Katy Huberty of Morgan Stanley appeared on CNBC to talk about the possible Apple addition that the company may have planned for the iPhone 5S.
The most interesting aspect of Huberty's rundown of the entire system on Apple was her general opinion on Apple's delivery of a killer new feature for the iPhone 5S. The addition will not come by way of hardware, but instead through updates.
Apple is expected to bring forth the iPhone 5S within this year with minimal design or specification updates. That would mean that the necessity of the iOS 7 feature would need to be something of a wonder, as it will take center stage. While Siri was able to somewhat take center stage of the iPhone 4S, there is no doubt that it helped fuel excitement and overall sales of the iPhone 4S.
According to Huberty they own AAPL for innovation. You saw the Samsung [Electronics(005930 KS)] Galaxy S4 come out last week, that shows you the innovation cards are up for grabs. What is lacking in that product [the S4] is a killer feature. We think that’s where Apple will surprise this year. This [iPhone] 5S cycle this year will be about a killer feature that drives consumers increasingly to the platform, and that increases the value of those 500 million accounts.
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