Analyst: Verizon may accept more of Apple’s terms for access to iPhone

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Date: Tuesday, December 7th, 2010, 08:35
Category: iPhone, News

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Verizon may be willing to accept Apple’s terms regarding the iPhone according to Kaufman Bros. analyst Shaw Wu. Per The Mac Observer, a deal between the two companies is “closer to reality,” and Verizon may be more willing to pay what Apple wants under Apple’s terms as Android “starts losing some of its luster (at least at Verizon).”

The change would mark a shift in the rumored negotiations between the two companies, as Verizon previously hadn’t wanted to pay the same high subsidies AT&T pays for each iPhone signed up on its network. The telecom has also been unhappy with the notion of leaving Apple in charge of the customer experience, as it is with almost all of its carrier partners.

“Times have changed,” wrote Mr. Wu in a research note to his firm’s clients clients. “Apple is back in the driver’s seat with a record 14.1 million iPhone shipments in the September quarter helping AT&T gain share against VZ over the last two quarters as Android starts to lose some of its luster (at least at VZ). In addition, our sources indicate that VZ does not believe the pending launch of BlackBerry 6 on its network is likely to have a material impact.”

Another factor playing into the negotiations, according to industry and supply chain checks conducted by Kaufman Bros., is that Verizon may be willing to pay more than (i.e. what AT&T pays) to keep the device exclusive to AT&T and Verizon in the U.S., and off of Sprint and T-Mobile.

The iPhone has been the single biggest drive in customer growth for AT&T, helping Ma Bell to close much of the distance between itself and Big Red. AT&T has enjoyed an exclusive five year deal on the iPhone, but that five year contract will be up as soon sometime-in-2011, according to a variety of reported leaks and informed speculation (the smart money is on the summer of 2011).

While Verizon wants to end AT&T’s exclusivity on the device, the company doesn’t necessarily want every other carrier to get it, too, according to the reasoning laid out by Mr. Wu.

Stay tuned for additional details as they become available and if you have any thoughts on this, please let us know in the comments.

Rumor: Foxconn to ship second-gen iPad in 100 days to meet April launch

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Date: Tuesday, December 7th, 2010, 07:41
Category: iPad, Rumor

Apple manufacturing partner Foxconn will begin shipping Apple’s next-generation iPad within the next 100 days according to a story published by DigiTimes.

After checks with Taiwan-based component makers, the publication reported Tuesday that Foxconn is set to ship the iPad 2 by the end of February 2011, with initial shipments of 400,000-600,000 units. Tuesday’s report echoes an earlier report from the publication that claimed suppliers would ramp up shipments of iPad 2 components in the first quarter of 2011.

Apple had reportedly planned to begin mass production of the device in January, but ongoing testing of the new iPad’s firmware has apparently forced Apple to postpone its schedule. The new iPad is still expected to launch in April, a year after the first-generation device debuted.

According to the report, Foxconn’s new production plants in Chengdu are still in “pilot production,” so the iPad 2 will be mainly supplied by the company’s Shenzhen plants.

In preparation for a spring launch of the second generation of Apple’s successful tablet device, production of the original iPad is expected to drop off in early February. According to the article’s sources, Apple will still place orders for an estimated 1.6-1.8 million iPads through the end of January before reducing orders.

Anonymous sources have also indicated that Apple would introduce FaceTime-equipped next-gen iPads by the end of the first quarter of 2011, ahead of the usual 12-month product cycle. In November, rumors emerged that the next iPad will be a “world mode” device with both GSM and CDMA radios, allowing it to work on a variety of networks.

In the U.S., Verizon has already begun selling the iPad, though it currently only offers the Wi-Fi-only model bundled with a MiFi 2200 Intelligent Mobile Hotspot. The iPad 3G model is not compatible with Verizon’s CDMA network.

Rumor: white iPhone 4 spotted in public, Apple working out tech issues though handset due in spring

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Date: Tuesday, December 7th, 2010, 06:35
Category: iPhone, Rumor

You’ve been hankering for it and it’s almost here.

Though it could need some tweaking.

Per the Seattle Times, a white iPhone 4 was spotted in public, though another handset constructed using leaked alleged official parts demonstrates issues with the camera flash.

Last week, a news producer in Seattle reportedly saw a white iPhone 4 at a Whole Foods store. The owner, an Italian man, reportedly claimed he was testing the device for Apple, and that it would go on sale in Europe in February.

The person claimed that the handset was modified so the iPhone 4 antenna issue which caused headlines earlier this year, no longer exists. According to The Seattle Times, the man also said that Apple was having problems keeping the edges of the device from yellowing.

Apple has repeatedly delayed the white iPhone 4, citing production issues. Rumors have suggested the color of the device has been a problem, though Apple has not clarified.

The news producer also snapped the following photo of the device spotted in the wild:

In other news, German web site MacNotes.de obtained what it says are official parts for Apple’s white iPhone 4. The site took a regular, black iPhone 4 and had the white external glass placed on it.

Though obviously not an official white iPhone 4, the site found that the camera flash had issues with the white glass, causing overexposed photos.

Finally, some Apple retail stores around the country began advertising over the weekend that the white iPhone 4 is set to debut in Spring 2011, according to The Unofficial Apple Weblog. Taking the season literally, that would mean the handset could debut at any point between March 20 and June 21.

Apple formally announced in October that the white iPhone 4 was delayed until Spring 2011. Apple also stopped advertising the hardware on its site after numerous delays.

Stay tuned for additional details as they become available.