“Piper Jaffray analyst Gene Munster acknowledges that he may have forecasted on the conservative side just a few weeks ago and now says Verizon could match AT&T in shipping as many as 15 million iPhones in 2011,” Clint Boulton reports for eWeek. “Munster wrote Dec. 15 that he expected Verizon to ship 9 million units for 2011, with AT&T selling 11 million for a total of 20 million devices snapped up.”
Bouton reports, “Gleacher and Co.’s Brian Marshall told eWEEK that Verizon should sell 12 million iPhone units in 2011, assuming a similar ramp to what AT&T experienced in 2007 and 2008. And that number might actually prove conservative, Marshall said, adding that AT&T shipped 14.1 million iPhones in the fourth quarter alone.”
Full article here.
[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]
More like twenty-million by Christmas!
…and the stock goes wild.
>.<
(I kid, of course. Give it a week until earnings, when this baby hits 88 mph)
I’ll see your 14.4 million and raise you two million.
They’ll ship more than the population of earth and the international space station combined!
Yes, this is why AAPL is down over a dollar right now.
Pfft !!!
As C1 writes, waiting for next Tuesday’s quarterly financials.
Why a similar ramp up like ATT did int 2007/208? The iPhone has MUCH more steam now, and the entire App Store ecosystem is in place. My god, which orifice do these analysts pull these numbers out of?!?
ATT sold 14 million iPhones LAST QUARTER. Even divide that in half (7 mil ATT, 7 mil VZ per quarter), and Apple still sells 56 mil iPhones in 2011.
I think Verizon will sell Munster’s 15 million units by the end of Q3.
We’ll have to see, but I’m not quite sure that opening up to Verizon will open such huge floodgates. Following are my reasons:
1. Locked-in Verizon customers. While some will be allowed to upgrade their (somewhat) older ‘Droid devices, many owners of recent Droids will be facing a stiff ($400+) upgrade fee, and would rather wait it out. They already have that Droid anyway, so the wait shouldn’t be that bad.
2. For vast majority of people AT&T was not a major obstacle. The number of those who couldn’t or wouldn’t go with AT&T is not THAT high.
3. Even though they are quite small, T-Mobile and Sprint combined represent the third segment of American mobile market that will remain excluded from the iPhone (at least for some time). Many of these people, who didn’t switch to AT&T, will not likely switch to Verizon either, just for the iPhone.
Please keep in mind that the growth curve has to flatten out at some point. After you saturate the U.S. market with iPhones, sales will be driven by population growth and people upgrading to new models.
AT&T and Verizon reportedly have approximately 183 million subscribers combined. The U.S. market is large and the China market is enormous, but it is finite, nonetheless.
@Predrag
Is the iPhone coming to Sprint & T-Mobile soon, before the Mayan apocalypse?
Evidently the word “analyst” is derived from the orifice from which the estimates are extracted.
Very soon Apple will be running balls out.
The Mayan apocalypse comes as the entire world population surfs on the iPhone at the same time, prompting huge surges in power consumption in server farms all over the world. The electric grids loses power that simulates a nuclear attack and prompting NORAD and Russians to misfire in automatic response. In a panic, Indian and Pakistan shoot off their loads too, as well as France so it does not look weak. Armageddon, there you go. And all because some stupid You Tube video.
bezoar
Very soon Apple will be running balls out.
Not to worry C1 will loan them hers.
@arnold
There is no logical correlation between Apple’s announcements and their daily stock performance. Losses are almost meaningless where Apple is concerned, because the dips in stock are indicative of short trading.
Makes me wonder though what odds Vegas was giving Verizon, anyone hear anything?
I just predicted Verizon will sell more than 18-million iPhones this year, knowing that Verizon sales will probably use the iPhone to downsell customers to droids because of better spiffs and commissions. But, twenty-percent of Verizons customer base is not unrealistic, not to mention those who will join Verizon out of spite for AT&T.
Imagine how cutthroat the cellular business will become. Phone manufacturers will be in a race to the bottom over price just to keep their momentum going.
Only 15 million!
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Hey! Where are the nay sayers that were always posting “Verizon Iphone coming since 2007. You were wrong this time. Ha Ha
att did not sell 14 million iphones last quarter. that was apple’s worldwide sales number for the iphone. att activated around 5 million iphones last quarter.
these “analysts” never cease to amaze with their ignorance.