updated 10:40 pm EST, Thu December 8, 2011
iPhone 3GS shipments hint strong seller
In spite of being over two years old, the iPhone 3GS is still poised to ship in large numbers in the next half-year if rumors from the supply chain are accurate. Estimates from contacts for Digitimes have two million of the phone shipping in the fall. Another 1.4 million to 1.6 million would ship in early 2012, they heard.
The claim equally gave a possible, partial glimpse into performance of the 8GB iPhone 4. CDMA production for C Spire, KDDI, Sprint, and Verizon could range between 800,000 to one million by the end of this fall, according to the tips. Another 500,000 to 600,000 would follow in the winter.
Whether proven or not, the numbers wouldn't completely reflect Apple's non-iPhone 4S shipments. The GSM iPhone 4 is likely to ship in considerably larger numbers than the CDMA version.
With high expectations for total iPhone shipments that could crack 30 million in the fall, the production even including the GSM iPhone 4 could show a strong bias in favor of the iPhone 4S. The leaning would work to its advantage through the higher revenues and potentially higher profit margins of the newer smartphones.
In context, Apple will have shipped numbers for its oldest iPhone that compare more closely to the complete rosters of some of its rivals. Motorola shipped 4.8 million smartphones in the fall across its entire lineup, or just twice what Apple will have managed for the two smallest portions of its device mix.