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Apple CDMA iPhone 4 rumor given new wings
With the iPad unicorn now slain, what other beast can DigiTimes shackle its rumor mongering machine to? How about Pegasus, the winged horse of Greek mythology (and inspiration for the ASUS company name) galloping forth with promises of a CDMA iPhone. According to the Taiwanese rumor rag, Pegatron (ASUStek's OEM manufacturing arm) will begin shipping a CDMA version of the iPhone 4 from its Shanghai plants to Apple in Q4. Right, just in time for the holiday shopping season and perfectly aligned with Apple's annual September iPod event... you know, should Apple want to announce a deal with Verizon.
AT&T building out network capacity to prevent exodus to Verizon's iPhone?
So this is what all those "yo' network's so slow" jokes were about. The Wall Street Journal has today penned a story framing AT&T's hefty recent investments in building out its network as a defensive move against a "huge exodus to Verizon" when its rival gets the iPhone. These preventative measures include working with Apple on streamlining the iPhone's network load, and infrastructure spending that is expected to be $2 billion more in 2010 than in 2009. The WSJ claimed yesterday that Apple was working on a CDMA version of its iPhone that could hit mass production as early as September. However, concluding that the iPhone on Verizon is a done deal seems something of a stretch. Sprint has shown a remarkable ability to attract cutting edge phones, and China Unicom's exclusivity agreement is about to hit its precarious first anniversary about the time this handset is set to roll out. Still, setting aside the analyst blather and extrapolation, the picture that emerges is of AT&T feverishly patching up its service offering in the face of a rapidly expiring exclusivity arrangement.
WSJ: Apple 'developing new iPhone,' plus another for Verizon (update: iPhone HD, front-facing camera?)
You heard right, folks -- according to the Wall Street Journal, Apple is currently "developing a new iPhone to debut this summer," and as if that weren't enough, it's also "working on another model for US mobile phone operator Verizon Wireless." As of this moment, details about the break are nowhere to be found, but it's not like either tidbit is shocking. This summer will mark the one-year anniversary of the iPhone 3GS, and if the Cupertino-based company keeps with its historical refresh pattern, we're just a few months out from seeing the latest and greatest iPhone. There's also been no shortage of iPhone-to-Verizon rumors over the years, with the latest of 'em happening during the run-up to the iPad's launch. Update: We're now learning that the "next iPhone is being manufactured by Taiwanese contract manufacturer Hon Hai Precision Industry," which just so happens to be the same outfit responsible for crafting all prior iPhones. That's according to "people briefed on the matter" and sourced by the WSJ. It's also stated that the world's first CDMA iPhone will be manufactured by Pegatron Technology, which we caught just last week dabbling in some of NVIDIA's Tegra 2-based wares. If all goes well, Pegatron could begin mass production of the CDMA iPhone (exact model not disclosed) this September, so it's hard to say if Sprint or Verizon would have access before the all-too-lucrative holiday season. As for quotes on the matter? Most everyone involved wouldn't say a word, but an AT&T spokesman did utter the following: "There has been lots of incorrect speculation on CDMA iPhones for a long time. We haven't seen one yet and only Apple knows when that might occur." On a week that couldn't possibly get any bigger for Apple, that's exactly what just happened. Everyone suspected that a fourth-generation iPhone was in the works, but having an outlet like the WSJ confirm it just makes the summer that much harder to wait for. There's also the possibility that 2010 will be the final year that AT&T retains its death-grip on the iPhone, but by the sound of this report, it still seems as if the nation's largest GSM carrier may nab exclusive rights on the latest iPhone. We also can't help but wonder about the future of a true 4G iPhone -- will Sprint manage to grab a WiMAX-enabled version? Will Verizon get its grubby paws on an LTE model? We figured only Jobs would know, but now... there might just be someone else out there willing to spill the beans. Update 2: Soon after the news broke, we were informed that the next-generation iPhone would be announced on June 22nd (a Tuesday, naturally) and would be dubbed the iPhone HD (a name that has been tossed around before). That certainly makes sense given that Apple almost certainly has to up the pixel count in order to rival the EVO 4G, HD2 and all of those other high-res handsets, but we're still reserving judgment until we see that fateful media invite hit our inbox. Update 3: John Gruber's just weighed in with some more tidbits, in his characteristically polite way. Gruber says the next model will have an A4-class SoC, a 960 x 640 display, a front-facing camera, and that iPhone OS 4.0 will enable third-party multitasking. A pretty safe set of predictions, in all, but Gruber's done pretty well in the past, so we'll just have to wait and see. [Thanks, Chris]
Analyst noise: Apple tablet in March for $1k, publishers on-board, Verizon iPhone coming too
If you've been following mainstream news today, then it's likely you've seen the story doing the rounds on new Apple tablet rumors, spurred by a note sent to clients from Oppenheimer analyst Yair Reiner. Never heard of him? That's not surprising, since he has no real connection to Apple, and his job mainly consists of telling people how to move their money around -- a Master of the Universe gear-cranker, you might say. Anyhow, Yair is sure that Apple will be releasing its 10.1-inch, multitouch tablet around March or April, with a ramp-up on production sometime in February. He also notes that the device will sell for $1,000 (so far we've heard rumored price points from $699 all the way up to $2,000), but ultimately Reiner seems most concerned with how it will impact Amazon, the Kindle, and book and media publishers. According to the note, Apple has been in talks with publishers concerning a "very attractive proposal" in which the company will split revenue with publishing houses 70 / 30, as they do with iTunes and App Store sales (just as we speculated in our post on the Time Inc. digimag). What's most disconcerting about the report is that it seems more interested in disrupting or dismissing what Amazon is doing (particularly noteworthy as the company is in the midst of its biggest season for Kindle sales ever). When financial analysts start squawking in this manner, we like to approach with caution. As of right now, we have zero solid evidence that Apple is even producing a tablet, let alone ready to drop one for a G come March. We have heard plenty of other rumors that corroborate much of this, but if the above is the plan, you can expect a big reveal from Cupertino around the time of Macworld or CES, so you won't have to wait long to know the truth. For now, keep your BS detectors set to "stun." P.S.: See what we mean? Now a Piper Jaffray analyst is 70 percent certain (70 percent!) that Apple will introduce an iPhone for Verizon in 2010. Hold onto your hats folks, we've only just begun.
