Apple's rumored iPhone with an edge-to-edge OLED display will have longer battery life, which will drive customers with older iPhone models to upgrade at an accelerated rate, according to Morgan Stanley analyst Katy Huberty.
An excerpt from Huberty's research note obtained by MacRumors:
In addition to more modest updates to current iPhone SKUs, we expect Apple to launch a higher priced device with AMOLED display that allows for a curved form factor and longer battery life, wireless charging technology, 3D sensors, and more advanced AI software capabilities. While we see accelerated upgrades for Apple's highest end users in all regions, our work suggests China users are especially sensitive to new technology and form factor changes.
Her research note said a larger base of customers that own at least a two year old iPhone, particularly in China, has resulted in "pent-up demand" for the significantly redesigned "iPhone 8," and this "supercycle" will help drive sales growth alongside modestly updated 4.7-inch and 5.5-inch models. Morgan Stanley raised its Apple stock price target to $154 accordingly.
KGI Securities analyst Ming-Chi Kuo said the "iPhone 8" will have a stacked logic board design that provides room for a larger 2,700 mAh L-shaped battery. As such, while the "iPhone 8" is expected to have a 4.7-inch form factor, Kuo said it will have comparable battery life to a 5.5-inch Plus model. For comparison, iPhone 7 has a 1,960 mAh battery and iPhone 7 Plus has a 2,900 mAh battery.
Thursday February 5, 2026 12:54 pm PST by Joe Rossignol
Apple turns 50 this year, and its CEO Tim Cook has promised to celebrate the milestone. The big day falls on April 1, 2026.
"I've been unusually reflective lately about Apple because we have been working on what do we do to mark this moment," Cook told employees today, according to Bloomberg's Mark Gurman. "When you really stop and pause and think about the last 50 years, it makes your heart ...
Thursday February 5, 2026 12:22 pm PST by Joe Rossignol
Apple plans to announce the iPhone 17e on Thursday, February 19, according to Macwelt, the German equivalent of Macworld.
The report, citing industry sources, is available in English on Macworld.
Apple announced the iPhone 16e on Wednesday, February 19 last year, so the iPhone 17e would be unveiled exactly one year later if this rumor is accurate. It is quite uncommon for Apple to unveil...
Friday February 6, 2026 3:06 pm PST by Juli Clover
In the iOS 26.4 update that's coming this spring, Apple will introduce a new version of Siri that's going to overhaul how we interact with the personal assistant and what it's able to do.
The iOS 26.4 version of Siri won't work like ChatGPT or Claude, but it will rely on large language models (LLMs) and has been updated from the ground up.
Upgraded Architecture
The next-generation...
Tuesday February 3, 2026 7:47 am PST by Joe Rossignol
While the iOS 26.3 Release Candidate is now available ahead of a public release, the first iOS 26.4 beta is likely still at least a week away. Following beta testing, iOS 26.4 will likely be released to the general public in March or April.
Below, we have recapped known or rumored iOS 26.3 and iOS 26.4 features so far.
iOS 26.3
iPhone to Android Transfer Tool
iOS 26.3 makes it easier...
The iPhone 18 Pro Max will feature a bigger battery for continued best-in-class battery life, according to a known Weibo leaker.
Citing supply chain information, the Weibo user known as "Digital Chat Station" said that the iPhone 18 Pro Max will have a battery capacity of 5,100 to 5,200 mAh. Combined with the efficiency improvements of the A20 Pro chip, made with TSMC's 2nm process, the...
I'm pretty sure that an overdue design update will persuade many to upgrade. The 7 Plus has good battery life. The 7 is okay. Is Apple realizing that an obsession with thinness isn't as important to many consumers as battery life? Let's hope so.
Apple's rumored iPhone with an edge-to-edge OLED display will have longer battery life, which will drive customers with older iPhone models to upgrade at an accelerated rate, according to Morgan Stanley analyst Katy Huberty.
