The pricing is very competetive definitely. The Quallcom have done themselves a great benefit by getting a place into the iphone CDMA and integrated GPS. We will see more intersting result when we compare the sales of CDMA vs GSM/3G iphones.
The drop of BOM costs is predictable. I am very interested in knowing whether all the changes that Apple made on iPhone 4/ CDMA improve the product. I am expecting a big improvement in terms of data throughput and quality of service due to the nature of CDMA2000. Any owners' comments will be greatly appreciated.
Yes, good point. The guys at UBM TechInsights predicted almost a month ago that the Verizon version BOM would be around $175, about $25 cheaper than the original BOM for the GSM version, because of falling component prices and simplification. Obviously, UBM TechInsights and IHS iSuppli have a slight difference of opinion on the original BOM, because iSuppli estimated it at $187.51.