Fred Vogelstein's The Untold Story: How the iPhone Blew Up the Wireless Industry recounts Apple's journey to the iPhone. Some bits are also more general in interest and speak for the whole mobile industry. I want to quote some of them:

For decades, wireless carriers have treated manufacturers like serfs, using access to their networks as leverage to dictate what phones will get made, how much they will cost, and what features will be available on them. Handsets were viewed largely as cheap, disposable lures, massively subsidized to snare subscribers and lock them into using the carriers' proprietary services. But the iPhone upsets that balance of power. Carriers are learning that the right phone — even a pricey one — can win customers and bring in revenue. Now, in the pursuit of an Apple-like contract, every manufacturer is racing to create a phone that consumers will love, instead of one that the carriers approve of. "The iPhone is already changing the way carriers and manufacturers behave," says Michael Olson, a securities analyst at Piper Jaffray.

[...] Jobs unveiled the ROKR in September 2005 with his characteristic aplomb, describing it as "an iPod shuffle on your phone." But Jobs likely knew he had a dud on his hands; consumers, for their part, hated it. The ROKR — which couldn't download music directly and held only 100 songs — quickly came to represent everything that was wrong with the US wireless industry, the spawn of a mess of conflicting interests for whom the consumer was an afterthought.

[...] It may appear that the carriers' nightmares have been realized, that the iPhone has given all the power to consumers, developers, and manufacturers, while turning wireless networks into dumb pipes. But by fostering more innovation, carriers' networks could get more valuable, not less.

See also:
The old model will work for the next two, three years, but then it's over
Addendum: Media vs Operators
and
0 $ Phones and René Obermann's "drop subsidy of phones and we can cut tariffs"