Analyst: 2009 rivals may hurt iPhone growth

updated 12:00 pm EST, Fri February 20, 2009

RBC on 2009 iPhone Rivals


A slew of new full touchscreen cellphones introduced at this week's Mobile World Congress could significantly impact Apple's competitiveness this year, a research note from RBC Capital Markets says today. Analyst Mike Abramsky notes that the sudden and relative abundance of devices in the iPhone's category will give Apple a more difficult environment than it has encountered in the past. While not necessarily expecting damage to iPhone sales, the researcher warns that there could be either "downshifts" in sales to challengers or else damage to profit margins if Apple feels compelled to more aggressively price any future iPhones.

Among the more direct competitors are HTC's Touch Diamond 2 and keyboard equivalent the Touch Pro 2, the Samsung Omnia HD and the LG Arena. In many cases, the devices often center on larger or higher resolution screens as well as custom interfaces on top of older operating systems like Symbian S60 or Windows Mobile.

Apple's own intended response is considered important but has received few direct clues. A new hardware string has hinted that the next iPhone will be a major revision, but little else in terms of hardware has surfaced aside from a purported shell leak that suggests at least 16GB of storage and a cosmetic change.


By Electronista Staff

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Previous Comments

  1. dliup

    Fresh-Faced Recruit

    Joined: Jan 2006

    +3

    total speculation

    They said the same thing about the Apple iPod.


  1. UberFu

    Fresh-Faced Recruit

    Joined: Oct 2002

    0

    speculation....

    .......blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah blah.......

    This Is Not News Until It Actually Happens - Thanks for the waste of time!


    Comment buried. Show
  1. Guest

    Fresh-Faced Recruit

    Joined: Nov 1999

    -13

    you are correct

    I dont think its speculation at all. If you doubt this story maybe you should look at some of the stuff coming out, much of it hands above the iPhone.

    The iPhone will die a slow and painful Newton like death.


  1. boris_cleto

    Fresh-Faced Recruit

    Joined: Sep 2002

    0

    Asteroid

    The Earth may be hit by an asteroid at any time. Doesn't mean it is likely to happen.


  1. Guest

    Fresh-Faced Recruit

    Joined: Nov 1999

    -7

    If apple......

    would offer the iPhone to ALL carriers, maybe they would corner the market BUT since they partnered with crappy AT&T, (which sucks royally), I will not be buying a iPhone. The palm pre and BB's will keep apple down.


  1. Haywire

    Fresh-Faced Recruit

    Joined: Nov 2001

    -1

    Confusion and app store

    Guarantee there is NO HOPE for these wannabees.


  1. Constable Odo

    Fresh-Faced Recruit

    Joined: Aug 2007

    0

    HD cellphones???

    We are basically talking about a cellphone. Why the heck would an ordinary cellphone really need high-definition viewing. Is the average person really going to be viewing movies on their cellphones. With the iPhone it may be that way because the iPhone is basically an iPod with a 3G chipset. The iPod was designed to download audio and video as part of the iTunes platform. But these devices such as the Omnia and Diamond were never really PMPs. I'm not sure what is used to get media on those cellphones. Drag and drop files? The people who buy these other cellphones aren't even going to use them the way most Apple users use the iPhone. If the iPod wasn't trumped by other PMP devices I'd say the same would go for the iPhone. There have always been PMP players with better hardware than the iPod that had supposedly better sound and played more file formats, but it still didn't make a difference. It's just that the whole Mac/iPod/iPhone platform works in sync to make things easier for users.
    Hardware-wise, the Samsung Omnia HD has the current iPhone 3G beat cold, and anyone that is willing to use the Symbian OS should really enjoy using it. Still, it is expensive and I don't know about how good customer support is. As impressive as it specs are, I doubt it will be flying off the shelves in quantity like the next iPhone iteration will.


  1. dimmer

    Mac Enthusiast

    Joined: Feb 2006

    0

    Please

    This is just Microsoft PR gone wild: the Windows Mobile 6.5 rollout (which doesn't support multitouch, and has a horrible UI) is the root cause of this warning, and it's so damn poor it's almost as laughable as the Zune.

    Palm's new entry may help Palm stay around for another year or two, Android may make small waves, and in some aspects these may be better than the current iPhone OS: but Apple isn't sitting still on their OS development and will probably blow these johnny come latelys out of the water.


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