NEW REPORT - Preview below
Google
vs. Apple
How Android, Nexus One and
iPhone are changing the
wireless industry
This
reports discusses Google Android and their first wireless phone Google Nexus
One. How it may change the industry. How it compares to and competes with the
Apple iPhone. This report also looks at how Google and Apple will impact others
like RIM, Palm, Samsung, LG, HTC, Motorola, Palm and others. And networks like
AT&T, Verizon, Sprint, T-Mobile and others. Strategies are changing in the
wireless industry. In a few short years it will look completely different.
By Jeff Kagan ~ Telecom industry analyst
Questions? contact Jeff Kagan at jeff@jeffkagan.com or 770-579-5810
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Preview of this Google vs Apple report
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~
Google
vs. Apple
How are Android, Nexus One
and iPhone
changing the wireless
industry?
This reports
discusses Google Android and their first wireless phone Google Nexus One. How it
may change the industry. How it compares to and competes with the Apple iPhone.
This report also looks at how Google and Apple will impact others like RIM,
Palm, Samsung, LG, HTC, Motorola, Palm and others. And networks like AT&T,
Verizon, Sprint, T-Mobile and others. Strategies are changing in the wireless
industry. In a few short years it will look completely different.
By
Jeff Kagan
Telecom
and wireless industry analyst
January
2010
----------------------------------------------------------------------------------------------------
~
Google
vs. Apple
How are Android, Nexus One
and iPhone
changing the wireless
industry?
This reports
discusses Google Android and their first wireless phone Google Nexus One. How it
may change the industry. How it compares to and competes with the Apple iPhone.
This report also looks at how Google and Apple will impact others like RIM,
Palm, Samsung, LG, HTC, Motorola, Palm and others. And networks like AT&T,
Verizon, Sprint, T-Mobile and others. Strategies are changing in the wireless
industry. In a few short years it will look completely different.
Google
upset the wireless industry this week. This along with the Apple iPhone is the
opening round of the new wireless telecommunications industry going forward.
Over the last decade or two the model was focused on networks like AT&T
Mobility, Verizon Wireless, Sprint Nextel, T-Mobile and others. It was also
focused on various handset makers like Nokia and Rim and others.
Now
that model is changing.
It
started three years ago with Apple getting into wireless and asking the network
to let them do whatever they wanted to do. That would have never happened
before. In fact Verizon Wireless turned Apple down so the iPhone went to
AT&T who accepted the new limitations Apple was placing on them. Apple never
even let AT&T in on what they were doing until later in the process and then
just to make sure it would all work.
Changing
model
That
model is changing. Changing from the networks and handset makers designing what
is coming, to other companies like Apple and Google and whoever is next. These
are not wireless companies. They come to the table with an entirely different
mindset.
This is a transformation of the wireless industry
and we are only in the beginning.
Yesterday
customers had to buy the packages that wireless companies offered. However in
the future customers buy the device, and will be able to put together their own
packages. They will buy voice and data service from one or more than one
provider.
This
is a completely different model going forward.
The
old model will co-exist and still be around for years, but this new model will
be growing and ultimately win. And because of the open and free competitive
marketplace there is nothing anyone can do to stop it.
That
is one of the important reasons we don’t want the government controlling the
wireless industry. This is innovative and very good news for the customers, even
though it has the major players today twitching in their seats.
Customers
will buy any service from who ever they want. They can do business with one or
more than one players.The new Google phones are revolutionary, continuing the
revolution started three years ago by Apple.
This
is the first generation of Google’s effort to transform the wireless space.
What
is Google?
Google
is a company with a powerful web site that everyone knows about. Like the
creature in a sci fi movie Google starts as a small young fast growing company
that continues to double in size every year, engulfing everything in its path.
At
some point this small company that is changing the world, which everyone backed,
transforms itself to a behemoth. That’s when the government and others start
to worry about competitive and control issues. That’s when the thinking around
the company begins to change. Suddenly it is now a worry. Something that has to
be controlled before it takes over.
Remember
Microsoft?
Google
has grown to a lot of different businesses in the online world. Now it wants to
bring that to the wireless world.
Google
is all about the online advertising opportunity. That’s their profit center.
Soon I see Google wireless phones growing and doing more and expanding that
space.
This
wireless expansion is a way for Google to expand their current business model
and allow them to bring their ads to the mobile world.
They
will know where you came from, where you are going to, where you are on an
ongoing basis, and they will be able to sell ads to businesses using that
knowledge.
Not
just where you are online, but where you are physically in the world.
This
is such an innovative way of thinking about the wireless opportunity.
This
will allow Google to bring a whole new experience to the wireless world, and a
whole new wave of opportunities to businesses wanting to reach customers in new
ways.
Price
The
initial device is expensive. However the initial Apple iPhone was expensive too
yet prices came down quickly. I think the price of this new Google phone will
come down dramatically, although customers can buy it today for under $200
directly from a network.
It
may eventually be free if customers agree to let them earn money through
advertising.
Free
telephone or long distance paid for by ads is an idea that has been around for
years. It never worked, but it keeps getting tried.
This
is an area I am sure Google will experiment with and with their record of
success it may succeed this time. The difference is Google already has a
successful advertising model, and they are just moving it to the mobile world.
Google
operates all these different Internet services. They are trying to expand the
various places their profits come from. They will try to expand with wireless.
Expect however they will tie ads with mobile to bring a whole new world of
opportunity to advertisers.
Google
and Apple are changing the industry
The
wireless world was always around the wireless networks and handset makers.
However 3 years ago Apple jumped in and changed the space. Google is coming into
the same space and will transform it the way they want.
That
means both Google and Apple will be leaders in this new world. Other companies
will follow and they may not be from wireless either. However they may have
their own customer base and looking for new ways to reach and interact with
them.
Some
will be successful while others will fail.
This
is a giant transformation of the wireless industry that we have just begun.
This is the birth of a brand new segment in the wireless industry. It will grow
and eventually may be the way the entire industry operates. However that will
take years.
~
Google
hit the jackpot
Google
hit the jackpot with public relations and media attention in recent months. The
question is will this live up to the massive hype? How will it change the
wireless world. Will it be like Apple with the iPhone? Should competitors be
nervous?
Why
is Google doing this? What are the challenges and opportunities? How will this
impact customers, competitors and investors? How successfully will Google
compete and how will it change customer usage of wireless? Will this be a
long-term story or will it fade away after a few months?
These
are some of the questions surrounding the industry reshaping changes that are
occurring. Companies like Google and Apple are capturing all the wireless media
attention, and they are not even wireless companies.
Google
is a web site and Apple is a laptop and music device maker. Dell looks to be
next and they are a windows based computer company.
What
is happening to the wireless industry?
Google
Nexus One and Android
This
may have been one of the longest awaited surprises in the history of the
wireless industry. Very similar to the iPhone phenomenon of a few short years
ago.
Everyone
had talked about and speculated on Googles next step into wireless. I say next
step because even though it sounds brand new, Google is already in wireless.
They
entered the space a year or so ago with the first version of their Android
phone. It was made by HTC and sold on T-Mobile network. It was a decent first
entry, but wasn’t that successful. It did not shake the industry the way we
thought. Not yet anyway.
The
first Google Android on T-Mobile was not really different than competitive
products. It did not really capture the imagination of the marketplace. It
turned out to be Google just getting their feet wet. This was their first step
into wireless and it went well.
It
was expected that Google would move rapidly. During the last several months they
have begun to do so. Google Android is now on a number of handsets from a number
of handset makers, and is available on a number of carriers.
Brand
names are many. Android. Droid on Verizon. Now the first Nexus One phone.
The
names Google has chosen are also a little strange. Android. Nexus one. These are
not typical cell phone names. These are more consumer electronics names, and
perhaps for a youth audience.
Also,
the name Nexus One sounds like a hair conditioner. Sorry. Either we’ll get
used to it or Google will change it over time.
It
reminds me of the old Saturday Night Live routine from the past; it’s a hair
conditioner, no it’s a cell phone, no it’s a hair conditioner, no it’s a
cell phone… no wait… it’s a hair conditioner AND a cell phone!
~
OTHER SECTIONS:
What’s
next?
Duplicating
the iPhone success, but . . .
Apps
Google
is similar, but different than Apple. We will still see bitter competition.
What
impact will Google make?
Google
will be different from Apple
This
is bigger then Google just getting into wireless.
SUPERPHONE,
this industry is changing
One
thing is for sure; the marketplace is maturing and changing.
Will
Apple and Google impact Nokia, the same way Nokia impacted Motorola?
Google
App store
Smart
phone growth accelerating
How
radically different is Google in cellular?
Ad
supported free phone
Locked
or Unlocked?
Buy
in store or online?
Is
Steve Jobs worried about Google
Shaken
not stirred
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