“Piper Jaffray analyst Gene Munster summarized the flood of recent iPhone deals in a note to clients on Friday,” Philip Elmer-DeWitt blogs for Fortune.
The key numbers in his report:
• 46 carriers announced to date (up from 6 currently)
• 42 countries covered (up from 6)
• 575 million total available market (up from 153 million)
Elmer-DeWitt reports, “The recent announcements give Munster “increased confidence” that Apple will meet his published sales target of 12.9 million iPhones in calendar year 2008. Well they should, since 3% of 575 million is 17.25 million iPhones. For 2009, Munster is sticking with his estimate of 45 million iPhones — a target that represents the high end among mainstream Apple analysts.”
Full article here.