Well, if more smartphone makers consider adopting Windows, Nokia would suddenly find itself battling a larger crowd of more direct competitors who would churn out similar devices.
But even so, I still feel that Nokia stands to gain from Apple’s victory, since a blow to Android device makers would offer a temporary, but golden opportunity to gain traction in the market through its upcoming Windows 8 Lumia devices.
In addition, with Android devices on the firing line, wireless carriers such as Verizon and AT&T would find it more convenient to favor Windows phones especially Nokia’s range of Lumia smartphones. These devices would always stay clear of any legal dispute with Apple due to Nokia’s snug relationship with MS. Consequently, any increase in sales for Nokia would definitely hasten its ongoing turnaround.
But the positives for Nokia don’t end there...
Nokia is sitting on a rather large cache of 30,000 patents it acquired over the past 20 or so years. Some analysts believe that these could be worth between 4 to 10 billion euros. But after Apple’s patent victory, I suspect that the value these patents would be much higher today than it was before. This should not only ensure a higher “floor price” for Nokia’s ADRs but would also potentially serve as a good source of more royalties for Nokia.