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Verizon iPhone deal 'still being ironed out,' says analyst

updated 11:05 am EDT, Mon August 23, 2010

Device could use SVDO as stop-gap before LTE

The details of a Verizon iPhone are "still being ironed out," according to Kaufman analyst Shaw Wu. Sources allegedly indicate that some important decisions remain unresolved -- not just finances, but also underlying technology. With the latter, the problem is that Apple can either build a CDMA iPhone for 2011 or wait until 2012, when LTE (4G) networks will be more widespread.

At the moment Apple and Verizon are claimed to be leaning towards SVDO as an "interim technology," before migrating completely to LTE over the next few years. SVDO allows for simultaneous data and voice, unlike the current Verizon network configuration, which could limit the functionality of iPhone apps. The carrier is already believed to be working on SVDO in the form of Voice over Revision A (VoRA).

Beyond Verizon, Wu comments that it's "premature" to rule out T-Mobile or Sprint as future US iPhone carriers. The latter has 48 million subscribers, and like Verizon, uses CDMA. T-Mobile has 34 million people and relies on the GSM standard in current iPhones, but would still need a modified receiver due to using different frequencies. In any case Apple is thought to need more US carriers to maintain present growth, as AT&T is approaching saturation levels.


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  1. Jonathan-Tanya

    Fresh-Faced Recruit

    Joined: Oct 2004

    -2

    bad analysis

    You'll get about the same growth on Verizon, as you saw on AT&T but, it'll be offset by losses at AT&T - and overall you'll have sluggish growth - not the same level.

    Apple should be looking at getting on all 4 carriers, and not only on all 4 carriers, but looking towards the prepay segment of those carriers. Apple isn't even on AT&T's prepay anymore - they did have no-contract $600 phones for a while, but they pulled them.

    Anyway, that wasn't a real attempt to crack the prepay market - a real attempt would be a downscale phone on sale for $99 - no contract.

    Apple will likely just cede the prepaid market to Android. The reality is they don't want to 'cannabilize' the contract market - Android market doesn't make any calculations about what cannabilizes what - it's a true, free market system, survival of the fittest - it's very hard to compete with that with central control.

    In fact, its so hard that it can't be done.



  1. yticolev

    Forum Regular

    Joined: May 2002

    +5

    comment title

    Interesting comments. You believe that doubling the amount of potential customers with Verizon added to AT&T will not result in increased numbers of iPhone users?

    Not aware of a prepaid market for smart phones. I don't think anyone could hit a target of $99.

  1. yticolev

    Forum Regular

    Joined: May 2002

    0

    comment title

    Interesting comments. You believe that doubling the amount of potential customers with Verizon added to AT&T will not result in increased numbers of iPhone users?

    Not aware of a prepaid market for smart phones. I don't think anyone could hit a target of $99.

  1. Chud73

    Fresh-Faced Recruit

    Joined: Jul 2010

    0

    Until the patent for Jailbreaking

    that Apple has applied for has been looked at; I will pass.

    http://mashable.com/2010/08/22/apple-jailbreaking-patent/


    Which by the way, why hasn't this website picked up on this? I got this from Newser.com...lol

  1. charlituna

    Fresh-Faced Recruit

    Joined: Sep 2009

    0

    what Wu is saying

    is the same tabloid double talk used when they know they are making up a relationship and the fuel for the claims is dying out. They 'break up' the couple to cover their butts.

    Wu, who doesn't have the best track record anyway, has been making claims about a Verizon iphone for ages. But now he's starting to see doubts that it is as certain and upcoming as he claimed so now he's CYAtalking so that when it doesn't happen there's an explanation other than "Once again Wu proves he's an idiot and is talking out of his 'hat'"

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