Mark Mahaney from Citigroup believes it would come by 4Q12, which will be well past when the iPhone 5 is released to (once again) record sales numbers. Meanwhile, Windows Phone Lumia 800 will be released in the US and Android will have yet another phone to rival the space.
It doesn’t add up that Amazon would want to contribute to the mobile space as a direct provider. They are looking better off as a service that sits on top of all of them, at this point.