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AAPL Stock: 101.32 ( + 0.74 )

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iPhone: Balda touchscreen, no Intel CPU [u]

updated 04:00 pm EST, Wed January 10, 2007

iPhone components

The introduction of Apple's iPhone has boosted its stock with the company hoping to garner 1 percent of the project 1 billion mobile handset market--about 10 million phones--in 2008; however, the announcement hit other handset makers' shares, including Nokia, Samsung, and LG. Despite previous (incorrect) Reuters reports, Intel will not supply the main chip inside Apple's iPhone, but said it is supplying chips for the Apple TV set-top box. "We are not providing the silicon inside the iPhone," Intel spokesman Bill Kirkus told Reuters. "We are providing the silicon inside the Apple TV." Germany's Balda will supply touch-screens.

However, at least one analyst believes the lack of a tactile keyboard may not be optimal for heavy email/Blackberry users. "We're very impressed with the seamless hardware and software innovation in the iPhone, yet it's still early innings in a new generation of converged mobile devices that tap emerging internet services. Features not announced that seem natural in coming generations include GPS, speech & handwriting recognition, and video conferencing, " Merrill Lynch told its clients in a research note. "The lack of tactile keyboard, while allowing greater flexibility, is not optimized for heavy email/blackberry use, a sticking point for some."




by MacNN Staff

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Comments

  1. macnorway2000

    Joined: Dec 1969

    0

    Just wait...

    it won't take long before someone comes up with a very small BT fold-together keyboard for iPhone...

  1. Peter Bonte

    Joined: Dec 1969

    0

    stylus

    A keyboard is to bulky and the keys are to small, its not that we can't use a stylus with the onscreen keyboard if it works better.

    Blackberry is now officially dead!

  1. Feathers

    Joined: Dec 1969

    0

    missing the big picture

    Why is it that one feature defines the device? Just because it has telephonic capabilities, is it really a phone? I think the greatest significance is that Apple have produced a mobile version of OSX. This thing is a spectacular PDA, wait 'till the third party apps start to appear. Personally, I could live without the phone, a true video ipod / PDA with wi-fi running OSX that's an amazing new device!

  1. slider

    Joined: Dec 1969

    0

    Again, again, again, agai

    RE: missing the big picture

    Finger GUI in my hand! I just don't get it, how can they miss it! Here again, iPod music player device: Apple didn't invent it, nor the idea of a music store, but they did may it easy for anyone to use and really understood the problems before introducing a solutions. Apple iPhone: Apple didn't invent the all-in-one concept, but come on, they clearly pointed out what the problem is with these current smart phones, it's like DOS on a PC few used it, the iPhone is to smart phones what Macs were to the computer market. Wake up! Again! Geez.

  1. fsauer1

    Joined: Dec 1969

    0

    PDA's are Dead

    I totally agree with "feathers". The remarkable thing is this is running OS X. Depending how "lite" it is, you have all that Steve said, plus new PDA, and a true "mac in your pocket". Equally, Steve has publicly declared what his focus/vision has been for the las 5-6 years, consumer digital life, not computers. CPUs and UIs are a meaning to an end now, not the end. He's playing a different game than the analysts are watching.

  1. jarod

    Joined: Dec 1969

    0

    it's unreal

    Just goes to show that 99% of companies out there are worth s*** and are only successful because we know no better. Today was history in the making (again). How can all the BIG phone companies who SPECIALIZE in cell phones be completely and utterly ANNIHALATED by a company that just gets into the market. Goes to show that Apple is the ONLY TRUE technology visionary and leader out there. I hope they BURY everyone else.

  1. fsauer1

    Joined: Dec 1969

    0

    iPhone = Newton v10.0

    Many wanted Newton resurrected. I think they just got it, and orders of magnitude better.

  1. bobolicious

    Joined: Dec 1969

    0

    Poor track record...

    ...to date with contact management - does anyone remember PowerTalk? While all you zealots claim the messiah has arrived I think we should 'hold the phone' before proclaiming a miracle - the darn thing doesn't even have regulatory approval yet - and my guess is that there will be plenty of issues for power users, and to date palm integration with address book & isync has been 'plug & pray' so for me I'm not going to hold my breath - 3rd party solutions have been far better than anything Apple has brought out to date...

  1. msherer

    Joined: Dec 1969

    0

    Your next PC = iPhone....

    Maybe not on the first rev, but anyone who does not think this is where it's going is simply not paying attention. Consider: o Apple's website prior to the keynote teased "The first 30 years were only the beginning" o Almost the entire keynote was devoted to the iPhone. o Apple *bought* Cisco's trademark for the brand "iPhone". That can't have been cheap. o Apple officially changed it's name from Apple Computer to Apple, Inc. o The evolution of the iPod has been from a simple music player to a converged media device, borderline PDA. o The evolution of iPhone is very likely to be from a converged media device/phone/internet communicator peripheral to subsuming the computer itself. Jobs didn't announce that the iPhone was driving his Keynote display, but that day is surely coming. o The scrollwheel interface that is the hallmark of the iPod is gone from the iPhone. The new UI is so impressive that you have to wonder what the future is for the existing iPod UI. o The iPod created a hardware ecosystem. The iPhone will create a hardware and a software ecosystem.

    Let the fun begin.....

  1. Sprocket

    Joined: Dec 1969

    0

    It's still early days . .

    but I could see this as Newton v10.0 for me as well -- depending on more info of course. Assuming this could function as a Wifi PDA, this could seriously solve my problems and perhaps finally retire my MessagePad 2000. I agree with 'feathers' -- phone not required here. I'll be keeping a very close eye on this as time goes on.

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