Apple will lose its current "sweetheart" US carrier subsidy if and when it signs an iPhone deal with Verizon, says Brian Marshall of Broadpoint.AmTech. The analyst argues that a Verizon iPhone will arrive in the second half of 2010, but with Apple unable to pressure the carrier into paying the same subsidy per phone required of AT&T, thought to be $450. A more likely Verizon figure is pegged at $300, which may contribute to thinning Apple margins.
