Analyst: 2011 Verizon iPhone Demand Could Reach 25 Million Units
With Verizon set to launch the iPhone in just a few weeks, analysts have been attempting to estimate just how many units Apple might be able to sell through the carrier during the first year, with many analysts projecting the number to be in the range of 10 million units and reports of Apple preparing for shipments of 25 million CDMA iPhone units worldwide suggesting that the estimates may at least be in the ballpark.
But
according to All Things Digital, one analyst has gone out on a limb to note that Verizon might be able to sign up as many as 25 million iPhone customers over the first year, if Apple can make the units quickly enough. According to R.W. Baird analyst William Power, surveys of current wireless customers reveal that substantial numbers of both current feature phone and smartphone users say that they are "probably" or "definitely" going to purchase a Verizon iPhone soon after the device's launch.
From the survey:
- 29 percent of current Verizon feature phone owners said they will "probably" or "definitely" upgrade to the Verizon iPhone in the next three months. The carrier has roughly 64 million postpaid feature phone users, so that's 19 million potential iPhone upgrades, assuming eligibility.
- 25 percent of Verizon's current smartphone users said they will "probably" or "definitely" switch to the iPhone. That's 4.8 million additional potential iPhone sales, again assuming eligibility.
Grand total: 23.8 million potential Verizon iPhone salesfrom the carrier's installed base alone. Add to that the 5.6 percent of current AT&T iPhone users who told Baird they planned to switch to Verizon and that number rises to nearly 25 million.
Surveys of future buying plans are of course subject to a fair degree of error when it comes to predicting actual results, as some customers will undoubtedly fail to follow through on their stated plans. Taking into account that factor, as well as constraints on Apple's production capacity and the eligibility of surveyed customers to upgrade at the best pricing, Power is maintaining an estimate of 10 million Verizon iPhone activations in the first year, but the survey result do indicate incredible awareness of and interest in Apple's smartphone offerings.
Popular Stories
A new report from The Information today reveals much of the internal turmoil behind Apple Intelligence's revamped version of Siri.
Apple apparently weighed up multiple options for the backend of Apple Intelligence. One initial idea was to build both small and large language models, dubbed "Mini Mouse" and "Mighty Mouse," to run locally on iPhones and in the cloud, respectively. Siri's...
Apple may have updated several iPads and Macs late last year and early this year, but there are still multiple new devices that we're looking forward to seeing in 2025. Most will come in September or October, but there could be a few surprises before then.
We've rounded up a list of everything that we're still waiting to see from Apple in 2025.
iPhone 17, 17 Air, and 17 Pro - We get...
Apple in October 2024 overhauled its 14-inch and 16-inch MacBook Pro models, adding M4, M4 Pro, and M4 Max chips, Thunderbolt 5 ports on higher-end models, display changes, and more. That's quite a lot of updates in one go, but if you think this means a further major refresh for the MacBook Pro is now several years away, think again.
Bloomberg's Mark Gurman has said he expects only a small...
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models as of April 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone ...
On this week's episode of The MacRumors Show, we catch up on the latest iOS 19 and watchOS 12 rumors, upcoming devices, and more.
Subscribe to The MacRumors Show YouTube channel for more videos
Detailed new renders from leaker Jon Prosser claim to provide the best look yet at the complete redesign rumored to arrive in iOS 19, showing more rounded elements, lighting effects, translucency, and...
YouTube channel Front Page Tech is back today with another video that provides a closer look at iOS 19's alleged design changes.
The video contains re-created renders of iOS 19, which are allegedly based on real footage of the software update, provided by sources within Apple. Overall, iOS 19 is expected to have a more glass-like, visionOS-inspired design, with added translucency for user...
Apple will be permanently closing its store at the Northbrook Court shopping mall in the Chicago suburb of Northbrook on April 26, the company has announced.
Apple has added the following notice to the store's web page:Thank you Northbook. Apple Northbrook is closing on April 26 at 7pm. We're still here for you. Please visit apple.com/retail to find your nearest store.Apple Northbrook opened ...
Apple released the first beta of iOS 18.5 last week, and so far the software update includes only two minor changes.
The changes are in the Mail and Settings apps.
In the Mail app, you can now easily turn off contact photos directly within the app, by tapping on the circle with three dots in the top-right corner.
In the Settings app, there is some new AppleCare+ information.
For ...
Apple's current struggles with Apple Intelligence and Siri began in early 2023 when AI head John Giannandrea sought approval from CEO Tim Cook to purchase more AI chips for development, according to a new report from The New York Times.
Cook initially approved doubling the team's chip budget, but CFO Luca Maestri reportedly reduced the increase to less than half that amount, and instead...
