J.P. Morgan analyst Mark Moskwitz believes the world of technology will have winners and losers after the debut of the iPhone 5.
The smartphone’s new battery, longer display and form factor are thought to represent major challenges for competitors, he writes.
Combined with the 4G LTE capabilities the handset is expected to come with, these aspects will have a negative effect on other phone makers who don’t offer the same performance and will be forced to catch up with the new standards to remain competitive.
In addition, the PC industry could also be affected as the iPhone 5 will “sustain the land grab of smartphones taking IT dollars from PCs, dampening PC-related growth prospects at Dell, Hewlett-Packard, and other PC makers,” Moskwitz writes.
However, the analyst also predicts benefits for various companies on the market following the release of the new iPhone.
Apple component suppliers like Fairchild Semiconductor, Qualcomm and Avago are likely to see advantages coming from the debut of the device as there will likely be a strong demand after its release.
Benefits of the iPhone 5 will also come to LG Display, which is said to supply in-cell touchscreen panels, Samsung Electronics, which s responsible for Apple’s custom processors, and LG Innotek, which is rumored to be the supplier of camera modules.
However, the new iOS 6 Maps application is seen as ill-fated for GPS service providers TeleNav, TeleCommunication Systems, and Garmin.
Apple is expected to introduce the iPhone 5 on Wednesday at a media event starting at 10 a.m. Pacific, 1 p.m. Eastern.