AT&T to soon join Verizon offering LTE to iPhone owners.
AT&T will begin to roll out their nationwide 4G LTE network starting in New York City on June 30th. But will they penetrate enough markets for Apple to release a 4G-capable iPhone 5 in September?
Cult of Mac has learned Apple could be scheduling secret employee meetings with retail staff on May 28th between 8 and 10am. Is this just pre-WWDC preparations, or something more?
WWDC next month is likely to provide our first sneak preview of the fifth major release of the iPhone and iPad operating system: iOS 5. But with so many enhancements and additions over the years since its launch in 2007, what could Apple possibly add next? This week’s iCloud revelations suggest it might be file management.
Remember all the excitement leading up to Apple introducing the iPhone 4 for CDMA networks, such as Verizon? Well, just as Christmas Eve tension leads to Boxing Day blahs, so goes demand for the CDMA iPhone. A new report suggests the Cupertino, Calif. company has cut in half its orders for the CDMA iPhone 4 this year.
Pegatron, which was expected to ship 10 million CDMA iPhone 4s in 2011, now may only make half that number. “Volume is estimated to drop to only five million units,” a Taiwan-based industry publication wrote Thursday, citing “upstream component makers.”
While the vast majority of us gave up hope on the white iPhone 4 and just bought the black one instead, one analyst believes that the white device’s “mystique and scarcity value” could generate 1-1.5 million sales per quarter for Apple. Brian White, an analyst at Ticonderoga, believes the delay in the white iPhone’s release could drive sales.
Speaking to The San Jose Mercury News, White said:
The purchase of consumer electronic devices is not always a completely rational decision, and people buy Apple products for many different reasons, including status, aesthetics, functionality, quality and the ‘cool factor.’
In our view, this delay has created a certain mystique and scarcity value around the white iPhone 4 that we believe could drive incremental iPhone 4 purchases in the range of 1 million to 1.5 million units per quarter until the iPhone 5 potentially comes to market in September.
The white iPhone 4 finally went on sale today – 10 months after it was announced. Various manufacturing difficulties were blamed for its delay, and at times many speculated the device would never make it to market. A Cult of Mac poll yesterday revealed that only 12.41% of readers will buy the white iPhone, while 40.98% said they were now waiting for the next generation of the device.
Apple’s got an obsession with thinness perhaps best described as techno-anorexic. They’ll shave millimeters off a device until it seems ready to melt upon the tongue, a communion wafer of a gadget.
I wouldn’t be surprised, then, if the following rumor pans out: Apple is reportedly working with Sharp to create new poly=silicon LCD displays that will allow the sixth-generation iPhone to get even thinner.
Apple has increased its supply commitments by more than a third to $11 billion – a record – during the March quarter, according to an SEC filing. The jump from $7.9 billion usually spent in that three-month period indicates the Cupertino, Calif. company is pulling out all stops to ensure it meets demand for the iPad 2 and expected iPhone 5.
“We believe the increase is attributable to procurement ahead of a tight supply environment and expected shipment increases in June (iPad) and September (iPad + iPhone),” Morgan Stanley analyst Katy Huberty told investors.
Although Verizon gained much of the attention over the iPhone 4, AT&T apparently added more subscribers enticed by a previous-generation Apple handset. Verizon gained less than 500,000 new customers during most of the second quarter while AT&T signed-up more than 800,000 new iPhone users, according to a Friday report.
In the two months of the three-month period the iPhone 4 was available throught Verizon, the carrier attracted 2.2 million iPhone devices. AT&T, however, experienced a record 3.6 million iPhone activation during the quarter — a 33 percent increase over the same period in 2010. The lack of any run-away success for Verizon runs counter to previous polls suggesting the carrier could siphon-off 26 percent of AT&T customers.
When the Verizon iPhone was launched, Apple went on record saying that they did not think LTE or 4G was a good fit right now, in that the first-gen chips were still too big and power efficient to make sense.
Will we see an iPhone 4G in September, though? It doesn’t seem likely. Forbes is reporting that the chips required to produce well-designed LTE iPhones simply won’t be around until late in the year at the earliest… and possibly not until 2012.