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Next Generation iPhone Pushed to Mid-Late Summer 2008?

An EETimes report that a Friedman Billings Ramsey & Co. Inc. analyst believes that the 2nd Generation iPhone has been pushed into the mid-to-late summer 2008:

...due to a pushout in the introduction of such 'killer applications' as the second-generation iPhone from the March/April time frame to mid to late summer, demand for NAND in 1H08 could weaken more than expected,"

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55 months ago
no surprise, I've been guessing a late summer / fall all along ..
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55 months ago
It's a tradeoff, I guess. The longer they wait, the more features they can add and improve.
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55 months ago
i'd be interested to know how an unannounced product can be "pushed back" or "delayed".

we all know iphone 2.0 is coming, but it hasn't been announced, it hasn't been hinted at – by apple, and really mid-to-late summer is just about correct. the ipod is on a yearly upgrade cycle i suspect iphone will be too.
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55 months ago

i'd be interested to know how an unannounced product can be "pushed back" or "delayed".

we all know iphone 2.0 is coming, but it hasn't been announced, it hasn't been hinted at – by apple, and really mid-to-late summer is just about correct. the ipod is on a yearly upgrade cycle i suspect iphone will be too.


I concur. I would have thought late summer-early fall to get ready for next holiday season. These phones just came out in Europe, only a few months before an update would be way to short a lifecycle.
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55 months ago

no surprise, I've been guessing a late summer / fall all along ..


yeah me too. that'd make it a year from the first one.
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55 months ago
I wonder how significant this line is:

demand for NAND in 1H08 could weaken more than expected


If the demand weakens, I would expect the price to drop. Perhaps Apple is holding off until they can get a sweeter deal on NAND prices.
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55 months ago
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55 months ago
I agree with the 'year later' timeframe, but we should all remember two things. One, the iPhone was announced at MacWorld 07, so an announcment at the upcoming MacWorld 08 would put it squarely on that year later update timeframe. Two, now that Apple has entered the cell phone world, it will no longer benefit from surprise product launches, at least not in what concerns the iPhone. The FCC approval process is months long, and is also public, so secrets do not apply. That's why the original iPhone took so long between announcement and launch. So, yeah, it may be late Summer by the time it's released, but chances are, it wil be announced much sooner. I'm not sure I'd put money on MacWorld, but it shouldn't be too long after that.
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55 months ago
I'm surprised we aren't hearing rumors of a minor bump in the meanwhile. Something like a capacity bump or more potent battery would have been a sales booster during that post-Christmas lull.

Rereading Leo's post, he has a good point. I just wonder what requires FCC approval and what doesn't. Could the battery/drive be boosted without notice? Or is every little change going to be public ahead of time?
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55 months ago
hmph. Never expected it before April anyway, figured it'd be something to announce around Apple's 31st.

My current n95 contract doesn't run out until Nov 08 anyway so... :D doesn't bother me
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