A “Good+Better” Portfolio

An insightful take on the new iPhone lineup by Horace Dediu.

He concludes:

Finally, if the good enough alternative is being “pinned” by Apple as the mid-range it also begs the question of why there isn’t a specific “low end” version. It took six years for Apple to fork the product into two variants. Maybe it will take another year for it to stretch to a third.

Agreed. An iPhone 6, 5S and 5C lineup next year at the current three price points feels somewhat odd. Even alien, after the iPhone 5 got dropped in favor of a cheaper to manufacture, refreshed model.

The iPhone 4S seems like a placeholder until either a third device kicks in, or a two-device lineup replaces the current three with a price knock off somewhere.