Analyst cuts estimate of BlackBerry Z10 quarterly shipments from 1.75 million units to 300,000
the phone is more stable than anticipated and might be able to whack two weeks off of a possible launch date, to the middle of March. But Walkley says that the U.S. launch of the device isn't that important to his estimate as he does not see U.S. carriers building a large inventory stockpile of the phone. "We anticipate carriers will not build large inventory levels," Walkley told clients in a research report.
Another analyst, Brian Blair, shared Walkley's pessimism about U.S. carrier reaction to the new BlackBerry device. "We are getting indications that U.S. carriers are not optimistic about Z10 sell-through, but are instead more hopeful about the keyboard-based Q10," said Blair. The BlackBerry Q10 is the QWERTY equipped model of the new BlackBerry 10 line, and is expected to be available to carriers 6 to 8 weeks after they launch the BlackBerry Z10.
Canaccord Genuity's Walkley says that BlackBerry faces too much competition from iOS and Android models, including a possible new version of the Apple iPhone in the first half of this year, and from the Samsung Galaxy S IV, which could reach the U.S. as soon as May.
source: Investors.com via Slashgear