Mac news from outside the reality distortion field
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May 12, 2008, 9:08 am

Apple rings up four new iPhone deals in Asia

The week opens with fresh reports of iPhone agreements with overseas carriers, as Apple (AAPL) continues its push to roll the Web-browsing cellphone out beyond the United States and Europe.

The Wall St. Journal, BBC and other sources reported on Monday that Apple and SingTel have signed deals to bring the iPhone to four countries in the Asia-Pacific region. SingTel, with 124 million mobile subscribers, is said to be the largest Asian provider outside the People’s Republic of China. The deals involve SingTel and three of its subsidiaries:

  • SingTel will bring the iPhone to its 2.3 million subscribers in Singapore
  • Bharti Airtel will offer it to its 64 million customers in India
  • Globe Telecom will offer it to 21 million subscribers in the Philippines
  • Optus will offer it to its 7 million customers in Australia.

Australia and India were among the countries that Vodaphone (VOD) said last week that it was covering (see here) — further evidence that Apple is signing contracts that don’t offer exclusivity.

Below: an update of CdnPhoto’s map of the iPhone world, redrawn to include the latest developments.

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April 8, 2008, 2:25 pm

Unlocked iPhones: $471 in China, $625 in Turkey

Hats off to Silicon Alley Insider for their continued coverage of the overseas iPhone market.

Last week, Henry Blodget plucked a pseudonymous post from a New York Times comment stream and re-published what may be the smartest analysis to date of what’s driving the extraordinary demand for iPhones overseas, especially in emerging markets (see “Tantrum” here).

Today, Dan Frommer treats us to an informal survey of the going rate for those iPhones once they are unlocked and put up for sale. The results, grabbed from Craigslist or their local equivalents (Molotok, anyone?), are posted at right. For comparison, he notes, Apple (AAPL) sells the 8 GB iPhone for $399 in the U.S. and the 16 GB model for $499. (link)

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March 5, 2008, 7:25 am

Analyst: Apple to exceed 10 million iPhone goal by nearly 30%

iphone.pngNot much news was committed by Apple (AAPL) at its annual shareholders’ meeting Tuesday in Cupertino — although the shareholders did manage to make headlines by passing a referendum (which the company opposed) that gives them a nonbinding say on executive compensation. “I’m hoping that the ’say on pay’ proposal will help me with my $1 a year,” Jobs quipped after the measure passed.

But as Piper Jaffray analyst Gene Munster points out in a report to clients Wednesday, Apple did clear up one nagging ambiguity: does the company’s oft-stated goal of selling 10 million iPhones in 2008 mean that it hopes to sell 10 million phones within this calender year, or 10 million phones between June 29, 2007 and Dec. 31, 2008? It’s a question often argued in heated words in the comment threads of Apple blogs (including this one). “We confirmed with Apple,” writes Munster, “that the goal is to sell 10m iPhones ‘in CY08′ alone.”

Munster goes on to say that, according to his models, Apple will easily beat that target. “We are currently modeling for 12.9m iPhones in CY08,” he writes. “Exceeding the goal by 2.9m units or 29%.”

To do that, Apple will have to expand the market for iPhones in Europe and Asia, something it has said it plans to do this year. COO Tim Cook was asked specifically about the huge mobile phone markets in China and India, where traffic in unlocked iPhones is reported to be heavy. “We will one day enter China,” he said. “We’re not saying when, and we will one day enter India.”

For a particularly detailed account of the meeting, see AppleInsider here.

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Philip Elmer-DeWittSilicon Valley veterans like to joke that Steve Jobs must be surrounded by a reality distortion field; if you get too close to him, you start to believe what he's saying. Thanks to the success of the iPod, the launch of the iPhone and the renewed interest in the Mac, Apple has made believers out of millions of customers - and made a lot of investors rich. But Philip Elmer-DeWitt believes that an ounce of skepticism never hurts when writing about the company. He should know. He's been covering Apple - and watching Steve Jobs operate - since 1982, first for Time Magazine, then for Business 2.0, and now for Fortune.
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