Orange’s lack of iPhone exclusivity in France to affect Apple’s business model

“After France Telecom SA’s Orange brand and Apple made a meal out of unveiling Orange as the chosen distributor in France, doubt lingers over just how much exclusivity Orange will have over the sought-after handset, due to French consumer law,” Jethro Mullen and Daniel Thomas report for Dow Jones Newswires.

“The situation threatens to scupper Apple’s fiercely defended business model of distributing the iPhone through one operator exclusively. It could also gnaw at iPhone revenue for France Telecom and Apple while potentially benefitting other operators and phone distributors,” Mullen and Thomas report.

“The exclusive operator system is something Apple has made a central plank of its business model for the iPhone,” Mullen and Thomas report.

“Once the phones go on sale officially in France on Nov. 29, customers will be able to buy them for EUR399 locked to an Orange contract, or for a higher, yet to be specified, price unlocked and without a contract. France is the only country where unlocked phones will be sold, providing a fresh source for those wishing to sell them,” Mullen and Thomas report.

“Elsewhere in Europe, life looks simpler for Apple. In the U.K. and Germany, where Telefonica SA’s O2 and Deutsche Telekom AG’s T-Mobile respectively have the exclusive rights to the iPhone, analysts expect to see much of the fanfare witnessed when the iPhone launched in the United States on June 29,” Mullen and Thomas report.

Full article here.

[Thanks to MacDailyNews Reader “Mike in Helsinki” for the heads up.]

21 Comments

  1. > “analysts expect to see much of the fanfare witnessed when the iPhone launched in the United States on June 29”

    Analyst who don’t have a clue about the European market, that is.
    It’s not Apple’s fault – the operators will screw it.

  2. “The situation threatens to scupper Apple’s fiercely defended business model of distributing the iPhone through one operator exclusively.”
    Cool. If there was ever an idiotic business model in desperate need of a severe scuppering, this Apple exclusive carrier foolishness is it. I may go back to eating “French” fries again.

  3. I have yet to see any ‘Official’ communication either from Apple or Orange that confirms the marketing of unlocked iPhones in France.

    This appears to be another media interpretation of French Law. What I have seen is a statement from Apple saying that the issue is being opposed by them and they believe they have grounds under both French and European Law.

    More FUD.

    Erk.

  4. I’ve grown a little weary of Apple’s exclusivity deals. If it wants to stay out of court for acting as a monopoly, it should tweak it’s tactics for openness (or lack there of). Security is a reasonably good reason to maintain control, but when that control is in fact a revenue stream, then they are openning themselves to critisism. I do understand that they are playing a more positive role in shaking up the landscape a bit. After all, would we ever see unlimited data options in our monthly bills instead of paying $$$ per byte?

  5. There are multiple ways that Apple can profit off the sale of unlocked phones in France.

    The obvious way is to up the price of the unlocked phone to include the revenue loss from Orange. Apple has changed how they recognize revenue for the iPhone (and other products), this change enabled Apple to circumvent the laws that required Apple to charge for certain software upgrades (the ‘enabler’ charge for 802.11n). Likewise they could account for the sales of the ‘unlocked’ iPhone differently, and thereby charge the users of ‘unlocked’ iPhones for most software upgrades. Additionally, if a new or modified API was introduced in an iPhone software upgrade, then ‘unlocked’ iPhone users would not be able to run 3rd party applications that use those upgraded API’s unless they paid for the upgrade too. Those all seem like fair and reasonable steps that Apple could take to protect their business relationships in France.

    And if Apple continues to add features to the iPhone that are linked with services from other partners (like Starbucks), then the allure of an ‘unlocked’ iPhone will diminish because of the upgrade costs.

    I also suspect that Apple is exploring other legal avenues of distribution in France that would make the ‘unlocked’ iPhones less desirable.

    However, I do think that Apple has seen the bigger picture here. Most of the ‘unlocked’ iPhones that are sold in France will not be used in France. Hopefully Apple will be able to track where those phones are being used and then work hard on ‘exclusive’ deals in those countries.

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