Comments on: 45 million iPhones sold by 2009, potential for millions more in China? http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/ News About Tech, Money and Innovation Sun, 22 Nov 2009 11:04:15 +0000 http://wordpress.org/?v=2.8.5 hourly 1 By: Looks like the iPhone will make it to mainland China, after all » VentureBeat http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-818508 Looks like the iPhone will make it to mainland China, after all » VentureBeat Fri, 27 Jun 2008 20:00:14 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-818508 [...] Other mobile-focused entrepreneurs I’ve spoken with in China estimated that there are more than half a million unlocked iPhones in China. That seems like a lot, assuming the guesstimate is accurate, except that there are 540 million mobile users China. I guess the Chinese market was just too tempting. [...] [...] Other mobile-focused entrepreneurs I’ve spoken with in China estimated that there are more than half a million unlocked iPhones in China. That seems like a lot, assuming the guesstimate is accurate, except that there are 540 million mobile users China. I guess the Chinese market was just too tempting. [...]

]]> By: The iPhone comes to China! Except not mainland China. » VentureBeat http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-815158 The iPhone comes to China! Except not mainland China. » VentureBeat Thu, 29 May 2008 18:40:02 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-815158 [...] speed to get its iPhone in other countries around the world, the one country everyone knows it wants to enter has remained elusive: [...] [...] speed to get its iPhone in other countries around the world, the one country everyone knows it wants to enter has remained elusive: [...]

]]> By: Two weeks until Apple’s WWDC event: Some keynote wild card options » VentureBeat http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-814800 Two weeks until Apple’s WWDC event: Some keynote wild card options » VentureBeat Tue, 27 May 2008 04:16:00 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-814800 [...] people in the WWDC audience — unless they were financial analysts. It’s no secret that Apple wants to get its device into the massive Chinese market. Recent news of the Chinese government’s overhaul of the telecomm industry, could finally [...] [...] people in the WWDC audience — unless they were financial analysts. It’s no secret that Apple wants to get its device into the massive Chinese market. Recent news of the Chinese government’s overhaul of the telecomm industry, could finally [...]

]]> By: Apple nabs India, Australia, Singapore and the Philippines as its game of Risk continues » VentureBeat http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-812657 Apple nabs India, Australia, Singapore and the Philippines as its game of Risk continues » VentureBeat Mon, 12 May 2008 10:15:06 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-812657 [...] too shabby. Bharti Airtel Ltd, the SingTel associate which will handle the service in India has access to just about 60 million users. By comparison, AT&T, the United States carrier, has access to just over 70 million, so this is [...] [...] too shabby. Bharti Airtel Ltd, the SingTel associate which will handle the service in India has access to just about 60 million users. By comparison, AT&T, the United States carrier, has access to just over 70 million, so this is [...]

]]> By: Handwriting recognition helps the iPhone get to China » VentureBeat http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-810661 Handwriting recognition helps the iPhone get to China » VentureBeat Mon, 05 May 2008 18:23:45 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-810661 [...] on just one of China’s mobile networks could yield hundreds of millions of new subscribers. Apple is well aware of this — and today we have more proof in the form of Chinese handwriting recognition built into the [...] [...] on just one of China’s mobile networks could yield hundreds of millions of new subscribers. Apple is well aware of this — and today we have more proof in the form of Chinese handwriting recognition built into the [...]

]]> By: Oh Canada — to finally get the iPhone » VentureBeat http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-806676 Oh Canada — to finally get the iPhone » VentureBeat Tue, 29 Apr 2008 17:05:33 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-806676 [...] nothing compared to say, the Chinese market, but still an important step if they hope to move those 45 million iPhones by the end of 2009 as some analysts are [...] [...] nothing compared to say, the Chinese market, but still an important step if they hope to move those 45 million iPhones by the end of 2009 as some analysts are [...]

]]> By: Yuri Ammosov http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-801491 Yuri Ammosov Thu, 03 Apr 2008 20:53:24 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-801491 MG: what share are Apple numbers of the total communicator market? Of smartphone market? Of total number of mobile phones sold? MG: what share are Apple numbers of the total communicator market? Of smartphone market? Of total number of mobile phones sold?

]]> By: Apple eats up 21% consumer market share — maybe. Lets just call it rising. » VentureBeat http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-801169 Apple eats up 21% consumer market share — maybe. Lets just call it rising. » VentureBeat Wed, 02 Apr 2008 00:34:24 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-801169 [...] Jaffray analyst Gene Munster (who seems to be behind every Apple story these days) is actually only estimating that Apple now controls 21 percent of the consumer computer market in [...] [...] Jaffray analyst Gene Munster (who seems to be behind every Apple story these days) is actually only estimating that Apple now controls 21 percent of the consumer computer market in [...]

]]> By: Apple - iPods and iPhones: Invest My Money? « Saving Money and Making Big Money. http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-800992 Apple - iPods and iPhones: Invest My Money? « Saving Money and Making Big Money. Mon, 31 Mar 2008 20:45:15 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-800992 [...] also read an article on VentureBeat in regards to how they are going internationally. If they successfully penetrate the Chinese Markets [...] [...] also read an article on VentureBeat in regards to how they are going internationally. If they successfully penetrate the Chinese Markets [...]

]]> By: MG Siegler http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-800987 MG Siegler Mon, 31 Mar 2008 20:00:30 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-800987 @albert - thanks. good stuff on china, it will be very interesting to see how the device plays out there when (and if) Apple is able to negotiate a deal. $140 is probably a pretty attractive price for Apple, but I don't know how I feel about Jaffray's $250 target, especially short-term in this economy. @Michael - yes, those are potential subscribers, so good point. I'll clean up my wording a bit. Still, the idea is the same, they clearly think China will be HUGE for the iPhone. @mike - yep. iPod Touch numbers would be interesting to throw in the mix. @albert – thanks. good stuff on china, it will be very interesting to see how the device plays out there when (and if) Apple is able to negotiate a deal.

$140 is probably a pretty attractive price for Apple, but I don’t know how I feel about Jaffray’s $250 target, especially short-term in this economy.

@Michael – yes, those are potential subscribers, so good point. I’ll clean up my wording a bit. Still, the idea is the same, they clearly think China will be HUGE for the iPhone.

@mike – yep. iPod Touch numbers would be interesting to throw in the mix.

]]> By: mike@gmail.com http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-800982 mike@gmail.com Mon, 31 Mar 2008 19:27:26 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-800982 Pretty sure the first table, 35M is the appropiate end num for 2009. Really wish we'd see ipod touch mixed in with those numbers. Pretty sure the first table, 35M is the appropiate end num for 2009.

Really wish we’d see ipod touch mixed in with those numbers.

]]> By: mike@gmail.com http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-800981 mike@gmail.com Mon, 31 Mar 2008 19:25:34 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-800981 Heh heh, no kidding. Is that arrington? :) Heh heh, no kidding. Is that arrington? :)

]]> By: Michael http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-800977 Michael Mon, 31 Mar 2008 19:11:54 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-800977 "His numbers are even more optimistic for potential sales in other parts of the world. The most staggering number is in China, where he expects Apple to launch the device in 2009 and sign up some 369.3 million subscribers by the end of that year!" I don't think the analyst is forecasting Apple to sign up that many subs, but rather just showing the number of users on China Mobile. The analyst applies a conversion ratio against that figure to something that is more realistic. -Michael “His numbers are even more optimistic for potential sales in other parts of the world. The most staggering number is in China, where he expects Apple to launch the device in 2009 and sign up some 369.3 million subscribers by the end of that year!”

I don’t think the analyst is forecasting Apple to sign up that many subs, but rather just showing the number of users on China Mobile. The analyst applies a conversion ratio against that figure to something that is more realistic.

-Michael

]]> By: Albert K http://digital.venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/comment-page-1/#comment-800974 Albert K Mon, 31 Mar 2008 19:08:07 +0000 http://venturebeat.com/2008/03/31/45-million-iphones-sold-in-the-us-with-750-million-subscribers-worldwide-by-end-of-2009/#comment-800974 MG, Great posting. I also believe that Apple has a very positive outlook. A lot of the shareholders were pessimistic as the stock approached it's peak of $200 (I was also a shareholder). One of the main issues at hand was that the iPhones were being "iClone[d]" in China. In addition, many iPhones were being unlocked and being shipped to China, which explains the major discrepancy between the number of subscribers in the USA through AT&T using the iPhone versus the actual number of iPhones purchased. However, I believe that with their 3G capabilities and the new firmware for the Apple, unlocking and hacking the iPhone to be sent to China will be extremely difficult. As a result, people in China would have to purchase directly through Apple once Apple penetrates their market. I have no doubt in my mind that Apple's marketing campaign will be successful, considering how well they brand themselves currently in the USA. Companies like RIMM (Blackberries) suffering right now because of their lack of new innovation. The forecasts look positive for 2009, which makes me feel tempted to purchase more Apple stock as it lingers around $140 right now. With a forecast of $200+, it seems like a no-brainer. Thanks MG, -Albert MG,

Great posting. I also believe that Apple has a very positive outlook. A lot of the shareholders were pessimistic as the stock approached it’s peak of $200 (I was also a shareholder). One of the main issues at hand was that the iPhones were being “iClone[d]” in China. In addition, many iPhones were being unlocked and being shipped to China, which explains the major discrepancy between the number of subscribers in the USA through AT&T using the iPhone versus the actual number of iPhones purchased.

However, I believe that with their 3G capabilities and the new firmware for the Apple, unlocking and hacking the iPhone to be sent to China will be extremely difficult. As a result, people in China would have to purchase directly through Apple once Apple penetrates their market. I have no doubt in my mind that Apple’s marketing campaign will be successful, considering how well they brand themselves currently in the USA. Companies like RIMM (Blackberries) suffering right now because of their lack of new innovation.

The forecasts look positive for 2009, which makes me feel tempted to purchase more Apple stock as it lingers around $140 right now. With a forecast of $200+, it seems like a no-brainer.

Thanks MG,
-Albert

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