Analyst Offers Thoughts on iPhone Success, Multi-Carrier Business Models, iTunes Video Content

[entropys]

Munster is talking out of his ass.

There are other countries where the iphone is basically sold by every carrier in the country --- like Australia and Italy. For sure, if the iphone was capturing 40% of the Australian smartphone market --- we would have heard and read about it (especially because Australians are English speaking).

Secondly, in every single news report about the iphone sales in France --- they are on par with UK and Germany sales (since they have about the same population size). Even if Munster is right that the iphone is capturing 40% in France's smartphone market --- it only means ONE thing, the French smartphone market is vastly smaller than every single industrial country in the world.

It is very simple math --- for example, if both UK and France both sell 2 million iphones and they both have the approx the same population size ---- and the iphone has only a 15% market share in smartphone in UK but 40% market share in smartphone in France. Then there is only ONE math solution --- the French smartphone market is much smaller than UK and the rest of the industrial world.

According to this article, Australia has sold 750,000 iphones in a bit over twelve months. quote:

Warren Chaisatien, managing director of telecommunication analyst group Telsyte, estimated that about 750,000 iPhone handsets had been sold in the Australian market since its launch mid-last year.

That is an awful lot of iphones, considering that the entire population of OZ is only a smidgeon over 20 million. On my bus, full of middle managers, the ratio of blackberries to iphones is about even, with the odd loser with a WinMo HTC, and gasp, even one or two people with an ordinary GSM phone!

That said, I am not sure how many of those 750,000 are unlocked iphones heading off to Asian countries though......

 

[aristotle]

Just a comment regarding LTE being data only. UTMS 3GGSM used in some European countries and it provides voice over a dedicated VOIP data channel with built-in compression and less overhead than traditional VOIP from third-parties.

LTE is in fact an extension or evolution of UTMS as you can see in this article:
http://en.wikipedia.org/wiki/Universal_Mobile_Telecommunications_System

So LTE can in fact support voice no problem it is just that Verizon does not want customer to know that for fear of causing a panic or for people to hold off on upgrading their phones.

Verizon could implement UTMS for "dumb" phones and current smartphone models like what Telus is doing in Canada as a stepping stone to LTE.

Implementing UTMS would not only give them accept to the iPhone and other 3G GSM phones but it could be used as a fallback mode for LTE devices when the 4G network became congested much like what happens with 3G and Edge today.

 

[samab]

Just a comment regarding LTE being data only. UTMS 3GGSM used in some European countries and it provides voice over a dedicated VOIP data channel with built-in compression and less overhead than traditional VOIP from third-parties.

LTE is in fact an extension or evolution of UTMS as you can see in this article:
http://en.wikipedia.org/wiki/Universal_Mobile_Telecommunications_System

So LTE can in fact support voice no problem it is just that Verizon does not want customer to know that for fear of causing a panic or for people to hold off on upgrading their phones.

That's completely BS.

There is no standard for the voice component in the LTE standard yet.

http://www.commsdesign.com/design_center/g3wireless/news/showArticle.jhtml?articleID=218401050

Verizon is not doing the voice part yet because they are waiting for the standard to be finalized.

 

[diamond.g]

That's completely BS.

There is no standard for the voice component in the LTE standard yet.

http://www.commsdesign.com/design_center/g3wireless/news/showArticle.jhtml?articleID=218401050

Verizon is not doing the voice part yet because they are waiting for the standard to be finalized.

I seem to remember a wireless company just showing off the ability to handoff a call between LTE and CDMA (which I guess hadn't been done before).

 

[pmjoe]

Piper Jaffray analyst Gene Munster today issued a note to clients [...]

ROTFLMAO! Why does MacRumors feel obligated to post stuff from these so-called "analyists"??? Please post the credentials (or lack thereof) for these individuals, as to why their analysis holds any value.

In other news, pmjoe today issued a note to clients [...]

Apple would be looking to offer a monthly package of video content designed to replace a customer's cable bill, and may launch the service alongside upgraded Apple TV software and/or hardware.

Let's see, if I drop my cable service, my cable company will drop the discount I get for having both broadband and cable - the value of the discount ... approximately what I currently pay for cable. And as a bonus, I'd get to buy expensive Apple hardware to watch barely 720p video, wait for it to download to some reasonable buffer size, and probably get no live sporting events. Maybe Piper Jaffray can analyze that for a while.

 

[samab]

I seem to remember a wireless company just showing off the ability to handoff a call between LTE and CDMA (which I guess hadn't been done before).

That was a demo from Nortel and LG --- they are trying to sell stuff to the carriers, doesn't mean that the carriers want to buy them.