It's a big year for the iPhone, literally.
At a choreographed coming-out party on Sept. 9, the entire tech world expects Apple to show off a device with a 4.7-inch screen, and possibly one with a 5.5-inch screen.
In a reversal of the stock's collapse two years ago, Apple has run up to all-time highs in anticipation of the bigger iPhones. It's a risky bet, because investors tend to cool on Apple in the fall after we actually see the long-rumored products.
This year, though, could be different.
Three factors suggest this could be an unusually strong year for iPhone sales. One, the upgrade-eligible pool is the largest it has been in years. Two, there's pent-up demand for a larger iPhone. And three, Apple's fortunes in China seem to have improved at just the right time.
First, it's important to consider the pool of consumers who are eligible to get a new iPhone.