Although Apple (AAPL) faces competition from companies that are quickly mass producing handsets that use third-party software, the company has so clearly differentiated its product offerings that it’s the clear winner in the wireless handset sector, says William Blair Analyst Anil Doradla.
“Without a doubt Apple is the key leader,” Doradla said. “From my point of view, although it might sound too easy, I believe Apple is still in its infancy in terms of penetrating the wireless space, and there is a lot of room for Apple to continue to grow.”
Doradla says Apple is an iconic leader within the consumer handset space, and the company’s innovation in both hardware and software offerings have helped it emerge as the clear leader in the space.
“Apple, in our opinion, is the only handset vendor that is able to maintain margins when they introduce new handset models,” Doradla said. “The other interesting aspect of Apple is their ability not only to introduce new phone models, but also to discontinue older ones.”
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