[99semaj]

Link

Seems the bubble for a CDMA iPhone has burst, as carriers continue to upgrade to more capable technologies and consumers vote with their pocketbooks.

Pegatron originally expected to ship 10 million CDMA iPhone 4s in 2011, but sources from upstream component makers pointed out that Apple's orders already saw a significant reduction and the volume is estimated to drop to only five million units.

 

[TorontoColin]

It has nothing to do with the CDMA bubble bursting, they're just selling fewer Verizon iPhones than they expected.

It's not like the Thunderbolt is eating all their CDMA iPhone sales. Other CDMA phones are selling just fine. I think they just overestimated consumer demand for the Verizon iPhone.

 

[GrimJack]

I was always surprised they bothered, it's hard to sell something to people that they already know is almost outdated. Not to mention it made it very obvious about the shortcomings of a CDMA network for smart phones.

 

[99semaj]

@TorontoColin, Calling down the forecast by 50% substantiates my statement in an objective manner. My comment was "CDMA iPhone", not CDMA in general.

 

[BGY11]

I think the true test will come when the next iphone comes out since both carriers should start selling it at the same time.