Apple’s upgrades to the Mac, iPhone, and iPad, announced Monday, are focused on tightening integration of those three products into a unified universe. That’s both an opportunity and a threat for carriers.
The more useful Apple makes its mobile products, the more customers use them. That makes money for carriers.
The threat is that customers are loyal to Apple, rather than the carriers. Customers think of themselves as Apple customers, and the carrier is just a provider of the dumb pipe that connects their Apple devices to each other and the world.
– Me on Light Reading.