A couple of days ago, Mark Zuckerberg announced the new Facebook Home. Rather than the speculated new phone from Facebook, it’s instead, a new “home” screen of the Android phone. Or, put differently, an Android Facebook “skin”. Wired went as far as to refer to this as Zuck’s Android Takeover.
Facebook Home has vividly demonstrated that the Android ecosystem has been a double-edged sword, both for the handset manufacturers that are on the Android bandwagon, and to a lesser extent, to the mobile telecom operators.
For the past 5 years I’ve been privately tracking the accuracy of my predictions, I must admit that my results have been pretty good. For the last two years I’ve been publishing annual prediction podcasts within Amdocs called DoxCast which, together with Adi Lachman, I’ve co-created and co-hosted. DoxCast gave me an opportunity to be “on the record” with my yearly predictions – for 2010 and 2011. My accuracy on these is 77%. With these results, it seems appropriate to start a new tradition on my blog – annual predictions for the year to come. Without further ado, here are my predictions for 2012 in no particular order: Continue reading My 2012 Predictions→
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.
So what might Apple do in order to prevent history from repeating itself?