NEW YORK (TheStreet) -- I stand by what I said -- Apple's (AAPL) iPhone 6 will demolish Android. The larger screen alone will catapult Apple past Google's (GOOG) lame hardware partners, particularly in the United States.
The gravity of what you're about to read here steps to an entirely new and otherworldly level when you consider it in conjunction with reports that Apple will not only release a new iPhone, but couple iPhone (and maybe iPad) with a "Smart Home" software platform to seamlessly connect your iOS mobile devices to key everyday, in-home functions. Apple looks as if it's getting set to change the game (again) in myriad ways.
"Smart Home" aside, simply by overcoming one of the last remaining significant objections of smartphone owners, iPhone 6 will obliterate sales numbers leaving a bruised and battered Android in its wake. Upgrades from older model iPhones alone will lift Apple and do Android in. Check some numbers, compiled by Andrew Sebastian over at The Motley Fool:
- At Verizon (VZ), 56% of iPhone customers still own the 4 or 4s. Twenty-four percent still pack iPhone 5. I'm part of the latter group, will be eligible for and fully intend to upgrade to iPhone 6 come late summer/early fall.
- At AT&T (T), 42% are on iPhone 4 or 4s; 25% on iPhone 5.
- At Sprint (S), 47% use iPhone 4 or 4s; 24% carry iPhone 5.
The floodgates open in waves as the upgrade cycles stagger. Apple could very well make 40 or 50 million iPhones sold in a quarter -- it's max to date -- look small.