|Company||Analyst||Reason to believe||Time Frame||Details|
|Gartner||Ken Dulaney||"he has heard from Asian sources"||"As soon as possible"||Apple has ordered 10 million 3G iPhone with OLED |
|Citigroup||Rich Gardner||Overseas meetings with members of the Taiwanese PC and consumer electronics supply chain||April - June||"The enterprise smartphone market will, for the foreseeable future, be dominated by RIMM and Nokia."|
|UBS||Nicolas Gaudois||various checks, and particularly an HSDPA design win by Infineon||April - June||Apple may not intend to have EDGE-only options in |
|Piper Jaffray||Gene Munster||Supply problems in NYC, discounts in Germany||May-July||3G model to be sold alongside 2G|
|Bank of America||Scott Craig||"Channel check"||June||3 million will be built in May, to be followed by another 8 million in the third quarter of the year|
|Current Analysis||Avi Greengart||Electronista||June||Coincide with the iPhone 2.0 firmware|
|American Technology Research||Shaw Wu||Checks with supply chain sources||Late June - Early July||The current "2.5G" iPhone could remain on |
the market, using a newer case
|RBC Capital Markets||Mike Abramsky||Wall Street Journal||September - December|
In our ongoing mission to keep an eye on analysts, we’ve put together this chart of the prognosticators, for a considered view on when we can expect the new 3G iPhone to emerge.
The majority verdict seems to point to some time in June, perhaps alongside the 2.0 Firmware launch… perhaps at WWDC. We still have one pessimist – last we read, Mike Abamsky at RBC was citing technical problems pointing to a delay until after the summer. If this turns out to be true, RBC gets extra kudos for standing out from the pack.
Another popular view that is emerging is that Apple will sell the existing Edge model alongside the new 3G model, although UBS’s predictions seem to contradict this view.
We’ll keep you posted as the analysts tell us more about how we should “think about” Apple, and give us “additional color” on developments. Or alternatively, if you struggle to tell your Gartners from your Garders, please feel free to just skip these analyst posts ;)