July 2nd, 2007
8 more news items on iPhone: supply, activation, battery flaws, etc.
RBC Capital Markets releases a research report today on iPhone’s rollout and prospects.
Here are some highlights:
- iPhone is sold out at most AT&T stores.
- Apple stores are being replenished daily, but most iPhones are gone within a few hours.
- As of Sunday there were 2,000-iPhones on Ebay as of yesterday at an average price of $800.
- Activation issues now seem to be resolved.
- Some of the dozen RBC testers noticed the WiFi mode seems to tax the battery.
- Some of the same testers noticed that the phone gets a little bit hot with use.
- Who makes what: a main-processor from Samsung, a Wi-Fi chip from Marvell and a front-end power amplifier from Skyworks. Broadcom makes the I/O controller, while TI makes thepower-management chip. The display-drivers may be from National-Semi and the 2M-CMOS sensor from Micron.
- Some 10 million iPhone devices are predicted to be sold by the end of 2008.
Russell Shaw is an enterprise computing journalist, analyst and author based in Portland, Oregon. See his full profile and disclosure of his industry affiliations.








