Daniel Amir, analyst with Lazard Capital Markets released reports that Apple is to begin production of the largest iPhone yet. The model housing 32GB of flash memory and a low-end 3G.
Amir discusses the development of the model however says that it may firstly be released in emerging markets of Brazil, Russia, India, and China, while the high-end version is expected to make its way to North America and Europe. Although having double the capacity, the model is expected to run on a 3G network, rather than on WiFi. The number of units looking to move Amir believes is 3.8 million to four million in the first quarter, while Wall Street is anticipating three million to 3.5 million units.
Noted in the report Amir says that "about 20 percent of all NAND capacity goes to Apple, and its impact on the NAND market should not be underestimated...NAND prices should move up further off the Apple orders. We believe that with the new iPhone design which could include 32GB NAND, Apple is setting the stage for another potentially big flash order starting in April. With the potential for 3 million units to be shipped in 2Q, we believe the magnitude of such an order could enable prices of NAND components to move up an additional 20 percent in the (first half) of 2Q."
[via Silicon]
What does its capacity have to do with what network it runs on?
“firstly be released in emerging markets of Brazil, Russia, India, and China”
I call bullshit. Why would Apple release ANYTHING to emerging markets before it’s own home turf? They’ve never done that before, why would they start now?
Also, as Matthew pointed out, what does capacity have to do with the network it runs on? And since when does it have to choose either 3G OR WiFi? Placing large orders of a product also doesn’t make the price go UP, it goes DOWN. This is a poorly written April fools joke.
What is today’s date??????
Hey guys, just to let you know, information about the 32GB iPhone has been referencing the same report from Apple from before April 1.
I dont want to be rude but do you have any clue what your talking about?
“Although having double the capacity, the model is expected to run on a 3G network, rather than on WiFi. ”
I think I can speak for everybody in saying this doesn’t make sense; the new phone will run on 3g and will be compatible with Wifi.. as it was with the last phone.
Come on guys read carefully, the 3G only iphone is the low end model, not the 32Gb higher end one.
Yes, you guys did not read it correctly…the 3G reference was in regard to the low end model that is designed to appeal to emerging markets. There had been talk of a low end product that would be only WiFi, but this report claims to have sources saying it will be a 3G model. Apple has been studying an emerging market product for a long time.
With regard to pricing with NAND, they are a company with a finite production capacity that can not be turned on a dime. If they have one large order for a product, it limits supply and therefore causes the price of their product to go up.