Horace Dediu: ‘Why an Unlocked Phone in the US Matters’

Horace Dediu:

The way to think about it is that the iPhone has just become more “liquid” and it can now flow to parts of the world where it has been difficult to acquire. The iPhone was already liquid to some degree with unlocking and sales through Hong Kong/UK, but the US market’s retail footprint and the lower costs that result will boost liquidity dramatically and probably increase volumes substantially.

Makes sense. In other words, these unlocked iPhones sold in the U.S. aren’t for the U.S. — they’re for the parts of the world without carrier deals with Apple.

Tuesday, 14 June 2011