We know both AT&T and Verizon are hard at work on their LTE build outs. Verizon will offer it first, followed by AT&T mid-year. If we can finally believe the end of iPhone exclusivity is here, as a new Credit Suisse report points to, it is shaping up to be a fine battle come next June.
Credit Suisse released a report that says the end of exclusivity will pull 1.4 million iPhone users to the Verizon network. We expect Apple to build in a LTE radio for both the next AT&T variant and potentially for a new Verizon one. The two phone will have different fallback radios, GSM for AT&T and CDMA for Verizon.
1.4 million high-dollar users sounds like a lot right? If you look at AT&T’s expected iPhone subscriber roll, predicted to be 18 million by years end, the Verizon iPhone scenario painted by Credit Suisse isn’t apocolyptic. Credit Suisse uses a rosier poll that says 23% of subscribers will leave.
It’s true LTE hasn’t been discussed in the Verizon rumors/scenarios. However, given the Sprint EVO fame, Verizon’s anticipated marketing push for LTE and AT&T dumping in millions, Apple will be in on this and won’t be left in the past. Apple will keep the iPhone in a premiere role, no matter which network it’s on.
Of course, if Apple let’s Verizon have the LTE iPhone first or any of the other variables in this goes wild, it’s anyone’s ball game.