macnn/electronista

11/30/2007, 9:20am, EST

Friday, November 30th

Second-gen iPhone already delayed?

While only just having been confirmed as a 2008 release, the second-generation iPhone may already have experienced its first delay, according to an analyst from Friedman Billings Ramsey & Company. Mehdi Hosseini claims that among information gathered in "recent checks," it was learned that the next iPhone may have originally been planned for launch in March or April, but is now anticipated for mid to late summer. As a result, Hosseini expects demand for NAND memory to drop in the first half of 2008, despite opposite predictions by Samsung.

Hosseini expects that NAND prices may also be kept down by new, lower-cost Apple products, as yet unspecified. These may include an ultra-mobile MacBook, or the long-rumored (but unsubstantiated) "iPhone nano." Alan Niebel of Web-Feet Research notes that there is in fact an oversupply of NAND at the moment, one which could last through the beginning of next year. This stands in stark contrast to just this summer, when Apple demand alone was enough to cause shortages for other electronics companies.


Filed under: iPhone, Apple, industry
Other story tags: NAND

, , 12comments, del.icio.us, slashdot, digg, buzz
12 comments
Reader Reactions (Please use <i></i> for italic text)

subscribe to comments
for this article




Expand All   Global Settings
It is time
0
11/30, 10:01am, EST
I'm ready for a new MBP as the current one is paid off. Isn't that how it works?
Fresh-Faced Recruit
Joined Dec 2005
User is offline
A cover-up so as not...
0
11/30, 10:19am, EST
to cut into current iPhone sales. As long as potential iPhone buyers think the iPhone 2 is not imminent, then maybe they'll buy the present model instead of waiting. Loose lips sink ships. People spout out too much info when they should say absolutely nothing about future products. Only Steve Jobs can do future product announcements when he feels the time is right.
Fresh-Faced Recruit
Joined Aug 2007
User is offline
Where are the facts? FUD!
0
11/30, 11:15am, EST
Where are the facts? What 3G iPhone? Is there any proof? No, nada, zip, zilch. How can there be a delay on a product that doesn't exist! FUD is all this is until Apple or Steve Jobs tells everyone otherwise this is all FUD! To date there is one iPhone model period that runs on the Edge network, that's it.
Fresh-Faced Recruit
Joined Apr 2002
User is offline
way too many "may"
0
11/30, 11:15am, EST
second-generation iPhone _may_ already have experienced its first delay, ... it was learned that the next iPhone _may_ have originally been planned for launch in March or April, but is now anticipated for mid to late summer.

How can anybody publish things like that ? The meteorite may hit the earth next year but we learned that maybe it will be too small and therefore maybe I want a new position as an analyst ...
Dedicated MacNNer
Joined Apr 2001
User is offline
re: cover up
0
11/30, 11:21am, EST
Some interesting thoughts on this topic by Robert X. Cringley here:

http://www.pbs.org/cringely/pulpit/2007/pulpit_20071129_003521.html
Re: fud
0
11/30, 1:26pm, EST
Where are the facts? What 3G iPhone? Is there any proof? No, nada, zip, zilch. How can there be a delay on a product that doesn't exist! FUD is all this is until Apple or Steve Jobs tells everyone otherwise this is all FUD!

How can this be considered FUD? It offers no fear ("OMG, a product that's not been officially announced or has a specified shipping date is delayed!"). There's no more uncertainty then already existed (as no one knew when it was supposed to be released anyway), and I'm not sure what doubt it's supposed to cause.

FUD tends to work the other way, making statements to cause uncertainty of another's products. For example, rumors spreading of an Apple tablet causing people not to buy OWC's macbook tablet.

Or MS saying that Zune compatibility for the Mac is just around the corner, thus causing all potential Mac owners who were thinking of getting an iPod to put off the decision, because once the Zune for Mac hits the streets, the iPod will be the laughingstock of the portable player market.

OK, maybe not the second one so much.

Fresh-Faced Recruit
Joined Aug 2001
User is offline
Here's the rule...
0
11/30, 1:39pm, EST


If the prediction includes mention of 'iphone nano', it is safe to disregard as crap.

Enough already with the regurgitations of that stupid rumor.

Fresh-Faced Recruit
Joined Jan 2005
User is offline
Just like Apple...
0
11/30, 3:18pm, EST
Falling behind schedule on unannounced rumored products. Perhaps they're too busy readying the G5 PowerBook for MWSF to be bothered getting this 2G iPhone (that's 2G for 2nd generation, which will have 3G capabilities).
Fresh-Faced Recruit
Joined Nov 2000
User is offline
hmm
0
11/30, 7:27pm, EST
Hmm, I wonder if "recent checks" is the same as "Apple says" to keep people from waiting for the next gen iPhone?
Fresh-Faced Recruit
Joined Sep 2007
User is offline
iphone Next
0
12/03, 8:20am, EST
whenever the next version of iPhone will come it surely will also be light years ahead fromits counterparts in terms of features and functionalities. If iPhone Nano will come than it has the capability to put razrs sale success behind.

go to my hello page
Fresh-Faced Recruit
Joined Nov 2007
User is offline
additional comments:..1..2..Next
Your Comments

In order to post comments: If you are a registered member, please login with your MacNN Forums username and password otherwise please uncheck the checkbox below.


Registered Member?
macnn forums login:

macnn forums password:

Not a member of the MacNN forums? Register now for free.

AT&T Cell Phones: Get your next AT&T phone at 1800mobiles.com

Check Out the VIERA from Panasonic!: Enter a New Visual Era with Panasonic VIERA HDTVs. An Enhanced Experience.

DVD/CD Duplicators - All Free Shipping: Simple Disc-to-Disc Duplication. 2 Year Warranty & Free Shipping.

Serious Entrepreneurs Only $8995 Req'd: Forget The Tax Grind. $50K+ Month Potential. Turnkey Business System.

I Pod: Browse a huge selection now. Find exactly what you want today.

url= Buy from The Apple Store, iTunes.com, Amazon.com, TechDepot, OfficeDepot, Computers4Sure, or donate.