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.
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