Comments on: iPhone suppliers expect to ship 10 million units by Q3 [Update]

By: Anonymous

Anonymous — Sat, 21 Jun 2008 01:12:09 +0000

On2 look out.

By: Niranjan Yedlapati, San Jose, CA

Niranjan Yedlapati, San Jose, CA — Fri, 20 Jun 2008 19:39:33 +0000

Most of your reports are good and provide useful information. Appreciate it !

By: Jennings, Madrid, Spain

Jennings, Madrid, Spain — Fri, 20 Jun 2008 18:23:23 +0000

Doesn't On2 supply Infineon with their codecs…which means better video quality for the new iphone as well?

By: jmmx, Portland OR

jmmx, Portland OR — Fri, 20 Jun 2008 01:30:51 +0000

Here is an interesting thought…

If Apple sells to the Mobile carriers, doe s10M shipped = 10M sold? (At least to Apple)

Philip – can you answer this for me?

thanks

ex ped: As I understand it, Apple counts as sold 1) iPhones sold at Apple stores (online or brick 'n mortar) or 2) shipped to carriers.

By: Anonymous

Anonymous — Thu, 19 Jun 2008 20:14:19 +0000

Apple could easily blow those the 10M estimates… the big question is by how much? China, in particular China Mobile plus Russia with VIP and MBT are the big opportunities. The people over there are used to paying big amounts for their phones.

There are some impediments. There is not 3G foot print in China, except for CDMA2000. Also, could the supply chain get strained. Apple could easily surpass the number of iPods it sells… > 20M in the next 12 months.

By: jmmx

jmmx — Thu, 19 Jun 2008 18:56:12 +0000

GOOD JOB PHILIP! Great news.

Thanks for diging it up!

This is one of the things I noticed in the keynote, how Jobs said they only expected (something like) 24 markets this year, and will be in 20+ on July 11, and almost 80 by year-end.

If this is true, it might blow away a few people's estimates.

Of course – we do have to keep in mind that shipping is not sold. But I would be happy wit 8M sold in calendar Q3.

By: Doris, LA, CA

Doris, LA, CA — Thu, 19 Jun 2008 18:54:39 +0000

Toni? Toni?

By: orangelo

orangelo — Thu, 19 Jun 2008 18:48:22 +0000

Did Toni ever find those missing iPhones?

By: Jim, Rotterdam, Holland

Jim, Rotterdam, Holland — Thu, 19 Jun 2008 18:43:32 +0000

PED, an excellent report.

Posted using an iPod Touch