It seemed like an eternity for Apple to move to an iPhone display form factor larger than 4-inches, but then it happened. In the threat of Samsung and Android gaining massive market share against Apple's stodgy belief that a 4-inch iPhone was the perfect size, Apple released the iPhone 6 and iPhone 6 Plus, and changed the course of the smartphone market.
Like going back to the future, today there is now the iPhone SE, which is chalk full of iPhone 6S power and abilities, all housed within a 4-inch display form factor, and costing only $399 off-contract. Apple CEO, Tim Cook, has explained to CNBC's Jim Cramer, the iPhone SE is seeing better than anticipated sales. Despite iPhone SE's lower price point, Apple is likely to quietly push sales of the phone in Asia, and for good reason.
My first iPhone was an iPhone 3G. Since that time I have picked up an iPhone every two-years. The iPhone 4, iPhone 5 and I currently have in-hand an iPhone 6. It was the major move from iPhone 5 to iPhone 6 that made such a difference in my iPhone loyalty. I reluctantly purchased the iPhone 6, as I felt it might just be a bit too big. Those misgivings were quickly dissolved, as the 4.7" display and iPhone 6 form factor feels near perfect. Applications become more valuable, and the maturity of iOS with its robust attachment and email abilities have made me consider holding onto the iPhone 6 even longer than two-years (sorry Tim, you'll need to knock my socks off with iPhone 7).
With Apple penetration in Asia with an iPhone SE, tens of millions of first-time iPhone users will get the latest and greatest Apple technology, slowly immersing themselves with Apple’s overall ecosystem (now the most refined in the industry— Handoff, Continuity, it is all amazingly powerful). Apple’s iPhone SE is the Trojan horse for Apple. One one side of the coin, the first-time iPhone SE’s user will enjoy iOS goodies Apple delivers. On the other side of the coin, Google and Android handset makers will not be too pleased to watch this iPhone spread across its lands.
Of course, once tens of millions use an iPhone SE for a few years, their natural progression will be to move into a large display iPhone of some version, and permanently establish their mobile life with Apple. iPhone SE is the Trojan horse that will create its own version of halo effect across the Pacific.
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