Analyst Sees Signs of Apple Moving Towards Multiple iPhone Carriers by 2010
Piper Jaffray analyst Gene Munster, who tends to hit the nail on the head per his Apple forecasts, has noted that Apple will probably move to multiple U.S. carriers by 2010. According to Loopinsight, Munster stated that the transition will occur next summer, which is when Apple has introduced new models of the iPhone.
Munster noted that having multiple carriers in a market has helped Apple to achieve greater success in terms of market penetration. In his report, he pointed to France as an example wherein Apple had originally inked an exclusive arrangement with Orange. When it moved to a multi-carrier deal, Apple’s market share in France jumped to about the 40% range. In the U.S., the iPhone’s market share is only in the mid-teens.
Many industry pundits expect the next iPhone carrier to be Verizon, which is beginning a transition to a new, iPhone-compatible 4G network (LTE) in the next year. This would make the transition rather simple for Apple, since they wouldn’t have to design an EV-DO iPhone, but instead just use the current hardware design.