Two analysts have released notes to investors today, both of whom are making wild claims about what we’ll see this year from Apple.
FBR Capital analyst Craig Berger believes that the 3GS will get a revival as a low cost or free phone, but far more bizarre he thinks there will be an HD iPad released this year, which he calls an “iPad 2 Plus”
“We hear Apple could migrate the iPad’s display resolution from a current pixel density of 132 ppi to 250-300 ppi for the ‘iPad 2 Plus’ (note that the iPhone 4′s screen is 326 ppi). If this device does come out as a high-end iPad for the holidays, then Q4 production volumes could diminish somewhat as screen constraints again arise as LG and/or Samsung would likely have difficulties ramping screen yield rates for these high resolution displays right out of the gate. While we find this new commentary interesting, we await more confirming data points from other supply chain contacts before fully believing a new iPad device is coming in 2011.”
Yeah, I’m not seeing.
Far more believable is Citidel analyst Shing Yin who claims that we might see a Spring iPhone before the end of the year. Because Sprint has lower cost plans, they believe that it would be a good push towards “price-conscious users”.
“We believe Sprint could capture more than its fair share of iPhone sales, especially if it gets the new model at the same time as AT&T and Verizon.”
I could definitely see a Sprint iPhone as a possibility, especially if Apple’s next iPhone is truly multiband. The lower price they offer on plans would definitely be a significant draw, and if rumors are true that the 3GS might drop to $0 on contract, you suddenly have a much more affordable way for people to get into iOS.
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