Janney Capital Markets analyst Bill Choi believes Apple’s success with the iPhone will continue to sky rocket. Choi estimated recently that Apple will ship 87 million iPhone units this year and 107 million during 2012, a 27 percent increase year-over-year. Apple’s growing number of carrier partners will be the primary catalyst for the growth, Choi said, noting that 228 wireless carriers offered the iPhone in a total of 105 countries during the third quarter of this year. “There are still a handful of major carriers worldwide that have yet to carry the iPhone. Potential deals with Sprint (52.1M subscribers), T-Mobile (33.6M subscribers), China Mobile (628M subscribers) and other large international carriers pose a catalyst to fuel iPhone sales,” Choi wrote in a research note. Despite a recent rumor that suggests Apple will sell a new iPhone with support for T-Mobile’s “4G” network, statements from T-Mobile USA chief marketing officer Cole Brodman have suggested that T-Mobile USA will not carry the iPhone this year. Apple will unveil its new iPhone lineup on Tuesday and is currently expected to launch an improved model as well as a watered down and more affordable version of the current iPhone 4. More →
Apple will turn to Samsung and Chimei Innolux to supply display panels for its iPad 2 after LG’s panels failed to meet Apple’s quality requirements. The quality issues with LG’s displays forced the company to miss its July monthly shipment goal by 1 million units, DigiTimes said. Reportedly, LG’s LCD backlight units failed during Apple’s drop tests. LG had hoped to ship 4 million LCD units per month during the third quarter, but only shipped an estimated 2.5-2.6 million units in July. Samsung, by comparison, provided the Cupertino-based firm with two million displays, or twice its monthly average. Chimei Innolux shipped 450,000 units during the month and the company has a new monthly shipment goal of 1 million – 1.5 million units. Despite quality issues, LG is expected to remain the top supplier of LCD displays, and rumor has it the Korea-based company is also working on new Retina screens for the next-generation iPad. More →
Apple will surpass HP has the world’s largest notebook vendor in 2012, according to DigiTimes. There’s one catch, though: that statement is only valid if tablet PC sales are included in the overall “notebooks shipped” figure. Here’s how it could work: tablet PC shipments are on track to top 60 million units this year, and Apple has a 60% grip on that market thanks to an expected 40 million iPad shipments this year. Analysts think that 80 million tablet PCs will ship next year, and they project Apple will move 60 million iPads alone — a 40% share of the market. DigiTimes also said that the Cupertino-based firm could ship 15 million MacBooks next year, for a total of 75 million “notebooks and tablets” shipped. HP, on the other hand, is on track to ship 45-50 million notebooks this year. DigiTimes did not address HP’s new TouchPad tablet, the company’s 7-inch webOS tablet rumored to be waiting in the wings, or the possibility of the company creating and shipping tablets running Microsoft’s new Windows 8 operating system. More →
According to 9to5Mac, some Verizon iPad 2 units are being recalled to Apple, including devices mid-shipment. If an iPad 2 comes in with a specific serial number, Cupertino is asking that store employees ship the device back to Apple. Several customers who ordered the iPad 2 have also received “returned to sender” notices from FedEx, too. It’s currently unclear what was wrong with the batch, or if this will stall new shipments, but here’s to hoping that Apple and FedEx sort it out quickly. More →
According to a hidden page on ThreeUK’s website spotted by 9to5 Mac, the white iPhone 4 could be delivered to some customers as soon as this Wednesday, April 20th. Apple has failed to launch the white version of the iPhone 4 in the 10 months since it made the official announcement, but earlier this year the Cupertino based company confirmed that it would launch the new hue this spring — after which floods of information about the device’s launch date began to spill. In March, an analyst suggested that Apple would begin shipping the device in April. Just last week, sources confirmed to Bloomberg and The Wall Street Journal that the launch was imminent and would likely occur in the coming weeks. If you’ve been holding off for a white iPhone, it looks like your wait is coming to an end. More →
Apple may have revamped its online ordering system in an effort to prevent close-watchers from trying to figure out just how many iPad 2 units have shipped, according to sources speaking to AppleInsider. When the original iPad launched, users from Investor VIllage AAPL Sanity Board were able to figure out the number of iPad sales by comparing the order numbers. This year, however, orders are shipping with a randomly generated number. That means that you can’t look at order numbers to get a ballpark figure of how many iPad 2 units have shipped. That sounds like a logical move for Apple, which probably wants to keep sales figures close to the vest until it can announce an official number on its own. Oddly, though, Apple has not yet released any numbers in relation to how many iPad 2 tablets it has shipped. Analysts have estimated that Apple may have sold 1 million iPad 2s during its opening weekend, but we figure Apple would have made an announcement by now if that was fact. In any case, most retailers sold out of the device immediately, and as of yesterday there were still lines at the 5th Avenue Apple Store in NYC. So one thing is for clear: there’s certainly a large consumer demand. Enough for one Apple spokesperson to claim sales were “amazing.“
According to an unconfirmed report, numerous Apple Stores will be opening their doors one hour early on Tuesday as new iPad 2 shipments arrive across the country. Several shoppers seeking the new tablet today have reportedly been told by Apple retail staff that new shipments are incoming, but the iPads will not be available for sale until tomorrow. The report claims to have confirmed early openings with several Apple Store locations, though BGR placed calls to four Apple Stores and none would confirm early hours tomorrow. A retail employee at one Apple Store did say that a new iPad 2 shipment was expected today or tomorrow. Apple’s iPad 2 launch was met with tremendous demand, with some analysts estimating that Apple sold nearly 1 million units this past weekend. Apple has not issued any sales figures yet, saying only that “demand for the next generation iPad 2 has been amazing.”
UPDATE: BGR readers George F., Efraim and others have emailed us to confirm that their local Apple Stores will indeed be opening an hour early tomorrow. Interestingly, three different stores we’ve been told about said they would open early but would not be receiving a new iPad 2 shipment until later this week or early next week. The plot is thickening, but we would definitely recommend calling your local Apple store before calling in sick tomorrow. More →
The DROID X proved to be extremely popular today, as the first production run is now sold out online. Folks looking to avoid the dreaded mail-in-rebate by buying online will now have to wait until July 23rd for their handset to ship. In-store sales have been equally strong with most stores selling through their launch day inventory. If you didn’t snag a DROID X yet don’t despair, additional shipments are expected to replenish the brick and mortar stores in the upcoming days.
Thanks, Jeff! More →
Yep, it’s time to move that inventory fellas. Before next month rolls around and a new updated model turns the iPhone 3G into yesterday’s news, Apple has taken a step towards clearing out its current inventory by offering to direct ship iPhone 3G orders for free. Presuming you don’t want to wait to hear what Apple has in store next month — from what we’ve heard so far it looks like we may be looking at a very modest update — and making your way over to AT&T’s site requires too many button presses, you can now order direct from the Apple Store and have your shiny new iPhone within days. Pricing is still the same — for now — so this is likely a first step in a series of efforts to make room for iPhone part trois.
Thanks to everyone who sent this in!