TBI sees the iPhone having trouble in two of the biggest industries in the US. Government and finance are likely to keep favoring Research in Motion's BlackBerry, though Apple could take enough of the rest of the sectors to make up for what it misses. "The two industries we see as the least likely of switching from Blackberries are Finance and Government," says a TBI research note. "These are huge industries, but they make up only 20% of the total US workforce. That still leaves 80% of the total 150 million US workforce."
Meanwhile TBI sees iPhone adoption ramping-up aggressively in industries such as media, entertainment, hospitality, transportation, and consumer packaged goods.
TBI's report dovetails nicely with a report at the beginning of the month from Deutsche Bank analyst Chris Whitmore. Early in November, Whitmore said he expected to see 2 million iPhones in the enterprise market by the end of this year, giving Apple roughly 7% of the business end of smartphones in the US.