The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and Chief Technology Officer Jeremy Phillips discuss topics around the investing world.

There's no denying it: Size matters. The Wall Street Journal recently reported that Apple is looking to increase the iPhone's screen size. That's in line with what many other competitors are doing. Samsung has created a range of smartphones that are as big as 5.3 inches, essentially the size of a small tablet. Apple's newest iPhone won't be quite so large, though, with the WSJ reporting that Apple's shooting for a 4-inch screen. Eric says investors should key in on what a major redesign could mean for the upgrade cycle, especially in the Chinese market, which continues growing in importance.

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At the time this article was published Eric Bleeker and Jeremy Phillips have no positions in the stocks mentioned above. The Motley Fool owns shares of Apple and Google. Motley Fool newsletter services recommend Apple and Google. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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