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Apple's Jan. 27 'one more thing' could be Verizon iPhone - analyst

post #1 of 102
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Though a new iPhone model isn't expected until June, a new report suggests Apple could use its Jan. 27 media event to announce that the next-generation handset is coming to Verizon this summer.

That's the prediction by Peter Misek, analyst with Canaccord Adams, issued Wednesday. He also expects Apple to introduce iPhone OS 4.0 as part of its product introduction at the Yerba Buena Center for the Arts in San Francisco next week. At product unveilings, Apple chief executive Steve Jobs often uses the phrase "One more thing..." to indicate a surprise product announcement towards the end of his keynote presentations.

Misek said he believes tiered data plans are imminent with most wireless carriers in the U.S., but his checks with industry sources indicate that a Verizon-capable iPhone would still carry an unlimited data plan. He also said that the new handset will run on both CDMA and GSM networks.

"Together with our semi-conductor partners, we have ascertained that there is a reasonable chance the Asian supply chain is prepping for mass production of a new iPhone in March, for availability in late Q2, likely June," he said.

In addition, he predicted the new handset will have different pricing than Apple's current model. However, he said, sources have not provided any details on prices.

Looking further into the future, Misek expects Apple to release an LTE-capable "4GS" iPhone in June 2011.

He also gave a run-down of features expected in the new iPhone OS 4.0. The list -- including multitasking, a simpler user interface, and a new way to sync contacts and calendar apps -- are identical to a rumor revealed by a Web site Tuesday.

A year ago, Misek predicted that Apple would introduce three new iPhones in 2009, including a smaller version that would have a $99 price point. While Apple did introduce a handset at that price, it was the previous year's model, the iPhone 3G.

In other Verizon-related news Wednesday, various reports picked up the predictions of analyst Ashok Kumar with Northeast Securities. Kumar believes the tablet will be available in a subsidized model through Verizon at launch.

Kumar spoke with AppleInsider earlier this month and gave those same details, along with additional information he has allegedly heard from suppliers overseas. In particular, he said the tablet processor will be manufactured by Samsung and will be based on the Cortex-A8 ARM architecture, rather than the new Cortex-A9, with a speed of about 1GHz.

Last year, Kumar correctly predicted that Google would release and sell its own handset, which came true with the introduction of the Nexus One. However, the analyst also saw criticism after he noted that iPhone sales in China were "disappointing" before the device was even on sale.

As for a Verizon-compatible iPhone, Kumar disagrees with Misek that the handset would be a world phone capable of both CDMA and GSM networks. Kumar previously told AppleInsider that dual-mode chips from Qualcomm will not likely see enough availability for a June iPhone launch. Instead, Kumar expects a separate CDMA-only phone to be introduced in 2010, alongside the existing GSM-only models.
post #2 of 102
Just like 3 years ago, when the iPhone was about to be announced, rumors spread to impact and run up Apple's stock price.....with the hopes of selling before the actual news is announced.
post #3 of 102
It ain't gonna happen, peoples (not this year, at least). Nothing to see here - move along now.
post #4 of 102
the "one more thing" could also be a giant robotic badger.
post #5 of 102
If there's a 3G deal with Verizon for tablet data, maybe.
But I doubt it. And the iPhone is certainly not going to front-run for LTE.
post #6 of 102
Damn if that is the "one last thing" how boring and uninspiring would that be.

I know that lots of Americans would jump for joy, but for most of the rest of the planet that already standardised on gsm it would be a waste, if there is a one last thing please be something decent!
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post #7 of 102
Quote:
Originally Posted by EdipisReks View Post

the "one more thing" could also be a giant robotic badger.

Badgers? Badgers? We don't need no stinkin' badgers!
post #8 of 102
After "There's a map for that" and the island of misfit toys commercial - there will not be a Verizon iPhone as long as Steve Jobs lives.
post #9 of 102
Quote:
Originally Posted by saarek View Post

Damn if that is the "one last thing" how boring and uninspiring would that be.

I know that lots of Americans would jump for joy, but for most of the rest of the planet that already standardised on gsm it would be a waste, if there is a one last thing please be something decent!

I don't know. I would think the announcement of an LTE iPhone could be one last thing worthy especially sold unlocked.

No need to mention Verizon by name.

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post #10 of 102
If they announce a Verizon deal, it won't be the "one more thing." Rather, it'll be a throwaway early in the presentation. But why would Apple detract from the singular focus of the event - their new creation? Verizon on iPhone is a big deal in the US, and it'll steal media headlines.

More importantly, why would they announce a Verizon iPhone in Jan for delivery in June (that's five months) when they are already selling an iPhone? At least in the US, Apple only pre-announces that far in advance when it will not impact a product that it is already selling. AppleTV and original iPhone are the two examples of this.

Misek's take is idiotic. His rundown also sounds like he's reading BGR.
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post #11 of 102
Quote:
Originally Posted by mstone View Post

I don't know. I would think the announcement of an LTE iPhone could be one last thing worthy especially sold unlocked.

No need to mention Verizon by name.

You misread. The LTE iPhone is predicted for June 2011. 2011.
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post #12 of 102
What's the big deal about making a phone for a short lived bastard network like CDMA. Verizon should either move up their deployment of LTE or wait until 2011 to get an iPhone that works EVERYWHERE. Apple should learn a lesson from the China Unicom deal. They made a special version of the iPhone to comply with national regulations and they probably still have not sold as many iPhones in China as they did the first weekend here in the US back in June of 2007. So why make a phone that is going to be obsolete in 18 months even before the contract runs out. Apple didn't put parallel ports on their computers so they could connect to the majority of available PC printers they stuck with USB and now what do the majority of printers connect to their computer with. There are other GSM carriers in the US why not open up to them.
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post #13 of 102
Analyst Roger Mangolover predicts that Apple will open a retail store on the moon. He has set Apple shares price target at $4000. blah blah blah


More spaghetti slinging and seeing what sticks

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post #14 of 102
Quote:
Originally Posted by mstone View Post

I don't know. I would think the announcement of an LTE iPhone could be one last thing worthy especially sold unlocked.

Why? There will not be any significant portion of the US population with access to LTE until 2013 at the earliest. Verizion has said as much, and Sprint is a joke!
post #15 of 102
A Verizon iPhone makes sense now.

Just look at the evidence from the UK - sales have exploded since O2's exclusivity deal ended. Given that Americans are much more reluctant to change carriers, the effect of a Verizon iPhone will only be even greater.

Quote:
Originally Posted by kresh View Post

Why? There will not be any significant portion of the US population with access to LTE until 2013 at the earliest. Verizion has said as much, and Sprint is a joke!

The iPhone is sold worldwide. Some countries will have LTE a lot sooner.
post #16 of 102
Quote:
Originally Posted by saarek View Post

Damn if that is the "one last thing" how boring and uninspiring would that be.

I know that lots of Americans would jump for joy, but for most of the rest of the planet that already standardised on gsm it would be a waste, if there is a one last thing please be something decent!

Good thing then, Apple already sells more than half of its iPhones in the U.S. With Verizon in tow, it could rise as high as 60-70%.
post #17 of 102
Quote:
Originally Posted by kresh View Post

Why? There will not be any significant portion of the US population with access to LTE until 2013 at the earliest. Verizion has said as much, and Sprint is a joke!

And AT&T is still going to be mostly edge.
post #18 of 102
One more thing?

More like:

"Not a thing".
post #19 of 102
My initial gut said... NO WAY!! This event is going to be all about the tablet (sorry but I'm not gonna call it the iPad) not ever!

And that isn't because I don't think Verizon will get the iPhone this yea... cause I think they will...

However, then I though about it and came to the following possible conclusion...

** IF some of the rumors indicate the tablet will REQUIRE a contract will a cellular provider (please for all that is good and holy DON'T let this be true).. but if it is then we'd be talking about a whole different ballgame...

So if the tablet is tied to a carrier then it's a good chance that the table would support both AT&T (GSM) and Verizon (CDMA)... Cause I'd be shocked if Apple made a SOLE CARRIER deal like it did with the initial iPhone. Then if this too is true... then YES I could see Apple possibly making some kind of official announcement about a soon to be release iPhone for Verizon.

But I'll keep praying to the heavens above that the tablet isn't gonna force buyers into either paying an INSANE price or signing up for yet another cellular contract...
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post #20 of 102
This is why ATT is lowering their rates. They don't want a mass exodus.
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post #21 of 102
Would not surprise me in the least. If the event consisted of:

1) iLife X
2) iWork X
3) iPhone 4.0
4) a new multi-touch link for 1 2 & 3..
---
Encore: iPhone 4th Gen hardware, running on CDMA or GSM.

That would be a more than complete Apple event. People who expect ALL of the above AND the Tablet are about to be so thoroughly disappointed me thinks.
post #22 of 102
Quote:
Originally Posted by 8CoreWhore View Post

This is why ATT is lowering their rates. They don't want a mass exodus.

att dropped their rates cause vzw announced it first.
post #23 of 102
I wonder if the CDMA phones that they created for the Chinese market are compatible with the Verizon CDMA network? Personally, I'll stick with GSM.
post #24 of 102
Quote:
Originally Posted by EdipisReks View Post

the "one more thing" could also be a giant robotic badger.

LOL...that would drive my 2 dachshunds CRAZY!!!
post #25 of 102
Quote:
Originally Posted by RichL View Post

A Verizon iPhone makes sense now.

Just look at the evidence from the UK - sales have exploded since O2's exclusivity deal ended. Given that Americans are much more reluctant to change carriers, the effect of a Verizon iPhone will only be even greater.

The iPhone is sold worldwide. Some countries will have LTE a lot sooner.

Yes look how the choice of helped expand the UK, France, and Germany but all the other carriers were GSM. The only other place you find CDMA are the US a several third world countries Qualcomm could convince to invest in their network.
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post #26 of 102
One more thing.... we're going to fund AT&T with $5B of our cash so that they can fully build out their network.
post #27 of 102
These "analysts" have been making these predictions since Christmas of 2007. I am amazed by how much they blow out of proportion how much of an impact this would really have. I am no analyst...but I can think of a few reasons why this guy is nothing more than an overpaid moron.

1. Apple is not going to announce a product that could in any way impact the current sales of that product 6 months in advance. Apple is paid by AT&T not only for the phone subsidy, but also as a 3rd party reseller. Whatever the reason, Apple is not going to risk slowing down their sales and revenue. This is pretty standard.

2. This event is about the Tablet. The "one more thing" will certainly not be a rather boring announcement that an existing product will be available on another network. That would be horribly anti-climactic.

3. The tablet as a CDMA product...maybe...but seems kind of shortsighted, especially as the "launch" product. If they are going to sell these globally, they are going to have a GSM variant one way or the other, so it seems odd that this is even mentioned as significant.

4. Apple probably realizes that while Verizon may sell a significant number of handsets, a high percentage of them would not be new iPhone users, but rather customers who would probably purchase the new handset one way or the other. I don't think Verizon getting the iPhone would impact sales as much as analysts seem to think.

5. Does anyone else think it would be odd for Verizon to take aggressive steps by cutting their unlimited data plan by $30, upping their ETF's, entering the advertising fray attacking the iPhone directly, all within the last few months. These don't sound like things that a company who knows they are about to get the iPhone would do, especially if these dramatic sales are expected.

I am not saying it won't come to Verizon, but these are just a few of the reasons that I think this analyst is no different than all the other idiots out there who get paid a lot of money for being right almost never, especially about Apple. Maybe I'm wrong, but I think Apple has bigger and better things planned, and I don't think they see Verizon as the savior of the iPhone...even with service woes the iPhone platform is doing just fine.
post #28 of 102
World's first commercial LTE network is now ON in Stockholm since mid-December 2009.

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post #29 of 102
Steve hasn't used "One more thing" in years.
post #30 of 102
Quote:
Originally Posted by PaulSorensen View Post

I wonder if the CDMA phones that they created for the Chinese market are compatible with the Verizon CDMA network? Personally, I'll stick with GSM.

I doubt non-existent hardware is compatible with Verizon's CDMA network.
post #31 of 102
Quote:
Originally Posted by pmz View Post

Would not surprise me in the least. If the event consisted of:

1) iLife X
2) iWork X
3) iPhone 4.0
4) a new multi-touch link for 1 2 & 3..
---
Encore: iPhone 4th Gen hardware, running on CDMA or GSM.

That would be a more than complete Apple event. People who expect ALL of the above AND the Tablet are about to be so thoroughly disappointed me thinks.

Okay... lets sit back a second...

Are you actually suggesting that Apple isn't going to announce a tablet next week?

Sorry to break the bad news to you... but they more assuredly are.

Why you ask?

#1 - The entire free world and most importantly WALL STREET is very much convinced and is expecting a table announcement. If Apple we to NOT deliver on it their stock would fall so far you'd not be able to see the floor.

#2 - Apple has a history of officially leaking things to temper expectations on products... Apple did it with the iPod Touch not having a camera... If they'd do it for something as minor as that then you gotta know they'd do it for something as major as a non-existant tablet!
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post #32 of 102
But it would be damned funny.

Either way, it would be cool if new iLife and iWork came through at the event. But if they go with the 'X' naming scheme, I just really hope they don't pull a QuickTime X and make the packages suck.
post #33 of 102
Quote:
Originally Posted by PaulSorensen View Post

One more thing.... we're going to fund AT&T with $5B of our cash so that they can fully build out their network.

If they are going to do that they should take another $10B (Current NOK Market Value $10.6B) and buy out Nokia and get all those patents and royalties that they claim to be getting, that way they would be off our legal back.
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post #34 of 102
Quote:
Originally Posted by GadgetDon View Post

After "There's a map for that" and the island of misfit toys commercial - there will not be a Verizon iPhone as long as Steve Jobs lives.

That was my first thought.....

Quote:
Originally Posted by bdkennedy1 View Post

Steve hasn't used "One more thing" in years.


...and that was my second....
post #35 of 102
i would be extremely happy if "one more thing" were an actual apple computer.
upgrade the towers! for the love of god upgrade the towers!
post #36 of 102
When was the last time Jobs did a "one more thing" announcement? Years ago, last I can recall.
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post #37 of 102
Both analysts' CDMA-related rumors make no sense. Qualcomm's dual chips are not ready yet, which leaves only a CDMA-only iPhone as the remaining option to get it on verizon. But Apple has a history of simplicity when it comes to their product lines. For example, if you buy a MacBook through Best Buy or Amazon, it is the same machine you would get at the Apple Store or anywhere else. Compare that to buying say a Sony laptop where the specs for the same "model" can be dramatically different depending where you purchased it. I remember the nightmare of trying to comparison shop a laptop at Best Buy vs Sony Style store. The Sony rep claimed that their store would always have the latest and highest spec machines. So I left Best Buy and went over and found a Pentium branded/class CPU, half the RAM and HD space for $200 more. How can an average consumer be expected to figure all of that out?

Now someone thinks Apple will fragment their market by offering CDMA only phones for Verizon that will be compatible almost nowhere meaningful outside of the US? This, when Apple's earnings all point to faster growth in international markets? And LTE is a dream that is years away for carriers. Verizon has nothing close to resembling national coverage, which means that in areas without LTE, the phone would have to downshift back to EV-DO (CDMA), so you just end up right back at the same argument against a CDMA-only iPhone, since having LTE-only at this point is useless in the US. And what does one do with a CDMA-only iPhone when you decide to upgrade? Give it to another consumer who later finds they can't activate on their AT&T service because this was the CDMA Verizon only model? Again, confusing. And how many units should Apple produce? Make too many and you end with an expensive and rapidly depreciating glut of CDMA iPhones. Make too little and you get crap for it. Then later deal with the headache of service complaints that the user can't use their iPhone in a foreign country, or that they can't surf the web or make any other use of their data connection when they're on a phone call (though I hear this problem is fixed in EV-DO Rev.A???), or that their Visual VM function doesn't work cuz VZ hasn't added compatible functionality to their network.

Guys let's face it. It's clear that Apple is doing just fine without Verizon, both domestically and internationally (especially internationally, and they run GSM networks for the most part). The incremental revenue and earnings are quickly offset by consumer confusion and fragmentation. Look at the example of Android. How many versions are in the wild? 1.5, 1.6, 2.0, cupcakes, eclairs, and melted ice cream? And how many screen resolutions to deal with? 320x480? 480x800? 480x89361439??? Has anyone seen resolution independence built in as a basic guideline of the Android development environment? If you are in love with VZ or your AT&T reception is that unusuable, then by all means, please knock yourself out on whatever
VZ compatible phone meets your needs. If you're one of those chronic complainers that always says "I won't get an iPhone until it [fill in the blank]..." then please continue to enjoy whatever you're using and leave the rest of us happily in peace... And quiet.
post #38 of 102
Quote:
Originally Posted by saarek View Post

Damn if that is the "one last thing" how boring and uninspiring would that be.

I know that lots of Americans would jump for joy, but for most of the rest of the planet that already standardised on gsm it would be a waste, if there is a one last thing please be something decent!

I cant see it as the final reveal of the event. I dont see a Verizon iPhone before one for T-Mobile but I will be happy if they do announce one since that means the stock will skyrocket regardless of what else is introduced that day.


Quote:
Originally Posted by ivan.rnn01 View Post

World's first commercial LTE network is now ON in Stockholm since mid-December 2009.

image: http://gadgets.boingboing.net/bugger.jpg

@ the image


Quote:
Originally Posted by PaulSorensen View Post

I wonder if the CDMA phones that they created for the Chinese market are compatible with the Verizon CDMA network? Personally, I'll stick with GSM.

The iPhones for China Unicom are GSM-based all the way. The only potential HW change was to the WiFi, but we still have no confirmation if its a removal of the antenna, the unlikely removal of the multi-function chip that include WiFi, or simply a firmware change.

With the success the iPhone has seen in China Id think that an announcement of a CDMA-basediPhone in the US would be immediately followed by an announcement of a CDMA-based phone for China Mobile with a staggering 522M users and growing fast in both user base and 3G users.
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post #39 of 102
I'm not buying this...
post #40 of 102
  1. Apple runs commercials highlighting the AT&T GSM network capabilities (simultaneous data/voice)
  2. Apple announces a CDMA-only version of the iPhone, which cannot perform said capabilities
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