Analysts to Apple: Dump Exclusivity, Double iPhone Sales
By JR Raphael
If you think America’s iPhone frenzy is at an all-time high now, just you wait.
Apple could more than double its U.S. iPhone user base by saying so-long to carrier exclusivity — at least, according to predictions made by a Morgan Stanley analyst this week. The prophecy, published by CNN and other media outlets, suggests Apple’s share of the U.S. smartphone market could shoot from 4.9 percent up to 12.2 percent were the company to add Verizon onto its roster of iPhone-approved carriers.
When mobile carrier Orange lost its exclusivity deal with the iPhone in France, Huberty says, the iPhone’s market share grew by 136 percent. Given the excitement over the idea of expanded carrier options in America — not to mention the growing anger toward AT&T by many iPhone customers — it isn’t tough to see how the same type of effect could be seen here.