What if the iPhone 5 is meant for initial exclusive contracts with firm orders in 2011/2012 for customers such as :
1) Sprint / AT&T ?
2) China Telecom
3) Other 4G non LTE carriers in the world…
Could this wait for exclusive deals be behind the delays associated with the iPhone 5 launch ?
This may also imply a a delayed launch of iPhone 5 …
So we may see :
A) iPhone 4S : Available as of the 6th of October 2011
B) iPhone 5 Late October- Late November ?
C) iPhone 4 to fill the former market niche of iP3GS
D) iPhone 4, 8 GB The “affordable” Pre-Pay , and 3GS to become a wanna be “nanoPhone” ?
Birra 11:56 pm on October 4, 2011 228 days ago Reply
There is no iPhone 5 until sometime in 2012. Or stated another way, “If even you, an Apple expert cannot understand that the iPhone 4S is really the iPhone 5, what chance does anyone else have. Don’t know why they just didn’t call it the iPhone 5, after all the iPad 1 and 2 share the same form factor.
In essence, Apple just f##ked the AAPL investors. What a moronic bunch of marketeers, great start for Cook.
Nicu 5:54 am on October 5, 2011 227 days ago Reply
The same thing as 3Gs, everybody was freaking out. One quarter later the sales were stratospheric. They give it a new number when there is a new design, it’s that simple. The same deception as with iPad 2, which is more or less iPad 1 (no screen resolution increase, just a bit thinner and faster).
One of the important facts is what will they charge for the 3Gs without a contract now. If it is $350 or lower, prepare for 40+M iPhones sold this quarter (albeit with a lower ASP), mainly to pre-pay markets.
Nicu 6:03 am on October 5, 2011 227 days ago Reply
369€ on Apple store in France. Which probably means $400. Maybe 35M total then, but of course I will do a formal estimate at the end of the quarter when more info will filter through.
Birra 12:01 am on October 5, 2011 228 days ago Reply
Think about how truly dumb it is. We have an A5 chip running iOS 5 and we call it the 4S.
caruso2323 11:21 am on October 5, 2011 227 days ago Reply
Birra,
INITIALLY I did not expect the iPhone 5 to be released in the June-October 2011 time frame !
But as rumors of the 4″ screen surfaced, I started hoping that there would be 2 news phones announced at yesterday event especially after the news of the 20B + deal with Sprint …
The iPhone 5 to me is a much more evolutionary product than the iP 4Gs for the following reasons :
1) 4G LTE is the future (not ready for prime timedue to low # of processors)
2) China Mobile wants it , and they are the biggest carrier in the world
3) It will have a quad processor (A6) with a graphic processor 10 times faster than the A5
I am not sure if the A6 is “essential” for an iPhone, but it will be GREAT for the iPad making it more PRODUCTIVE as it will increase the artificial intelligence use … The promising part of the A6 to an iPhone would be its 32/29/23 nm which would reduce the power consumption much needed for the TRUE 4G …But then again, is increased transmission speed needed for an iPhone ? Not so sure about that ! … But DEFINITELY so for the iPad 3 !
The notion that that the 4Gs is merely evolutionary stems from the fact that the A5 became available in March 2011 … That is 7 months ago …
But what people may be missing is there might have been some problems to make it fit in an iPhone enclosure… My suspicions about that have increased since the iPodT (slimmer than the iP4′s) did not get refreshed by an A5 …
What disappointed me is that Cook did not explain why Apple “delayed” the 4 Gs from the usual June … I know that AAPL wanted to coincide its release with the availability of iOS 5 and iCloud , but was that really necessary ? Could they not have released it with a iOs 4 and later made provision to upgrade it to iOS 5 (Like they have been doing since 2007?)
Birra 1:45 pm on October 5, 2011 227 days ago Reply
You’re probably right, but that is an anal rententive decision. What should matter is sales which is going to be affected, how much nobody will ever know. Of course sales affects AAPL which is being and will continue to be hammered. That should piss you off too!
Birra 12:29 am on October 5, 2011 228 days ago Reply
Conjure on this. In a poll 27% of Android users said they’d switch to an iPhone 5 while 11% said they’d switch to an iPhone 4S. Of course, they had no idea what these models were, but apparently a name is sort of important.
JPWatkins 5:08 am on October 5, 2011 227 days ago Reply
Nope.
Anyone who sees it will want it.
Anyone who has a 4 will want a 4S.
The exclusivity of Siri to the 4S in itself will make it a huge seller.
As a stockholder, I love it when the stock takes a dip. I can get more shares cheaper and I know they’ll appreciate!
caruso2323 11:35 am on October 5, 2011 227 days ago Reply
JPW ,
I beg to differ with you :
1) Surveys do not support your belief
2) Why incur a penalty to break a contract ?
3) Why not wait another 5 months or less to avoid the penalty and get the REAL DEAL (iP5)
However, I believe that iPhone sales will shoot up in FQ04-11 :
A) Christmas
B) Continued erosion Of RIMM, NOK, MSFT market share
C) Android’s popularity will take a hit :
- Loss of patent wars
- Not free anymore so more expensive
- The shortcomings of Android : Ban threats, Security, Balkanisation, fear of continued support from GOOG following its acquisition of MOT