
This comes by way of Brian Marshall from Gleacher & Co. He’s been keeping a close eye on Apple and he predicted a March release about five months ago. From what I can gather, the hiccup (not including business negotiations between the two parties) is that Apple doesn’t want to bother making a specialized SKU for just one carrier. And that’s why next year might work.
Marshall indicates that the Verizon-bound iPhone “won’t just be for Verizon. There are international carriers that use CDMA, like KDDI in Japan, so I expect that Apple will make a big global push.” There aren’t too many places that still do CDMA as a primary technology, but it might be enough to grab Apple’s interest.
When Verizon gets a hold of the iPhone, it will mean more sales for Apple. “Apple will sell an additional 11.5 million units with Verizon,” said Marshall. “[Sales at] AT&T would go down only a couple million, but Verizon would sell at least 11.5 million in 2011.” he added. 17.2 million iPhones were sold worldwide in the first half of 2010 alone.
Realistically, a dual-mode iPhone might be an easier and more lucrative option for Apple overall. Sell the iPhone 5 to both AT&T and Verizon, for example, and keep the manufacturing process streamlined. Either way, Marshall says the prospects are “pretty tremendous.”




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