Analyst: CDMA iPhone Talk Aimed at Countering Android

Analyst: CDMA iPhone Talk Aimed at Countering Android

If you’ve heard those rumors of Verizon selling the iPhone this summer, don’t hold your breath, suggests an analyst. The talk is just the latest gamesmanship by Apple in an attempt to throw Google’s Android phones off-stride.

Although Verizon’s 90 million customers would allow Apple to directly confront the growth of Android-based phones, there remains some major sticking points before any agreement between the Cupertino, Calif. company and the carrier are signed, Kaufman Bros. analyst Shaw Wu told investors Wednesday.

Both Verizon and Apple seem customer control as a top priority. Among the areas Verizon would likely need to cede control is price. The carrier would likely need to pay up to triple the amount it provides other smartphone makers in order to offer the iPhone, Wu said. Such complications prompted Wu to join a chorus of other analysts expecting AT&T to retain exclusive U.S. iPhone sales for the rest of 2010.

A more likely scenario, if Apple does decide to produce an iPhone for a second U.S. carrier, is for the company to pick T-Mobile or Sprint, carriers both apt to agree to Cupertino’s requirements. Wu suggests T-Mobile would be the quickest route. Although the carrier’s 3G network uses a different 1700MHz spectrum, Apple could easily adapt it’s current iPhone.

Wu’s comments are just the latest appearing to raise doubts about a Wall Street Journal report that appeared Monday seeming to suggest Apple would produce two new iPhones, one CDMA-based for Verizon. Several analysts said a CDMA iPhone likely would first appear in China or Japan.

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[via AppleInsider]

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Ed Sutherland

Ed Sutherland is a veteran technology journalist who first heard of Apple when they grew on trees, Yahoo was run out of a Stanford dorm and Google was an unknown upstart. Since then, Sutherland has covered the whole technology landscape, concentrating on tracking the trends and figuring out the finances of large (and small) technology companies.

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  • Trent

    The “CDMA” iPhone is the China Telecom version folks! And all this so-called “news” is Apple artificially inflating their stock. They always do it prior to new product releases.

    This video shows exactly how they do it. Scroll to 3 minutes in. Apple is specifically mentioned – how they use the media to legally inflate their stock.
    http://www.youtube.com/watch?v=HRa0B34jMOQ

  • Steven

    Whatever…. As long as AT&T has exclusivity, I will be unlocking mine AND my wife’s iPhone (And anyone who wants theirs unlocked as well). AT&T is a fucking JOKE. People blame Apple for pricing when AT&T all but rape customers of their money—monthly. As long as there is an iPhone, there will be an unlock for it. Id rather sit at my Mac for 10 minutes every 2 or 3 months with my iPhone and run through the unlocking process to get the upgrades than pay TWICE what I pay now with T-Mobile for the exact same thing. I usually don’t use colorful metaphors but I HATE AT&T and what they do to iPhone customers.