Apple Increases 1st Quarter iPhone Shipments to 21 Million, Including the Verizon iPh

[Geckotek]

China, anyone?



Only Verizon fans and US stock analysts have been speculating the device is for Verizon, when all along the real target is China.

Wrong, try again. Chinese technical publications are one of the primary pushers of this Verizon iPhone rumor.

I'm thinking that the Verizon iPhone will be announced in January, but go on sale in June. Thus keeping in line with their traditional iPhone release cycle. It's hard to imagine Apple having two different release cycles for the same product in a year. That would really make things worse as the earlier release on CDMA would have any new features and the the later release on GSM would have to wait six months for their new features.

Or, Apple could bump up the GSM release to match the new CDMA release and really tick off everyone who just bought an iPhone 4 in the last six months. Although that may not be unheard of. Remember the price drop after the initial release of the iPhone? I heard one or two people that bought one at launch were slightly miffed.

Once again, why is it so hard to believe that there would be 2 release cycles? Many other products and companies have multiple release cycles for multiple carriers. Even Apple does it already!! And 2 release cycles is the ONLY way Apple will be able to keep up with demand. Do you not recall the backorders on the iPhone 4? They only recently caught up with the demand.

Why would I think folks would be ticked off?

1. iPhone 4 CDMA release January
2. iPhone 5 GSM release June with NEW features
3. iPhone 4 CDMA owners have to wait an additional 6 months for their version of the iPhone 5 the following January.

Or flip that around and the iPhone 5 CDMA comes first in January and GSM users have to wait six months for their iPhone 5.

That's the point i am trying make.

Why would they be ticked off? Unless they've been sheltered for the last 2 decades, this is how consumer electronics works. Everyone knows that and only an idiot would be "ticked off".

 

[ten-oak-druid]

This must be concerning 2012. AT has an exclusive contract with Apple until then. And it would make more sense to time a Verizon iphone a year later anyway when the new network is more developed.

There will be no Verizon iphone in 2012. This is wishful thinking.​

 

[Epic Xbox Revie]

It's not going to happen for a very obvious reason. The Mac App Store launch is January 6th 2011. Apple will NOT let their baby new product be overshadowed by something as big as the iPhone.

Also, if they did it in January, the release dates for future iPhones would "be to confusing" as there would be a release every 6 months but only once every year for a particular cellular providers phone. If it is going to happen, it'll be in June.

 

[S.B.G]

Why would they be ticked off? Unless they've been sheltered for the last 2 decades, this is how consumer electronics works. Everyone knows that and only an idiot would be "ticked off".

Well you'll be calling many people idiots then. Regardless of how the whole release schedule goes down, there will undoubtedly be folks upset for one reason or another. It's inevitable.

 

[reubs]

My wife's mom lives in Columbus, GA (home of AFLAC Insurance), and the person in charge of buying phones for AFLAC told her that the iPhone would be available with Verizon on January 11. Obviously the guy could've not known what he was talking about, but AFLAC's a big company, and Jan 11 is a Tuesday.

I guess we'll see in about 2.5 weeks, right?

 

[Xavier]

Apple employees called in Jan. 9th for "a special event."

 

[Rocketman]

There will be no Verizon iphone in 2012. This is wishful thinking.​

You post a lot of drivel, but even if this rare likely opinion is right, and it probably is, Verizon is likely to have an LTE/CDMA iPad come January 2011 to announce since it is not a "phone", and they need something for that shiny new network to get clogged with.

Rocketman

 

[Winona Northdakota]

"Why exactly would they need to redesign the ENTIRE thing? Pretty sure 85% of the parts would remain the same. Only needs the radio changed and a new baseband."

It is not like snapping a different colored leggo into place. CDMA radio chipsets are ordinarily much larger than GSM. The iPhone 4 is already tight on space inside because of the larger battery, that so many customers world wide enjoy. CDMA that is used in America is licensed by Qualcom who owns and holds the patents. The CDMA used in China and South Korea is not directly the same and uses different variations. By the way, both China and South Korea presently enjoy the iPhone in their countries. The iPhone is the number 5 phone in Japan, a market ordinarily dominated by domestic phones.

"Actually, that's not how it went down. AT&T sued, Verizon countered over the "more bars in more places". The judge didn't honor AT&T's request to pull Verizon's ad. AT&T dropped the lawsuit realizing that they wouldn't win. Verizon then dropped theirs in turn."

Both parties Verizon and AT&T dropped their lawsuits. Verizon pulled the offensive ads.

"They don't prove anything, but CEOs and Boards can be swayed by public opinion. It's possible Apple would take a Verizon iPhone more seriously if they realized the demand was out there. It happens...very often. (And is usually followed by a company paying a bunch of consultants outlandish amounts of money to determine if there truly is a market for the product and how/when to go to market.)"

Annonomously spamming viral rumors does not constitute "public opinion" as in voting in an government election, unless you live in Illinois where the motto is "vote early and vote often". It is dirty. Surveys can lie, people can lie. There is no scientific control to preserve honesty. Writing a public letter with pen and paper and signing it and sending it to the directed party is more affective and effective. If Apple needs to take "a Verizon iPhone more seriously", then why all the hubbub over Apple supposedly introducing a Verizon phone in 2011? Are you admitting the Hubub is manufactured and there is no phone?

 

[InsanelyApple]

I'm thinking that the Verizon iPhone will be announced in January, but go on sale in June. Thus keeping in line with their traditional iPhone release cycle. It's hard to imagine Apple having two different release cycles for the same product in a year. That would really make things worse as the earlier release on CDMA would have any new features and the the later release on GSM would have to wait six months for their new features.

Or, Apple could bump up the GSM release to match the new CDMA release and really tick off everyone who just bought an iPhone 4 in the last six months. Although that may not be unheard of. Remember the price drop after the initial release of the iPhone? I heard one or two people that bought one at launch were slightly miffed.

I feel the second paragraph would be more likely. And I bet only the crazy Apple fan base here would be upset. The general public wouldn't be upset, remember it was you guys who slept out at stores to get the original iPhone, iPad, etc...

Wouldn't it be funny if the white iPhone came to Verizon before AT&T?

The White iPhone may be the Verizon only iPhone since they are rumored to be released at around the same time.

Would be shocked if this happened mid-cycle in the iPhone 4's projected life. Of course, it may be some desperate attempt to gain the upper hand against Android , which in my opinion, is a battle that Apple Consumer Electronics lost six months ago.

Android is the geek phone that tricked the general public into thinking it is the iPhone. Android sales have been slowing, because people are releasing it's no iPhone.

My wife's mom lives in Columbus, GA (home of AFLAC Insurance), and the person in charge of buying phones for AFLAC told her that the iPhone would be available with Verizon on January 11. Obviously the guy could've not known what he was talking about, but AFLAC's a big company, and Jan 11 is a Tuesday.

I guess we'll see in about 2.5 weeks, right?

Apple employees called in Jan. 9th for "a special event."

I feel your two's posts are related.

Apple tells their employees about the iPhone on Verizon on Jan. 9, and tells them to keep their mouths shut about it. Jan. 10, Apple goes on stage and announces the iPhone on Verizon and it's release date. Jan. 11, the iPhone for Verizon goes on sale.

 

[shartypants]

Wow, thats a lot of cell phones. I wouldn't be surprised if the Verizon phone sales are even higher, I imagine a lot of Verizon customers that didn't want to switch carriers will want to buy one.

 

[eNcrypTioN]

It matters for a couple of reasons:

1) I like Apple products and personally, I would like to see it recognized by a tech world that has always considered them and "also ran" company.

But the real reason is:

2) The more successful they are, the better quality apps and compatibility you will get. These are the main reasons that make it difficult to use a mac in a modern day world. Mac started out with all kinds of crazy software that was way ahead of the competition, but as they became less viable as a user base, much of that went away. Now playing any modern games or using much of the business world software is a chore, and in many cases involves all kinds of weird exceptions and work arounds. Try using communicator on the mac, watching .wmv files, microsoft project or virtually any modern computer game, these are pretty poor experiences. Yes, somebody, here is going to post work arounds, but they are just that, work arounds instead of the driving standard. Trust me when I say there is a reason why Parallels and Fusion sell like crazy and it is not because the Mac does everything I need.

The only reason that Apple has gotten away with the stuff they have gotten away with regarding Flash and the iPhone is because their large user base gives them a bully pulpit to push for those technology changes. If the largest smartphone out there had had a "functioning" version of Flash and iPhone was only 12% of the market, Apple would have been laughed at. Since they are currently (arguably) the biggest player in the market web developers care. If they had not been the largest player, the transition away from Flash would have been a lot slower and I would have been forced to endure unworkable web sites on my smart phone and had a subpar experience.

Another example of this is .wmv, most people who send me video files send them in that format which will not play on my iPhone or iPad. I really want h.264 to become the standard, but for most people those files don't play on their computers unless they have quicktime installed and they use .wmv to guarantee compatibility. This is the same reason I don't use Keynote (which I vastly prefer to Power Point), at some point I will have to send those presentations to somebody else in the company and they are going to look like crap exported to Power Point.

The market leader makes the rules and I would rather be playing by Apple's rules than Google's. Please excuse the typos or poor logic been up all night drinking.

Couldn't agree more with your post. The market leader always makes the rules.

On another note, those against a Verizon or CDMA iPhone for that matter need to get a life! The iPhone should be and will be available on all carriers at one point, weather you like it or not. Exclusivity hurts everyone.

 

[Rafterman]

I would only buy an iPhone if it came to Sprint or T-Mobile, because although Verizon has a superior network (compared to AT&T) their pricing are equally as ridiculous.

That superior network is going to realize a rude awakening once iPhone comes to it. Not only will you be adding several million iPhones to Verizon's load, but iPhone users typical use more data than non-iPhone users, making the hit even more extreme.

 

[Xtremehkr]

AT&T bought low 700 Mhz spectrum for LTE rollout. Verizon's LTE is somewhere in the 700's also, I believe. Either way, AT&T's network should improve with the loss of some iPhone customers. However, I think that some of AT&T's existing may fill in the gap right back up just because smartphone sales overall are on the rise.

Both companies put in a firewall against an explosion in data use by smartphones.

Unlimited data plans are gone for those who didn't have them before the cut off point. If there is an explosion in data use then the price of data will increase dramatically as well if you go over your limit.

http://www.ft.com/cms/s/0/0a76b47c-0c42-11e0-b1a3-00144feabdc0.html#axzz19KOGJiDv

Still, with 10 fold increases in download speeds are going to help things out. The average iPhone user only uses 273MB of data per month.

Tablets are probably where the greatest demands in bandwidth are going to come from. The iPhone is too small for extended periods of browsing.

 

[InsanelyApple]

On another note, those against a Verizon or CDMA iPhone for that matter need to get a life! The iPhone should be and will be available on all carriers at one point, weather you like it or not. Exclusivity hurts everyone.

Thank you! Someone finally says it!

That superior network is going to realize a rude awakening once iPhone comes to it. Not only will you be adding several million iPhones to Verizon's load, but iPhone users typical use more data than non-iPhone users, making the hit even more extreme.

Actually, Android users use on average more data than iPhone users.

 

[Geckotek]

It's not going to happen for a very obvious reason. The Mac App Store launch is January 6th 2011. Apple will NOT let their baby new product be overshadowed by something as big as the iPhone.

Also, if they did it in January, the release dates for future iPhones would "be to confusing" as there would be a release every 6 months but only once every year for a particular cellular providers phone. If it is going to happen, it'll be in June.

So 2 releases a year is confusing? How? Consumers will know, Verizon iPhone release at the beginning of the year, AT&T mid-year. Why is that confusing?

Well you'll be calling many people idiots then. Regardless of how the whole release schedule goes down, there will undoubtedly be folks upset for one reason or another. It's inevitable.

Yes, then I guess I will be. But even if they are, they will be no more ticked off than they already are with every other technology update that happens months, sometimes weeks after they make a big technology purchase. Heck, LED backlit TVs came out right after I bought my LCD. They are so much thinner and more energy efficient....but I didn't get ticked off. I just accepted it as a fact of living in a rapidly developing technological society.

"Why exactly would they need to redesign the ENTIRE thing? Pretty sure 85% of the parts would remain the same. Only needs the radio changed and a new baseband."

It is not like snapping a different colored leggo into place. CDMA radio chipsets are ordinarily much larger than GSM.

You sure about that? Got dimensions?

The iPhone 4 is already tight on space inside because of the larger battery, that so many customers world wide enjoy. CDMA that is used in America is licensed by Qualcom who owns and holds the patents. The CDMA used in China and South Korea is not directly the same and uses different variations.

Exactly what variations are you speaking of? Seems the variations are not enough to keep my US-based CDMA phone from working in either one of those countries. They both use CDMA EVDO which is the version licensed by Qualcomm. (Unless you're talking about TS-SCDMA which is not at all the same and is only run by one carrier in China...not S. Korea).

"Actually, that's not how it went down. AT&T sued, Verizon countered over the "more bars in more places". The judge didn't honor AT&T's request to pull Verizon's ad. AT&T dropped the lawsuit realizing that they wouldn't win. Verizon then dropped theirs in turn."

Both parties Verizon and AT&T dropped their lawsuits. Verizon pulled the offensive ads.

Those ads were still running in December and actually expanded. They were not pulled when the cases were dropped.

AT&T agreed to dismiss a suit that sought to force Verizon to pull "misleading" coverage maps from its commercials, while Verizon agreed to drop a case that sought a declaration that AT&T's claims of "more bars in more places" was inaccurate.

Verizon said it will continue its "There's a Map for that" ad campaign with the same language and the same maps as before.

"They don't prove anything, but CEOs and Boards can be swayed by public opinion. It's possible Apple would take a Verizon iPhone more seriously if they realized the demand was out there. It happens...very often. (And is usually followed by a company paying a bunch of consultants outlandish amounts of money to determine if there truly is a market for the product and how/when to go to market.)"

Annonomously spamming viral rumors does not constitute "public opinion" as in voting in an government election, unless you live in Illinois where the motto is "vote early and vote often". It is dirty. Surveys can lie, people can lie. There is no scientific control to preserve honesty. Writing a public letter with pen and paper and signing it and sending it to the directed party is more affective and effective. If Apple needs to take "a Verizon iPhone more seriously", then why all the hubbub over Apple supposedly introducing a Verizon phone in 2011? Are you admitting the Hubub is manufactured and there is no phone?

Actually, while it may not constitute a quantitative public opinion, it can be used as an indicator of it. Hence the hiring of consultants to find out what the true demand is.

And my statement was speaking in example, not saying that's the case today. More likely, that happened 2 years ago.

 

[abhimat.gautam]

…but the CDMA iPhones will be a separate model that will bring compatibility to Verzion in the U.S. and apparently to other carriers in Asia Pacific.

So you used to have cations and anions, but now there is the Verzion (providing better reception than the average ion!).

Sorry, couldn’t resist.

 

[JAT]

nless they've been sheltered for the last 2 decades, this is how consumer electronics works. Everyone knows that and only an idiot would be "ticked off".

Well you'll be calling many people idiots then. Regardless of how the whole release schedule goes down, there will undoubtedly be folks upset for one reason or another. It's inevitable.

I call them idiots now. AKA, college students.

Folks,

One week to go before the Verizon CEO will give his opening keynotes!!! Wow, CEO of Verizon will be giving the keynote for the iPhone 4 instead of CEO of Apple! I will jump at the GOLDEN GATE BRIDGE if there is really a Verizon iPhone 4... if not you guys should continue to dream and drooolllllllllllllllll

Why would you jump at the Golden Gate? Are you trying to scare it?

 

[landscapeman]

I would like to see it on any other network besides ATT. Period

 

[Winona Northdakota]

Truth

"Not that we need to keep it alive, but since it's pretty much inevitable that SOMEDAY Verizon will get it, the rumors will never die."

No it is not inevitable.

"They don't prove anything, but CEOs and Boards can be swayed by public opinion. It's possible Apple would take a Verizon iPhone more seriously if they realized the demand was out there. It happens...very often. (And is usually followed by a company paying a bunch of consultants outlandish amounts of money to determine if there truly is a market for the product and how/when to go to market."

100 million posts or viral video hits exclaiming, "you got to believe US, we really NEED an iPhone on VERIZON!!!!!…" doesn't prove anything, maybe someone learned how to "cut and paste" and their keyboard got mysteriously stuck.

"Exactly what variations are you speaking of? Seems the variations are not enough to keep my US-based CDMA phone from working in either one of those countries."

"They both use CDMA EVDO" EVDO Rev. A or B? Not all CDMA phones are compatible with both.

Your US CDMA phone works just fine with "Korean PCS"? Good one.

"which is the version licensed by Qualcomm. (Unless you're talking about TS-SCDMA which is not at all the same and is only run by one carrier in China...not S. Korea)."

Qualcom is the OWNER of the CDMA used in North America. They aren't licensing it from anyone people are licensing it from Qualcom. Qualcom CDMA is not a standard, it is a technology. Apple would have to license the technology from Qualcom first. GSM, no, because it is a global standard and open source. Anyone can develop for it. That's why Apple went with it. LTE is a evolution of GSM. It makes more sense to develop an LTE phone that Apple can deploy in as many markets globally as possible. No hardware change required since LTE is backwards compatible.

Truth is in the eye of the beholder. Rumors are just that. Speculation is not truth.

 

[ten-oak-druid]

You post a lot of drivel, but even if this rare likely opinion is right, and it probably is, Verizon is likely to have an LTE/CDMA ...

Oh no, Rocket man said I post drivel!

My keyboard is covered in tears.

LMAO

The ATT deal with Apple is not opinion. It was revealed in a court case and I posted a link to it on this site before. The counter argument is that "contracts can be rewritten". Yet there has been no evidence of this. It is just wishful thinking.

 

[vincenz]

Well, here it comes, the unicorn will finally show itself in a week and a half.

 

[thetexan]

I really don't believe we will see an iPhone announcement at CES. Verizon will spend their time talking up LTE, and there have been many new Android phones caught in the wild that are LTE capable. Unless the iPhone will support LTE, which is very doubtful, I don't see why Verizon would tout 4G only to end the keynote offering up a 3G phone.

Verizon's keynote at CES will be:

-Blah blah positive sales figures.
-Blah blah data usage up 497579%.. billions of SMS messages, etc.
-Blah blah best network getting better.
-4G will be covering X millions of people by the end of 2010, and more than 80% of our network footprint by 2011.
-Here's some LTE phones by HTC, including the new Incredible HD.
-Here's some by Motorola, including the new Droid 4G.
-Kthxbye

As a current Incredible user though I can't wait to get my hands on the Incredible HD.

 

[Geckotek]

"Not that we need to keep it alive, but since it's pretty much inevitable that SOMEDAY Verizon will get it, the rumors will never die."

No it is not inevitable.

Sure it is. If not CDMA, we will see an LTE iPhone. It's simple matter of market demand. Apple won't ignore it forever.

"They don't prove anything, but CEOs and Boards can be swayed by public opinion. It's possible Apple would take a Verizon iPhone more seriously if they realized the demand was out there. It happens...very often. (And is usually followed by a company paying a bunch of consultants outlandish amounts of money to determine if there truly is a market for the product and how/when to go to market."

Truth is in the eye of the beholder. No consultant, regardless of the amount of money paid can discover it.

I think you just invalidated your original argument.

"Exactly what variations are you speaking of? Seems the variations are not enough to keep my US-based CDMA phone from working in either one of those countries."

"They both use CDMA EVDO" EVDO Rev. A or B? Not all CDMA phones are compatible with both.

Your US CDMA phone works just fine with "Korean PCS"? Good one.

Yes, it worked just fine.

Edit: I was on my Treo...from Verizon's website:

Customers with EV-DO BlackBerry, EV-DO Treo, and EV-DO PDA Smartphone devices may now roam in South Korea by dialing *228 and selecting option 2 to obtain an updated PRL prior to international travel.

Have they begun to use Rev B in Korea now? Wasn't aware. Either way, I don't see this as an issue for making a Verizon iPhone that works in both.

By "Korean PCS" I assume you mean the 1800MHz network? Once again, not sure why this would keep Apple from creating a Verizon iPhone that also works in S. Korea.

"which is the version licensed by Qualcomm. (Unless you're talking about TS-SCDMA which is not at all the same and is only run by one carrier in China...not S. Korea)."

Qualcom is the OWNER of the CDMA used in North America. They aren't licensing it to anyone people are licensing it from Qualcom.

What's the difference? If I buy a license from Qualcomm, Qualcomm is licensing it to me.

Qualcom CDMA is not a standard, it is a technology. Apple would have to license the technology from Qualcom first. GSM, no, because it is a global standard and open source. Anyone can develop for it. That's why Apple went with it.

Wrong, Apple went with it due to AT&T being the carrier they signed with first.

Actually, Apple could try to develop their own CDMA tech for chips, but it would likely problematic as other manufacturers have found in the past (I think both Motorola and Nokia tried...but don't care to go back and research to verify). So yeah, Apple will most likely license Qualcomm's tech.

ANd LTE is a evolution of GSM. It makes more sense to develop an LTE phone that Apple can deploy in as many global markets as possible. No hardware change required since LTE is backwards compatible.

100% wrong. Saying it is an evolution of GSM only means that it came from the same group that developed GSM. However, it is 100% new technology. It requires entirely new switching equipment in each tower and the phone needs a new radio as well. There is no real "backwards compatibility". This phrase originally referred to handoffs from GSM to LTE and back. However, Verizon has worked with the 3GPP to get this same compatibility with CDMA.

 

[satcomer]

I can't wait. I am just waiting for those in NYC and SF to jump ship from AT&T so I don't have to read their arguments all over the Mac boards anymore!

I am so tired of SF tech blogs whining how bad AT&T is! We all know the grass is greener on the other side .

 

[vastoholic]

I really dont think they'd announce before jan 25th even if it were coming, because they don't want people to be in the 30-day-return-window for all the phones bought for christmas

I don't think that's a problem. Depending on if the people that bought the phone for christmas also set up a new plan or added on to an existing plan, they have to worry about paying the ETF. Unless that's been shot down completely. I received a text from ATT about a class action suit against their ETF policy. Anyone heard any word on if they can still charge you for getting out of your contract early?

What I mean is, if the ETF policy is still in effect, many users won't want to pay it just to return the phone to get the Verizon version.