Nokia, Apple and the Courts

One new factor that could possibly impact the money Apple makes from iPhone sales is a lawsuit Nokia launched last week.

Nokia filed a complaint against Cupertino in the Federal District Court in Delaware alleging that the iPhone infringes 10 of its patents for various wireless standards. Nokia says the patents cover wireless data, speech coding, security and encryption, and it claims they are infringed by all iPhone models shipped since the device was introduced in 2007.

The lawsuit is an attempt by Nokia to slow down the iPhone's runaway market growth, contended Julien Blin, CEO and principal analyst at JBB Research. "Nokia's share of the smartphone market just took a big hit, falling from 41 percent to 35 percent," he told MacNewsWorld. "The timing might not be a coincidence at all, especially after Apple reported a great quarter."

As further proof of his suspicions, Blin pointed out reports that suggest Apple has been working with Nokia for at least 12 months to hammer out a patent agreement. "Nokia is better off dealing with its own issues rather than trying to slow down Apple, because it's unlikely to succeed," Blin added.

"The lawsuit will take years," agreed Broadpoint AmTech's Marshall. "Nokia is probably using some of Apple's patents as well, so expect a counter-suit soon."

Most importantly, the lawsuit won't impact the market. "It won't scare away investors," Marshall said. "I view it as a minor inconvenience."

Of iMacs and Apps

Apple introduced new iMacs with larger screens. Resellers reportedly expect demand for these computers to be strong.

"With compelling new products like the new Macs, I think Apple will continue its share gain in the PC market even though it's not currently playing in the fastest-growing segment, which is netbooks," Broadpoint AmTech's Marshall said. With Cupertino having about 5 percent of the global PC market, Marshall thinks it has plenty of room to grow.

Meanwhile, the iTune Apps Store, which is already the clear leader of its market, is running away from the competition. There are about 101,500 apps in the store, almost 93,000 of these are active, and there are more than 22,000 unique app publishers, all according to the tracking Web site 148apps.biz.

That puts the iPhone in a secure position, as a wide availability of apps enhance the mobile phone experience for many consumers. They are such an important factor in handset sales that wireless phone carriers, handset manufacturers and even Google and Microsoft are setting up their own app stores.