“Apple Computer Inc. could push out the introduction of the next-generation iPhone, which may put a damper on the NAND flash market in 2008, according to an analyst,” Mark LaPedus reports for EE Times.
“‘Although Samsung expects NAND fundamentals to hold and improve into CY08, our recent checks suggest that, due to a pushout in the introduction of such ‘killer applications’ as the second-generation iPhone from the March/April time frame to mid to late summer, demand for NAND in 1H08 could weaken more than expected,’ said Mehdi Hosseini, an analyst with Friedman Billings Ramsey & Co. Inc. (FBR), in a report,” LaPedus reports.
“Apple is also working on new iPods, which, in turn, could drive the NAND market in 2008,” LaPedus reports.
Full article here.
First off, Apple never promised a next-gen iPhone sooner than late 2008*, so Apple is not “pushing out” (delaying) the iPhone. Nice hyperbolic B.S. headline there, EE TImes: “IPhone delays to impact NAND in ’08.” It does wonders for your credibility. And, thanks for the next-gen iPhone prediction, Mr. Hosseini; especially your ultra-precise timeframe. Any random blue-vested circus freak trying to push Dells onto the mouthbreathers in Wal-Mart could have told us as much, thanks.
* “3G chipsets… are real power hogs. Most phones now have battery lives of 2 to 3 hours and that’s due to these very power-hungry 3G chipsets… [iPhone] has 8 hours of talktime life. That’s really important when you start to use the Internet and want to use the phone to listen to music. We’ve got to see the battery lives for 3G get back up into the 5+ hour range. Hopefully we’ll see that late next year.” – Apple CEO Steve Jobs introducing iPhone to the UK, September 18, 2007. [bold emphasis added by MacDailyNews]
No real message there. Just an analyst who wanted to say something about the iPhone since it is trendy but doesn’t have a clue.
I have a much more accurate guess.
The next model of iPhone will debut sometime between right now and a definite future date. I read this in some guy’s blog so it must be true.
You’re welcome.
Supposedly there are new low-power 3G chipsets in the pipeline somewhere. Apple may be waiting for something like that for the next iPhone.
Almost a year to wait for the next iPhone? That’s an eternity in the Consumer Electronics world. I guess the iPhone is so far ahead of everything else, that it may not matter too much.
Thanks analyst, much appreciated; keep up the GREAT work!
I just want a fully featured Apple PDA sans phone. I touch is frustratingly close – but alas, no cigar.
I think this analyst would fall more into that category of analysts that one MDN poster called, “anal-cyst”.
I predict that it will get hot between March and late summer 2008.
Don’t give them page hits.
Here is his e-mail: mlapedus@cmp.com
Here is the Editor in chief: jyoshida@cmp.com
MDN says “Nice hyperbolic B.S. headline there, EE TImes”.
So why did you publish it??? You just gave this ANALyst plenty of undeserved hits.
@Think – So there is a correlation between new iProducts and atmospheric warming in the northern hemisphere? OMG!
“I touch is frustratingly close – but alas, no cigar.”
I heard you could get a touch AND a cigar here-
http://www.clintonpresidentialcenter.org/cpc-index.htm?gclid=CL25lcOujJACFQgNgQodnHiqqA
maybe at the same time……..
The guy is a Putz.
Here’s this ANALCYST’s bio page:
http://www.fbr.com/company/team/bio.asp?id=431
unfortunately, the bastard has no direct email addy so just click the email link on the buttom of that page:
http://www.fbr.com/company/contact/email-form.asp?id=431
I let him know my feelings and I think so should everyone else.
This is the same kind of crap that idiot analyst Shawn Wu tried to pull last year with iPods. In late spring he speculates that updated iPods would be released in late summer. By late summer he says that Apple will miss the deadline even though the deadline was his creation.
JakeTheSnake,
Obviously, MDN publishes it to call attention to the idiocy contained within the report. And to entertain.
It is always better to shine a spotlight on bias and idiocy. If MDN were to just ignore it, as you suggest, they risk people mistaking lies and stupidity for truth and insight.
Now, as a matter of public record, this EE Times article’s headline has now been disputed and the time frame ridiculed and others can point to this MDN article refuting it.
This is how it’s supposed to work. Ignoring things doesn’t work. No matter how little or how big: ask your grandparents how well ignoring Hitler worked for the world back in the late ’30’s – early 40’s.
Oversight,
That was Troy Wolverton, not Shaw Wu.
“Oversight,” indeed.
Get your facts straight before you accuse someone of doing something wrong.
“I heard you could get a touch AND a cigar here-“
A Cuban prostitute might be cheaper.
In other news, Apple will release “new products” sometime during calendar year 2009.
“A Cuban prostitute might be cheaper.”
And also ‘comes’ with free healthcare!!!
(After you are Castroated…)
At least the health care system works in Habanana.
I had no idea the sales of iPhone were going to disrupt NAND supplies that much…isn’t it almost a non factor in relation to NAND sales of nanos, itouch, Flash Zunes, all other flash based music players combined, not to mention removable drives and storage devices?
Don’t tell Ballmer this thing is selling like hot cakes
The second gen iPhone is ready to go… now. Trust me.
The only thing that will advance it’s release earlier than Steve has said will be if some other mfg’s mobile phone device begins to cut into iPhone’s image as the ONE to have.
Since the current iPhone is selling very well and is due to be released in more markets in during 2008, exactly how is there going to be a reduction in the demand for NAND flash, regardless of when a new version of the iPhone is released. The current iPhone has no real competition, so Apple is not going to be in any great hurry to release version 2.0 until they have something significantly better. However, it is likely that Apple will release the current design iPhone with 16GB flash early in 2008 (since the 16GB iPod touch already exists).