Verizon iPhone 4 / 5: Trend for Androids will be reversed

As rumors continue to surround the arrival of a Verizon iPhone 4 or 5 early next year we’ve been giving you the latest news surrounding the fact that Verizon could well pay Apple to stop the iPhone being released to Sprint and T-Mobile and also recently pondered on how much this semi-exclusivity (apart from AT&T), might cost Verizon.

We also posted about the fact that once a Verizon iPhone is released then AT&T and the market for Androids will really be tested. Not only would AT&T lose substantial sales of its iPhone but there are concerns that Verizon will push its Android phones aside to give more credence to the iPhone. However with the huge success recently of Androids that would not seem to make much sense for Verizon who will surely give room to both?

Now there is more news surrounding the challenge to Androids, this time from Piper Jaffrey analyst, Gene Munster. In an article on Apple Insider by Katie Marsal, it’s reported that Munster answered a question about the impact of a Verizon iPhone to investors. Munster feels that Apple made a big mistake giving AT&T original exclusivity of the iPhone and points out that the U.S. is the only country out of 89 selling the iPhone, with an exclusivity deal still in place. He is also of the opinion that a Verizon iPhone will be available in early 2011, as most people already feel.

Munster also stresses that the success of the Android platform is largely down to Verizon as customer loyalty to their carrier is a significant factor. However when a Verizon iPhone appears, he too feels that this could be really damaging for Androids. Munster says, “Currently, Android phones outsell iPhones in the U.S., but we believe when Verizon gets the iPhone that trend could be reversed. As an example, in countries where the iPhone is available on multiple carriers and competes with Android, we see the iPhone outselling Android.”

Meanwhile Ed Sutherland over on Cult of Mac points out that currently Android phones being activated have slowed to around 200,000 daily. It will certainly be interesting to see how this all pans out when the Verizon iPhone finally appears. Do you think it will be as damaging to the Android platform as seems to be feared, or maybe you think that Android will stand the strain? We’d be interested in hearing your views on this so please do send in your comments.

  • Amando

    The Android OS is destined to retain sizable market share worldwide. Android is an elegant OS and handset makers like HTC and Samsung have made impressive devices with it. But the situation is thanks in no small part to Apple as well.

    Apple fuels demand for competing devices: the company prices its products as luxury items, limits customer choice, and fails to have its products on shelves at the moment customers are ready to buy. These long-running habits ensure that millions of potential Apple customers look at other devices before putting down their money. Many of those end up buying other devices as well.

  • Bigshot

    Android is the most unstable os I've seen. I've been through 6 droids and finally they gave me the droid x as a replacement and I'm still not happy with having to restart the phone multiple times a day for the browser to work. Oh and this is my third droid x as well. My iPod touch works flawlessly and cannot wait for verizon to get the iPhone. If it wasn't for AT&T discontinuing the unlimited data plan I would of switched awhile ago.

  • Jim

    Why is it that the launch of the iphone would spell doom for android? I could understand it if consumers didn’t care about choice. As long as android offers choice, its going to remain relevent.
    As a consumer, I can buy an iphone, but if I prefer a physical keyboard, or a smaller or larger device or lower price, apple can’t compete.
    Its choice that the consumer wants. Android is not the same os as apple, but it sure works great. I would love to have the iphone, I’m the guy who stuck by verizon att was a bad experience for me. So I got a droid. Fell in love with it, and now I realize that if I do get the iphone, I am giving up to much. I can’t be the only one. The more people get android the clearer the reality will be.

  • The Dude Abides

    As a Verizon and Android customer, I see the issue being more of at AT&T related issue – AT&T, being a lower-quality network compared to Verizon, will see many of its iPhone users jump ship to Verizon. However, while there will be some Verizon customers dropping Android for iPhone, I would venture to guess that will be a small number. I love my Android and Verizon, and have no plan on changing to the iPhone when it finally arrives.

    I just hope Verizon will be able to maintain its network integrity when millions of AT&T iPhone users come!

  • Jim

    Why is it that the launch of the iphone would spell doom for android? I could understand it if consumers didn’t care about choice. As long as android offers choice, its going to remain relevent.

    As a consumer, I can buy an iphone, but if I prefer a physical keyboard, or a smaller or larger device or lower price, apple can’t compete.

  • jim

    Android O/S is Terrible to begin with! (lost emails, false email noptifications, phone freezes, phone restarts, phone locks up, phone is very glitchy). There are many know issues that are latent with the Android O/S update to Froyo 2.2. Apple and Verizon iPhone will finally drive the final nail in the Android coffin!

  • Doc

    I am a sales manager for Verizon and sell Droids everyday. In saying that I HAVE and iPhone because it simply is the best phone out there today. Once we (verizon) start selling these devices it will have a tremendous impact on the Droid and AT&T community!

    • brad

      whatever… you dont work for verizon

  • Tim B.

    When I heard that the Verizon iphone could become a reality in the first quater of 2011, Immediately I held off on purchasing a Droid X from Verizon which is my carrier. My contract expired on 10/2010 and I am waiting to use my "new every two" discounts on a Verizon iphone if it ever arrives……I can't be the only one.

    • Jen

      I too am holding out for IPhone on Verizon. I have been holding out for five years.

      • Aly

        haha nice!

  • Greekboy

    Check out YouTube by greekthuglife69 see how Verizon treats their workers u already know how they treat u

    • william

      They have been treating me extremely nice for the past 10 years buddy.

  • CBGB

    I have been an iphone owner from the beginning despite not so good service thru AT&T, and will be in line to buy a verizon iphone. I have friends that switched to Droids for verizon service..some regret it, most seem to like the droids. I think the droids are good phones and will remain an option for some, but the reality is the verizon iphone will significantly cut into sales for the droids in my opinion…and not because of significant superiority in performance or features, but mainly because iphone is such a strong brand with huge consumer pull.

  • William

    The Verizon Iphone will be announced on Jan 17th 2011 and released for sale on Jan 27th 2011.

  • SAD

    Android has only been out for 2 years. It has tons more feautures then iphone and almost all the apps will port over. I love my droid X. I barely every have problems. Wait until ANdroid is polished. Remember how crappy iphone 2g was for the first few builds.

    Plus its open and you can do way more things on android. Your all just mac addicts. if steve jobs told you that they were coming out with a new and exciting thing called a toilet that you can shit in, youd be lined up overnight. Your sheeple

  • robbydek

    Given the study by Nielson (http://www.intomobile.com/2010/12/01/android-iphone-nielse/), which shows that men prefer Android and the fact that Android has expanded to other manufacturers (it's not just HTC and Motorola anymore), Android will not see the expected losses. I project that a few more users will switch from Android than people switching from AT&T.
    It's this simple, Apple waited too long to do anything with Verizon or any other carrier, so people have gotten use to and started to like Android so the demand isn't there.
    I was one of those people who wanted an iPhone, but now I think I'll get a Samsung or HTC Android Phone because it's not worth the cost of the device or the fact that Apple comes out with a new device each year without a discount to current owners and only sometimes gives them the subsidy.

    In addition, I see Android sneaking into every phone and forever changing how cell phones are used. After all, it's free and can be modified to one's liking.