Both the "Wall Street Journal" and the "New York Times" are reporting that Verizon will sell a CDMA version of the iPhone in 2011. In the U.S., that could help Verizon maintain its lead of total subscribers over rival AT&T and boost iPhone sales figures by an estimated 10 million handsets per year in 2011, according to "GigaOM" (http://macosg.me/2/y5).
Also, a CDMA iPhone offers Apple an even larger sales opportunity, as more than 543 million customers globally use CDMA networks. Adding a CDMA iPhone option, increases Apple’s addressable market for an iPhone by 16%, says Horace Dediu of asymco, a mobile research site. The estimated sales of 10 million Verizon iPhones account for only two percent of that potential market, affording Apple a big opportunity to boost iPhone sales outside of the U.S., he adds.
"If Apple sold iPhones to only 10 percent of the total addressable CDMA market, it would...| Read more »