Ben Thompson, regarding the aforelinked Bloomberg piece on Apple selling the iPhone 4 in India:
Ultimately, I think these numbers confirm my hypothesis: Apple is
indeed the preferred vendor for people at the top of the market,
but because the iPhone is priced (about) the same everywhere in
the world, its market share is a function of a country’s average
income and the way in which that income is distributed.
To be fair, this is hardly a controversial thesis: the more
pertinent takeaway is that as long as Apple has globally available
iPhones (which I don’t think will ever change), the chief
constraint on Apple going downmarket in countries like India is
the risk of forgoing profits in countries like China or in the
West, both of which have plenty of people who can afford Apple’s
prices. That’s why I continue to doubt we’ll see Apple abandon
its lower-cost iPhone = old iPhone strategy in favor of
releasing a new-to-the-world low cost device.