9to5mac has got pricing for the iPhone 4S (N94) that Apple is announcing today. According to their source, the price of the unlocked iPhone 4S 64GB will replace the price of the current iPhone 4 32GB. In addition, the price of the new iPhone 4S 32GB will replace the price of the current iPhone 4 16GB.
It’s highly likely that the prices will be as follows (with contract): iPhone 4S 64GB - $299, 32GB - $199, 16GB will drop down to $99 in the United States. The iPhone 4 8GB (N90A) will most likely cost $49, which will replace the current $49 iPhone 3GS price point. As for iPhone 3GS there are rumors that it will be free with contract.
Some analysts predict that Apple could keep its iPhone 3GS longer than predicted. The company might, probably, offer their handset for free on contract. As far as we know, the two-year old iPhone 3GS still remains the second best-selling smartphone in the United States of America. The first place belongs to the iPhone 4. Such situation only confirms suggestions that cost of a device is the key factor in customers' purchasing decisions.
Yesterday Mike Abramsky, analyst at RBC Capital Markets, issued a new research note where he told us about his expectations for the today’s iPhone event. Many of his predictions are in line with recent rumors we’ve heard - HSPA+ iPhone 4S or 5 based on an A5 chip – he also believes that Apple keeps offering iPhone 3GS alongside the new smartphone(s).
We expect Apple to reduce the price of the prior iPhone 4 to $99 subsidized ($499 unsubsidized) and the iPhone 3GS to $0 subsidized ($399 unsubsidized, see 11/06/29 note for more detail and rationale); the prior iPhone 4 may be available only with 8GB memory.
TUAW reports that iPhone 5 and iPhone 4S were revealed on i-Wireless, prepaid cell phone section of the Cincinnati Bell website. Cincinnati Bell is a regional carrier in the US, not a major carrier like AT&T or Verizon. Information was quickly removed from the site, but we have couple screenshots
iPhone 5 was accompanied by a $639.99 price tag and a handful of specs: 32GB, 8MP camera, 4" screen and 4G data speeds. These specifications align with most of the rumors that we've heard about the device.
Today Amazon announced their tablet called Kindle Fire. It has 7" IPS display, custom android OS, weights 413g, has 8Gb of storage, Wifi. Unfortunately it does not have 3G. The price is attractive though - $199. Shipments start November 15.
Apple has reportedly sent out invitations for a media event set for October 4th. As far as we know the event will take place at Apple’s headquarters in Cupertino. If you look at the invitation posted above, it becomes clear that this media event will obviously focus on the next-generation iPhone - the tagline for the banner is “Let’s talk iPhone”. The invitation also includes four Apple’s applications: Calendar, Clock, Maps, and Phone. We suggest that all applications may be connected with the new system of voice recognition that Apple is focusing on now – Assistant that is waited to appear on the iPhone 5.
Apple is expected to unveil two iPhone's during this media event. The next iPhone 5 is rumored to feature the company’s A5 processor, 1 GB of RAM and a 8-megapixel camera, iOS 5 with iCloud integration. The iPhone 4S is expected to be a low-price smartphone.
JPMorgan analysts have recently predicted that Apple slashed its fourth quarter iPad production plans by 25%, suggesting significant price cut. But The Wall Street Journal believes that such argument is insufficient to make these predictions. Other analysts not that Apple appears to have actually accelerated production ahead of the holiday shopping season. Sources also indicate that Apple plans to begin production of the iPad 3 at the end of the fourth quarter or early in 2012, so accelerating production now, the company tries to ease that transition.
We believe chatter regarding iPad production cuts are misleading – we have seen pull-ins, not cuts. We have noted recent comments by competitors discussing iPad production cuts for 4Q. Our recently published AAPL supply-chain checks noted a sequential decline in 4Q iPad builds from 17 mln-19 mln units in 3Q to 11 mln-13 mln units in 4Q. However, the 4Q sequential decline was accompanied by an increase in 3Q builds, leading us to conclude that production was likely pulled-in from 4Q to 3Q.
Some analysts suggest that the fourth quarter production cuts may be connected with shifting some production to Brazil by the end of the year.
Appleinsider reports that analyst Chris Whitmore from Deutsche Bank is predicting Apple will release two devices next month - a redesigned aluminum unibody iPhone 5 and a low-end iPhone 4S.
The 'iPhone 4S' will have a material cost lower than $150. This will let Apple sell the device for the price between $300 and $350 without a subsidy. The device is described as 8GB iPod touch with a cellular antenna. We've heard these rumors for a long time.
Whitemore also said he expects the iPhone 5 to be a completely redesigned smartphone with an aluminum unibody construction to replace the glass back on the current device. It will have a better camera and slightly larger screen.
The first hearing over Samsung’s claims that Apple’s iOS devices violate the Samsung’s wireless patents has already begun in The Hague.The Korean company requested to ban Apple’s devices in The Netherlands.
Research firm Gartner has published sales forecasts for the tablet market, stating that a lack of momentum from competitors will allow iPad to be absolute leader during the holiday shopping season. Looking further ahead, Gartner predicts that Apple will maintain more than 50 percent share of this market segment through 2014 even as Research in Motion’s QNX and Microsoft's Windows 8 platforms are expected to build up some momentum. Research vice president at Gartner Carolina Milanesi explains:
“This is because Apple delivers a superior and unified user experience across its hardware, software and services. Unless competitors can respond with a similar approach, challenges to Apple’s position will be minimal. Apple had the foresight to create this market and in doing that planned for it as far as component supplies such as memory and screen”.
Gartner has lowered its estimates for sales of Android tablets in 2011 by 28% over second quarter’s projections, noting very weak adoption due to its interface issues, high prices and limited app availability.
The company expects that Android will see growth as Google releases its next-generation Android’s "Ice Cream Sandwich" and addresses fragmentation across the Android ecosystem. However, according to Gartner's sales forecasts, Android tablets will not catch up the iPad by the end of projection period of 2015.