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Analyst sees iPhone headed for T-Mobile USA next

updated 06:00 pm EST, Mon November 30, 2009

T-Mobile favored over VZ in iPhone growth

Verizon's pro-Android stance may push Apple to choose T-Mobile as its next US carrier for the iPhone, Thomas Weisel analyst Doug Reid said today in an investor's note. Assuming AT&T's exclusivity in the US ends next year, the researcher believes T-Mobile would be the easier option as Google's deal with Verizon creates a united front that sets up Verizon as an 'enemy' to Apple. T-Mobile would be a relatively easy addition, while Verizon is deemed less likely to be an option until 4G is widely available in 2011.

Technically, it's not clear whether Apple would be inclined to make the move. T-Mobile already uses GSM and EDGE (2G) data, but its HSPA-based 3G operates on the 1,700MHz band and often needs T-Mobile specific network support to function properly. Also, more than one source has suggested Apple may be using a dual-mode Qualcomm chipset that would let the iPhone run on Verizon's existing network as well as AT&T's without having to produce an entirely separate device.

Also, T-Mobile is comparatively much smaller than most of the major carriers and would represent a relatively modest expansion for Apple in the US. It has just 33.4 million customers, or less than half of AT&T's base, and has been on the decline in recent months in part because of customers switching for the iPhone. Verizon is now larger than AT&T and potentially gives Apple much wider reach. [via TheStreet]



By Electronista Staff
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Comments

  1. Mr. Strat

    Forum Regular

    Joined: Jan 2002

    +3

    Go for it

    I'd like to see that. My G1 contract is up next year. And TMO wouldn't cripple it like Verizon likes to do.

  1. charlituna

    Fresh-Faced Recruit

    Joined: Sep 2009

    +1

    crazy idea

    maybe a move to t-mobile isn't about Verizon at all but about the fact that t-mobile is GSM.

    also, the real question is likely if they would move to someone else exclusively or unlock the phones. given the flack, I hope the latter is seen as the wise move

  1. sodajerk

    Fresh-Faced Recruit

    Joined: Sep 2007

    +1

    Foreshadowing Event

    I wonder if Verizon saw the writing on the wall with this one. Their smear campaign pretty much coincided with the Droid launch. Looks like that's the horse they've chosen to hitch their cart to.

  1. Rezzz

    Fresh-Faced Recruit

    Joined: Jan 2006

    +1

    crossing my fingers

    please, santa, let this be true.. i've left out cookies.

  1. Sipocpeti

    Fresh-Faced Recruit

    Joined: Jan 2010

    0

    iPhone is also available for free now!

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