Analysts Question Nano-iPhone Claim
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JP Morgan analysts have expressed doubt about a colleague's claim that Apple is planning a Nano iPhone.
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Smartphone or consumer gadget? Serious business tool or high-tech toy? Ever since Steve Jobs first pulled an iPhone out of his pocket in January, the debate has raged over just who makes up the target audience for this mobile phone.
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Nanotechnology is confronting the U.S. with a familiar problem - assessing claims of innovation that do not match up neatly with the way patent examiners are trained to categorize them.
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Echoes analyst's allegation The Apple iPhone displayed on a French newsmagazine this week may not be the Real McCoy, but behind the scenes the development of the Mac maker's first foray into phone hardware is continuing apace with a view to an early 2007 introduction, it has been claimed.â¦
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With speculation surrounding a scheduled announcement from Apple on Wednesday, CNN.com asked readers to share their ideas about what they think should be included in the next generation of pocket-sized gadgets like the iPod and iPhone.
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A member of iPhoneSimFree, another group that claims to have unlocked the iPhone, answers some questions.
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(InfoWorld) - TheÂ guessing game continuesÂ over which processorsÂ Apple's iPhoneÂ will use, with Arm Holdings' top executive hinting the device will contain his company's intellectual property. Warren East, Arm's president and CEO, was reported as saying the iPhone will have "at least three" Arm processor cores, according to the EE Times on Wednesday. Arm, based in Cambridge, England, licenses a variety of processor designs to other companies and manufacturers. A spokesman with Arm's public relations agency in London said the report wasn't quite accurate but not inaccurate, either. The report was "based on speculation," and Arm was considering issuing a clarifying statement regarding the story, he said. Apple's public relations agency said the fewÂ details about the iPhoneÂ were revealed by Apple CEO Steve Jobs in his MacWorld keynote speech on Jan. 9. "We don't know anything," the Apple representative said on Friday. When unveiling the phone, Apple's boss Steve Jobs said it will run OS X with special iPhone applications. Apple hopes to sell 10 million devices, which will retail for $499 for a 4GB model or $599 for an 8GB one. Analyst firms including investment bank Friedman, Billings, Ramsey Group (FBR) have compiled lists of which manufacturers are likely contributing to the iPhone. A day after Jobs' announcement, FBR said Samsung Electronics would likely provide an applications/video processor. Samsung licenses a range of processor technology from Arm. Didier Scemama, a semiconductor analyst with ABN AMRO BankÂ in London, figures Arm cores going into three processors: the Samsung processor, a Wi-Fi chip from Marvel Technology Group and GPRS/EDGE baseband chip from Infineon Technologies. Scemama wouldn't say how he came to his conclusions. The use of three cores won't mean much for Arm, whose technology already goes in other mobile devices made by companies such as Nokia, Scemama said. Other analysts agreed with Scemama's assessment. "If Arm cores are common in phones and other small devices, why wouldn't they be found in the iPhone?," said Roger Kay president of Endpoint Technologies Associates, an analyst company. So why do people care so much about the slivers of silicon? For enthusiasts, it fuels speculation over the iPhone's performance before it hits U.S. shelves in June. An Arm-based processor would mean OS X would have to be ported to a new platform. The OS already runs on Intel Corp.'s x86 and IBM Corp.'s PowerPC processors. For others, it means the satisfaction of cracking the wall of secrecy Apple builds around it products months before the first device is cracked open with a putty knife. "The only thing that makes it news is that Apple is so tight-lipped about its products, every little snippet of information is thought to be significant," Kay said. Suppliers aren't supposed to reveal that their components are used in Apple products, Kay said. But as Apple has diversified its product line, its number of suppliers has increased, making leaks more prevalent and the monitoring of the suppliers harder, he said.
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&quot;Apple&#39;s iPod has lately been subject to the Rumor of the Week,&quot; Rich Duprey writes for The Motley Fool. &quot;Gaming is the latest rumor to have attracted attention.
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The controversy around Apple's iPhone price cuts seems suspiciously calculated.
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Apple&#8217;s iPhone is a tough target for hackers, but a security researcher warned Friday that there are ways the sleek device could potentially be compromised.
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Piper Jaffray analyst Gene Munster believes Apple is taking $18 per month for each iPhone subscriber under its&#160;deal with AT&amp;T.Apple has confirmed it has reached a revenue deal with AT&amp;T, but has never revealed what it is. Munster -- who once thought Apple was receiving $3 per subscriber has changed his mind based on information gleaned from&#160;Apple&#39;s most recent financial report.Apple&#39;s accounts describe $118 million in iPhone and iPhone-related revenue during the quarter. Apple has previously confirmed plans to account for iPhone (and Apple TV) sales across a two-year period.Munster took the 1.4 million iPhones Apple&#39;s sold so far, took away the 250,000 units Apple said it believes were bought to unlock from AT&amp;T&#39;s network, and calculates that 1.15 million revenue-generating iPhones contributed to Apple&#39;s quarter.If Munster&#39;s estimates are correct, AT&amp;T will pay Apple $432 per iPhone subscriber across the two-year life of the contract.Macworld.co.uk is an InfoWorld affiliate.
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Apple may release an iPhone with 3G technology by midyear, financial analyst says.
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(InfoWorld) - Apple is debating whether to participate in the Federal Communications Commission's Jan. 16 wireless spectrum auction, BusinessWeek reported Monday, but analysts who follow Apple said the company would be crazy to build a nationwide wireless network. "That's way out in left field," said Gene Munster of Piper Jaffray & Co. "They're spending their money on other things like the price cut on the iPhone." Ezra Gottheil, an analyst with Technology Business Research, came to the same conclusion but wouldn't dismiss the report outright. "I wouldn't be surprised if Apple didn't do some head-scratching [on this idea]," Gottheil said, "but I don't see them taking their eye off the ball." Apple would face tremendous risk, something it doesn't need. "And it is a company that can only focus on one thing at a time." Apple would have to come up with some serious cash to enter the FCC auction, which will sell rights to the 700MHz band that TV broadcasters are handing back to the government when they go all-digital in 2009. The BusinessWeek story, however, noted that Apple has nearly $14 billion in cash reserves, more than enough to make the minimum bid of $4.6 billion. The story, which was posted on the magazine's Web site Monday, cited two unnamed sources who claimed that Apple CEO Steve Jobs has studied the implications of joining the auction but is leaning against the idea. Apple's iPhone, of course, is the genesis of any speculation that Apple might compete with other technology companies, most notably Google, in assembling a wireless network. One former Apple executive even told BusinessWeek that it would make sense for the company to give away access. "With the kind of cash position they have and the kind of push they just made into the handset space, it makes a lot of sense for them," the anonymous source said. No way, said Munster. "Not only is that not where they know what they're doing, but that's also not where they want to go. It's pretty clear that Apple wants to be a device and a software company, not a network operator." Van Baker, an analyst with Gartner, said somewhat the same thing, albeit with a caveat. "This would be very far afield for Apple, so I think the odds are very low that Apple would pursue this unless it is in conjunction with a partner," he said. Exactly, chimed in Gottheil. "Apple is unlikely to place a bid itself, but it would very much like someone to build a network they would like, one with a low barrier to entry like low-hourly-fee basic voice and Web access with fees for higher value services," he said. Apple might consider a joint venture of some sort, allowed Gottheil, who tagged Cisco and Google as possible candidates. "Apple has a long-standing relationship with Google, of course," said Gottheil. Three of the seven current Apple board members have ties to Google, including Eric Schmidt, the search company's CEO, and former Vice President Al Gore, who serves as a senior advisor to Google. "[But] they don't want to turn into a utility company. They don't want to risk their culture and too much of their reserves," Gottheil said. "On the other hand, they don't like the existing providers." Apple's -- and Jobs' -- antipathy to wireless carriers, even to AT&T, Apple's exclusive partner in the U.S. for the iPhone, has been the subject of blog postings and pundit musing since the smart phone's debut in June. Last week, for example, when Jobs announced the iPhone's $200 price cut, he made no mention of AT&T, nor did he mention T-Mobile, the wireless carrier that provides the hotspots for Starbucks, Apple's new iTunes partner. "Apple should become more net-centric, but they don't have to own the network to provide cloud-based services," Gottheil said.
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Some Wall Street analysts say that Apple might have sold as many as 700,000 iPhones over the device's opening weekend.
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Apple CEO says that the company took its best guess as to how many iPhones to manufacture but still may come up short.
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Despite the buzz building around next week's release of the iPhone, research firm IDC said success is not guaranteed; user expectations, price and network limitations could all hinder sales in the long term.
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A New York Times story published yesterday cited a report from Forrester Research analyst Josh Bernoff, which inferred that since the ratio of iTunes songs sold per iPod sold has been steadily rising, a disconnect could be occurring between the two products in a changing portable media market.