As expected, the newly launched Apple iPhone 6 and 6 Plus did NOT contain many surprises, as some features (size and NFC etc.) had already leaked before. However, there are a few things missing that caught the attention of analysts in our WSS (Smartphones) research service:
1. No 32GB version for both models. Now, 64GB has filled the position of 32GB, and Apple futher extended this with a 128GB version. Apple is not the first vendor to launch a 128GB version (e.g. Meizu MX3 128GB), but we believe the cheaper 16GB version will still make up a big chunk of iPhone 6 and 6 Plus volumes. Meanwhile, the 64GB and 128GB models will, of course, help Apple to maintain a higher-pricing position;
2. The rumored sapphire crystal display did not come true with the new iPhones. Instead, Apple adopted it into the Apple Watch, a small-screen device. We suspect manufaturing capacity might be a key reason for Apple not adopting a sapphire display in its new iPhones;
3. Not LTE Cat 6 powered. The iPhone 5 and 5s were powered with LTE Cat 3 chipsets, and some expected new iPhones to have Cat 6, the most advanced 4G chipset, allowing 300Mbps downlink rate. However, it has ended up that the iPhone 6 and 6 Plus only support 150Mbps Cat 4 category;
4. Camera function did not make a major improvement. Since the iPhone 4S, Apple has not significantly enhanced the camera function. The iPhone 6 and 6 Plus still feature an 8-megapixel camera, and it is not supporting 4K video-catpure. Apple is lagging here on these tech specs;
5. China (mainland) is not on the first 9-country list. Different from last year, China is NOT on the first 9-country list at launch. The iPhone 6 and 6 Plus will be available in US, Canada, UK, France, Germany, Australia, Japan, Singapore and Hong Kong on September 19th, 2014. We suspect China clamping down on the iPhone in the government sector may have caused the change. This could become a serious challenge for Apple.