There has been quite a lot of press about Motorolas problems in convincing mobile carriers to order lots of phones with Apple iTunes. This is partly because they have conflicting attitudes on who should control music download, and how much they should charge.
Just a thought.....whats to stop Apple manufacturing a mobile/iPod and distributing it through their existing network of iPod resellers. Customer buys a pre-pay SIM and pops it in the back of the iPod. So maybe Apple could also be an MVNO?