Linked by Thom Holwerda on Tue 14th Aug 2012 22:17 UTC
PDAs, Cellphones, Wireless You wouldn't believe it, but something actually, truly interesting came out of the Apple vs. Samsung lawsuit yesterday. Apple had conducted a survey to find out why, exactly, consumers opted to go with Android instead of the iPhone. The results are fascinating - not only do they seem to invalidate Apple's claims, they provide an unusual insight into consumer behaviour. The gist? People choose Android not because it's an iPhone copy - they choose it because of Android's unique characteristics.
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RE[3]: Comment by Tony Swash
by kwan_e on Wed 15th Aug 2012 11:21 UTC in reply to "RE[2]: Comment by Tony Swash"
kwan_e
Member since:
2007-02-18

You don't like those questions because you don't like what the answers would reveal.


The only answers those questions "reveal" are the ones you've already implied in the "question", making them meaningless.

THAT is why I don't like those questions. They're loaded and rhetorical and not worth serious answers. Just like those hypothetical questions I've suggested might come from a communist propaganda machine.

Reply Parent Score: 3

RE[4]: Comment by Tony Swash
by Tony Swash on Wed 15th Aug 2012 12:15 in reply to "RE[3]: Comment by Tony Swash"
Tony Swash Member since:
2009-08-22

"You don't like those questions because you don't like what the answers would reveal.


The only answers those questions "reveal" are the ones you've already implied in the "question", making them meaningless.

THAT is why I don't like those questions. They're loaded and rhetorical and not worth serious answers. Just like those hypothetical questions I've suggested might come from a communist propaganda machine.
"

I am not sure how to pose the issues raised by the questions I posed but which you felt were loaded. The point of raising all these issues is to point to important phenomena that seem to indicate that the device market is behaving unlike the PC market used to. Let's retry.

Why is the pattern of revenue and profit taking so different in the device market compared to PC market even though in terms of platform market share we are at a point similar to where the PC market was in the mid 80s when already the PC revenues and profits were much, much greater in total than Apple's?

Why is the iOS developer space so much more profitable and dynamic than the Android developer space even though platform market share is at a point similar to where the PC market was in the mid 80s when software development on PCs was already moving far ahead of Apple's in terms of revenues, dynamism etc? The same question could be posed in relation to peripherals by the way.

What are the implications for platform coherence and strategic direction resulting from the differences in the way Google and Microsoft operate as managers of the OS? This relates to the issue of slow roll out of OS updates which matter a great deal more at this stage of the mobile device market development compared to, say, the PC when XP was launched and probably matters much more in the mobile space in general (given the crucial role of integrated services in adding value to mobile devices).

Generally I feel the wish fulfilment mirage that the mobile device market is going to pan out just like PC market did (Apple marginalised, left behind etc, 'Open Beats Closed', etc) obscures the fascinating unfolding drama of something entirely new and revolutionary. Frankly too many commentators sound like the old main frame and mini computer guys back in 1980 dismissing the PC as 'nothing new'.

Reply Parent Score: 1

Thom_Holwerda Member since:
2005-06-29

It's because this is not a vendor vs. vendor war, but a platform vs. platform war. If iOS gets marginalised, this will undoubtedly harm Apple in indirect ways - as playing second fiddle when it comes to developers and partners. This is not the case *now*, but if this trend continues, it *will* be a problem a few years from now.

The collective force of all Android vendors and Google moving the platform forward simply cannot be matched by Apple. This is EXACTLY what happened in the PC market. It wasn't until the PC market was vastly oversaturated - the last few years - that Apple could stage its comeback. Many people point to Apple's share of PC market profits *right now* as an indication Apple will do fine as a 5-10% player in mobile, but these people conveniently forget that for the 15 years before that, Apple was on the verge of bankruptcy and making virtually no money in the PC space.

The iPod saved Apple's PC business - not the PC business itself. This means that in order for Apple with a marginalised mobile market share to survive, it will need the next great thing. While there's always the possibility it will have that next great thing lined up, history has taught us that companies rise and fall; after the iPod, iPhone, and iPad, there's a very real chance Apple will not have the next great thing ready to go.

We're not talking about today or even tomorrow (what Apple fans usually focus on) - we're talking about 5-10 years from now. Apple is competing in the court room because it knows it can't keep up with the android platform via market competition. This is so bloody obvious it's quite telling you're not seeing it.

Edited 2012-08-15 12:28 UTC

Reply Parent Score: 6