3G iPhone Report Of The Day: It's Delayed - InformationWeek
IoT
IoT
Mobile
Commentary
5/29/2008
03:25 PM
Eric Ogren
Eric Ogren
Commentary
50%
50%

3G iPhone Report Of The Day: It's Delayed

Quick, everyone panic! Apple's stock is going to tank if this one is true! German cell phone chipmaker Infineon said that it is seeing less demand for its HSDPA chips than it was expecting for some big, unnamed project (hint: 3G iPhone). Surely this means Apple is delaying the 3G iPhone's launch. Right? As Mr. Spock would say, "That's highly illogical."

Quick, everyone panic! Apple's stock is going to tank if this one is true! German cell phone chipmaker Infineon said that it is seeing less demand for its HSDPA chips than it was expecting for some big, unnamed project (hint: 3G iPhone). Surely this means Apple is delaying the 3G iPhone's launch. Right? As Mr. Spock would say, "That's highly illogical."This latest bit of fluff is being backed up by analysts. (Stop laughing. I mean it.) Infineon recently issued a profit warning. In that warning, it said dampened demand for its 3G HSDPA chips will be hurting its bottom line. OK. Sounds reasonable so far.

You might recall that Infineon was one of the supposed suppliers of parts for the 3G iPhone. A bit of code seen in the iPhone SDK listed a part number that matched one of Infineon's chips, and it was thus supposed that Infineon was providing the "3G" part of the 3G iPhone. Of course, this was never confirmed by Infineon or anyone else authorized to speak on the matter.

Anyway, you can see where this is going. Reuters quotes UBS analyst Nicolas Gaudoius as saying, "In our view the profit warning has been caused by ramp changes of next generation iPhone." JPMorgan analyst Sandeep Deshpande also chimed in. He said, "It could be possible that the lower volumes in the certain platform ramp cited could be Apple reducing the initial launch volume."

They are assuming that Infineon is actually supplying the chips for the 3G iPhone. Even if it is, it seems they have failed to consider that Infineon supplies chips to other companies. What if the project in question is a Nokia phone, or a Sony Ericsson phone? Automatically tying the lowered chip orders to the iPhone borders on absurdity.

Then there's the issue of "lowered launch volumes" to consider. This just doesn't make much sense. People want the 3G iPhone. Interest is high. The number of people lining up to get one when they become available will likely be high. I can't see Apple seriously throttling the supply at launch to create some silly supply/demand fever.

A very reliable source has told me that the iPhone will be announced on June 9, and it will be available on June 18. That has not changed. So where's the delay?

Comment  | 
Print  | 
More Insights
Comments
Newest First  |  Oldest First  |  Threaded View
How Enterprises Are Attacking the IT Security Enterprise
How Enterprises Are Attacking the IT Security Enterprise
To learn more about what organizations are doing to tackle attacks and threats we surveyed a group of 300 IT and infosec professionals to find out what their biggest IT security challenges are and what they're doing to defend against today's threats. Download the report to see what they're saying.
Register for InformationWeek Newsletters
White Papers
Current Issue
2017 State of IT Report
In today's technology-driven world, "innovation" has become a basic expectation. IT leaders are tasked with making technical magic, improving customer experience, and boosting the bottom line -- yet often without any increase to the IT budget. How are organizations striking the balance between new initiatives and cost control? Download our report to learn about the biggest challenges and how savvy IT executives are overcoming them.
Video
Slideshows
Twitter Feed
Sponsored Live Streaming Video
Everything You've Been Told About Mobility Is Wrong
Attend this video symposium with Sean Wisdom, Global Director of Mobility Solutions, and learn about how you can harness powerful new products to mobilize your business potential.
Flash Poll