Those Verizon iPhone 4 Rumors Could Finally Be True Verizon iPhone rumors are legion these days, but finally, for once, the evidence appears to be nigh indisputable—you just need to know where to look. In this case, the place to look is the supply chain, specifically semiconductors and CMDA contracts. As Steve Cheney over at TechCrunch points out, this constrained space is heavily affected by massive orders for new products (Related: what happened when Apple mysteriously started ordering a bunch of LCD screens in the run up to the iPad launch). Today's Apple ordering bonanza is occurring, allegedly, over at Qualcomm. That company, if you'll remember, is the dominant supplier of CDMA chipsets (holy Verizon and/or Sprint!). As for timing, speculation places an iPhone 4 on Verizon launch somewhere in the vicinity of January. This would coincide nicely with the up to 26-week lead time that Qualcomm and others often require to manufacture their chipsets and ramp up the supply chain so they can meet demand. Cheney can't say with 100% confidence that January is going to be the month, and neither can we, but for once in this long line of Verizon/iPhone rumors there's some legitimate supply chain meat to be had. Further (obvious) speculation: CMDA could very well mean Sprint, as a few commenters over at TechCrunch have already pointed out. [TechCrunch] _______________________________________________ AT&T's bullish earnings report suggests iPhone exclusivity is almost over By Sean Hollister posted Aug 8th 2010 11:24AM You can tell a product ranks high in the public consciousness when something like this is news: AT&T's quarterly earnings report makes it sound like the telecom may finally lose its iPhone exclusivity deal. While a class-action lawsuit recently confirmed the handset was originally locked to AT&T / Cingular for a full five years, the company's Q2 SEC filing has the company making a considerable number of familiar excuses why AT&T's cellular business will thrive even "as these exclusivity arrangements end." While the iPhone isn't mentioned by name, it's hard to imagine sentences like "We believe offering a wide variety of handsets reduces dependence on any single handset" could refer to anything else -- but before you start defecting to Team Red, know there's nothing in there that suggests a date, much less proof of the fabled CDMA iPhone.