iPhone: Vodafone Calling
News Analysis. Apple's iPhone distribution deal with Vodafone is bigger than the number of countries. The terms matter even more. |
The deal, announced today, May 6, will put Vodafone-branded iPhones in 10 countries, Australia, Czech Republic, Egypt, Greece, Italy, India, Portugal, New Zealand, South Africa and Turkey, later in 2008. Right now, iPhone is available from various carriers in Austria, France, Germany, Ireland, the United Kingdom and the United States. Distribution also has been announced in Canada.
Increased distribution will legitimately bring iPhones to many countries where they already are available on the gray market, meaning as forcibly unlocked devices purchased in the European Union and the United States. The Vodafone deal may be a sign of big changes ahead, as Apple moves away from the exclusivity that the iPhone was launched with in the United States and early European markets. Exclusivity means a carrier-locked device, except in areas where local laws intervene.
Vodafone's announcement was surprisingly short, just two sentences. Piper Jaffray analyst Gene Munster sees something in what's missing. In a company note on Apple released today he wrote:
"We believe Apple's agreement with Vodafone in these 10 countries is not exclusive, based on the language of Vodafone's press release today. In the past, carriers have announced exclusivity as a key component of the agreement, but Vodafone did not reference any exclusive terms."
Gene had expected Apple to sell 12.9 million iPhones during 2008, a number he said he doesn't expect to increase because of the Vodafone deal.
I expect nonexclusivity to be Apple's fundamental approach for all new iPhone carrier agreements. The phone's sales success gives Apple broad negotiating freedom; carriers want the iPhone. Forcibly unlocked phones account for at least one-quarter of sales, based on Apple statements made in January. Recent iPhone shortages in Apple stores, coupled with increasing disparity between units sold and carrier service activations, suggest the percentage now is much higher.
Apple needs two things from the iPhone right now: rapid increases in unit sales and as broad distribution as possible. Locking phones to single carriers through exclusive distribution undermines both objectives. If Apple can quickly achieve both goals, it can do with the iPhone something limited with the iPod: establish a new content platform with a potentially wide reach. The iPod has a platform's breadth but not its depth; the iPod is too limited to music. By comparison, the iPhone has sweeping platform potential and in a category with huge sales (about 1 billion units a year). Microsoft doesn't dominate the category, which removes monopoly as a barrier.
The iPod succeeded because:
- Apple got basics like size, battery life, user interface and PC-to-device distribution right.
- Consumers had plenty of content (CDs ripped to MP3s) to put on the device.
- Apple marketed the iPod more than any other technology product on the planet.
- Apple made the iPod available through tens of thousands of locations.
The iPhone shares with the iPod the first three attributes, but distribution is constrained. Apple can't open the distribution spigot by way of locked phones and exclusive carrier arrangements.
Apple is lining up the planets—3G device, SDK, iPhone 2.0 software, unlocked mobiles, nonexclusive distribution and new carriers—for a massive second-half 2008 sales push. Apple will apply the lessons learned from the iPod to the iPhone. If successful, the iPhone could be the content platform that replaces the PC. That's no bold prediction, nor is it by any means a certainty. How Apple executes and how competitors respond during the 12 months from June will matter much.
But there's no denying the amount of carrier, content distributor or developer interest in the iPhone SDK, iPhone 2.0 or even the v1 device. Today, Associated Press announced the beta Mobile News Network for iPhone. Already, a surprisingly large number of Web sites or services offer iPhone-formatted Web pages, including Amazon.com and some banks. Apple has sold about 6 million iPhones since the launch. The number is paltry compared with the 1.1 billion mobiles sold in 2007. In that context, the amount of attention given the device is much greater than its global presence.
Apple needs to get iPhones everywhere, and that has got to happen quickly following the release of iPhone 2.0 software. Hardware competitors like HTC and Sony Ericsson are applying iPhone concepts to newer phones like the Touch Diamond (announced today) or the Xperia X1, running Windows Mobile. Microsoft also plans to fix its mobile Internet Explorer later in 2008. The point: Fierce iPhone competition is coming in the second half of the year.
From my perspective, the two mobile content platforms with most adoption potential are Nokia's N Series phones and Apple's iPhone. Apple's device delivers superior content consumption capabilities, while Nokia phones are much better for creating content. Most people consume, so Apple has the advantage there. Nokia is the undisputed leader in distribution with global market share of 39 percent (as revealed with the company's first-quarter earnings results).
The smart phone will be dominant platform in the future, I predict, and smaller mobile devices will displace PCs. It's inevitable. Can the iPhone dominate that market like the iPod did music players? The MP3 player market was small when the iPod was released. The cell phone market is huge, and there are many competitors. But the iPhone will be nowhere if Apple fails to rapidly increase distribution over the next six months. A nonexclusive Vodafone deal, and many others to follow, would be the best way for Apple to sell more iPhones more places—and quickly. But the window for success won't stay open for long.
Related Posts:
- Subsidized iPhone? I Wish, Apple Watch, April 30, 2008
- Content, Context and Compromise, Apple Watch, April 28, 2008
Comments (8)
'the iPod is too limited to music'
Please take into account the iPod contains various SKU's: Shuffle, Nano, Classic and 'Touch'. The Classic and Touch play video and music quite well. So I find it hard to believe when you say the iPod is just limited to music.
I can't wait for the iPhone to officially touch down in Jamaica, I hope its with Digicel, since that is my current carrier. I would also like a pay as you go model. Cannot afford the current rates especially for someone like me on a budget. I am of course saving towards a iPod Touch, but I am a person who wants it all and getting entire experience through the iPhone is why I am excited about it coming to Jamaica hopefully.
There are persons running unlocked iPhones here but they are frustrated with the fact that it needs updating but do not want to break their current setup. Its such a wonderful device and I compliment Apple on it. Its the best phone out there.
Posted by Andre Da Costa | May 6, 2008 7:01 PM
Smaller mobile devices displacing PCs? Well, sure if you mean the beige standard bulk PC with cable and wire hell... But PCs are also small HP computers and I look at iMacs for a clue of the future PCs, and I can't see those displaced by an iPhone. I mean, where are you going to make real work (even at home)? Where are you going to use GarageBand, or play First Person Shooters? In an iPhone? I mean, doh!
There's a reason why large TFTs are popular, you know? They don't sell 14inch monitors any longer...
Posted by Luis Dias | May 19, 2008 7:42 PM
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E-mail:
(jeffdan1960@yahoo.com)
(omegacommsltd147@yahoo.co.uk)
Chatting E-mail (jeff_dan1470@hotmail.com)
Tel:+44 7045754055,+44 70457054055
WE HAVE A 24HOURS EMAILING NETWORK,SO ALWAYS CHECK YOUR
EMAILS (INBOX,JUNKS/SPAM FILTERS FOR OUR MESSAGES/REPLIES).
OUR PRICELIST ARE.......
Nokia:
Nokia N96 16gb..............$375
Nokia N95 8gb...............$250
Nokia 8600 Luna.............$275
Nokia E90...................$400
Nokia 8800 Sirocco..........$325
Nokia 8800 Arte.............$445
Nokia 8800 Gold.............$395
Nokia 8800..................$259
Nokia 8800 diamond edition..$375
Nokia N95...................$225
Nokia N93i..................$195
Nokia E60...................$175
Nokia E61...................$189
Nokia 6630..................$139
Nokia 5300..................$125
Nokia 5700..................$145
Sony ericsson:
Sony Ericsson P990i..........$295
Sony Ericsson P910i..........$225
Sony Ericsson P900...........$205
Sony Ericsson W810i..........$145
Sony Ericsson W880i..........$155
Sony Ericsson W900i (White)..$165
Sony Ericsson W910 (Latest)..$185
Motorola:
Motorola A1200..............$166
Motorola w395...............$300
Motorola w380...............$290
Motorola RIZR Z8............$300
Motorola KRKR K3............$300
Motorola Qqp................$200
Motorola w510...............$210
Motorola v8.................$180
Motorola v600...............$90
Motorola v3.................$150
Motorola rokr e1............$160
Samsung:
Samsung B600.................$350
Samsung G800.................$255
Samsung G600.................$205
Samsung P300.................$145
Samsung D600.................$199
Samsung Z500.................$149
Apple iPhone 8GB.........$200
Apple iPhone 16GB........$300
Aple Ipod 80Gb .........$205
LG::
LG KE850 Prada Unlocked............$205
LG KU990 Viewty ...................$275
LG KS20............................$225
SIDEKICK 2 $120
SIDEKICK 3 $150
SIDEKICK 3 LRG$160
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Asus P535 $250
Asus P525 $240
Asus P505 $250
Asus Z810 $240
Asus V85 $220
Asus V75 $200
HTC PHONES
HTC SHIFT UMPC .........$520us
HTC Advantage X7500 ..$400usd
HTC P4350 for .............$350usd
HTC X7501 For .............$410us
HTC S720 for .............$350us
HTC S710 for ...............$300usd
ETEN PHONES PDA
ETEN M600 for ....$230usd
ETEN glofiish M700 $300usd
ETEN glofiish X500 $280usd
ETEN glofiish X800 $295usd
ETEN M500 for .....$180usd
ETEN M550 for .....$200usd
QTEK.........
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QTEK 8300 $200
Qtek 8310 $200
Qtek 8500 $210
Qtek 8600 $260
Qtek 9600 $320
PALM TREO PHONES...
Treo 750 for .....$240usd
Treo 680 for .....$250usd
Treo 700wx for .....$170usd
Treo 650 for .$150usd
Treo 700w for .....$180usd
SONY ERICSSON PHONES
Sony ericsson w960i $250usd
Sony ericsson P1 for $240usd
Sony ericsson w888i $220usd
I-MATE PHONES
i-mate Ultimate 9150 for $260usd
i-mate Ultimate 8150 for $240usd
i-mate Ultimate 7150 for $230usd
i-mate Ultimate 6150 for $220usd
i-mate Ultimate 5150 for $210usd
I-mate JAMA for..$230usd
i-mate JASJAM for $230usd
i-mate JASJAR for $200usd
i-mate k-JAM for $180usd
SIDE KICKS PHONES..
Sick kick 3 LARGE for.... $220usd
Side kick 2 for.. $160USD
Side kick 3 for.. $180USD
BLACK BERRY......
Blackberry 8310 curve for $300usd
blackberry 8300 curve $280usd
Blackberry Pearl 8100 for $260
blackberry 8300 world edition $260usd
blackberry 8800 $200usd
CAMCORDERS..& CAMERAS....
Canon EOS-1Ds Mark II, 17.2 Megapixel SLR Digital
Camera--$900
Canon EOS-1D Mark III, 10 Megapixel SLR Digital
Camera--$1200
Nikon D3X, 12.4 Megapixel, Digital SLR Camera -----$900
Canon EOS-1Ds Mark III, 21.1 Megapixel SLR Digital
Camera--$1300
Canon EOS-1D Mark II, 8.2 Megapixel; Interchangeable Lens
Professional SLR;Digital Camera---- $800
Canon EOS-1D Mark II N, 8.2 Megapixel, SLR, Digital
Camera---- $600
GPS Navigator:
Garmin Street Pilot C530.............................$250usd
Garmin Street Pilot C550 ............................$300usd
Garmin Quest 2 Pocket GPS Navigator..........$150usd
Garmin nuvi 350 Portable............................$300usd
GARMIN StreetPilot 7200, North America GPS Navigator.$400usd
Garmin StreetPilot 2730 GPS Navigator.......$430usd
Garmin Street Pilot 2720.............................$300usd
Tomtom
Tomtom Go 300..............$165
Tomtom Go 500..............$175
Tomtom G0 700..............$245
Tomtom Go 910..............$325
PIONEER DVD
Pioneer DVD-630 Multi-disc DVD Player.........$200usd
Pioneer DVD-V555 DVD Player.......$350usd
Pioneer DV-285-S DVD Player........$50usd
Pioneer DVD-V7400 DVD Player.......$600usd
Pioneer DVD-V5000 Pro DVD Player.........$250usd
Pioneer DVR-RT500 DVD Recorder / VCR Combo....$120usd
Pioneer DV-45A DVD Player........$200usd
Pioneer PRV-9200 DVD Recorder...........$500usd
Pioneer DVR-530H-S DVD Player / HDD Recorder.....$350usd
Pioneer DVR-231......$120usd
Pioneer DVL-919 DVD Player.......$500usd
Pioneer Elite(R) DV-46AV DVD Player..$150usd
Pioneer PRV-LX1 DVD Recorder.....$800usd
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Samsung HP-R5052 50 Plasma TV AT JUST $1000
Gateway 42" Plasma TV 16 : 9 AT JUST $950
Panasonic TH-37PWD8UK Plasma AT JUST $920
Dell W5001C 50-inch High AT JUST $800
Samsung SPN4235 Widescreen AT JUST $900
Pioneer Plasma 61" HDTV AT JUST $1100
Pioneer PDP-5060HD Plasma tv AT JUST $850
Samsung SPN4235 Widescreen tv AT JUST $990
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Xbox 360 Core System $220
Xbox 360 Prenium pack --$260
Xbox 360 Platinum Bundle Console $240
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Apple MacBook (MB061LL/A) Mac Notebook.....$850usd
Apple MacBook Pro (MA610LL) Notebook...........$950usd
Apple MacBook (MB063LL/A) Mac Notebook......$1000usd
Apple MacBook Pro (MA897LL/A) Notebook........$800usd
Apple MacBook (MB062LL/A) Mac Notebook.......$920usd
Apple MacBook Pro (MA896LL) Notebook.............$1040usd
Apple MacBook (MA700LL/A) Mac Notebook........$700usd
Apple Powerbook G4 1.67ghz Drive Bluetooth 17"Screen..$850
Apple PowerBook G4 - PPC G4 1.5..$600
Apple Powerbook G4 1.5ghz ...$700
Apple iBook G4 - PPC G4 ..$700
Apple iBook Notebook M8861LL/A ..$620
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Dell Latitude D500 $200
Dell Latitude D505 $340
Dell Latitude D610 $460
Toshiba Qosmio E10 $650
Toshiba Qosmio F20 $500pi
Toshiba Portege A200 $320
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Sony VAIO GRT250 Laptop Computer----$500
Sony VAIO V505DC1 Laptop Computer----$460
Sony VAIO GRT270 Laptop Computer------$600
Sony VAIO GRT100 Laptop Computer------$400
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Toshiba Satellite M45-S311 Laptop Computer---$470
Toshiba Satellite R15-S822 Laptop Computer---$720
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Toshiba Satellite A65-S126 Laptop Computer---$400
Toshiba Satellite P25-S526 Laptop Computer---$1000
Toshiba Satellite A45-S120 Laptop Computer---$400
Toshiba Satellite M35X-S149 Laptop Computer---$500
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1500+
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DJ MIXER
Pioneer CDJ-MK3 1000----------------$700
Pioneer DJ Effector - Red-----------$250.00
Pioneer Pro DJ Mixer----------------$300.00
Pioneer System Case (CA-CMX5).......$350.00
Pioneer CDJ-800MK2 Digital Vinyl Turntable=--$420.00
Pioneer Dual Rackmount CD Player--------$500.00
Pioneer Pro DJ Mixer (Black)-------------$620.00
Pioneer Rack mount pro DJ mixer---------$680.00
Pioneer Pro DJ Mixer (Silver)------------$600.00
Pioneer Pro DJ Mixer (Silver)............$700.00
Pioneer Super DJ mixer - Pioneer DJM909------$900.00
Pioneer DJM-600-------------------------------$750.00
Pioneer CDJ 800 MK II / DJM 600 CD DJ Package----$1,800.00
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TO PLACE ORDERS/TO BUY/MAKE AN ENQUIRY,:::KINDLY EMAIL US
TODAY
AT.....Company's E-mail address below
OMEGA COMMUNICATIONS LTD
Registered No. 02831796
UNITER HOUSE, 3 RADFORD WAY, BILLERICAY, ESSEX, CM12 0DX
E-mail:
(jeffdan1960@yahoo.com)
(omegacommsltd147@yahoo.co.uk)
Chatting E-mail (jeff_dan1470@hotmail.com)
Tel:+44 7045754055,+44 70457054065
WE HAVE A 24HOURS EMAILING NETWORK,SO ALWAYS CHECK YOUR
EMAILS(INBOX,JUNKS/SPAM FILTERS FOR OUR MESSAGES/REPLIES).
Yours Sincerely,
Sales Team
Posted by Jeff | August 11, 2008 11:09 PM
I thought the offer listed above was to good to be true, and sure enough a little searching on the net revealed the company was desolved Q1 2007
also look at the e-mail addresses, no legit established company would use yahoo and hotmail as their main contact.......
http://www.ukdata.com/creditreports/viewCompanyDetails.do?companyId=02831796&only-match=1
Posted by Anonymous | August 18, 2008 7:01 AM
Brand new Mobile phone Plasma tv , Laptop game at cheap price come with complete accessories with one year international warranty.
Email address : mary_sales005@hotmail.com
NINTENDO WII.......$250USD
NOKIA N95 8GB....$400USD
IPHONE 16GB……$350USD
iPHONE 8GB……..$300USD
IPOD 32GB.........$350USD
NOKIA N96.........$500USD
PS3 60GB……....$300USD
SAMSUNG SGH-U900...........$300USD
SONY ERICSSON XPERIA X1.......$450USD
AND MANY MORE…………
FULL SPECIFICATION FOR APPLE IPHONE 8GB
Display Type 16M colors
Size 480 x 320 pixels
Camera Resolution 2MP
Video Yes
Flashlight No
Connectivity GPRS Yes
HSDPA No
EDGE Yes
3G Yes
WiFi Yes
Bluetooth Yes
A2DP No
USB Yes
Ringtones Type yes
Memory
Card slot no
Internal user memory 8gb
Battery
Stand-by time Up to 250 hours
Talk time Up to 8 hours
Features Messaging SMS, Email
FM radio No
Games No
Speaker phone Yes
Operating System OS X v10.4.8
Touch-screen Yes
General Network GSM 850 / GSM 900 / GSM 1800 / GSM 1900
Announced 2007, January
Status Available
Size Dimensions 115 x 61 x 11.6 mm
Weight 135 g
Display Type Touchscreen, 16M colors
Size 320 x 480 pixels, 3.5 inches
Multi-touch input method
Accelerometer sensor for auto-rotate
Proximity sensor for auto turn-off
Ringtones Type Polyphonic, MP3
Customization Download
Vibration Yes
3.5 mm headset jack
Memory Phonebook Advanced, Photocall
Call records Yes
Card slot No
4/8 GB shared memory
Data GPRS Yes
HSCSD No
EDGE Yes
3G No
WLAN Wi-Fi 802.11b/g
Bluetooth Yes, v2.0
Infrared port No
USB Yes, v2.0
Features OS Mac OS X v10.4.8
Messaging SMS, MMS, Email, Instant Messaging
Browser HTML (Safari)
Games Yes
Camera 2 MP, 1600x1200 pixels, video
Google Maps
Widgets support
iPod audio/video player
PIM including calendar, to-do list
Photo browser/editor
Voice memo
Integrated handsfree
Battery Standard battery, Li-Ion
Talk time Up to 5 h
WE MAKE SHIPPMENT VIA UPS OR FEDEX EXPRESS OR DHL EXPRESS IN 2 DAYS AFTER CONFIRMATION OF PAYMENT.........
Email address : mary_sales005@hotmail.com
mary_enquiry005@hotmail.com
Posted by MARY | August 29, 2008 4:17 AM
At OMEGA COMMUNICATIONS, we have various brands of mobile phone in stock for Sale. They are
brand new and comes in their original sealed up pack with full accessories and an international
warranty.
Nokia N96 16gb..............$375
Nokia N95 8gb...............$250
Samsung B600.................$350
Samsung G800.................$255
Apple iphone 16gb 3g........$350
Apple iphone 8gb................$250
Sony erricsson xperia x1.........$400
Sony Ericsson P990i..........$295
Get back to via email for more inquires...
omegacommsltd147@yahoo.co.uk
jeffdan1960@yahoo.com
Chat e-mail : jeff_dan1470@hotmail.com
+44 704 575 4055
Posted by Jeff | September 24, 2008 11:39 AM
At OMEGA COMMUNICATIONS, we have various brands of mobile phone in stock for Sale. They are
brand new and comes in their original sealed up pack with full accessories and an international
warranty.
Nokia N96 16gb..............$375
Nokia N95 8gb...............$250
Samsung B600.................$350
Samsung G800.................$255
Apple iphone 16gb 3g........$350
Apple iphone 8gb................$250
Sony erricsson xperia x1.........$400
Sony Ericsson P990i..........$295
Get back to via email for more inquires...
omegacommsltd147@yahoo.co.uk
jeffdan1960@yahoo.com
Chat e-mail : jeff_dan1470@hotmail.com
+44 704 575 4055
Posted by Jeff | September 24, 2008 11:44 AM
At OMEGA COMMUNICATIONS, we have various brands of mobile phone in stock for Sale. They are
brand new and comes in their original sealed up pack with full accessories and an international
warranty.
Nokia N96 16gb..............$375
Nokia N95 8gb...............$250
Samsung B600.................$350
Samsung G800.................$255
Apple iphone 16gb 3g........$350
Apple iphone 8gb................$250
Sony erricsson xperia x1.........$400
Sony Ericsson P990i..........$295
Get back to via email for more inquires...
omegacommsltd147@yahoo.co.uk
jeffdan1960@yahoo.com
Chat e-mail : jeff_dan1470@hotmail.com
+44 704 575 4055
Posted by Jeff | September 24, 2008 11:45 AM