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Apple said building 3 million CDMA iPhones in December

updated 09:20 am EDT, Wed September 22, 2010

Analyst learns 3m CDMA iPhones enroute

Susquehanna analyst Jeffrey Fidacaro today claimed in a research note that Apple will make three million CDMA iPhones in December. Checks with Asian suppliers led him to believe the company is queuing up the large amount in anticipation of a launch in early 2011. Combined with GSM models, as many as 21 million to 22 million iPhones could be produced in the last three months of the year.

Most expect the initial wave to go to Verizon in the US, where pent-up demand exists not just for existing customers but for AT&T customers ready to leave for Verizon as an oversaturated network or AT&T's reputation for service have them ready to switch once they can keep using an iPhone. Sprint is also a candidate. Production of three million units is unlikely to lead to a CDMA model in other parts of the world at first, although Apple could scale the phone to cover providers like China Telecom.

Fidacaro also cites reasons to be optimistic for the ongoing quarter. Apple is purportedly on track to have manufactured 18.2 million to 18.4 million GSM iPhones in the quarter ending with this month. Not all of those will sell, but the results would be much better than expected. The company is thought to have cleared up screen-related shortages with LG Display that had hampered early supply. Its specialized 960x640 Retina Display is widely thought to be difficult to make compared to a regular mobile LCD. Production of white iPhone 4 models is still struggling, the analyst said.

If accurate, the estimates could see Apple overtake RIM's 12.1 million BlackBerries with fall sales resulting from current production. They wouldn't necessarily prevent Android moving ahead but would close some of the perceived gap.

In iPads, Susquehanna expects 4.75 million of the tablets to have shipped in the summer and seven million to be built. Each would roughly grow Apple's production rates by half compared to the spring and have led Fidacaro to predict 13.4 million iPads being made through all of 2010.

MacBooks assembly is estimated to reach over three million of the portables, while it would make 12 million iPods. New Apple TV units would be modest at best, with just several hundred thousand for the launch and a million in December. Expectations are still low for the media hub even with the lower price and Netflix support, Fidacaro said.



By Electronista Staff
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Comments

  1. Paul Huang

    Mac Enthusiast

    Joined: Sep 1999

    -2

    Enough for just one day

    More than 5 million AT&T users would jump ship in a week.

  1. testudo

    Forum Regular

    Joined: Aug 2001

    -5

    No!!!!!

    Don't they know that Justin will start a rampage against them that will befall all of human kind?

    Perhaps this is what the Mayan calendar foretold? (For the world may end in December 2012, but there's no reason to believe the end will be swift. It can just as easily be that January 2011 is the beginning of the end.).

    And this actually makes sense, now that I think about. One of Nostradamus's famous quatrains talks of the cities running in blood as the great communicator makes a deal with the devil. Or something like that.

  1. aristotles

    Grizzled Veteran

    Joined: Jul 2004

    -6

    Not Verizon.

    if they are working on a CDMA phone, it is not bound for Verizon but rather Asia. Verizon is small fry.

  1. Jonathan-Tanya

    Fresh-Faced Recruit

    Joined: Oct 2004

    0

    3 million is small potato's

    I assume Apple will sell all 3 million, but what what some of you are doing is, shall we say, even more optimistic, you are assuming Apple will sell more phones than they even make :)

    How is this going to turn the tide against Android? 3 million isn't enough to do that.

    That's what I've been saying for a while - instead of just repeating Verizon, Verizon, Verizon, do some math!

    Verizon isn't enough, because the differential is far bigger than what Verizon can do for Apple.

  1. Jonathan-Tanya

    Fresh-Faced Recruit

    Joined: Oct 2004

    -2

    bogo iPhone anyone?

    p.s. I bet we see the iPhone on a BOGO offer before March.

  1. facebook_Justin

    Via Facebook

    Joined: Sep 2010

    -1

    comment title

    Why do they allow computers in insane asylums!? WHY? If they remove them, we will never see another CDMA iPhone article on ANY website ever again! All in favor of removing computers from insane asylums, thumbs up on this comment. All in favor of being mentally challenged, thumbs down on this comment.

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