Linked by Thom Holwerda on Wed 15th Feb 2012 23:36 UTC
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Member since:
2009-08-22
"People who are really serious about software should make their own hardware."
Alan Kay 1982
It may be that the old PC model - one OS and many OEMs - is simply no longer viable in the post-PC world of computer devices. In the entire phone and tablet market only two companies are making any real money and only two look like long term sustainable businesses, which are Apple and Samsung and the latter's financial performance is quite a bit weaker than the former. Maybe Nokia can come back from the brink with WP7 but I wouldn't bet on it, a Microsoft takeover of Nokia is still likely I think.
Android does not look like a very healthy ecosystem for OEMs or developers, it's primary impact has been to prop up the power of the carries (which iOS may have been able to kill) and it is ironically the power of the carriers that leads to the OS update fiasco.
Structurally there is no reason for any of this to get better unless Google does something spectacular with Motorola and if they go the route of making their own hardware the marginal OEMs may all jump ship.
One option for Googlerola would be to focus on cheap (free?) feature phones running a cut down Android OS and with Google services baked in and pushed out in the hundreds of millions to the developing world markets. Google need to do something about their long term mobile strategy soon as the one they have is not working (from Google's business point of view) and their primary source of income (advertising served via the PC) could be under real threat as the PC appears to be entering a secular decline.