SAN JOSE, Calif. -- Handset OEMs have recently launched a number of new phones.
Apple, Motorola, Nokia, Palm, Samsung and others have rolled out new products. So how are these products doing? And what are Google's future plans in the arena?
Here's what analysts think and predict:
1. IPhone fades
Daniel Amir, an analyst at Lazard Capital Markets, on Apple's iPhone: ''Our latest channel checks indicate that October iPhone shipments increased 80 percent-plus over September levels, reaching a historical high at 5.4 million units. We believe that 1.1 million units were iPhone 3G and 4.3 million units were iPhone 3GS. iPhone shipments are projected to drop 40 percent in November (month-over-month) followed by another 14 percent month-over-month drop in December, in line with seasonality.
Total 4Q '09 iPhone shipments are likely to come in at (about) 11 million units which equates to (about) 40 percent quarter-over-quarter growth and about 160 percent year-over-year growth. For 1Q10, initial projections target shipments of 7.2 million units, a 35 percent drop quarter-over-quarter and a 90 percent increase year-over-year. Overall, sell-through for 4Q for Apple should be in the 7.5 million unit range, which suggests that the build for China was significant.''
2. IPhone expands horizons (or Verizon)
Ashok Kumar, an analyst from Northeast Securities, on the iPhone: ''Our supply chain checks indicate that Apple will launch a WCDMA/CDMA 2000 iPhone through Verizon by summer. This Qualcomm powered world phone will facilitate Apple to be carrier agnostic.
We had stated before that the weak pre sales of iPhone at China Unicom will translate to disappointing sell through. Most of the take up thus far through China Unicom has been by their own employees who have been incentivized with heavy subsidizes on their tariff. In response to the weak adoption of iPhone in China, Apple is expected to cut prices. But weak WCDMA network coverage and unattractive plans remain structural head winds.''
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