CDMA-enabled iPhone 4 May Appear In India And China


Yesterday analyst Katy Huberty from Morgan Stanley released another note for investors where she forecasted that Apple will sell 72 million iPhones 4 in current calendar year. Wall Street analysts in turn expect only 60-65 million Apple's handsets will be actually sold in 2011.

Katy is optimistic about the appearance of Verizon iPhone and notes that according to the proprietary Morgan Stanley survey, this year the largest network of the US will be increased by 7-8 million iPhone users, while totally there will be "10-11 million incremental shipments, including those who switch to Verizon".

"If near-term demand from Verizon customers isn’t noticeably impacted by the expected iPhone 5 launch in mid-2011, we expect our iPhone estimates to move higher over the next three months".

The support of CDMA technology by iPhone allows to suggest Apple may soon offer its handset with other carriers:

"Apple’s multi-year, non-exclusive agreement with VZ opens up the possibility of Apple adding other carriers in the US including T-Mobile and Sprint. What’s more, we expect CDMA carrier announcements including China Telecom and Reliance in India over time."

Previously it was reported that China Telecom is already negotiating with Apple. Two rival Indian CDMA carriers Reliance and Tata Teleservices were also found to be in talks with Apple over CDMA-enabled iPhone, according to the Wall Street Journal.

India and China are known as the two fastest growing mobile markets, which means that bringing iPhone 4 to this countries may substantially increase Apple's profit.

It is interesting to notice that Katy Huberty's list of future CDMA carriers for iPhone doesn't include China Mobile, which is the world's largest wireless provider with approximately 570 million customers. This may be explained by the fact that its network works on its own proprietary 3G TD-SCDMA standard that requires iPhone 4 to be customized.

Though rumors have it Apple and China Mobile have been negotiating for a while, it is still unknown whether the world's largest wireless provider will carry the iPhone soon.

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