Thanks for the additional analysis.

The point we were trying to share from Mr Chien is that the iPhone is a unique device, and that is going to power it on to swamp the market (all my interpretation of what he said). The counterpoint we were trying to make is that the iPhone is not going to be unique forever. A lot of companies are going to give them a run for their money.

I just love using my phone again.

One criticism, the touch camera is hard to use, keep taking pictures of the floor or ceiling!

So, I personally hope the iPhone future is bright.

And aren’t those 45 million iPhones in 2009 a prediction of an analyst and not of Mr. Jobs?

Not that I disagree, I have posted several times that Jobs is eyeing some 60~70 million iPhones (not iPod Touch and not iPhone v1) sold in a year’s time. I find that quite achievable for a number of reasons.

The iPhone/Touch line of handhelds are computers and in some developing countries they may be the best choice for entry level computer that anybody can have. It’s a EeePC killer;

In developing countries - and I really mean China and India - phones are really important and the iPhone will stand to be as important as cars are for Americans. I have read India natives statements that people will easily spend half a year’s salary on an iPhone, I guess the same way many Americans buy cars they can’t afford (with credit). So IMHO, the biggest iPhone sales will come from those two countries not just out of being the most populated but because of that ulterior interest. And the fact they are status symbols and get them chicks (another native India fellow remark);

There will be people jumping to the network that “has them” plus there will be a lot of smartphone new adopters because of the hoopla that is being created;

If we’d say the potential subscriber market for the iPhone is 1.1 billion (with China in) and smartphones stand for 20% of the market, I’d say Steve Jobs will want to get 50% of that piece in one year’s time (’til July 2009). That’s 10% of 1.1 billion or 110 million. I think it’s not that difficult should he be willing to let go of some of the 19 billion cash for a high visibility ad campaign. Or if he put as contractual condition for network carriers to get the iPhone “highly subsidized, heavily promoted” instead of that silly shared revenue scheme.

But my question stands: what’s Mr Chien’s view that you wanted to share with us readers? That they’re confident there’ll be 100 million Touch devices by the end of 2009?