Piper Jaffray analyst Gene Munster today issued a note to clients this morning offering his team's thoughts on 14 "unanswered questions" about Apple. Several of his more revealing comments relate to the iPhone, which Munster feels will see its reach broadened to multiple carriers in the U.S. sometime within the next year.
Munster points to data from France, where Apple was forced by the courts to adopt a multi-carrier model, as an indication that Apple will rapidly transition its distribution model to multi-carrier agreements wherever possible, suggesting that such a change may occur in the U.S. next summer during the next probable iPhone refresh.
By way of example, for various reasons the company moved from an exclusive relationship with French wireless carrier Orange to a multi-carrier model. In France, the company now enjoys dramatically higher market share (in the 40 percent range vs. about 15 percent in ROW) than in countries with exclusive carrier agreements (such as AT&T in the U.S. where the iPhone has market share in the mid-teens).Read more »