By next Friday, the iPhone 5 will be in 31 countries, and will be
in 100 by the end of the calendar year. That would be 30 more than
the rollout of the predecessor phone, the 4S, over a similar
period, Jeffries analyst Peter Misek calculated.
That means Apple has worked out supply constraints and inked deals
now with 240 carriers. It will get enough phones out the door in
the next 10 days to have a material effect on earnings.
It’s not just that they’re making better iPhones every year. They’re getting better at making them.