Apple's iPhone may see as many as one-in-ten units sold as pay-as-you-go phones, while Morgan Stanley expects iPhone sales to double next year.
"We believe the market generally expects a doubling of iPhone units with the lower price point ($199) and we believe this is realistic, if not conservative," Morgan Stanley said, predicting 27 million iPhone sales for 2009.
Piper Jaffray meanwhile expects pay-as-you-go iPhone sales to account for ten per cent of sales, with the UK price of these currently rumoured to be as high as 370. Piper Jaffray anticipates 12.9 million iPhone sales this year, and another 45 million in 2009.
With such heavy sales anticipated, a new iSuppli report speculates Apple to have reduced the build price per phone by $50 as compared to the first-generation device, speculating iPhone 3G may cost $173 per unit in raw parts and assembly (this doesn't include development, distribution or cost of sales). iSuppli believes Apple is seeing around a $281 per unit profit on each iPhone sold.
Global entertainment and media revenue is expected to climb by an average of 6.6 per cent a year to $2.2 trillion by 2012, boosted by advertising-supported digital and mobile media and an explosion in the adoption of broadband, PricewaterhouseCoopers reports. Devices like the iPhone will drive the move, the analysts said.
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Needham & Co. predicts 30m iPhone sales in 2009
