August 9, 2010 Leave a comment
If you haven’t heard yet, there are rumors that Apple has ordered “hoards”, yes that is right – “Hoards!!” of CDMA chipsets from Qualcomm. If you read my early posts, you would know that Qualcomm is the company that developed the CDMA network and is what the Verizon network utilizes to provide its mobile services (Sprint does as well, but would they order “Hoards” of chipsets? I think not)
Anyway, in addition to this news, what is not as well known yet (although it’s becoming more wide spread, like the Easter Bunny getting laid off this past April – you didn’t know?) is a statement referenced in a recent AT&T SEC filing. It read:
In addition, offering a number of attractive handsets on an exclusive basis distinguishes us from our competitors. As these exclusivity arrangements end, we expect to continue to offer such handsets (based on historical industry practice), and we believe our service plan offerings will help to retain our customers by providing incentives not to move to a new carrier.
Wait, what did you say AT&T??? As these exclusivity arrangements end… So how many arrangements do you think they have right now? The only one I know of is the one for the iPhone. Yes, we pretty much had an idea it ended this year, but there were rumors it would be extended or was not ending. Now it seems to just about be confirmed that it will end, opening the playing field to other providers.
So when is the iPhone coming to Verizon? As I have been preaching, I would target a date around early January of next year, with an announcement not coming until next year, as to not disrupt the Christmas shopping season. Many might argue pre-holiday season would be ideal, but in this case I think it would only be a bad publicity stunt. Verizon would cause mass demand on their network and on the iPhone itself, plus cannibalize Android sales. The iPad could also suffer, with people like myself waiting to see if it would be coming on the Verizon network and holding off on a current model that is on AT&T (possibly upsetting Apple – I’m sure Verizon doesn’t care much about what AT&T thinks on this topic). Again, just my thoughts, and nothing factual.