Posts Tagged ‘Motorola’
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)?
[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: