Ticonderoga: iPhone 4 shipments to beat Q3 projections, iPhone 5 launch set for September

By on Jun 2, 2011 at 10:10 AM
mobile June 2, 2011

In a note to investors on Thursday, Ticonderoga Securities analyst Brian White raised his earlier projection for iPhone shipments in the June quarter. Following discussions with contacts in Taipei, White believes stable demand bolstered by the launch of the white iPhone 4 will now drive flat quarter-over-quarter iPhone shipments. The analyst had previously estimated that shipments would be down 15% compared to the second quarter. With the launch of Apple’s next-generation iPhone seemingly pushed back from June/July time frame, White says he is not seeing the typical pause in demand that has historically occurred in the June quarter. On the launch of Apple’s next iPhone, Ticonderoga is “picking up data points that suggest initial production at certain iPhone component suppliers will begin in July with volume production planned in August for the next-generation iPhone, supporting our view of a September launch.”

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  • http://www.droiddoes.com/ Norm

    Android is still number one in overall market hare so apple clearly has failed. This isn’t news.

    • Anonymous

      fuck urself troll

    • teninchfryingpan

      Obvious troll is obvious.

    • Anonymous

      Not hard to do when you have over 150 handsets out there with android on them and only two or three of them being any good. And they are competing with one iPhone. Sad really.

      • Anonymous

        People often make this ridiculous argument.  The fact that there are many Android handsets (not 150 as you foolishly suggest) speaks to the power of that platform.  It means OEM’s have chosen Android for investment.  The fact that Apple only has two handsets — and is currently tied to iTunes — is the Achilles Heel of the brand.  This is why Apple is destined to be only a single digit player in terms of total OS sales.

      • J. Williams

        I agree.

      • iPwn

        Except your statement is flawed. There is no “investment” to be made it is a free OS that saves company time so they don’t have to develop their own and can pump out more handsets. More handsets = lesser build quality (which is obvious) bleeding edge technology that is buggy (again obvious) and lack of support for updating to future version of android… Thus companys are now worried about one upping the next phone. Instead of funcitionality and build quality. Which is where the iPhone and apple far succeed. This is why android phones are compare to the iPhone and not visa versa

      • Anonymous

        That’s funny. I think you don’t understand the meaning of the word
        “investment”. Let me help. If HTC chooses to build Android handsets they
        need to hire people familiar with Android. They need to hire people
        to coordinate with Google. They need to hire people to market Android
        handsets. All of these things cost money. They are “investments”. They
        then determine if that investment, versus choosing another OS (like say
        Windows 7), makes sense from an economic perspective.

        As for build quality, your calculus is silly. Let me help again. If
        building more handsets necessarily meant reducing build quality then the
        Apple iPhone would be the lowest build quality as Apple clearly makes more
        handsets than individual Android handset makers, right? Bet you didn’t
        think about that before you posted your nonsense.

        Finally, Android handsets are not compared to iPhone. They are compared to
        other Android handsets. Here to help.

      • Anonymous

        OEMs “chose” Android because it was their only option and it was FREE. Some choice, huh?

        And yes, it was there only option, because when the choice was made, MS had no legit offerings. The case could be made that it still doesn’t.

      • Anonymous

        You’re wrong. Android is not their only option. They could have choose
        Windows 7. They could have chose to build their own OS. These are choices,
        right?

      • Anonymous

        I’m sorry just looked it up and I was wrong there are over 300 phones running android. How foolish of me.

      • Anonymous

        If you believe there are 300 different Android handsets you’re right, you
        are truly foolish.

      • Zac Caslin

        No there are over 100 different androids phones sold worldwide. And the OEM’s use android because it’s free and they can make as ugly as they want.

      • Anonymous

        Those were choices, huh? I guess OEMS could have CHOSEN to make a phone OS where all it does is squeal like a pig and flash lots of colors. That’s a choice, right?

        I was referring to legitimate choices. Apple was cleaning up with a unified, modern OS, and the OEMs were caught with their pants down. It wasn’t really a choice to spend a couple years developing their own modern OS, much less when competing against an entire ecosystem. Microsoft didn’t have a good offering at the time (Windows Mobile, lol). Apple wouldn’t license iOS. Blackberry isn’t for everyone.

        Then Google comes along with a FREE mobile OS that has potential to stand toe to toe with iOS. FREE. Sure there were bugs and until 2.0, it really sucked. But still, the OEMs now had a modern OS that could compete with iOS, one that they could customize, and one that was FREE and ready to go.

        So what choice did they have, really?

      • Anonymous

        I think you’re confused. Choice is the opportunity to do one thing or
        another. It involves free will. Nobody forced any of the OEMs to chose
        Android. They did this because they felt it was their best opportunity to
        build products that extended their brand and made money for their
        shareholders. Now, if someone, anyone had actually forced the OEMs to use
        Android you might have a point. As it stands, not so much…

        And you’re right, iPhone changed everything. Although it was not the first
        smartphone, it was revolutionary, a completely new way to imagine mobile
        communications. Android offered a way to catch-up quickly but nobody was
        forced to use the platform. Suggest otherwise is just silly.

      • Anonymous

        And if Apple had decided to license iOS what outcome do you think there would have been?

      • Anonymous

        If Apple had licensed iOS it would be the dominant platform by far. Of
        course, doing do so would have been completely out of character as the firm,
        Apple is a hardware maker, not a software company. In truth, there was
        never any chance Apple would have licensed iOS. This is the Apple roller
        coaster ride of boom and bust. Anyone older than 30 knows this. They have
        seen it all before. They will see it again.

        Apple competitors have a distinct advantage; faster hardware and software
        integration. Eventually, Apple devices — due to their one year cycles –
        will begin to look both under-powered and underwhelming. Apple will
        introduce a dual core device in September with more voice recognition
        capabilities and Samsung, LG and HTC will follow a month later with quad
        core devices running ice cream sandwich, software that runs on everything
        from your phone and tablet to your TV. Apple will never catch-up. They’re
        competing against too many innovative companies.

    • Rajeshjetti

      It is like saying a Toyota camry is a better car than a bmw because of the number of cars they sell.

      • Anonymous

        When did you last hear of hundreds of thousands of BMWs being recalled…?

    • Michael Scrip

      – “Android is still number one in overall market share so apple clearly has failed. ”

      If market share is your only yardstick for measurement… then yes.  

      But I think Apple is far from “failing”

  • Anonymous

    JUST because the iPhone is being released later, i’m not getting it. I am up for a new phone and am NOT waiting ALLLL summer to get it! Terrible decision on Apples part

    • Csb091

      Yeah, Apple should base their release dates on when YOU are ready for a new phone. Hahahahahaha

      • Anonymous

        yeah shut the fuck up, they get released at the same time every year and my iphone is broken and my contract is up, I was expecting to wait another few weeks and I am sure everyone else with an iphone who upgrades at the same time is disappointed too so… stfu.

      • Csb091

        Your name is right on retard, so suck a fart out of my ass.

    • Anonymous

      Terrible decision please tell me you are spoiled teenager somewhere and not someone who is some what important to a business. 

      Apple could barely keep up with worldwide demand for the GSM iPhone. They went ahead and launched a CDMA version on Verizon and other CDMA carriers around the world. Which added more demand. They now have a White iPhone. GSM customers won’t care but the CDMA customers fresh to the iPhone now have a White one and that creates more demand. 

      Apple needs to get ahead of demand if it wants to supply enough devices to the world. Look at the iPad 2  there are still people waiting worldwide for one. So, Apple pushes back iPhone 4S/5, iOS 5, to go with the release of Lion, because Lion brings them together but Apple also has more time to get ahead of production with iPhone 5. 

      They are also rumored to being launching the next iPhone for Sprint but seriously doubtful because again demand is to high already and that would make it worse.

  • Kyle

    Norm-  Android is leading because it is an OS that runs on several manufactures phones. Keep saying Android is beating iPhone all you want it just makes you sound stupid.

    • ManGeniusReport

       Same sad story from iPhans… did you sell a left nut to get a iPod nano too?

    • Anonymous

      Why do people keep saying there’s only one iPhone? There’s several iPhones — the iPhone 3GS is still being sold (for all of you who wants a 23 month-old phone, instead of an 11 month-old phone), the iPhone 4 – 4 gb, the iPhone 4 – 8 gb, the iPhone 4 – 16 gb, and the iPhone 4 – 32 gb.

      Besides, everybody talks about how terrible it is that there’s so many choices of Android phones to choose from. Since when is choice a bad thing? If I understand correctly, choice is often the catalyst for innovation.

      iPhanboys are morons.

      • Scott

        You’re the moron. They make a 16GB and 32GB iPhone 4. They don’t make a 4GB and 8GB. They do, however, make the 3GS in 8GB. Geez… at least get your GBs right. Troll

      • Anonymous

        Correction: Apple makes the iPhone 4 in only 16GB and 32GB models. They do, however, make the iPhone 4 — 16GB and 32GB in both black and white. Still 4 different models of the iPhone 4.

      • Michael Scrip

        Apple makes:

        8GB iPhone 3GS GSM
        16GB iPhone 4 GSM Black
        16GB iPhone 4 GSM White
        32GB iPhone 4 GSM Black
        32GB iPhone 4 GSM White
        16GB iPhone 4 CDMA Black
        16GB iPhone 4 CDMA White
        32GB iPhone 4 CDMA Black32GB iPhone 4 CDMA White

        At most… that’s 9 “different” iPhones.

        Now, how many Android phones are there?

  • Anonymous

    Norm doesn’t own an Android phone, just a good sense of humor; like when you laugh to yourself that a tornado hits a trailer park

  • Anonymous

    APPLE GOOD!!!! ANDROID BAD!!!!

  • Anonymous

    The reason why iOS market share remains stagnant is because 95% of people who want the iPhone have had 4 years to buy the iPhone and already have. I would be willing to bet that 90% of the new model iPhone sales come from current users wanting to upgrade. It’s not a bad thing though. It shows that the current people are happy with the iPhone. What doesn’t make sense is the argument that the iPhone outsells every other phone in existence. Of course it does. Apple isn’t competing with other phone manufacturers that use iOS. When Samsung makes a Android device, they are not only competing with the iPhone, there competing with other Android handsets. In the end, who really cares what OS has more market share or what company is more profitable. Does any of that effect the way you use your phone?

    • Anonymous

      “ I would be willing to bet that 90% of the new model iPhone sales come from current users wanting to upgrade. It’s not a bad thing though”

      Don’t bet on it.  The marketshare doesn’t mean the actual sales because the smartphone market is growing very fast, eating up the featurephone market.  The actual sales of the iPhone is increasing fast which goes against your claim.

      • Anonymous

        Yea, the reason why iPhone sales have grown these past 2 quarters are because of people who had the 3G are now upgrading to the iPhone 4 since it takes 2 years for there contract to run out. 

  • Yes_iHave_an_iPhone

    I just jizzed.. iPhone 5 can’t wait. Posting my White iPhone 4 32GB on craigslist now so I can save up to buy this thing retail! :D Can’t wait!

    • Anonymous

      WHITE IPhone? Ooooh! Hello Ducky! Look at my ever-so-gay phone!!!

  • Anonymous

    I would easily comeback to the iPhone if they allow unlocking and get back to normal SIM.

    Other wise I’m comfortable here with my “hummer phone”.

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