“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.
Hazzah!
Think Locally – Act Globally.
AAPL going to $500.00 !!!
Well if the sales ratio for those added populations is the same as in Germany (100,000 iphones for 82,000,000 population) then Apple will sell about 500,000 more phones in the next 6 months or so….
Where’s the idiots that said Apple will never hit 10 million by end of ’08?
They would like you to believe that the current iphone and 2 countries would be all apple was working with. Could they not see that a new one was coming along with adding more countries? how stupid do you have to be to think like they did?
Rogers in Canada should count as -1, given how ridiculous their data plans are. Yes, even their idiotic ‘limited’ web surfing plan.
Its not the total population Munster reports. Note that in India alone the population is 1 billion and Munster’s total customer base is 575 million. So the number is 100,000 out of Germany’s total customers, a lot less an 82 million. And don’t forget 3G.
@ Largo,
It’s not surprising that the original 2G iPhone is selling poorly in Germany; as a cell phone it is very antiquated by European standards. What’s surprising to me is that Apple was able to sell 100,000 iPhones DESPITE being 2G technology. I don’t think you can apply sales adoption of the first gen iPhones to what can be expected when the gen 2 iPhones, with 2.0 software AND the SDK application development. It is easy to expect a much higher adoption rate all over Europe.
Keith Moon is dead, hope that’s not a premonition.
Obviously, the last 11 months has seen Apple experimenting and learning about what it means to be in the mobile ‘phone’ business. From the time I watched the iPhone unveiling a year and a half ago, I knew that I had seen mobile device future. I DON’T believe that the Nokia, RIM and the others will just roll over, nor do I want them to. However, I DO believe that the next 6 months will really see Apple catapult to an undeniable lead in the smartphone market. Like I said a few days ago, once they get deals in place for China and Japan, they’ll probably sell them as fast as they can make them, for a while anyway.
Now if Apple had iPhones in stock, they’d really be making sales.
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http://en.wikipedia.org/wiki/History_of_the_iPhone#World_timeline
Aren’t these the same “analysts” who get verbally bludgeoned on MDN every time they say something negative about Apple?
ChrisM,
No.
Please show us all where MDN has ever “verbally bludgeoned” Piper Jaffray analyst Gene Munster.
We’ll wait…
Apple’s gonna sell 20 million iPhones in ’08. I know Steve said 10 million, but Apple always sets numbers that they KNOW they can blow right through.
What’s new for Macworld ’09? I say quad-core iMacs, etc. By the time this next six months unfolds, the “analysts” will never doubt Apple again.
We’ve still got the back-to-school season coming up AND the holiday season; are you kidding me?
Peace.
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Olmecmystic
Umm no, Gene Munster is the only analyst that has a brain, therefore he has never been bludgeoned on this website.
Nokia will totally own the market by next year with they they bring out the ‘N196b slide-zero’, thingy. Coz it runs BimbosMobile
@ChrisM
@Journo
I confirm, MDN has never verbally bludgeoned Piper Jaffray analyst Gene “2 million AppleTVs in 2007, 4 million AppleTVs in 2008” Munster. Because he’s a genious with a Full HD crystal ball.
Piper Jaffray expects 2 million Apple TV units to be sold in 2007
http://www.macdailynews.com/index.php/weblog/comments/12982/
“Aren’t these the same “analysts” who get verbally bludgeoned on MDN every time they say something negative about Apple?”
Usually MDN is quick to bludgeon any analyst or reporter that gets their facts wrong. Besides, you must realize by now, this is not an impartial website. It’s a site about Mac news for Mac fans. If you want impartiality, you are looking in the wrong place.
Anyone even a bit concerned that part of Apple’s ability to keep quality high is linked to demand being below a certain threshold?
Here’s my thinking. Corporations are basically amoral, neither good nor evil, rather its the people who comprise them that make them tilt one way or another.
When you start to sell “too many” of something then you are tempted to shave a corner here or take tuck in quality there. Why, because that 82 cent savings is multiplied by 20 million units.
Here’s one example. I have both the 20 and 24″ aluminum iMacs and the screen quality on the 20 is just ok. The 24″ is lovely. My bro-in-law has a white 20″ and its screen looks as nice as my 24.” Hmmm…what’s up with that?
So what’s this mean for iPhone? If the consistent rumors are true, then the nice heft and accompanied strength of the metal components are gone in lieu of more plastic. Given that plastic is antithetical to both the direction of Apple’s brand (glass + aluminum) and its commitment to green, one can only assume that expected massive demand helps drive such decisions.
Oh well…I’ll get off my soap box now. I just think Apple has done a great job making lovely products and would hate to see it fall victim to its own success.
APPL=$1000+ Come on and buy!!!!!!!!
I mean AAPL…sorry..but you know what I mean
Remember this time a year ago ?
Well folks
Here we go, again
Something Wonderful is About to Happen
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BC
Can you smell the fear coming out of Cupertino? I can. It smells like… like… the ZunePhone running Windows Mobile 7! If I were Crapple I too would scramble to line up as many carriers as possible because 97.5% market share can’t be wrong.
The tantalizing prospect of running a small and nimble subset of Vista in the palm of your hand will be too good to pass up for any reasonable person. Mmmmmmmm, Zune with a touchscreen and Microsoft’s awesome Live technologies packed into a communications device. You can use your points anywhere.
It’s over, Apple.
Your potential. Our passion.™
“Can you smell the fear coming out of Cupertino?”
All I can smell is Ballmer/RIM farting like crazy from nervousness with what Apple is doing. *furp*