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More Analyst Speculation on T-Mobile as Next U.S. iPhone Carrier

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Fortune reports on a new research note from Kaufman Bros. analyst Shaw Wu speculating that Apple's first foray beyond its exclusive relationship with AT&T for the iPhone in the U.S. may be T-Mobile, not Verizon as many observers have been hoping for. Wu's primary support for his claim is the fact that T-Mobile runs a GSM network like AT&T, and while it operates on a different frequency than AT&T's network, both the iPhone 4 and 3GS physically support T-Mobile's 2100 MHz frequency.

While T-Mobile's subscriber base of 34 million users pales in comparison to Verizon's 93 million and thus appears to be a less enticing target for carrier expansion for Apple, the fact that the iPhone is already compatible with T-Mobile's network may go a long way toward swaying Apple. Apple has been rumored, however, to have contracted with Pegatron to manufacture a Verizon-compatible iPhone for release as soon as November of this year, suggesting that developing specialized hardware compatible for Verizon's network may not be as big a hurdle as some observers think.

Wu's note today is by no means the first to suggest T-Mobile as a possible first expansion of iPhone distribution in the U.S., as Wu himself and Thomas Weisel analyst Doug Reid both pointed to the possibility back in December. The following month, Oppenheimer & Co. analyst Tim Horan similarly promoted T-Mobile as being the first carrier beyond AT&T to receive the iPhone, claiming that the expansion would happen this summer.

Wu has a relatively poor track record, and so we view this as nothing more than speculation based on an examination of the obvious. But due to the amount of publicity the report is receiving today, we are publishing this on Page 2 for interest and discussion.

Article Link: More Analyst Speculation on T-Mobile as Next U.S. iPhone Carrier
 

islesguy81

macrumors newbie
Jul 23, 2009
19
0
not a bad thing

If T-mobile gets the iPhone maybe they will have better data plans than AT&T
 
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3D-Troll

macrumors member
Feb 24, 2007
61
0
Ann Arbor, MI
This is what I'm waiting for

I got a Nexus One on T-Mobile. My bill with 500 minutes (free nights and weekends) unlimited text, data plus taxes and fees comes to $65. Compare this to an AT&T plan and you pay more for just phone (less minutes). I would switch to the iPhone as soon I as can have it on my plan.

Steffen
 
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normwood

macrumors 6502a
Sep 12, 2008
666
22
In a house...duh!
T...who?

Seriously...in my area they are like Bubba's Cell Phone Service.

I'm perfectly content with AT&T, but Verizon sure seems like a better business partner with so many current users.

Steve
 
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aforty

macrumors 65816
Nov 27, 2007
1,380
472
Brooklyn, NY
It took a "research firm" to figure this out? I don't know why people were expecting Verizon to get it before T-mobile. All carriers will get it eventually but it makes only sense that the one also using the GSM network will get it first.
 
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macslayer118

macrumors 6502
Oct 6, 2008
325
144
Dallas, TX
I just don't understand all the speculation over the last 3 years regarding carriers for the iPhone. Get over it, people. If it happens, it happens and Apple will announce it. Until then, ANY carrier is a viable candidate.
 
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SAD*FACED*CLOWN

macrumors 65816
Apr 5, 2010
1,342
1
Houston, TX
what you non AT&T people don't seem to understand is that your carrier has cheap rates because it has less subscribers and less popular devices...if and when iPhone comes to Teen-Mobile or sprint you will see those unlimited data plans disappear and tiered data in it's place
 
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designgeek

macrumors 65816
Jan 30, 2009
1,064
0
"Town"
Oh god PLEASE! I've already decided to hold off until this fall and get an iPhone as my birthday present to myself but Tmo would be the greatest gift ever!
 
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Bk-Sebastian

macrumors newbie
Apr 5, 2010
7
0
Brooklyn, NY
what you non AT&T people don't seem to understand is that your carrier has cheap rates because it has less subscribers and less popular devices...if and when iPhone comes to Teen-Mobile or sprint you will see those unlimited data plans disappear and tiered data in it's place

Gotta agree. Once these companies experience data usage from iPhone owners they'll realize tiered plans make more sense. AT&T had unlimited txt plans pre-iPhone too.

Also how does an analyst's note count as true rumor anyway. These guys are always wrong. They know jack. If it was up to them iPhone 4 would have come out in 2009 and my iPad would be baking cookies right now.
 
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screensaver400

macrumors 6502a
Jan 28, 2005
851
34
Yes, T-Mobile uses 2100 Mhz, which iPhone supports, but they also use 1700 Mhz, which no iPhone yet supports. You'd need both to use T-Mobile's 3G network.

It would be much easier to add the 1700 Mhz band than to create a CDMA iPhone, though I think both are likely.
 
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SAD*FACED*CLOWN

macrumors 65816
Apr 5, 2010
1,342
1
Houston, TX
every analyst in the world just bet the farm a few weeks ago that Verizon was definitely getting the iPhone this summer..now that reality has set in speculation about T-Mobile begins....
 
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SAD*FACED*CLOWN

macrumors 65816
Apr 5, 2010
1,342
1
Houston, TX
Oh god PLEASE! I've already decided to hold off until this fall and get an iPhone as my birthday present to myself but Tmo would be the greatest gift ever!

your signature...AT&T has had early eligibility since the 3G hit back in '08...I don't think they're scared of anything...except facetime, and free tethering
 
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PBGPowerbook

macrumors regular
Jan 6, 2004
160
1
Everyone should've stopped reading at "Shaw Wu."

He is the shining example of the inanity, irrelevance, and irresponsibility of "tech analysts." It's tough not to be sour grapes when you think about how much these people must get paid...
 
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bartolo5

macrumors member
May 11, 2008
54
180
Retarded analysis

Talk about some analysist making a fool of himself. T-Mobile's 3G is NOT compatible with any iPhone. They use 1700Mhz for the uplink, 2100Mhz for the downlink which the iPhone 3G/3GS/4 can't do. It's called AWS band, or UMTS band IV. In europe 2100Mhz is used for both uplink and dowlink, it's UMTS band I.

At most what you'll get on T-Mobile with the iPhones is regular EDGE on 1900Mhz.

All 3G bands are here
http://en.wikipedia.org/wiki/UMTS_frequency_bands
 
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Tyre

macrumors regular
May 23, 2010
143
0
Baltimore, MD
this analyst needs to do better homework. the t-mobile 3g band isn't supported on any of the iphones, including the iphone 4.

As opposed to what, the new CDMA iPhone? As was stated by screensaver400 it would be much easier to add a 1700 band than redesign for CDMA (though numerous rumors have suggested that Apple is preparing a CDMA iPhone.)

As for carriers, look what the iPhone does to networks, both here and abroad. How much complaining do you hear about AT&T and O2 as exclusive carriers? The huge strain on their networks balances out the publicity and business they've gotten from being the sole cell companies offering the iPhone. The unlimited data plan castration will follow the iPhone wherever it goes. It could make a comeback as networks improve, but I doubt it because bandwidth expansion is accompanied with larger/more complex files.

Add an iPhone potentially video conferencing over 3g plus multitasking and no carrier would be willing to shoulder that data load.
 
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sportsfan

macrumors regular
Nov 13, 2009
210
68
Stupid Verizon

If only they hadn't been such head cases when Steve-O first went to them with the iPhone idea. Just think how far ahead of the competition Apple would be with all those potential subscribers.
 
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nxent

macrumors 6502
Nov 7, 2004
330
7
seattle
hmm, what are the chances of there being prototype iphones linked to tmobile and verizon's networks existing in the 'wild'? i'm assuming that while websites such as MR can tell what kind of device (ie, ipad, imac,etc) is connecting to their servers, there isn't a way a to tell which network it's connecting from (ie, att, verizon, comcast)..?
 
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chuckles:)

macrumors 6502
May 3, 2006
283
0
CANADA
Here in Canada, we just had a carrier launch on the AWS band. Their prices are dramatically better than anything the old carriers offered. even if apple wanted to keep the iphone exclusive in the states, they could have still included the band for our sake.
 
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sand0s

macrumors member
Feb 2, 2010
31
0
it is strange that they added a fourth band (VIII - 900 frequency) which is for more of europe, asia and also vodaNZ but doesn't open up anything in the US... even stranger is that i was just in NZ and my 3G (which doesn't support VIII / 900 apparently) was on the vodaNZ 3G network the whole time. anyone with knowledge of this whole UMTS / HSDPA band and frequency thing, please tell me how this worked then?
 
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sand0s

macrumors member
Feb 2, 2010
31
0
it is strange that they added a fourth band (VIII - 900 frequency) which is for more of europe, asia and also vodaNZ but doesn't open up anything in the US... even stranger is that i was just in NZ and my 3G (which doesn't support VIII / 900 apparently) was on the vodaNZ 3G network the whole time. anyone with knowledge of this whole UMTS / HSDPA band and frequency thing, please tell me how this worked then?


answer this myself... apparently they use I / 2100 as well.
 
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