Latest in Analyst

Image credit:

iPhone to become subsidized, non-exclusive?

Cory Bohon

RBC analyst Mark Abramsky says that the iPhone will exceed its projected goal of 10 million devices sold in 2008 -- possibly by selling upwards of 14 million. How is Apple going to get these sales figures? Well, Abramsky suggests that AT&T could subsidize the iPhone by up to $200 for the 8GB model. This would mean the 8GB iPhone could sell for as little as $199 (previously rumored here); and possibly increase sales by 50 to 100 percent. According to Abramsky, this would mean Apple would have to drop revenue sharing with AT&T.

Mr. Abramsky also believes that Apple will start to sell unlocked iPhones (or iPhones without a specific carrier) without a premium over the AT&T iPhones. He suggest that unlocked iPhones could increase the adoption rate by two to three times for Apple's phone.

All of Abramsky's conjecture hinges on Apple and AT&T agreeing to end their 5 year exclusivity agreement early. We here at TUAW see no real reason for either company to agree to that, at least not in the States.

From around the web

ear iconeye icontext filevr