Suppliers Fuel Rumors: Apple Has Big Plans for December

[Michael Essany]

According to Jeffrey Fidacaro, an analyst with Susquehanna Financial Group, individuals within Apple's overseas supply chain report that the company will begin assembling its first round of CDMA iPhones in December. The suppliers in question tell Fidacaro that Apple could build as many as three million CDMA iPhones before January 1, 2011.

If such ambitious plans materialize, Apple Insider notes that total GSM and CDMA iPhone production for the quarter would come in at around 22 million. Fidacaro, however, predicts that Apple will sell just under 12 million iPhones in the fourth quarter of the company's fiscal 2010. "We expect the September 25 launch of iPhone in China and Apple's target of making the iPhone available in 88 countries by month end to aid results in 4QFY10," he noted. "Our checks show that Apple is still struggling with yields on the mass production of the white iPhone 4."

While rumors have lingered for many months regarding a forthcoming ramped up building of CDMA iPhones, rarely is such talk of "certain plans" routed from overseas suppliers to prominent market or industry analysts. Of course, there are also other clues. "We believe the company has selected Qualcomm as its modem supplier for the CDMA iPhone as well as for the iPhone 5," says Ashok Kumar, a managing director and analyst at Rodman & Renshaw. "The iPhone 5 will likely use a two-chip modem, allowing the company to create 3G and 4G products."

CNET
Apple Insider

[Hayesimus]

yeah... seriously... i'm begining to have a bitter taste in my mouth for having waited so long for this white iphone 4 bull crap. I feel duped... Apple is making me want to give up on them on principle.

[willie498]

I think that this is most likely one of those games of "We think you are, but will you?". Knowing how Verizon is, if Apple DOES decide to launch a CDMA version of the iPhone on their network, All I'm waiting to see it another pathetic "VCAST" and "VCAST TV" stuff that they force on the phone. You have to go through all of their stuff just to use it, which is pathetic.. So I'm eager to see how pathetic they'll do it this time.

[vantheman169]

OMFG here we go again with the CDMA rumors. BOOOO verizon is lame!

[Channan]

I think that this is most likely one of those games of "We think you are, but will you?". Knowing how Verizon is, if Apple DOES decide to launch a CDMA version of the iPhone on their network, All I'm waiting to see it another pathetic "VCAST" and "VCAST TV" stuff that they force on the phone. You have to go through all of their stuff just to use it, which is pathetic.. So I'm eager to see how pathetic they'll do it this time.

Yeah....that won't happen; Apple won't allow it. AT&T had to give Apple full control over the iPhone, and all of their (AT&T) apps come through the App Store. Verizon wants the iPhone - Apple doesn't need them - so they'll take it as is.

[liquidzoo]

As much as people want to believe that this points to a Verizon (or Sprint) iPhone, it's important to realize that the US isn't the only country that uses CDMA, and for Apple to have global coverage in all markets, CDMA really is something that they will need.

There are CDMA carriers in Argentina, Australia, Canada, Chile, Hong Kong, El Salvador, Guatemala, Israel, South Korea, Peru, Russia, Venezuela and Zambia; not to mention China. [source]

Even though I live here, the US isn't the end-all of the World. CDMA iPhones could be for any number of carriers in any number of countries, and if they were going to launch for Verizon, 3 million units would not cover it and you'd be looking at a Wii-like shortage and people waiting for MONTHS to get their hands on one.

[pillzny]

Makes me love mine more

[tudtran]

Of course, It's the holiday season.

[Funked]

Makes me love mine more

/jealous

[decke]

As long as verizon doesn't charge for everything...I doubt apple will allow it. Like the above poster said, apple will want complete control over iPhone. So either verizon takes it as it is or they'll still be "second".

[sandstorm77]

Makes me love mine more

they have ********** on it. Take the picture down mods!

[zeroskater61]

As long as verizon doesn't charge for everything...I doubt apple will allow it. Like the above poster said, apple will want complete control over iPhone. So either verizon takes it as it is or they'll still be "second".

I agree... I heard verizon wants there logo on the iPhone!! And that's one thing I know apple seriously won't allow!!

[k1653d]

Makes me love mine more

How much you get all the parts for?

[kayvong8]

they have ********** on it. Take the picture down mods!

You can't possibly get laid LOL!!

Mooooooom Timmy touched the fish when u said don't touch the fish but he didn't listeeeen, He toucheded it anyways!!! He's in trouuublee huh?

[pillzny]

How much you get all the parts for?

About $230

[mj0528]

You can't possibly get laid LOL!!

Mooooooom Timmy touched the fish when u said don't touch the fish but he didn't listeeeen, He toucheded it anyways!!! He's in trouuublee huh?

I still don't understand the fuss about white. I seems like a chick type device to me. To each their own though

[phoenix81]

I still don't understand the fuss about white. I seems like a chick type device to me. To each their own though

I would have to agree. White is for the ladies, IMO

[jose060789]

F*** Verizon.


Sent from my iPhone using ModMyi

[Bluemoldycheeze88]

seriously **** a verizon iphone.. now a sprint iphone would be sexy.. Cheap plans with Sprint... 27% Discount ftw

[macachia]

can anyone point me to the white iphone 4 parts?

cheers