My (Finnish) girlfriend on the Microsoft/Nokia news: "In the end there will only be Samsung and Apple." | she's an analyst now
— Stefan Constantine (@WhatTheBit) September 5, 2013
Saw this today on the wire and had to think about it some.
We know RIM is dead. Over. They can open up BBM and hire lots of celebs to flog it. It’s over. It is NOT coming back. Someone may buy it but I don’t think RIM is even worth buying at this point.
MSFT just bought Nokia and we will have the integrated software and hardware stack that is Windows Phone.
I have written about dealing with android before from the perspective of Spuul – http://www.nokpis.com/2013/08/13/android-is-a-bigger-ecosystem-but-takes-more-work/ .
When I look at the android device charts for our Spuul app it is totally dominated by Samsung – but we also see MicroMax in the top 10 as well for India. Somehow I just think this won’t last since the world is getting that the vertically integrated stack that starts with the hardware/software combo is the way forward.
MSFT now gets this.
Apple invented it.
Samsung gets it but they don’t have the apps or the software – they use Google for that. What would a Samsung phone be without android and Play Store – it would look like the old shitty pre android Samsung phones. No one buys those anymore.
Google has to do something. Is it going to abandon android for a Chrome ecosystem? I guess it is possible but they don’t seem to be moving very fast on that. Chromebook sucks and I can easily live without my Chrome browser – I know others can’t. When I look at the development work for android for what we do – there is NO path to Chrome for dealing with secure audio video well with the UX performance we desire. If this is the path why are they not showing it yet?
Samsung to me either had to fork their own stuff or come up with something new – otherwise they are just too dependent on Google. Google is too big and powerful at this point with the full stack that they will let one vendor be the face of their ecosystem. I know they have Motorola now and maybe it eventually is just going to be Google Phone but even that is moving pretty slow.
I can’t predict the future but I just don’t see Google not wanting to change the consumer perception that the Mobile World is Apple, Microsoft and Samsung in the eyes of people buying phones.