Comments on: How iPhone is impacting the mobile industry http://www.visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/?utm_source=rss&utm_medium=rss&utm_campaign=how-iphone-is-impacting-the-mobile-industry Distilling market noise into market sense. Mon, 06 Sep 2010 09:00:45 +0000 hourly 1 http://wordpress.org/?v=3.0.1 By: Andreas Constantinou http://www.visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/comment-page-1/#comment-25541 Andreas Constantinou Sun, 06 Jan 2008 18:01:30 +0000 http://visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/#comment-25541 Hi Paritosh, I believe that Apple has striken exclusive deals with 4 operators instead of using a promiscuous distribution model, for some very good reasons: 1. Apple gets a decent revenue share of user monthly fees. By different analyst estimates, Apple gets about $12-$18 per user per month, a very very high figure. Without the exclusivity, Apple wouldn't be able to get into a rev share deal. (compare these figures with the data ARPU figures - typically around $1-$7 depending on the region and operator) 2. Apple increases demand by creating scarcity. The harder something is to get, the more you want it. 3. Apple is better able to control pricing of the iPhone; i.e. that it is sold at a fixed price per geography and it is not subsidised. Andreas Hi Paritosh,

I believe that Apple has striken exclusive deals with 4 operators instead of using a promiscuous distribution model, for some very good reasons:
1. Apple gets a decent revenue share of user monthly fees. By different analyst estimates, Apple gets about $12-$18 per user per month, a very very high figure. Without the exclusivity, Apple wouldn’t be able to get into a rev share deal. (compare these figures with the data ARPU figures – typically around $1-$7 depending on the region and operator)
2. Apple increases demand by creating scarcity. The harder something is to get, the more you want it.
3. Apple is better able to control pricing of the iPhone; i.e. that it is sold at a fixed price per geography and it is not subsidised.

Andreas

]]> By: Paritosh http://www.visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/comment-page-1/#comment-25416 Paritosh Fri, 04 Jan 2008 22:10:00 +0000 http://visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/#comment-25416 Hi Andreas , Any thoughts on why despite all these pluses that the phone has iphone has chosen to tie up only with one mobile operator in each geography ? All the other phone manufacturers have chosen to use multiple networks in their versions of the smart phone ? With such a good device would it not have made sense for them to capture scale with other vendors ? Is this because apple could not get the required subsidy from other operators that it needed to make the iphone competitive with the other high end phones ? Or is it because they were not sure if the other vendors would invest along with them in making the phone compatible with visual voice mail and other features that they probably have in mind and thus probably lead to a compromise in the iphone experience ? Or is this because they feel that making their phones open to all networks will in some way compromise their control over the platform ? I am just not able to get a clear answer to this .. and would be thankful for ur input . thanks Hi Andreas ,

Any thoughts on why despite all these pluses that the phone has iphone has chosen to tie up only with one mobile operator in each geography ? All the other phone manufacturers have chosen to use multiple networks in their versions of the smart phone ?

With such a good device would it not have made sense for them to capture scale with other vendors ?

Is this because apple could not get the required subsidy from other operators that it needed to make the iphone competitive with the other high end phones ?
Or is it because they were not sure if the other vendors would invest along with them in making the phone compatible with visual voice mail and other features that they probably have in mind and thus probably lead to a compromise in the iphone experience ?
Or is this because they feel that making their phones open to all networks will in some way compromise their control over the platform ?
I am just not able to get a clear answer to this .. and would be thankful for ur input .

thanks

]]> By: George Sarmonikas http://www.visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/comment-page-1/#comment-18576 George Sarmonikas Fri, 26 Oct 2007 08:09:16 +0000 http://visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/#comment-18576 Excellent post Andreas. I'm wondering if you could also through some light in the operator lock process of the iphone. Platforms available, as well as how operators in Europe might use the Synchronoss platform to activate the iPhone once their customers start using it. Excellent post Andreas. I’m wondering if you could also through some light in the operator lock process of the iphone. Platforms available, as well as how operators in Europe might use the Synchronoss platform to activate the iPhone once their customers start using it.

]]> By: Mobile Analyst Watch http://www.visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/comment-page-1/#comment-6415 Mobile Analyst Watch Thu, 01 Jan 1970 00:00:00 +0000 http://visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/#comment-6415 <!--%kramer-pre%-->VisionMobile about How iPhone is impacting the mobile industryCarolina Milanesi at Gartner and Jack Gold at J Gold Associates via vnunet.com about New iPhone battery to cost $85.95Ken Dulaney and Michael King at Gartner and Shiv Bakhshi at IDC via <!--%kramer-post%-->

VisionMobile about How iPhone is impacting the mobile industryCarolina Milanesi at Gartner and Jack Gold at J Gold Associates via vnunet.com about New iPhone battery to cost $85.95Ken Dulaney and Michael King at Gartner and Shiv Bakhshi at IDC via

]]> By: iPhone Unlocked http://www.visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/comment-page-1/#comment-6376 iPhone Unlocked Thu, 01 Jan 1970 00:00:00 +0000 http://visionmobile.com/blog/2007/07/how-iphone-is-impacting-the-mobile-industry/#comment-6376

iPhone Feeds [IMG RSS] Ëã±Êê?Â?Ø„Ç?„É£„É™„Ç¢ÔºØÔºí„ÄÅ„ÄåÔ?âÔº?Ô?àÔ?èÔ?éÔ?Ö„Äç„ÅÆËã±Âõ?„Åß„ÅÆ„Éë„ɺ„Éà„Éä„ɺ„Å? Musings of a Little Mind Ramblings (Tonight’s Random Thoughts) BlackBerry Finds New Home in China How iPhone is impacting the mobile industry

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