“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.
@Zune Tang
Falling off your game a bit. You forgot to include contradictory doublespeak that spreads FUD. Mention the seven years of Microsoft mobile experience, so their UI must be more mature than 1-year of Apple. Or how you can get cheaper WM phones, or WM phones with more (unusable) features, but conveniently don’t mention you can’t get both at the same time.
The Fake® is indeed slipping somewhat, as below:
Quote:
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.
End quote.
However, I totally agree with his basic premise, i.e., a ZunePhone running a version of Vista or Moblie 7 – yes, the fear is palpable in Cuperstinko… Micorsoft is a company that cares for its customers. Even we admit to a few glitches along the road, but they are here for us, and will be in future. Yes, Apple, it will be over sooner rather than later. MAC lemmings, you will be welcome back into the fold of Windows users when Apple fails, as it is certain to do. Come back to a real man’s computer, Windows.
Your potential. Our passion.™
Ohh gee thanks Steve, one year from launch date and the iPhone is still not available in my country, how long will I have to wait for it?
This is real customer service at it’s best – NOT!
“Ohh gee thanks Steve, one year from launch date and the iPhone is still not available in my country, how long will I have to wait for it?”
Because it’s entirely Apple’s fault and it has nothing to do with international politics, regulations, technical obstacles, tariffs and thousands of other possible technicalities outside of Apple’s control?
Think before you spew.
No such “regulations” prevents the launch of the iPhone here in Sweden, Apple just has’nt been able to extract enough money from any carrier here, nor does Apple think this is a primary market.
It all boils down to greed when Apple is not willing to sell an unlocked phone as is.
So no restrictions and I still cant purchase my iPhone..I have waited almost a year now, bad..VERY bad customer service IMHO, greed before customers hmpf!
Apple doesn’t sell to me. They are greedy.
Apple wants to sell in my country but hasn’t made a deal yet. They are greedy.
Apple is clear about their intentions to sell unlocked phones. They are greedy.
I have been waiting long than I want to. Apple is greedy.
I use the term customer service to describe this situation, though I am not yet a customer. Apple is greedy.
Apple has also not yet sold me that headless Mac, acne cream, or Apple branded pie-tins. Apple is greedy! C’mon Apple!
“Umm no, Gene Munster is the only analyst that has a brain, therefore he has never been bludgeoned on this website.”
Gene Munster has never said anything bad about Apple until after it’s happened, that’s why. That kind of “analysis” is just as useless as somebody predicting bad things that don’t happen. Gene’s lips are so firmly sealed around Steve’s pecker that you can’t take anything useful from anything he says.
@One guy form Finland
After watching the Again and Again video done on the Mac watch the XP version. Hilarious.
Keith Moon: “AAPL going to $500.00 !!!”
Dr Evil replies: “Why should AAPL go to five hundred when it could go to…. five trillion?!?”
Sorry
The iPhone 2 better be a HELL of a lot better than iPhone 1.0 for it to compete successfully with the rapid new phone devices appearing on the market.
1: Open carrier
2: GPS
3: larger screen
4: real keyboard
5: user battery replacement
6: lower price
7: better software
8: security
9: much larger storage
For instance, how about a word processing software with email/fax capability?
just to mention something…
In the new multi-carrier world of iPhone 2.0, be prepared for Visual Voicemail and other iPhone genius to be tied to a .Mac membership.
Of course, it’ll be sold as a brand-new concept in online services: namely, the first time unified messaging (e-mail, voice, fax, etc.) have been made available in an online software as a service model, but the agenda will be to prop up Apple’s network operator commission margins (not that I have an issue with it in any way).
One of the advantages of going down this route is that Apple will be able to roll out new enhancements to voicemail and other services globally at its discretion. In addition, your voicemail will stay with you no matter which carrier you are attached to – if you migrate from Optus to Vodafone or Telefonica to Orange, it won’t matter.
With all the other benefits, you’ll also be able to access your unified messaging from your Macintosh or <shudder>WinDell PC</shudder>! Macintosh users will also probably get the benefit of a 10GB+ file storage subsystem that will be accessible from iPhone as well as the ability to back up over the air.
to Mad Mac Maniac:
<div>…”Sorry
The iPhone 2 better be a HELL of a lot better than iPhone 1.0 for it to compete successfully with the rapid new phone devices appearing on the market.
1: Open carrier
2: GPS
3: larger screen
4: real keyboard
5: user battery replacement
6: lower price
7: better software
8: security
9: much larger storage”</div>
The statement above would make sense if the present iPhone had miserably failed to gain traction. Since it hasn’t, the statement represents personal desires of exactly one person. To begin with, Nos. 1 and 7 seem to be coming in v. 2 (not that the lack of each posed any barrier to the existing one). Battery has been discussed to death here, but I’ll say it again; nobody on these boards (or anywhere else) knows anyone who has ever bought an additional battery for their ordinary cellphone to swap them when drained. Nobody. Our Mr. Mad Mac Maniac is one of the the first people I’ve heard of to (claim to) do this. Real keyboard? You need to get yourself a Blackberry; they have real keyboards. iPhone will NEVER (let me rephrase that: NEVER) have more than one single physical button. You seem to be missing the point here. Lower price? They seem to have found the sweet spot where they’re flying off the shelves without people brawling over them. $400 is an excellent price. It’s possible for it to go down eventually, but for now, there’s no need. If you can’t afford it, there are several options: a paper route seems quite popular among your generation; a gig at McD, or Dunkin’ Donuts for a while will also pay for one. Once you get a real job with a real, decent paycheque, price won’t be that high anymore. Larger storage (much larger storage)? I have yet to see a competitor with larger storage (in the same price range). As we all know, memory pricing is coming down. Therefore, over time, you’ll get your wish, depending on how (un)realistic it is.
Feel free to shop around if you don’t think iPhone is competitive.
@84mac who sez: “So the number is 100,000 out of Germany’s total customers, a lot less an 82 million. “
In Germany there are more cell phones in operation than the population. There are over 82,000,000 activated cell phones in operation in Germany.
So of the over 82 million cell phones in operation in Germany only 100,000 are iPhones.
Not good.