Posts Tagged ‘AT&T’
[This is a repost of my guest article at Vision Mobile’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
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: