Equity Firm’s Report Points Toward Two Architecturally Unique iPhones in Development

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Date: Wednesday, April 1st, 2009, 08:53
Category: iPhone

3giphone.jpg
A report released by little-known equity research firm Lazard Capital Markets could points towards two architecturally distinct models of iPhone being developed for release this year.
“Our checks confirm that two versions of iPhones will be introduced this year,” Lazard Capital Markets semiconductors analyst Daniel Amir wrote in the opening paragraph of the report. “Production of the new phones should start at the beginning of April and will ramp in May.”
According to AppleInsider, the analyst stated that both models are likely to be introduced in June, one being a “high-end” model while the other represents a “low-end” version.
Unlike analyst reports earlier this year, which suggested Apple was developing a scaled down iPhone in addition to a new high-end model as part of a volume play, Amir said he believes the two models will target different geographical regions rather than different classes of consumers.
“We believe it is possible that the two phones will be aimed at different regions,” he wrote. “The high-end version is expected in North America and Europe, and the low-end version may be for the BRIC countries [Brazil, Russia, India, and China] or China only.”
Amir suggested that the high-end version will have video capability, a better camera and 32GB of storage. Tthe low-end version will include less storage, no video functions, and possibly lack Wi-Fi (a move which could potentially cater to the demands of Chinese wireless carriers).
Last fall, stories emerged that wireless carrier China Mobile had asked Apple to supply iPhone handsets with both Wi-Fi and 3G features disabled.
In addition, various code strings present in the first external beta of iPhone OS 3.0 have been titled “iPhone 2,2″ and “iPhone 3,1″. Apple makes changes to the first numeral in these kind of identifier strings to distinguish products from their predecessors or family members only when there’s a significant architectural difference between the two.
Within the report, Amir also told clients that iPhone shipments for the first calendar quarter of the year ending tomorrow could come in as high as 4 million thanks to record shipments for the month of March.
“Our checks suggest that March iPhone shipments have been much stronger than previously expected and may reach 1.5 million units, which is the highest level over the past five months,” he said. “Total iPhone shipments in [first quarter of 2009] are therefore tracking slightly higher than Street expectations of 3-3.5 million units and could reach 3.8 to 4 million units.”
The analyst then went on to suggest that second quarter shipments could surge as high as eight million units.
“April shipments, including both the current and new versions of the iPhone, could increase 40%-50% month-over-month, and be up another 20%-30% month-over-month in May,” he wrote. “Accounting for the new versions of the iPhone shipping in April, total iPhone shipments in [the second quarter] could reach 7-8 million units, which equates to approximately 3-4 times last year’s shipments during the same period.”
If you have anything to add to this, please let us know in the comments or forums.


3giphone.jpg
A report released by little-known equity research firm Lazard Capital Markets could points towards two architecturally distinct models of iPhone being developed for release this year.
“Our checks confirm that two versions of iPhones will be introduced this year,” Lazard Capital Markets semiconductors analyst Daniel Amir wrote in the opening paragraph of the report. “Production of the new phones should start at the beginning of April and will ramp in May.”
According to AppleInsider, the analyst stated that both models are likely to be introduced in June, one being a “high-end” model while the other represents a “low-end” version.
Unlike analyst reports earlier this year, which suggested Apple was developing a scaled down iPhone in addition to a new high-end model as part of a volume play, Amir said he believes the two models will target different geographical regions rather than different classes of consumers.
“We believe it is possible that the two phones will be aimed at different regions,” he wrote. “The high-end version is expected in North America and Europe, and the low-end version may be for the BRIC countries [Brazil, Russia, India, and China] or China only.”
Amir suggested that the high-end version will have video capability, a better camera and 32GB of storage. Tthe low-end version will include less storage, no video functions, and possibly lack Wi-Fi (a move which could potentially cater to the demands of Chinese wireless carriers).
Last fall, stories emerged that wireless carrier China Mobile had asked Apple to supply iPhone handsets with both Wi-Fi and 3G features disabled.
In addition, various code strings present in the first external beta of iPhone OS 3.0 have been titled “iPhone 2,2″ and “iPhone 3,1″. Apple makes changes to the first numeral in these kind of identifier strings to distinguish products from their predecessors or family members only when there’s a significant architectural difference between the two.
Within the report, Amir also told clients that iPhone shipments for the first calendar quarter of the year ending tomorrow could come in as high as 4 million thanks to record shipments for the month of March.
“Our checks suggest that March iPhone shipments have been much stronger than previously expected and may reach 1.5 million units, which is the highest level over the past five months,” he said. “Total iPhone shipments in [first quarter of 2009] are therefore tracking slightly higher than Street expectations of 3-3.5 million units and could reach 3.8 to 4 million units.”
The analyst then went on to suggest that second quarter shipments could surge as high as eight million units.
“April shipments, including both the current and new versions of the iPhone, could increase 40%-50% month-over-month, and be up another 20%-30% month-over-month in May,” he wrote. “Accounting for the new versions of the iPhone shipping in April, total iPhone shipments in [the second quarter] could reach 7-8 million units, which equates to approximately 3-4 times last year’s shipments during the same period.”
If you have anything to add to this, please let us know in the comments or forums.

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