Mac news from outside the reality distortion field
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May 9, 2008, 9:09 am

iPhone graphic: Apple’s new map of the world

[UPDATE: Below the fold, CdnPhoto's latest version of the map, with Spain and Poland removed because they are still at the rumor stage.]

Like many Apple (AAPL) watchers, the investors at IMO’s Apple Finance Forum have been closely following this week’s flurry of announcements of iPhone deals with carriers around the world. One of the contributors to the forum — a regular from Toronto who posts as CdnPhoto — has summarized the information graphically in a color-coded map of the world. With his permission, I’ve pasted it below.

Countries where the iPhone is now available, or will be this summer, are marked in red:

[E-mail subscribers: click here to see the map.]

Switzerland, Spain and Poland probably should be tinted a light shade of pink; these were rumors, not official announcements (see here).

Of course, if unlocked blackmarket iPhones were included, most of the world would be colored Apple red. See The iPhones of Equatorial Guinea.

For those who prefer their information in list form, here are the countries added in the past couple weeks:

For Vodafone (VOD) (link):
Australia
Czech Republic
Egypt
Greece
India
Italy (also Telecom Italia)
New Zealand
Portugal
South Africa
Turkey

For America Movil (AMX) (link):
Argentina
Brazil
Chile
Colombia
Dominican Republic
Ecuador
El Salvador
Guatemala
Honduras
Jamaica
Mexico
Nicaragua
Paraguay
Peru
Puerto Rico
Uruguay

For Rogers Wireless:
Canada

Rumors (link):
Switzerland
Spain
Poland

No word yet:
China
Korea
Japan
Russia

For updates, check APPLinvestors, which keeps a running tally here.

Updated version of the map below the fold:

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May 8, 2008, 7:45 am

iPhones in Switzerland, Spain, Poland and beyond

News and rumors about the iPhone’s global expansion keep rolling in.

Citing a source at Swisscom, Lausanne-based Le Matin Online reported on Thursday that Apple had concluded an agreement to bring the 3G iPhone to Switzerland this summer (link, in French). Swisscom, with 5.1 million subscribers, is the country’s largest mobile carrier.

Meanwhile, France Telecom CFO Gervais Pellissier said on Wednesday that his company was in talks with Apple (AAPL) to extend their partnership beyond France and into “more than just two countries.” He was responding to a journalist’s question about whether the company was hoping to secure rights to sell the iPhone in Spain and Poland, the largest countries in Europe still without an iPhone carrier. (link)

Also on Wednesday, America Movil (AMX) confirmed that it had signed a deal to bring the iPhone to 16 countries in Latin America and the Caribbean. America Movil, based in Mexico City and controlled by billionaire Carlos Slim, has 159.2 million subscribers. (see here)

Earlier this week, Vodafone (VOD) announced that it had signed an agreement to carry the iPhone in 10 countries, Australia, the Czech Republic, Egypt, Greece, Italy, India, Portugal, New Zealand, South Africa and Turkey. The same day, Telecom Italia announced that it had also secured the rights to sell the phone in Italy, leading to speculation that Apple had abandoned its original iPhone business model and was no longer demanding revenue sharing in return for exclusivity. (see here)

But France Telecom’s Pellissier said that his company was sticking to the terms of its original agreement, which gives it the exclusive right to sell the iPhone in France for another two and a half years. France Telecom is resisting pressure to lower the price of the original iPhone — as O2 and T-Mobile did in the U.K. and Germany, respectively — at least until the 3G iPhone arrives. “We’ll see with the next model,” said Pellissier, according to Macworld, adding that the arrival of a new iPhone “will boost sales.” Pellissier declined to give exact sales figures, but said his company had sold more than 100,000 since November, 2007.

According to Piper Jaffray analyst Gene Munster, exclusivity agreements may soon be the exception, not the rule. He notes that the Vodafone announcement, unlike press releases issued by the first wave of carriers, “did not reference any exclusive terms.” He expects Apple will start to feel the impact of the loss of revenue sharing from these nonexclusive deals in 2009, but still views them as a net positive for the company.

“While we expected an international rollout in CY08 (with the exception of China), this announcement is both sooner and more expansive that we were expecting. … The iPhone’s international rollout is about 6 months ahead of our original expectations.”

On Tuesday, April 29, Rogers Wireless, Canada’s largest cellular carrier, announced that it too had signed a deal to carry the iPhone “later this year.” (link)

Meanwhile, stocks of first-generation iPhones are running low. Spot shortages continue in the U.S., and Engadget reports that O2 on Thursday posted a notice on its website that iPhones — both the 8G and 16G models — are no longer available in its stores. The 8G model was on sale in the U.K., but the 16G model sold at full price until the shelves ran dry.

[Thanks to reader David C. in Switzerland for the tip.]

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May 7, 2008, 12:16 pm

America Movil to carry iPhone in Latin America

Another day, another subcontinent.

One day after Vodafone (VOD) announced it would be carrying Apple’s (AAPL) iPhone in 10 countries in Europe, Asia and Australia, Reuters reports that America Movil (AMX) will be bringing the iPhone to Latin America.

America Movil is a big player. With more than 150 million subscribers, the Mexico City-based Fortune 500 company is the largest mobile operator — and the largest corporation — in Latin America, with subsidiaries in Central America, South America and much of the Caribbean. Its founder and chairman is Carlos Slim Helu, one of the richest men in the world, with an estimated net worth $67.8 billion (link). This is the kind of CEO — and the kind of company — Steve Jobs likes to partner with.

As with yesterday’s terse announcement from Vodafone, there is no word on when the deal starts, what models are covered and whether it is exclusive.

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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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