The
register's reporting that Quanta has been signed up to make the new video iPod and that the likely announcement date for the puppy is April 1st (Apple's 30th birthday). Another rumoured Apple product is an Apple phone. The guys at the Register don't think it's likely because that would require Apple to enter a whole new business. I don't agree.
A great example of how an outsider can enter the mobile phone market is Bang and Olufsen. Their
Serene mobile phone was developed in a joint venture with Samsung. Basically, B&O designed the phone, samsung produced it and B&O's doing the distribution. I've seen the phone and love it. What's more important, the phone was released for christmas and even the biggest B&O stores have a backlog of orders for the phone that they don't expect to clear until the summer. (Having played with the phone for a short while, I can say I understand why... no phone since the Nokia 7110 has had a better opening mechanism - you nudge the phone to activate it and it then opens itself).
Apple could pull this off together with Motorola but... the problem that Apple will face is that they have gotten used to mass marketing with the iPod while an iPhone would never have the immediate market appeal of the iPod. This means that the sales figures of the phone would always seem like a dissapointment.
Apple would also need to think long and hard about how they could differentiate themselves. I guess their best shot would be a media phone with a few gigs of storage space, wifi and a big screen, maybe as wide and long as a Sony-Ericsson P910. A device like that would have a good shot at competing with the media phones put out by Samsung and Nokia.