According to an unconfirmed report originating in the Korea Economic Daily newspaper, Apple will become Samsung’s largest customer in 2011. Citing anonymous industry sources, the report states that Apple is poised to spend $7.8 billion on parts from Samsung, which is one of the largest component suppliers in the world. Apple is known to have parts contracts in place with Samsung, but this staggering sum would make the Cupertino-based company Samsung’s single largest customer this year. The report states that liquid crystal displays, mobile application processors and NAND flash memory chips are among the parts Samsung has been contracted to supply for Apple. Apple and Samsung are also rivals in the mobile space, of course, with Apple’s iPhone and iPad competing directly with Samsung’s mobile phone and tablet lines. More →
In a note to investors on Tuesday, RBC Capital Markets General Manager Mike Abramsky issued the firm’s estimates for sales of Verizon Wireless’ iPhone 4 during its first week and first quarter of availability. Best on the firm’s pre-order estimates, RBC believes that first-week sales of Verizon’s iPhone 4, which goes on sale tomorrow, will surpass 1 million units. Channel inventory at launch is estimated to be between 1 and 1.5 million units, and Abramsky thinks the entire inventory may be depleted during the phone’s first week of availability. RBC also projects that between 3 and 4 million Verizon iPhone 4 units will be sold during the first quarter of 2011. Finally, RBC notes that its previous estimates of between 9 and 10 million Verizon iPhones being sold during the 2011 calendar year may be conservative. Verizon Wireless took pre-orders from existing subscribers on February 3rd and stated that the highly anticipated smartphone broke its previous first-day sales record in less than two hours. Pre-sales were available for a total of 17 hours and analyst estimates for total pre-sales on February 3rd are as high as 500,000 units.
Using a bit of guesswork, J.P. Morgan analyst Phil Cusick calculates that Verizon Wireless’ pre-sales of the iPhone 4 may have topped 500,000 units. In a note to investors on Monday, Cusick cited information contained within an earlier press release from Verizon Wireless to take a somewhat educated stab at pre-order totals. According to Verizon, pre-sales of the iPhone 4 broke the carrier’s previous first-day sales record in just the first two hours of availability. Cusick states that the prior record for single-day handset sales was 100,000 units, set by the Motorola DROID last November. Using that information along with the knowledge that Verizon Wireless and Apple continued to take pre-orders for another 15 hours before pulling the pre-order pages from their respective websites, Cusick estimates that over a half-million orders were placed. Cusick believes that Verizon’s iPhone 4 will go on to beat the DROID’s opening day, opening weekend and opening week sales totals, and he estimates that first-quarter iPhone sales will easily top the DROID’s fourth-quarter performance of 1.6 million units, as well. More →
Today is the day a bunch of folks who stayed up until the wee hours of the morning to pre-order will finally begin to receive their Verizon iPhone 4 deliveries. We just snagged ours, and after a bit of a hiccup with activation on the device itself (it failed multiple times until we restarted the handset), it’s been smooth sailing. We’ll obviously follow up with some thoughts on the device versus the AT&T-flavored version, but in the meantime, hit our gallery for an unboxing and some hands-on photos, alright?
Contradicting earlier reports suggesting AT&T might enable Apple’s new Personal Hotspot feature on February 13th, which would require a release of iOS 4.3 on or before that date, MacStories reports that Apple is set to issue the new software a day later on Valentine’s Day. The Apple enthusiast blog cites a reliable source in stating that Apple will release iOS 4.3 at 10:00AM PST on February 14th. Other unconfirmed reports have suggested that the new OS build would be made available before February 10th, when Verizon Wireless’ iPhone 4 is set to launch. Among the new features expected to be introduced in iOS 4.3 are AirPlay support for third-party native apps and Web apps, a new option to configure the iPad’s slide switch as mute or rotation lock, and of course Apple’s Personal Hotspot function, which turns the iPhone into a portable wireless modem. More →
We reported that Apple and Verizon Wireless both stopped taking iPhone 4 pre-orders yesterday evening, but that’s not the entire story. Verizon has announced on Friday that first-day sales of the iPhone were bigger than any first-day phone launch ever. Additionally, Verizon notes that this happened between the wee hours of 3-5AM — pretty remarkable, and more proof of just how many people have been waiting for Apple’s smartphone. Hit the jump for Verizon Wireless’ full press release. More →
As of shortly after 8:00PM EST on Thursday, Apple and Verizon Wireless have each stopped taking iPhone 4 pre-orders on their respective websites. Neither company has indicated specifically that pre-orders are sold out — only that pre-sale orders are no longer being accepted. Pre-orders became available for current Verizon Wireless subscribers at 3:00AM EST on Thursday, and Apple and Verizon Wireless had each previously indicated that inventory would be limited. No official details have been made available with regard to how many iPhone 4 units were sold today.
Are you waiting on the edge of your seat for that brand new Verizon iPhone 4 you stayed up all night to pre-order? We’ve been receiving tips that some devices pre-ordered this morning have already started shipping via FedEx standard overnight delivery, and should be arriving as early as 3:00PM tomorrow. Not a bad exclusive for existing Verizon customers, we’d say. Drop a comment below and let us know if your iPhone 4 has already shipped from Verizon, alright?
Accompanied by fluttering harps, shooting beams of light and a sustained angelic chorus, pre-orders for Verizon Wireless’ iPhone 4 went live on both Apple and Verizon’s websites early this morning. We received countless reports from eager customers who put in their orders for the highly anticipated handset overnight. Many were just checking in to share their elation with us, but as can only be expected when you combine a highly anticipated product, hoards of anxious customers and Web servers, we heard several tales of woe as well. Judging from the barrage of emails we received over the course of the night, Verizon’s system went down at least once around 4:00AM EST. We also heard from several readers who said it took them 30, 40, even 60 minutes or more to place their orders thanks to ridiculously slow page load times and repeated failed attempts to process orders. The frustration was enough to drive some subscribers away, it would seem; one would-be iPhone owner told us, “Forget it… I’ll just stick with my stupid BlackBerry.” It looks like most were able to persevere, however. How did you fare, readers? Sing us your songs of victory or bear your battle scars in the comments section below.
Apple has issued a reminder — as if we need one — that Verizon Wireless’ upcoming iPhone 4 will become available to pre-order starting tomorrow. We already detailed Verizon’s procedure for iPhone pre-orders, which the carrier will begin accepting at 3:00AM EST tomorrow, and now Apple has confirmed that it too will take pre-orders online. Pre-orders are on a first come, first served basis and are available to current Verizon Wireless subscribers only. Though no one knows how much inventory is available for pre-order, we can surely expect an announcement at some point tomorrow saying that pre-orders are sold out — regardless of how many orders are taken. Verizon Wireless’ iPhone 4 goes on sale for new and existing subscribers at 7:00AM local time on February 10th. Hit the jump for Apple’s press release and don’t forget to set those alarms. More →
In an email to current customers on Friday, Verizon Wireless confirmed that it will begin taking pre-orders for the iPhone for at 3:00AM Eastern Time next Thursday, February 3rd. The email confirms earlier rumors to the same effect. Only existing Verizon Wireless subscribers are eligible for pre-orders — AT&T iPhone users and others looking to open a Verizon account when purchasing a new CDMA iPhone 4 will have to wait until the phone becomes available to the general public a week later on February 10th. Pre-orders will be available on a first-come, first-served basis so interested parties may when to set an early alarm and get their pre-orders processed as quickly as possible.
Why 3:00AM? For one thing, 3 o’clock on the 3rd has a nice ring to it. For another, only very, very excited people will get up at that hour to place their pre-orders. Of course, there are plenty of very excited people out there, but getting the overly-anxious customers out of the way in the middle of the night means crashes and server issues are less likely during the day. Subscribers with individual accounts looking to place pre-orders on the 3rd can visit verizonwireless.com/iphoneorder, and enterprise customers should visit verizonwireless.com/businessportals.
The Associated Press reports that AT&T is quietly offering unlimited iPhone data plans to some iPhone customers despite having killed off its unlimited plan last year. AT&T discontinued its unlimited smartphone data plan this past June and switched to a capped structure, offering users 2GB of data each month for $25 or 250MB of data for $15. At that time, customers with $30 unlimited data plans we’re allowed to keep their plans or switch to one of the new, less expensive plans. According to the AP report, customers who opted to switch from the old unlimited plan to a new capped plan are now being given the option to switch back — presumably as part of a larger effort to dissuade would-be defectors. Verizon Wireless will release the iPhone 4 next month, and the carrier confirmed its plans offer unlimited data for a limited time at launch. More →
Apple on Wednesday posted details on its website surrounding voice, data and messaging plans that will be offered with the upcoming Verizon Wireless iPhone 4. The company also posted a utility intended to check subscriber eligibility, though it did not appear to be functioning properly at the time of this writing. Apple’s website confirms earlier reports that Verizon Wireless iPhone 4 users will only have two data options at launch: unlimited data for $29.99 per month and unlimited data with 2GB of Personal Hotspot and tethering services for $49.99 per month. Other plan details line up with current Verizon Wireless smartphone plans, for the most part:
- 450 minutes/month: $39.99
- 900 minutes/month: $59.99
- Unlimited minutes/month: $69.99
- Pay per use: $0.20 per SMS, $0.25 per MMS
- 250 messages/month: $5
- 500 messages/month: $10
- Unlimited messaging: $20
- Unlimited data: $29.99
- Unlimited data with 2GB for Personal Hotspot and tethering: $49.99 ($20 per GB for overages)
The only difference between the iPhone voice and messaging plans compared to Verizon Wireless’ standard plans appears to be the $20 unlimited messaging option. With other smartphones, the $20 messaging option affords subscribers 5,000 messages per month, and the carrier charges $0.10 per message for overages.
UPDATE: The pages have been pulled from Apple’s website as of approximately 10:50AM. More →