@Kristian Walsh Regarding Apple's business model in the US.
".... the rest of the US carriers follow T-Mobile's lead, it's good for Samsung and Nokia/Microsoft, who have a range of mid-price and budget phones, but it's a disaster for Apple."
I think that if this continues and the Telcos' stranglehold on the retail mobile phone market itself is broken then you may well be right. Apple's focus on one price segment in the US (the very core of their business) would not have been the huge success for them that it has been without operator lock-in, the close to cartel conditions in the services market and the near monopoly hold over the retail phone market that the carriers have. It is an observable fact that the pricing and subsidy models used by the US carriers require that the deals available for the high end flagship phones (all such, not just Apple's) in fact are not subsidised by the carriers but by the rest of their poor benighted customers. If this new dawn is indeed breaking then any producer without the full range of price points in their portfolio will indeed, as you point out, have a problem.