I don't believe this has anything to do with the iPhone. There is a lot of speculation since there's been no quote from either RIM or AT&T. More likely the move was to improve profits with a joint business deal with TelNav. This would be similar to Rogers where TelNav is the number one product Rogers recommends for use with the Blackberry 8800. A portion of the monthly service fee for using the service goes to the carrier and the rest to TelNav. It's a win win situation for both. Anyway, TelNav doesn't supply a crappy service and offers both services for consumers and businesses.
TeleNav Products