All Articles Tagged The competition

How important is the iPhone to Apple’s business going forward? See the chart above, prepared by Fortune. Up from 5.7% in 2008 to 18.5% in 2009.

We’re going to say “very” and “increasingly”. Daring Fireball highlights how Apple goes about ensuring that “increasingly” part, riffing off The Loop’s reminder of when Apple killed the iPod mini at the height of its popularity and replaced it with the iPod nano:

You know who thinks the iPhone 3GS stinks? Steve Jobs. No one is working harder on an “iPhone 3GS killer” than Apple.

Given that competition is ramping up (see Android Central’s coverage of Droid Day, CrackBerry’s BlackBerry Storm2 watch, and Nokia Experts’ massive N900 guide), is that internal drive still enough?

Google has just posted the above video tour of Android 2.0 Eclair, but does it look as yummy to you as its namesake? Android Central has already dished the specs, but it’s nice to see them in motion and all official.

Meanwhile, talk sure seems to be shifting from the initial Droid ad’s “iPhone killer” aura to scuttlebutt that Google is really targeting Microsoft and Windows Mobile with this OS. The New York Times, TechCrunch, and Daring Fireball (twice), all bring up great points, Gruber especially:

Microsoft’s angle is that because Android is freely available to handset makers, that Google has no business model for Android. But they do: search advertising. (Another case where I wonder whether Microsoft says this because they think people are stupid and will believe whatever Microsoft says, or, worse, if their executives actually believe this.) What Google wants are lots of mobile search queries. The one angle Hansell misses, which further makes the point that Android is not targeted against the iPhone, is that the iPhone generates a ton of mobile search queries for Google. Apple may see Android as a competitor, but Google loves the iPhone.

So, what do you think of Android 2.0, and should Apple worry, or Microsoft, or both?

[Daniel Sandler via Daring Fireball]

TechCrunch is reporting that sales of the iPhone app iFog [$0.99 - iTunes link] have shot up following a T-Mobile commercial for the myTouch (their rebranded Google Android Magic, which in no way is meant to glom any mind share from i(Pod) touch), where Saturday Night Live alum, Dana Carvey demonstrates a similar Android app.

Given Apple’s much vaunted 85,000+ apps, it’s interesting to see that iPhone owners will look to the App Store, rather than competing platforms, even when competitors show off apps. Congrats to the developers for the boom-by-proxy.

Maybe Carvey should have shown off Google Voice?

Lee Williams, executive director at Symbian, sits down with GigaOM’s Om Malik, and gets candid — really candid — about Apple and Google:

“Android is building a perfect storm of fragmentation. I don’t view Apple as evil, just greedy. Google … Come on.”

He claims his opinion is informed by his conversations with large carriers who complain that they have to provide Apple App Store apps to iPhone users yet derive no income from them (we’d point out they made money off the data plans — dumb pipes!), and that Google is taking away their customer interface, “cookie-ing” them (tracking their online activities) via proprietary apps obscured in lip service to “openness” and using that to feed their advertising business.

When asked why companies like HTC, if they know Google is “evil”, aren’t investing in Symbian instead, Williams advises Om to “wait and see”, and thinks those manufacturers might be interested in “very open systems.”

While offering no advice to Apple, he does invite Google to join the Symbian foundation so they can have a voice in that open system. Somehow we doubt he’ll see them take up that offer any time soon.

Harsh words for competitors, but also strangely refreshing to see on camera. As to the iPhone, is the carrier beef legitimate? Should they be getting a cut of App Store profits, or should they be happy with the huge increase in data revenue the iPhone is already bringing them?

Update: Boy Genius has an advanced preview up for the Droid rocking Android 2.0. His take away:

The Droid isn’t an iPhone competitor because nothing at this point in time is an iPhone competitor besides the new iPhone. And things don’t have to be right now. Everyone can eat. So will the Motorola Droid be successful? Absolutely, we think. It will eat in to BlackBerry sales, Windows Mobile sales, and positively murder any lingering Palm Pre sales. It’s that good. Did you notice how Verizon still hasn’t announced the BlackBerry Storm2?

Original: This time it wasn’t the blogshinobi who leaked more details on Verizon’s upcoming Motorola Droid “iPhone Killer”, but good old Moto itself, according to Android Central:

Motorola just went live with the official Droid webpage and it went into beautifully excruciating detail about this most anticipated device. The early publishing of the website is no longer available but Motorola’s mistake is our gain, now we don’t have to wait til October 28th to get the nitty gritty specs.

And those specs are a fairly impressive:

• Android 2.0 ‘Eclair’
• 3.7-inch WVGA (480×854), 16:9 touchscreen
• 550 MHz processor
• 6 oz (169g)
• 2.4 x 4.6 x.5 inches (60×115.80×13.70mm)
• 3.5mm headphone jack (yes, HTC has now made this a feature for Android)
• Broswer will support Flash 10 in 2010
• Wi-Fi, 3G, GPS, Bluetooth, microUSB (comes with 16gb microSDHC card)
• 1400 mAh battery (rated at nearly 6 and a half hours of usage time)
• 5 megapixel camera with image stabilization, 4x zoom, dual-led Flash, and auto-focus
• the color is listed as: ‘Licorice w/ brown sugar accents’

So Android is now taking a page from Windows Mobile and really pushing the hardware. Is this finally enough to force Apple into raising its own spec game? (TiPb did ask for an iPhone HD last year already). And if so, will next June be soon enough to keep the new generation of competitors at bay?

Or were Tim Cook and Fake Steve (twice) right, that usability and unified platform are the killer iPhone advantages, and on those terms, Apple is still way ahead of the competition?

If the latter, should Windows Mobile (which uses the same split software model and hardware partners), and BlackBerry (which used to have Verizon’s spotlight) be worried?

UPDATED: Looks like Google is partnering with MySpace’s iLike and with Lala for their iTunes music competitor. TechCrunch again has the details:

From information we’ve gathered from sources, the new service will be integrated into Google search. Users will be able to stream songs directly from Google via partners iLike and LaLa. Additional information around the music query will be provided to users as well (presumably any relevant results from YouTube as well as information already available in Google’s existing music search – example). One source said that Google will organize music searches in a way very similar to the way they do public company stock searches today. Users will also be offered the opportunity to purchase songs for download, we’ve confirmed.

Original post after the break!

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As part of the commentary on Jamie Zawinski leaving the Palm Pre for the iPhone (linked in the previous post), Daring Fireball adds:

Apple had a similar idea to WebOS for the iPhone, where certain apps would run as Dashboard-style widgets, written in HTML, CSS, and JavaScript. Apple abandoned the idea in the six months between the iPhone’s January 2007 announcement and when it went on sale at the end of June, concluding that performance for such apps was unacceptable and that they should go native Cocoa across the board. And Apple was only going to do it for small apps, like Weather, Stocks, and Calculator, not the flagship apps like Calendar and Mail.

Of course, web technologies have improved since 2007, especially JavaScript rendering. Usability and performance complaints aside, Palm embracing web developers in order to incentivize adoption of their platform was a smart strategy. Still, it’s interesting to see Apple’s reaction to it back then, and their decision to go 100% native. (Especially considering they’re now being criticized for not having widgets).

Did Apple make the right choice, do we still want widgets on the iPhone, or is HTML5 and SQLite in Safari making them redundant?

Tim Cook (in)famously said other platforms and devices are still struggling to catch up with the original 2007 iPhone 2G, and while TiPb wouldn’t go that far (the App Store didn’t show up until the iPhone 3G in 2008), strictly in terms of user experience and functionality, he may have had a point.

First up, Jamie Zawinski (jwz) has abandoned the Palm Pre and gone all in on iPhone, despite Apple being worse than Palm when it comes to developer relations and closed ecosystems. Why? “Because it just [redacted] works.” He highlights Mac sync, but especially performance as key. Long delays in being able to use the Pre calendar, phone, and camera apps are especially irksome.

I don’t expect the performance of this phone to be even remotely suitable for every day use for at least a year. I figure it’s going to either take a substantial amount of work on the lower levels of the OS, or they’re going to have to throw Moore’s law and new hardware at it…

Next up, Steven Frank, who abandoned the iPhone after the Google Voice incident, and returned to it when he couldn’t find happiness with another device, nails why that’s still the case some 2 years later:

It’s not just that the iPhone has fancy woo-woo transitions and purty graphics; it runs all the way down the software stack. For example, when I tap on something, I don’t have to hover for five seconds wondering “now did it get that tap, or do I have to do it again?” This is something other platforms are still struggling with. When we say you have a bad experience, this is the sort of thing we mean. It has little to do with features, and everything to do with core functionality.

Lastly, Daniel Pasco offers a theory as to why — Apple spent years and a fortune figuring out the iPhone:

Because of that effort, since the iPhone was released, everyone else has been struggling to play catch up, and no one has really come close. Apple raised the bar higher than anyone else had before, and by the time the competition realized how much of an effort would be required to seriously compete, the public had already turned to them to see how they would meet Apple’s threat.

Spending 2.5 years in secret, and who knowns how many of those billions, and then unleashing the iPhone 2G multi-touch user interface changed the game in 2007, and more — it forced competitors to play catchup in public. Sure, many have the iPhone now to copy, but Apple has the momentum to keep innovating.

The question is, can incredibly rich companies like Microsoft, and amazingly innovative ones like Palm — or Google which is both — bridge that gap at the core functionality and user experience level?

[via Daring Fireball]

During Apple’s Q4 2009 financial results conference call today, when asked about competitive smartphone platforms and devices, Apple Chief Operating Officer Tim Cook responded:

Frankly, they are really just trying to catch up with the 1st iPhone that was announced 2 years ago

While many will no doubt argue — perhaps laugh outright — at that, it’s harder to laugh at Apple’s results to date: 7.2 million more iPhones sold in the last 3 months, and half-a-billion more App Store downloads during the same period.

So was Cook just showing his swagger, setting himself up for a big takedown, or comfortably settling into a combined iPhone/iTunes/App Store offering his thinks will be tough to beat in the consumer market?

20 years before there was Verizon’s iPhone iDoesn’t… and Droid does campaign, there was Sega Does and Nintendon’t.

Be interesting to see if it works out better for Droid than it did for Sega…

[via Daring Fireball]