But some of Apple's rivals may benefit, according to CCS Insight analyst Ben Wood. And music is the key, he reckons.
Here's what Wood wrote (try saying that after five double vodkas) in a research note issued after this week's news announcements:
- The launch of the iPhone has dramatically raised awareness of advanced capabilities on
mobile phones – in particular music. Nokia Corp. (NYSE: NOK) and Sony Ericsson Mobile Communications are best positioned to benefit from this as they have the most comprehensive music portfolios. High capacity (high margin) flagship devices such as the N95 8Gb and the W960i are ideally placed to be cross sold against the iPhone. Manufacturers that don’t have mature music portfolios such as Motorola Inc. (NYSE: MOT) and LG Electronics Inc. (London: LGLD; Korea: 6657.KS) may have missed an opportunity.