Report: two distinct iPhone models nearing production

Posted:
in iPhone edited January 2014
A little-known equity research firm is out with a new report this week which could potentially shed some color on recent discoveries in Apple's iPhone 3.0 beta software that suggest two architecturally unique iPhones may be in the cards for this spring.



"Our checks confirm that two versions of iPhones will be introduced this year," Lazard Capital Markets semiconductors analyst Daniel Amir wrote in the opening paragraph of the report. "Production of the new phones should start at the beginning of April and will ramp in May."



More specifically, the analyst said both models are likely to be introduced this June, with one representing a "high-end" version and the other a "low-end" version.



But unlike analyst reports earlier this year, which suggested Apple was developing a scaled down iPhone in addition to a new high-end model as part of a volume play, Amir said he believes the two models will target different geographical regions rather than different classes of consumers.



"We believe it is possible that the two phones will be aimed at different regions," he wrote. "The high-end version is expected in North America and Europe, and the low-end version may be for the BRIC countries [Brazil, Russia, India, and China] or China only."



Amir said the high-end version will have video capability, a better camera and 32GB of storage while the low-end version will include less storage, no video functions, and possibly lack Wi-Fi -- a move which could potentially cater to the demands of Chinese wireless carriers.



It was reported last fall that China Mobile was asking for Apple to deliver iPhones with both Wi-Fi and 3G disabled. However, Apple has thus far failed to reach an agreement to deliver the iPhone to China with China Mobile and is more recently reported to have been seen at the bargaining table with the carrier's smaller rival, China Unicom.



Assuming there's some truth to Amir's report, it could possibly explain why references to two distinct iPhone models were recently uncovered in the first external beta of iPhone Software 3.0, namely "iPhone 2,1" and "iPhone 3,1."



Apple makes changes to the first numeral in these kind of identifier strings to distinguish products from their predecessors or family members only when there's a significant architectural difference between the two. Despite some cosmetic changes, the original iPhone and iPhone 3G were largely based on the same component architecture, and are thus identified by the strings "iPhone 1,1" and iPhone 1,2."



As part of his report this week, Amir also told clients that iPhone shipments for the first calendar quarter of the year ending tomorrow could come in as high as 4 million thanks to record shipments for the month of March.



"Our checks suggest that March iPhone shipments have been much stronger than previously expected and may reach 1.5 million units, which is the highest level over the past five months," he said. "Total iPhone shipments in [first quarter of 2009] are therefore tracking slightly higher than Street expectations of 3-3.5 million units and could reach 3.8 to 4 million units."



Based on a similar round of checks, the analyst said second quarter shipments could surge as high as 8 million units, a range well above Street expectations. This would reportedly include 5 million of the current iPhone 3G models that would be sold between the months of April and June.



"April shipments, including both the current and new versions of the iPhone, could increase 40%-50% month-over-month, and be up another 20%-30% month-over-month in May," he wrote. "Accounting for the new versions of the iPhone shipping in April, total iPhone shipments in [the second quarter] could reach 7-8 million units, which equates to approximately 3-4 times last year?s shipments during the same period."



Amir provided no explanation on how he believes Apple will manage to sell 5 million existing iPhone 3Gs in the three-month period when consumers are likely to delay their smartphone purchases in anticipation of new iPhone models.
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Comments

  • Reply 1 of 53
    cool
  • Reply 2 of 53
    xwiredtvaxwiredtva Posts: 389member
    One is for Verizon. Check the chips.
  • Reply 3 of 53
    mdriftmeyermdriftmeyer Posts: 7,142member
    Quote:
    Originally Posted by xwiredtva View Post


    One is for Verizon. Check the chips.



    What part of the exclusive 5 year Telco deal did I miss?
  • Reply 4 of 53
    morkymorky Posts: 170member
    Quote:
    Originally Posted by xwiredtva View Post


    One is for Verizon. Check the chips.



    I like your thinking.
  • Reply 5 of 53
    hittrj01hittrj01 Posts: 753member
    Quote:
    Originally Posted by mdriftmeyer View Post


    What part of the exclusive 5 year Telco deal did I miss?



    It never was fully disclosed as to how long the exclusive contract was, but I agree with your thought process in that Verizon will not be getting a model anytime soon. I believe AT&T will do anything and everything in their power to prevent that.
  • Reply 6 of 53
    teckstudteckstud Posts: 6,476member
    Yawn- give me a new distinct iMac model and then we can talk.
  • Reply 7 of 53
    johnnykrzjohnnykrz Posts: 152member
    Quote:
    Originally Posted by hittrj01 View Post


    It never was fully disclosed as to how long the exclusive contract was, but I agree with your thought process in that Verizon will not be getting a model anytime soon. I believe AT&T will do anything and everything in their power to prevent that.



    It wasn't disclosed? Then it must just be coincidence that we remember hearing 5 years from numerous (ie, ALL) sources.
  • Reply 8 of 53
    taurontauron Posts: 911member
    The content has been deleted.



    Please don't contribute something insulting like this again.
  • Reply 9 of 53
    Quote:
    Originally Posted by xwiredtva View Post


    One is for Verizon. Check the chips.



    If Verizon were getting the iPhone this year, in just over two months, I guarantee you they wouldn't keep it a secret. Not gonna happen, not for a few more years (if then).
  • Reply 10 of 53
    ivladivlad Posts: 737member
    Quote:
    Originally Posted by Tauron View Post


    The chinese should get the bigger iPhone to compensate for the size of their p...



    Oh Snap....lol
  • Reply 11 of 53
    meelashmeelash Posts: 1,045member
    Quote:
    Originally Posted by JohnnyKrz View Post


    It wasn't disclosed? Then it must just be coincidence that we remember hearing 5 years from numerous (ie, ALL) sources.



    Not true. In the keynote with the ATT (at that time Cingular) exec, it was just stated as a "multi-year" contract. That means this year is the first possible year that it could be over. Here's hoping!



    Does China Mobile use the same standard as Verizon (CDMA or whatever it is?)?



    All the new iPhone goodness will just depress me unless a Verizon model is released . But I don't think Apple would be lame enough to release a Verizon version without Wi-fi, etc.
  • Reply 12 of 53
    virgil-tb2virgil-tb2 Posts: 1,416member
    Quote:
    Originally Posted by AppleInsider View Post


    ... our checks confirm that two versions of iPhones will be introduced this year ... both models are likely to be introduced this June, with one representing a "high-end" version and the other a "low-end" version. ... Assuming there's some truth to Amir's report, it could possibly explain why references to two distinct iPhone models were recently uncovered in the first external beta of iPhone Software 3.0...



    Or, conversely, this guy could read AppleInsider and the entire report could be based on the previous published reports about the uncovered product reference numbers.



    Speculation based on speculation?
  • Reply 13 of 53
    floccusfloccus Posts: 138member
    Quote:
    Originally Posted by meelash View Post


    All the new iPhone goodness will just depress me unless a Verizon model is released . But I don't think Apple would be lame enough to release a Verizon version without Wi-fi, etc.



    I would laugh my ass of if they gave all you Verizon winers an iPhone w/o WiFi



    But this is actually a rather interesting take on all the speculation to date of what those product references might be. And if you think about it, it makes a lot of sense. Either way, w/ or w/o Steve in front of the cameras, WWDC is going to be interesting
  • Reply 14 of 53
    meelashmeelash Posts: 1,045member
    Quote:
    Originally Posted by floccus View Post


    I would laugh my ass of if they gave all you Verizon winers an iPhone w/o WiFi



    There's no whining going on here (or wining, for that matter), I'm just hoping they do go to Verizon because I'm locked into a family plan w/ Verizon that I can't get out of. I'm not sure why you have a problem with that, but maybe it's time for you to get your head out of your a**.
  • Reply 15 of 53
    I agree, I think this is the best explanation as to why there's iPhone 2,1 and 3,1



    I think the iPhone nano speculation is not going to materialize but making a Chinese version is a more than logical business move...
  • Reply 16 of 53
    "The high-end version is expected in North America and Europe, and the low-end version may be for the BRIC countries [Brazil, Russia, India, and China] or China only.



    Amir said the high-end version will have video capability, a better camera and 32GB of storage while the low-end version will include less storage, no video functions, and possibly lack Wi-Fi -- a move which could potentially cater to the demands of Chinese wireless carriers."



    yeah right... mr. daniel amir is clearly on drugs.



    or maybe he's not human, he's a monkey throwing crap reports at us..



    think people, this report is just lame...
  • Reply 17 of 53
    hattighattig Posts: 824member
    Quote:
    Originally Posted by Tauron View Post


    The chinese should get the bigger iPhone to compensate for the size of their p...



    Well they're a developing country, that's why their paychecks are small.
  • Reply 18 of 53
    oneaburnsoneaburns Posts: 354member
    I just want to know what the thing is gonna look like. The one thing that has been hampering me from upgrading my original iPhone to the 3g is the plastic, curved back. I like the flat surface for when I'm typing on it while it's on my desk and I like the aluminum. I'm hoping they go back to that or something similar.
  • Reply 19 of 53
    hillstoneshillstones Posts: 1,490member
    Quote:
    Originally Posted by floccus View Post


    I would laugh my ass of if they gave all you Verizon winers an iPhone w/o WiFi



    But this is actually a rather interesting take on all the speculation to date of what those product references might be. And if you think about it, it makes a lot of sense. Either way, w/ or w/o Steve in front of the cameras, WWDC is going to be interesting



    True. Verizon would disable all the standard features like they do on other phones and try and charge people for it.
  • Reply 20 of 53
    gyokurogyokuro Posts: 83member
    Verizon will not be getting iPhone. They are busy ramping up for the BlackBerry 9630.
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