Did We Mention the Apple iPhone Market Opportunity Is Big?

Zachary prepares to discuss the iPhone opportunity.

Zachary sees July 11 as a watershed day in the evolution of the iPhone. On that day, Apple launched the iPhone 3G, App Store and iPhone OS 2.0.

Regarding growth of the iPhone operating system, this chart says it all.

Zachary uses data from Net Applications to chart the growth of iPhone operating system use.

There are plenty of Web applications for the iPhone, but gaming applications rule the roost. More business application development is obviously needed if Apple wants to usurp RIM or Windows Mobile share in enterprises.

Investors are watching the iPhone for new opportunities. Matt Murphy, a partner at Kleiner Perkins Caufield & Byers, manages the iFund at KPCB, a joint effort with Apple that focuses on defining applications for the iPhone.

Murphy notes that 90 percent of application downloads for smart phones are done on the iPhone.

Murphy tracks what people are using iPhones for.

iPhone application consumption creates new job opportunities for enterprising developers, Murphy said.

Zachary sums up the iPhone’s potential. Applications translate to a major market opportunity for the iPhone, but will the enterprise get left behind?