Much of the talk surrounding the impact of Verizon gaining the iPhone has centered on a potential loss by AT&T. However, a new theory is gaining a foothold that a Verizon iPhone could instead hurt Apple’s rival Google. Indeed, one analyst Wednesday goes so far as to predict Tuesday’s announcement will “suck the wind out of Android’s growth on Verizon.”
Here’s how the theory goes: although smartphones comprise a small segment of the overall cell phone market, they are a growing portion. Until now, feature phone owners looking to move to smartphones could either switch from Verizon to AT&T and get an iPhone, or stick with their carrier and buy one of the many Android phones flooding the airwaves. Now, yesterday’s announcement means Verizon customers can have their cake and eat it too – they can stay with their network and have an iPhone.

