Analyst: Apple Preparing 4GB iPhone 3G
Analyst Maynard Um with UBS is predicting iPhone 3G shipments this quarter to fall short of his previous 5 million estimate. He also predicts that they may be prepairing to launch a 4GB version of the device in the near future.
“We believe iPhone shipments could be below our 5 million unit forecast but our UBS semis team and our checks indicate a new 4GB iPhone which may be helping to increase build rates (about 7 million in Q1 and initial 2009 plans of about 23 million –- relatively good numbers),” Mr. Um said. “However, we caution that build rates have seen cuts in the past and may change and worry units could be driven at the expense of ASP and margins partially due to cannibalization.”