"Then there's the competition factor. Developers speculate Apple has plans to build its own navigation applications, so they're wary of investing in the iPhone

"Then there's the competition factor. Developers speculate Apple has plans to build its own navigation applications, so they're wary of investing in the iPhone despite the handset's popularity." Aren't they just referring to no "real-time route guidance" to solidify their Google Maps (hence Tom-Tom & Garmin complaints in the article) or is this something else?