I think now that the Foxconn info is page 1 (digitimes.com ~= commercial times online), it bears repeating:
They're going to make 3 million of the next generation iPhone in June 2008.
They've sold, to date, over 12 months ~4 million.
Anyone still thinks these handsets are going to be held in storage for a season?
Apple is confident of reaching the 10 million target. See
Post on Earnings call.
The sales from January to June, plus the 3 million 3G handsets producted, if all sold would get Apple over halfway to its target. The intention from the figure of 25 million over the lifetime (possibly a year, or slightly longer) indicates internal estimates of sales are much bigger than expected. Apple may not touch 10 million - they are aiming to smash that. A calculation:
The number of months June -> December
___________________________________ x 25 million = Conservative 3G Handset sales for 2008.
Total production run size of 24-25 million
throughout the life-cycle of the device.
- If you estimate that Apple will update in 12 months time, you get 6/12 x 25 million = 12.5 million of 3G handsets.
Add the sales to date Jan->June and you have Total iPhone handset sales in 2008 of >15 million.
- If you estimate Apple will have a production run of this product of 18 months, total iPhone 3G handset sales in 2008 estimated = 8.3 million. Add the sales to date Jan->June and you still have >10 million for 2008.
In other news:
- A hunt for an updated O2 3G coverage map.
what i can find on the O2 page]
Unfortunately, O2's customer service won't give a UK coverage map for 3G/HSDPA:
"I'm sorry current we can only check with the postcode of the customer for coverage in that area. Please contact our network coverage team for more information. Please dial 100 from your mobile phone and they'll be in a better position to tell you about the total UK map for the 3G and HSDPA coverage."
"I hope you'll find this information useful. If there's anything else we can do for you, please reply to this email."
<snip> Kind regards, XXXX XXXXX O2 Customer Service."
http://www.webmap.o2.co.uk/
- Older news, but bears thinking about again - how is data going to be managed? They screwed up with the 3G bids, and initially, priced data way too high. So how are networks going to get people to pay?
http://www.theregister.co.uk/2008/04/09/o2_speed_limits/
- The programe yesterday in the UK on phones - It costs more to get data per Mb from the Hubble telescope, than per Mb of texts. It's one stream of revenue that's almost all profit. Which doesn't bode well if O2 and other Apple network partners have that mindset.
Dispatches, on channel 4
http://www.channel4.com/news/articles/dispatches/the+mobile+phone+ripoff/2081247 worth a re-watch
With this in mind, the reason why the cost of texts is so high bears in mind - there isn't competition. By Apple going non-exclusive, it's introducing competition at a time when it's most needed for the consumer, both for the differing 3G coverage, and also the rate at which the different networks will charge for data.
O2 has at least launched a HSDPA USB modem. So they're getting ready for some 3G iPhone data carnage.
http://www.itweek.co.uk/itweek/news/2214648/o2-launches-hsdpa-usb-modem
Looking at other threads:
Areas of interest -
- Will there be iPhones without 3g, or a way to not use 3G.
>Not likely, but not impossible - there's a Disable EDGE function through Bossprefs. Whether you will be able to through a non-jailbroken phone is another matter.
- Jailbroken phones - what happens come June
> it's not really been discussed but there will become a market to relock phones possibly.
- What will be the resale value of 8Gb and 16Gb iPhones (locked, and unlocked)?
> My guess 150, 200 locked; 180 230 unlocked. It's highly dependent on perceived value of the new 3G iPhones
- Will the 3G iPhones work on other networks and use their 3G?
>It's an open question. It's given that in non-exclusive contracts in countries that haven't got iPhone deals yet, they're likely to
e.g Canada, Australia, Belgium, Italy, India, China....
- Will a SIM card from the same network operator, that's pay and go work?
>?
- What's the future of Apple and iPhones and iPods
> Wifi on iPods, Touchscreens on nanos, kick-ass iPhones.
- How much will Apple cover in it's update with the 3G iPhone?
> Some but not all. With so much available potential in terms of applications, it might be not giving the consumer every hardware add o
http://www.tradingmarkets.com/.site/news/Stock News/1445938/
- Data rates? Will the Apple partner networks give competitive rates in comparison to other providers? e.g. O2 was shocking up until the iPhone coming out (and still isn't competitive).
- Touch owners to pay for the 2.0 Software?
Most probably
- iLife and how iLife 09 will link in with the iPhone?
iLife 08 contains: iPhoto iMovie .Mac Web Gallery GarageBand iWeb iDVD
iMove may easily be rejigged / have a iPhone app counterpart to allow easy video recording. .Mac integration might be brought more to the fore also.
And I imagine the screams at iMovie might bring in a time line at some point, with some better audio editing too...
Previous iLifes (iLife, 04, 05, 06 were all at macWorld Conference, 08 was in August 07). So Jobs might bring out iLife 09 come WWDC.
I'd hope that the "skimming" technology comes to the iPhone
http://money.uk.msn.com/investing/articles/morecommentary/article.aspx?cp-documentid=8170197
International Apple network partners
It almost seems like the US, UK and Canada (
which now has Rogers) are being screwed over more than latecomers, by having exclusive contracts with O2 in UK for example.
Apple is going to come aggresively into the worldwide market this year.
Bloomberg
"Apple Inc., which plans to start selling its iPhone in Latin America, is reconsidering a strategy of offering the device only through exclusive franchises, Cinco Dias reported, citing unidentified people familiar with the situation.
The company may offer the handheld device through various phone companies in the same country, breaking with the practice used in Europe, the Spanish daily newspaper said. "
Good old dailies: From March's
worldofapple
Cinco Dias - Spain gets it as soon as May? But the source is Gartner? Didn't they backtrack last time?
El Universal - Mexico claims Apple plans a June iPhone launch.
translated
Cinco dias's
Latin American claim