The addition of the iPhone to Verizon should increase Apple's total US iPhone sales by about 2.5 million next year, says Piper Jaffray analyst Gene Munster. The number, considered conservative, assumes two factors. The first is a bleed from AT&T, giving Verizon 9 million iPhones versus AT&T's 11, when Munster estimates that AT&T would sell 17.5 million units without competition.