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July 25, 2012




Agree. Apple doesn't need to look at it since there is nobody challenging them on this one.

My point is that if operators see any opportunity to introduce something that makes Apple's life tougher in terms of the subsidies, they surely use it.

Sprint is the second one recently coming out in public, complaining about the subsidies. Verizon did it some time back.

Having said this, I fully acknowledge e.g. TMO US, who openly said they need to reduce their own staff by 1,900 people, blaming they didn't have iPhone and lost market share due to that.

Nevertheless, if someone says there's no room for another - call it ecosystem or whatever - I tend to disagree.

And naturally, fancy HW/SW is needed and I'm not sure if anyone is able to deliver it.



I guess Nokia's adventures in Japan, along with Vodafone (who years back bought J-Phone and is known today as Softbank) tell the story how Japan is different. In both operating in there as well as for them operating outside Japan. Based on this history, I'm not sure if a Western culture CEO would survive the challenge. ;-)

Then about China Mobile. Let's remember that the LTE they will be using is the "China originated" TD-LTE, not FDD LTE like in most countries of the World. Surely, TD-LTE has already penetrated globally further than TD-SCDMA ever did or will ever do, but still, it remains smaller that main stream LTE (of the 89 commercial LTE networks, just 9 are based on TD today). Apple has promised a device for TD as well, but when is the need? CMCC says 2013, Government says later. Does CMCC remain an opportunity to come up only later - in terms of LTE?


Nokia ends Meltemi


Nokia abandons Meltemi -- two more links

Interesting quote in the second article:

"The important factor for Nokia is driving Windows Phones prices low enough to bridge the gap with the feature phones Asha range -- that should happen in 2013," said Cunningham.

I thought the hardware requirements for WP 8 were too high for the feature phone price range.


I believe the Qualcomm chip expected to be used in the next iPhone will incorporate China's TD standard, and make it much more likely that a China Mobile deal results in a released product. Apple's DNA of minimizing models has likely led to Apple's lack of urgency to meet China Mobile's financial demands. I'm sure Apple has already worked on TD-SCDMA phones the last two years, and probably found that they needed a specific China Mobile model in order to avoid making "unacceptable-to-Apple" iPhone compromises.

Tomi, I find it ironic that as you finally see this Apple pattern as normal, and suggest the need to look at rolling 12-month sales when analyzing Apple, that I start to be concerned with the sales result. I don't really buy the Apple excuse of rumor-impact as most rumors have pointed to Sep-Oct this year. Last year, there were more June release rumors. Rather, I see the lack of new carriers and markets, and possible saturation of old markets as the cause for just 28% yoy growth. Last year, the 3rd quarter after iPhone release (Jan-Mar) received two boosts- Chinese New Year and Verizon. I still expect a huge Oct-Dec quarter, but it will fall short of 100% yoy growth due to supply issues. I just don't see how Apple can maintain both secrecy AND 50m unit launch quarters as the supply chain will need to ramp and become a source of leaks, but maybe they will surprise me.


My guess is that Apple sells 20 million iPhones in Calendar Q3 and 50-55 million in Calendar Q4.



The wife and I have ZTE Android phones (Blade and Skate respectively). 600MHz, 512MB, 1250mAh. Both work fine, not a ball of fire by any means but more responsive than a Windows 7 PC. 800x480 screens on these budget phones. Battery life several days unless wi-fi is turned on.


Dilbert on Nokia. ;)


Excellent Ryan! :)


@vladkr: brilliant idea! ;-)


Nokia, strong buy!


I like iphone 4s.My point is that if operators see any opportunity.

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if it released more iPhone models per year to balance out the sales (and also gain significantly more sales, market share and profits).


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The iPhone 5 isn't flawless. The hardware is not really the problem, but a lack of OS improvements. The saying used to be Apple knew what we wanted before we did. The current truth is its customers are much more informed in regards to technology and the industry.

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