Report Overview


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Smartphones and antennagate


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The Apple ‘antennagate scandal’ has received massive press attention, reflecting perhaps more the extent of Apple’s smartphone incumbency than the extent of the reception issues with the iPhone 4.
The problem may be greater than Apple publicly admits to, but it is less than it first appeared to be. The resulting consumer confusion will not help unit sales, but we still expect them to grow, supported by a number of feature set advances in the iPhone 4.
Android handset sales are growing very rapidly, and are in a sense ‘catching up’ with the iPhone; while Android may end up dominating the mid-range, the iPhone can still enjoy an (enlarged) position at the top end, provided it can maintain a premium price justification.