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Will Verizon Launch an LTE iPhone in the US in 2011?

by Neil Mawston | 4月 12, 2010

Verizon Wireless in the US is pressing hard to get its hands on the Apple iPhone. Its CEO, Ivan Seidenberg, has reportedly told Apple that it wants to stock the iPhone sooner rather than later. Why would Verizon Wireless want the iPhone? Well, it would surely love to break AT&T’s exclusive for the iconic device. Verizon would be keen to solidify its data ARPU and improve the company’s churn outlook by stocking the popular iPhone. And with next-gen models like the HTC EVO 4G WiMAX starting to appear at Sprint, Verizon needs to remain at the cutting-edge of data-centric handsets and services. If (if) Verizon Wireless were to stock the iPhone in 2010 to 2012, should it be optimized for CDMA or LTE connectivity? Of course, timing is king. Should a Verizon iPhone be launched in the second half of 2010, then it would definitely be a CDMA-only version, because Verizon’s LTE network will not be fully commercialized. How about an LTE version in mid-2011? Well, our Wireless Device Strategies (WDS) service forecasts LTE handsets will make up just 1% of total shipments in the United States next year. Launching an LTE iPhone in 2011 would be a huge marketing coup for Verizon, but it would be entering a niche immature market, so we think this approach is too high a risk for Apple -- as a historical benchmark, Apple’s first WCDMA iPhone in 2008 did not launch until WCDMA volumes were approaching some 10% of the nationwide total. Therefore, we believe a launch-date of 2012 or even 2013, when LTE will be more established, is a more realistic option for a Verizon Apple LTE iPhone. If an iPhone arrives at Verizon before those dates, then it will almost certainly be a CDMA-only version. - Neil Shah
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