Posts tagged ‘iPhone’
An anonymous tipster has sent me what appears to be a cropped promotional image from the upcoming Apple Nanophone. If the image is genuine, we can then conclude that:
– the Nanophone retains the metallic looking trim around the device
– the Nanophone is curvier than current gen iphone
– we are weeks if not days from the official unveiling
Apparently the device already has a name. Maybe it’s the iphone mini?
During the past two weeks, a number of Apple news sites have posted contradictory reports on the next gen Apple iPhone specs. Some have speculated that the 3G iPhone will have the same 3.5 inch touch screen as the current model while others say the device will get a smaller 2.8 inch screen. There’s also been wild speculations on the size and thickness of the model as a particularly dubious misinformation blog ( rumored to be run by circus rejected baboons ) has spread wild rumors that the new 3G model is thicker and heavier than the current model. In trying to dissect the truth from speculations, I’ve contacted my trusted iPhone source who has previously provided correct iPhone plans and features months in advance.
As I reported on a previous post reflecting the inside knowledge of my other iPhone source, the so called NanoPhone, or the smaller entry level iPhone model, is well into its design and testing phase with the distinct possibility of being released to manufacturer in late ’08 and introduced in early ’09. My second source, whom I’ve been in contact with several times during the past few days, corroborates the approximate time frame and confirms the 3-tier Apple product plans for the iPhone and adds that Apple wishes to introduce the current model replacement, referred to as the mid level model, in June followed by the NanoPhone just before the end of the year holiday shopping season in early November. I asked my insider regarding the rumors on 2 different screen sizes and have been reassured that the current model replacement will feature the same 3.5 inch screen while being marginally thinner and lighter. The NanoPhone will apparently get the 2.8 inch touch screen minus the camera and GPS ( which the new mid level model will now get ). As for the size and weight of the NanoPhone, it was described to me as exceptionally thin and light. As it stands right now, the NanoPhone is the entry level handset on the traditional 3-tier Apple product model, the current model replacement is the mid level, and my source maintains that the much talked about Apple UMPC/MID/tablet is the upper level model, featuring a substantially larger touch screen and 3G.
Apple reported record fiscal 2Q 2008 financial results ending March 29, 2008. While profits rose across all company divisions, margins were less than previously expected. Apple reported a gross profit of of $7.51 billion and a net profit of $1.05 billion. Last year for the second fiscal quarter, Apple made a gross profit of $5.26 billion and a net profit of $770 million, however gross margin was 32.9 percent this year down from 35.1 percent last year.
Apple sold 10,644,000 iPods, 1,703,000 iPhones, and 2,289,000 Macs during the second quarter. Revenue growth for the Mac division was exceptional with 54 percent compared to the same quarter last year. Apple reported an overall revenue growth of 43 percent with over $17 billion in revenue and $4 billion in cash flow for the first fiscal half of the year. Apple’s CEO Steve Jobs added in a press release: “we have strong momentum to launch some terrific new products in the coming quarters”. Apple stock closed at $162.89, up $2.69 for the day.
TIM ( Telecom Italia Mobile ) has secured the right to sell the next generation iPhone without a contract and carrier lock, Stefano Carli reports for the prestigious Italian newspaper La Repubblica. There will be no revenue sharing nor carrier exclusivity, both of which Carli credits to the six month negotiations headed by TIM’s chief Franco Bernabè. Carli goes on to say that Jobs was ultimately convinced by Bernabè to abandon the successful US iPhone carrier model to one which would work best in the Italian market.
“The agreement is revolutionary because it signals a major change in the Apple strategy” writes Carli. He cites 3 major points in the agreement:
– the current generation iPhones will not be marketed in Italy, instead the new 3G handsets will be directly introduced,
– the agreement is not based on ‘revenue sharing’, instead each iPhone is marketed at a “higher price”,
– TIM is not given an exclusive carrier deal, but the right to sell the 3G handsets at least through summer ’08, after which Vodafone and 3 are the candidates most likely to bring the iPhone to Italy for next Christmas.
Carli then asks: “It’s a strange agreement at first site. TIM takes the iPhone home first and pays much less than the others before it. Why would Jobs accept all this?”. Carli reasons given that pre-paid voice plans are very popular in Italy, making huge profits from them would not be possible. Jobs’ primary objectives now seem to be promoting the Safari mobile browser to encourage the higher consumption of data and promoting content purchase from mobile iTunes rather than to sell fewer handset at the highest possible cost that come bundled with carrier exclusivity and fixed plans.
Jason Schwarz, an Options Strategist for Lone Peak Asset Management, writes for SeekingAlpha:
“Recent data is suggesting that Apple is on the verge of breaking out in a major way…The Apple market share story begins with the reemergence of the Mac, in a recent interview Apple COO Tim Cook indicated that during fiscal 2007, Apple sold 7 million Mac computers; still just a fraction of the 260 million units market estimated by IDC…The recent release of the ultra-thin MacBook Air seems to be getting Apple into the hard-to-reach business user segment…Any one of the +100 million ipod owners are potential iphone owners as the halo effect expands from ipod now to iphone. Bank of America analyst Scott Craig also feels that current estimates of iphone sales are too conservative…By selling 45 million phones Apple would generate in excess of 5 billion in profit…The market share story insulates Apple from typical consumer slowdown worries and gives investors conviction to buy and hold…Pre-3G iphone is a great time to enter a long position…It might just take you to $300.”
IndiaTimes is reporting that VodaPhone will carry the iPhone for the Indian market come September and the UK based company is also “likely to become the carrier for the Australian market once iPhone is launched there”. The iPhone may in fact launch in India and other less affluent markets like Mexico and some south east Asian countries in the months to come, just don’t be surprised if a less featured model is introduced instead of the upscale 3G model everyone is expecting. Could the NanoPhone be introduced in India first?
Tom Spring describes in his PC World Blog some features of the upcoming 3G Apple iPhone:
– 8, 16, and 32GB
– thinner case and better camera