Analysts

Apple supposedly cutting iPhone 5c production in half due to low demand

Apple may be cutting production of the iPhone 5c in half due to demand being lower than expected. Sources say that production is currently at 300,000 units a day and will be cut down to 150,000 units a day. According to CTechnology, poor demand is due to the higher than expected price and the iPhone 5s outselling it.

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Is 10 million shipped in a month really less disappointing than 5 million sold in three days?

The iPhone 5 launched to record sales figures; 5 million units sold to customers in the first three days. Samsung's Galaxy S4 has also launched to strong figures; 10 million units shipped in the first 4 weeks. One of these was a 'disappointment,' yet the other is hailed as a triumph. Seems crazy? Well, maybe it is.

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Rumor: Next iPad coming in February with Retina display?

Take this one with a 9.7-inch grain of salt, but according to Citi analyst Richard Gardner, Apple has overcome all technical hurdles and will be releasing the iPad 3 in February sporting a full 2048×1536 Retina display.

According to "several sources" the next iPad will launch in February, and it will sport a screen with double the resolution of the current model. Gardner says, "there do not appear to be any significant technical hurdles remaining" to prevent a launch of a high-resolution iPad, despite rumors to the contrary.

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Could iPhone 5 land on Sprint as well this year?

Shing Yin, a Citadel Securities analyst, thinks a Sprint iPhone deal may not be that far off, perhaps as soon as this year, which would likely mean a CDMA iPhone 5. After Verizon finally shipped the iPhone 4, we found out T-Mobile might be getting one, either on their own or as part of the ongoing T-Mobile and AT&T merger. That leaves Sprint sitting alone in the corner.

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Apple COO Tim Cook talks cheaper iPhones, huge tablet market growth

During a meeting with Bernstein analyst Toni Sacconaghi, Apple COO Tim Cook referred to the iPhone as "the mother of all halos" because of its ability to expand sales of other core products like the iPad and the Mac. Cook went on to strongly suggest that Apple would be releasing a cheaper iPhone in the not-so-distant future:

The analyst says Cook “appeared to reaffirm the notion that Apple is likely to develop lower priced offerings” to expand the market for the iPhone. Cook said the company is planning “clever things” to address the prepaid market, and that Apple did not want its products to be “just for the rich,” and that the company is “not ceding any market.”

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75% Chance iPhone Remains AT&T Exclusive iPhone Carrier in 2010

Credit Suisse Research analyst Jonathan Chaplin thinks we can expect Apple's iPhone to remain exclusive to AT&T for an additional 12-18 months, long past some people's expectations (and recent rumors). Not only will it remain exclusive, Chaplin says, but the delay will have a major negative impact on Verizon, causing him to lower his rating on Big Red from "Outperform" to "Neutral" and cut his share price target from $32 to $30.

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Apple Has "2 or 3 Year Lead" in Mobile Internet Computing with iPhone and iPod touch

According to Mary Meeker and analysts from Morgan Stanley, Apple has a two to three year lead over its competitors in the mobile Internet space. Even though Apple's iPhone and iPod touch represent just a small piece of of the global smartphone pie with 17 percent, the two devices are responsible for a astounding 65 percent of all mobile internet use.

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Did the iPhone Outsell the Google Android G1 by 6 to 1?

Apple is set to announce their Q1 results at 5pm EST (2pm PST) and TiPb will bring you any and all iPhone related news that comes of it. In the meantime, analysts are saying that regardless of how well (or poorly?) the iPhone did during the holiday quarter, it did better than the Android G1. Quotes Apple Insider:

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Is the $199 iPhone Still Too Expensive?

With the launch of the iPhone 3G, Apple dropped the price point to a carrier-subsidized $199 for the 8GB model. Naturally, that led the usual suspects to complain it wasn't cheaper. It should be $99. It should be free. They should pay us $199 to take it!

Somewhat -- if only slightly -- more seriously, however, that's pretty much what Apple Insider says Morgan Stanley analyst Katy Huberty's studies are showing, with fully 46% turning their nose up at the current price point. She claims that sales of the iPhone 3G were half as strong in September and October when compared to July and September, and suggests:

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Apple Ramping Up iPhone Production, 40 Million a Year

Everybody has been playing the guessing game on how many iPhone 3Gs Apple has sold. The numbers have been pitted at 11 million this year and 25 million in 2009 on the low end and 13 million this year and 45 million in 2009 on the optimistic side. Well according to people familiar with Apple's production plans, it looks like Apple is preparing for the high end of the spectrum, upping their yearly production to around 40 million.

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