Credit Suisse Research analyst Jonathan Chaplin thinks we can expect Apple’s iPhone to remain exclusive to AT&T for an additional 12-18 months, long past some people’s expectations (and recent rumors). Not only will it remain exclusive, Chaplin says, but the delay will have a major negative impact on Verizon, causing him to lower his [...]
According to Mary Meeker and analysts from Morgan Stanley, Apple has a two to three year lead over its competitors in the mobile Internet space. Even though Apple’s iPhone and iPod touch represent just a small piece of of the global smartphone pie with 17 percent, the two devices are responsible for a astounding 65 [...]
Apple is set to announce their Q1 results at 5pm EST (2pm PST) and TiPb will bring you any and all iPhone related news that comes of it. In the meantime, analysts are saying that regardless of how well (or poorly?) the iPhone did during the holiday quarter, it did better than the Android G1. [...]
With the launch of the iPhone 3G, Apple dropped the price point to a carrier-subsidized $199 for the 8GB model. Naturally, that led the usual suspects to complain it wasn’t cheaper. It should be $99. It should be free. They should pay us $199 to take it!
Somewhat — if only slightly — more seriously, however, [...]
Everybody has been playing the guessing game on how many iPhone 3Gs Apple has sold. The numbers have been pitted at 11 million this year and 25 million in 2009 on the low end and 13 million this year and 45 million in 2009 on the optimistic side. Well according to people familiar with Apple’s [...]
Steve Jobs announced Apple would sell 10 million iPhones in 2008. Up until June, given waning sales, 3G expectations, and large-scale unavailability from Apple and carriers alike, it didn’t look possible.
Enter $199. Jobs said it. I said it. Casey said it. Pretty much everyone and their blog said it. Now the analysts are saying it [...]
Monday was analyst prediction day, as RBC Capital analyst Mike Abramsky and Banc of American analyst Scott Craig separately provided the following guestimates on Apple’s next gen iPhone:
Abramsky predicts him some amped up CPU, more memory, and the faster 3G speeds that allow for higher def (HD?) video, voice capture, streaming HD video, real-time GPS, [...]
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