's cheaper

• It has better color options

• Phones are a steal right now

What is one reason the iPhone 6 Plus is expected to drive Apple's business?

• Extended lead times

• Lower production costs

• Smaller screen size

• More color options

What challenge is mentioned regarding the supply side of the iPhone 6 Plus?

• Too many color options

• Predicting supply is difficult

• Low consumer interest

• High production costs

What is a benefit of the larger upgrade-eligible pool in the US?

• Lower prices

• Higher sales potential

• Increased competition

• More color choices

How might the iPhone 6 Plus affect the iPad Mini?

• Make it more popular

• Cannibalize its market

• No effect

• Increase its sales

What is a key factor for Apple's success in China?

• Increased base stations by China Mobile

• More advertising

• New color options

• Lower prices