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Analyst: CDMA iPhone production to start in Q3

updated 09:50 pm EDT, Tue June 8, 2010

AT&T promo seen as end of exclusivity

Following Apple's iPhone 4 debut, Susquehanna Financial Group analyst Jeffrey Fidacaro published a report regarding a CDMA iPhone presumably headed for Verizon. The analyst suggests suppliers are already preparing to create the upcoming device, although the timing is still unclear.

"As our SFG Semiconductor analyst Chris Caso wrote in his recent Taiwan Trip Notes - Day 2 note, the supply chain was on notice for production of a CDMA version of the iPhone to begin as early as [the third quarter of 2010]," Fidacaro wrote. "While we do not subscribe to this time frame and anticipate a CDMA iPhone more likely [first quarter of 2011], our checks around the WWDC event suggest optimism that a CDMA iPhone could be coming by the end of 2010."

Many analysts, including Fidacaro, view AT&T's early upgrade promotion as a sign that the exclusivity agreement is due to expire. The move is viewed as a last-ditch effort to lock in as many iPhone customers as possible, which could help minimize subscriber loss to rival Verizon if a CDMA iPhone is introduced toward the end of the year or early in 2011. [via Wall Street Journal]




by MacNN Staff

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Comments

  1. aristotles

    Joined: Dec 1969

    +5

    We have heard this from Analysts before

    Why do they call them analysts? Because they pull stuff out of their butt and call it "information for a source".

    If I had a nickel for every time I heard this rumour, I would have enough for a coffee at McDonald's coffee.

  1. Raman

    Joined: Dec 1969

    0

    Soft of agree

    While I tend to agree with you about ANALysts, you have to wonder what is AT&T's motive (aside from merely extending your contract up to 1.5 more years).

    At some point in time AT&T's exclusivity has to end. There's going to be a point where in certain geographic locations, people just won't buy more iPhones because of AT&T's poor network performance. Yeah, the phone and the app's are cool but the iPhone has to be the worst I've experienced in terms of actual in-call performance/dropped calls in the past 15 or so years I've had cellphones - in the old analog days, AT&T TDMA days, Sprint, T-mobile. Granted there are many more [concurrent] cellphone users and it's not easy to put up a cellphone tower because no one wants it in their back yard but for the price I'm paying for the privilege, I'd gladly jump ship on to any other carrier [until they became saturated, too ;) ]

  1. Eldernorm

    Joined: Dec 1969

    0

    @ Raman

    While Apple may sell a CDMA phone, it will not affect AT&T. No phone and data on CDMA.

    However, shortly, 4G systems will be coming on line and I believe that the technology will allow the same phone to use AT&T or Verizon systems.

    Just a thought,
    en

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