Five ways the Verizon iPhone will change the mobile landscape:
1. When Verizon has the iPhone its Droid sales will dip
2. Second, expect nothing to change in terms of iPhone development over the next few years… there is no reason for Apple to release a “better” model on either platform (even LTE) until all carriers converge to LTE
MacDailyNews Take: So reason #2 on a list of how things will change is “no change?” Okay, got it. Headline revised from “five” to “four.”
3. Expect a banner year for Verizon
4. Expect Apple make this announcement quietly and without fanfare
5. The Verizon iPhone won’t be much better than the AT&T iPhone when it comes to reception and data transmission – at least not yet… most users use a little more than 200MB of data a month… and there are a total of about 11 million AT&T iPhones floating around out there. According to AppleInsider, Verizon sold an estimated 4.4 million Droids. Verizon has 92 million subscribers while AT&T has 90 million. So 11 million AT&T subscribers are slamming the network while 4 million Droid-ites are tapping Verizon’s network gently. So what happens, then, when the iPhone effect hits Verizon, especially on Verizon’s older, slower CDMA network? Verizon will experience the exact issue that has been plaguing AT&T: the curse of success.
Read more in the full article here.
MacDailyNews Take: We’ve long held that Verizon would choke on iPhone data traffic, but we’ve grown less sure of that lately. Along with Verizon themselves, we’ll just have to wait and see. Don’t forget that some portion of Android settlers will upgrade to the iPhones they really wanted – in some surveys, more than half of Verizon’s subscribers want iPhones! – so not all Verizon iPhones will be net additions to the carrier’s data demand. One thing that may happen, too: AT&T could get better as the burden of carrying the full U.S. iPhone load decreases.