“Has the iPhone wave peaked? No; in fact, I would argue that the iPhone phenomenon has just gotten started,” Yankee Group researcher Carl Howe blogs.
Howe explains, “The Apple iPhone is truly an Anywhere phone, putting communication, media, and Internet content in the palm of nearly anyone’s hand anywhere in the world and on (mostly) any GSM network. Despite the iPhone only being available for sale in four countries, it’s being used today in more than 100. This adoption is amazing because no official native third-party apps have been released and the device is a version 1.0 device, Apple’s first effort in a market most pundits said it could never succeed in. Imagine what sales will look like when there are official distribution channels in more than four countries, when third party developers can create new iPhone applications, and when Apple has version 2.0 and 3.0 devices in the market.”
Furthermore, Howe says that the idea that iPhone unlockers are hurting Apple “is way overblown.” Howe also believes that Apple does not need to cut prices on iPhone, “Apple competing only on price would be like BMW cutting prices on its cars so they can be distributed through Wal-Mart; it would be marketing suicide.”
Howe writes, “Is Apple going to make its iPhone goal of 10 million phones by the end of 2008? Yes. Apple doesn’t provide goals if it doesn’t think it can both make and exceed them. While the economy and consumer spending are throwing up some roadblocks, I see Apple easily exceeding that goal by about 25% by the end of calendar 2008. And in case anyone was confused, that’s the benchmark that Steve Jobs set: 10 million phones by the end of 2008, not 10 million phones in the first year of sales or the first fiscal year.”
More in the full article here.
[Thanks to MacDailyNews Reader “JadisOne” for the heads up.]