It’s quite a challenge to add to the plethora of CES 2011 blogs. This post puts together some of my key observations. I didn’t touch on everything I saw and might have even missed key insights, so it’s not “the definitive” guide to anything CES. The show is huge and there were over 140,000 people there, so it wasn’t easy to catch all the action. But I did see a lot, and gain some insight along the way:
Last week – what most predicted – has finally happened: Android passed Apple iPhone in global units sold. This was no surprise. Google’s Android has a much more effective distribution mechanism than Apple’s iPhone. Apple’s iPhone is made by one manufacturer, Apple, and in the US, is only distributed by one service provider – AT&T. On the other hand, Google’s mobile operating system, Android, runs on many hardware manufacturers’ devices (HTC, Motorola, Samsung and others) and is distributed by many service providers in almost every region. It was just a matter of time until this strategy paid off for Google.
This raises the question: Will Android do to the iPhone what Windows has done to the Macintosh? More specifically, will Android make iPhone a niche solution? Even though the Mac was the first successful computer to have a graphical user interface and a mouse, Microsoft came from behind with Windows and reduced the Apple Macintosh computer to about 4% market share. It did so by making Windows practically ubiquitous – distributed by practically all other PC manufacturers.
Is Google Android going to do the same to the iPhone? All early indications are that it will.