> Consumers have had both "regular" and "large" phones to choose from and they're choosing larger and larger displays.

I'm sorry, but I can't read that from the data you shared. "They"'re not choosing larger and larger displays - it was an untapped market, so people willing to buy bigger smartphones are doing it, as they become available. We can't assume that everyone/most/many will follow this trend and we also don't know when it will stop growing. Also it seems natural that buying trends will, up to a point, follow marketing trends - if almost all automakers start selling only big cars, then people would choose "larger and larger" cars.