A recent research note from Rodman Renshaw analyst Ashok Kumar has revealed that the hugely anticipated Verizon iPhone may launch during this year's holiday shopping season.
Kumar reports that according to his sources in Asia, Pegatron Technology is working with Apple in the mass-production of the handsets that are scheduled for a November launch.
This is the latest in a series of rumors that we have been tracking with respect to the purported launch of a Verizon iPhone later this year. Earlier this month, DigiTimes reported that Apple had contracted Pegatron Technology, an operating division of Asustek, to manufacture CDMA iPhones. The report also stated that mass-production was expected to commence in September and that the annual shipment of CDMA iPhones was likely to be around 10 million units.
However, in a recent revelation, DigiTimes senior analyst, Ming-Chi Kuo noted that Pegatron was still in early stages of production, which would mean that a full release was not likely before the end of this year.
A November release however makes a lot of sense. Verizon has traditionally timed its high profile launches for the holiday shopping season. Following the successful launch of Motorola Droid during the holiday season last year, the carrier will be looking forward to repeat its success with the iPhone this year. An early 2011 release will quite clearly rob Verizon of lucrative revenues from the holiday shopping season.
However, an announcement regarding the launch of the fourth generation iPhone on Verizon's network is unlikely during next week's Worldwide Developers Conference. Ashok Kumar warns that a decision on the Verizon iPhone ultimately rests with Steve Jobs and hence we may have to take the speculations with caution at the moment.
It needs to be noted that a November launch of a Verizon iPhone doesn't mean that users have to stay until then to migrate to another carrier. Apple could still announce an end to AT&T's iPhone exclusivity at the WWDC next week and launch iPhone 4G also on Sprint's 4G network.
In our opinion, if Apple releases a Verizon iPhone in November, it would work over Verizon's 4G LTE network rather than CDMA as Apple had long labeled it as a "dead" technology.
[via The Street]