Francisco Kattan

Insights on the Mobile Ecosystem

Posts Tagged ‘Android

In Hindsight: What Went Wrong with Adobe Flash in Mobile

[This is a repost of my guest article at the SlashData blog]

Ever since Adobe announced that it will stop developing Flash for mobile browsers, the blogosphere has been buzzing with a broad range of sentiments including “I told you so” by critics, disbelief by Flash developers, Monday morning quarterbacking by analysts, and even a petition for Adobe’s CEO to resign.  Check out also the Occupy Flash and Occupy HTML manifestos from the opposing camps. Flash is one of those topics that attract very emotional responses from both its passionate developer community and its very vocal detractors. Although I am generally an Adobe supporter, I will put emotion aside and summarize, in hindsight, what went wrong. For full disclosure, I am a former Adobe employee, but this post is based only on publicly available information.

HTML5 did not kill Flash. Steve Jobs did not kill Flash. The death of Flash was caused by a time bomb planted inadvertently by Adobe many years ago.

Although Flash for mobile ultimately died because Adobe did not adapt fast enough to post iPhone changes in the ecosystem, the seeds for Adobe’s failure were planted earlier on. To understand what went wrong, let’s first review what happened before the iPhone and how those events set the stage for what happened later.

Read the rest of this entry »
Advertisement

Written by Francisco Kattan

December 16, 2011 at 11:02 pm

Why Amazon should NOT Acquire webOS from HP

Rumors about who will buy webOS from HP have been floating around for a couple of months now, including a recent surge in buzz as HP’s new CEO Meg Whitman ponders how to deal the whole Palm mess she inherited.   One of the potential buyers that has gotten lots of attention is Amazon (main story here).   Why not? After all Amazon has now emerged as one of the most significant threats to Apple and its ecosystem.  Although this threat has been brewing for some time, it only became obvious after Amazon’s recent launch of the Kindle Fire, a Tablet that is expected to split the market with the iPad and relegate all other contenders to “also rans.”

The Kindle Fire relies on Google’s Android operating system and the prevailing argument in the blogosphere is that Amazon needs webOS to differentiate:

“By purchasing the remnants of Palm, Amazon would have free rein to redesign webOS to its own liking, and it would be able to further differentiate its Kindle devices from the slew of Android tablets in the market” (from the story referenced above).

A cursory analysis of both companies (see table below) seems to support this argument.  Amazon has all the pieces in place to pose a credible threat to Apple, except for the ability to differentiate at the OS level.

Read the rest of this entry »

Written by Francisco Kattan

November 9, 2011 at 11:02 pm

Posted in Amazon

Tagged with , , , , , , , , ,

Is RIM in the Smartphone Business? Or the Messaging Business? Time to Decide

When you buy a BlackBerry, why do you do it?  Because you want to run many apps?  Or because of RIM’s leading messaging applications and services?

In the era before the iPhone (aka “Bi“), this question did not matter as there were no viable alternatives.  In fact, with hindsight, the notion of a smartphone to run many apps did not exist for most consumers.    You bought a BlackBerry primarily for messaging and phone calls (maybe a couple extra apps, at best).   However, in this new “Ai” era (after the iPhone), the situation is dramatically different.  RIM has been incapable of defending its position as a smartphone platform against new entrants Apple and Google.   And the situation can only get more difficult for RIM with the resurgence of Web OS under HP and of Windows Phone thanks to the recent Nokia deal.  If RIM can’t compete in a 3 horse race, can it survive a 5 platform war?

By contrast, RIM has been very successful with its messaging and collaboration applications.  RIM is the clear leader in Enterprise email, with others playing catch up.  And in case you have not been paying attention, RIM has been able to build a very large base of consumer messaging users with its flagship BBM application especially in international markets.   In fact, RIM’s troubles in North America are only being masked by its unprecedented growth of consumer messaging users internationally (for more on this, check out Mike Mace’s Tale of Two BlackBerries).

Should RIM continue to try to compete as a platform play? Or would RIM shareholders be better off if RIM focused on building its messaging franchise across more platforms?

Read the rest of this entry »

Written by Francisco Kattan

March 20, 2011 at 8:57 pm

Microsoft Shows its Cards with Windows Phone 7

As the launch of Windows Phone 7 approaches the question in everyone’s mind is:  is it too late for Microsoft to secure a leading position in mobile? We’re now at year 3 “Ai” (After the iPhone).   In the last 3 years the landscape has changed dramatically:

  • Apple launched 4 successful phones plus the iPad
  • Google launched Android and quickly secured a market leading position
  • RIM has lost some ground with two under achieving devices (Storm and Torch)
  • Palm launched the failed Pre and ran out of cash
  • Once almighty Symbian faded
  • Nokia and Intel joined forces with Meego
  • Samsung launched Bada….

all this… and Microsoft has yet to make its first move.

In a platform battle that is surely to consolidate, in the limit, to likely one big winner plus niche players, it’s not a pretty situation for Microsoft.  But if you are in Redmond you can’t afford to lose in mobile.  PC shipments are an increasingly small share of device shipments, with mobile devices enjoying all the growth.  Losing in mobile would relegate the Windows platform from a virtual monopoly to a minority player in only a few years when looking at all connected devices.

The question is what cards does Redmond have to play (besides a ton of cash)?

Read the rest of this entry »

Written by Francisco Kattan

August 25, 2010 at 10:14 pm

Why Steve Jobs will Never put Adobe Flash on iPhone OS Devices

[First a quick disclaimer:  although I worked for Adobe in the past and I still have many friends there, I have no inside information on this topic.  This post represents my personal opinion based on publicly available information.]

Given the launch of the Flash-less iPad and the leaks from Apple’s post launch employee meeting most industry insiders have finally concluded that Adobe Flash is not coming to iPhone OS devices.    Over the last two-and-a-half years the conversation has shifted from

  • When will the iPhone support Flash? to…
  • Will the iPhone ever support Flash? to most recently…
  • Why won’t Apple devices ever support Flash?

The question in most people’s mind now is why not?  That is the question I want to address with this post.

While most of the debate in the blogosphere  centers around technical reasons, the real reason is not technical at all.  It is a calculated business decision made by Steve Jobs.

Read the rest of this entry »

Written by Francisco Kattan

March 7, 2010 at 10:54 am

Dynamic Cell-ID: Clever way to Block Google, but will it Backfire?

Location was once a unique asset for the mobile operators.  You wanted to locate someone?  only the mobile operator could find him/her.   A valuable asset indeed, but as we now know most operators missed their opportunity to monetize it.  Location is now being commoditzed and is available freely on many high end handsets, especially those that support GPS or WIFI.  However Google also offers location based on the operators own base stations, and it does this in an aggregated way, across operators and countries.  This service is available on any handset that supports Cell ID APIs (most smart phones and many Java devices). To be fair, operators still have the advantage of offering location across all devices, however.  In addition, operator APIs are network based and don’t require that software be installed on devices which is an advantage for some applications.

How did Google build this database of operator base stations?

Read the rest of this entry »

Written by Francisco Kattan

February 6, 2010 at 8:38 pm

The Mobile App Store Landscape 5 years Ai (After the iPhone)

[This is a repost of my guest article at SlashData‘s blog]

2009 was the year of the app store wannabes.  Following the remarkable success of the Apple App Store, OEMs, mobile platform vendors, mobile operators, and traditional aggregators either created new app stores or repositioned their existing offerings as app stores.  There are now between 24 to 32 app stores depending on who is counting (see Distimo’s app store report and the WIP App Store Wiki for reference), and more stores are surely to follow.  However, key questions remain about how the app store landscape will emerge after the current period of hysteria subsides and the dust settles.

– Are we going to see many app stores on each handset?
– Will app malls emerge to host multiple app stores within?
– Will operator stores gain critical mass?

[Or will we see a “no app store” future as proposed by Matt Millar via the comment thread?]

Andreas Constantinou wrote an excellent article that defines the app store building blocks and predicts a “dime-a-dozen” app store future.  I will build on this post, but will offer an alternative view of how the landscape will evolve.

It’s a Winner-Take-All Contest

If we were to extrapolate the current trend, we could expect a future where each handset will host many app stores.   An LG Android device on the Orange network would have the LG App Store, the Android Market, and the Orange App Shop.  The Verizon version would have the V CAST store in place of the Orange App Shop.  On top of this, you could add the Getjar multiplatform store and several specialty stores for say, games, health, and productivity apps to name just a few.  Can you imagine the mess this would create for the user experience?  Which app store do I launch? Which apps do I find on which store? Are apps duplicated on multiple stores?  Are the prices the same across stores or do I need to shop around?  Are the versions of the apps consistent across stores?

Read the rest of this entry »

Written by Francisco Kattan

January 22, 2010 at 10:35 am

Why Droid will hurt RIM more than the iPhone

By now I’m sure you’ve seen Verizon’s aggressive “idon’t” campaign to compete against the iPhone with its new Motorola Droid.  This is Verizon’s second attack on the iPhone after the first attempt with the Blackberry Storm failed miserably.   Despite the Storm, AT&T continued to add new subs on the strength of the iPhone.  Just last quarter AT&T added another 3.2 million new iPhones, 40% of whom were new customers to AT&T (a 2 year trend now).

Although Verizon desperately needs to counter the iPhone, I believe this latest attempt will hurt RIM much more than Apple.   In other words, it will backfire cannibalizing more Verizon RIM devices than AT&T iphone devices.   Here are two reasons why:

Read the rest of this entry »

Written by Francisco Kattan

November 18, 2009 at 10:20 pm

App store galore – friend or foe for the operators?

Once upon a time operator branded app stores were thought to be doing well.  After all, lots of games, screen savers, and ring tones were being downloaded on mass market feature phones.    Qualcomm bragged about its thriving developer community and Verizon’s Get it Now store was a good case study in the industry.

Read the rest of this entry »

Written by Francisco Kattan

April 9, 2009 at 12:41 am