An iPhone upgrade coming this fall "could be a bigger upgrade than we expected," says Sterne Agee's Shaw Wu. The analyst cites checks with Apple's supply chain, which also allegedly indicate that the a new model will feature a display "slightly larger" than the 3.5-inch size Apple has used since the first iPhone in 2007. The phone should "retain a similar form factor and size but with thinner bezel," he adds. "We believe this makes sense to improve the iPhone experience without making it too bulky as we have seen with models from competitors."
