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10/31/2011

Android growth will threaten apple iPhone ecosystem

Business Insider web editor and CEO Henry brocchi special (Henry Blodget) says a lot about the third quarter, samsung beyond apple as the world's largest intelligent mobile phone manufacturer, for apple is a signal of danger, because growing Android platform market share and then growth "network effects", apple's iPhone will threaten the ecological system.

In the past few years, apple fans (hereinafter referred to as "pink") are look down on Android, think that it would not pose a threat to apple:
L a start, they think Android phone pink than behind the iPhone more than a year, and the latter can't compare
L then, when Android mobile phone shortened and the gap between the iPhone, iOS platform of the pink pointed out that the size of the market is still far outweigh the Android, also are more program developers favour
L again later, when Android smart phone market to take over, the pink and argue that the Android mobile phone by several different manufacturers, and apple is still the world's largest intelligent mobile phone manufacturer, besides apple's application Store (App Store) is the best platform for developers
And now, Android is not only the market share of the largest mobile phone operating system, also from apple take the "world's largest intelligent mobile phone manufacturer" title. In the year to the third quarter, the Android mobile phone samsung make shipment of 28 million, far beyond the apple iPhone sales of the season (of 17 million).

Apple is samsung beyond, it is logical: first of all, many consumers are waiting for the iPhone 5 listed; Second, samsung's "rate" means into distribution channels of the sales volume, not the end user purchases; Moreover, samsung smartphone sales also includes a few Windows mobile phones; Finally, apple relies on iPhoen 4 S, the fourth quarter sales inevitable unstoppable.
But even so, iOS and iPhone is beyond already is the fact that does not dispute. Now, samsung and MOTOROLA manufactured intelligent mobile phone in design and performance has quite close to iPhone, so much so that some had "pink" also move into the Android. In addition, the developers also pay more and more attention to Android platform.
Do not underestimate the Android "network effects"
In the global smartphone platform the king of the battle between the current trend to apple is in danger.
The history of science and technology industry, so repeatedly, proof: technology platform will focus on a particular market dominance in the platform and tend to be standardized. Although in the market development phase, several different platform can co-exist, but significant advantage will appear to be the leader of; And it once appear, can produce more and more strong "network effects", make other small platform is/are becoming slightly.
Android is concerned, because it is free, its growing share of the market can't give Google bring huge profits. (but Google is surrounding the lucrative search business--let Android users can more easily in the mobile use Google search. And Google acquisition after MOTOROLA, may be launched their own mobile phone brand.)
But Android mobile phones sold, the better the market share of the Android operating system and the more the network effect will more and more strong; And apple iPhone ecosystem influence will be weakened, so apple from iPhone, application development personnel, musicians, the media company's amazing for profit is also under threat-a lot of content providers are to apple pay large sums of issuance expenses, because they have no choice.
Similarly, the global other cell phone manufacturers and the gap between the apple of the smaller, the harder it is to apple to its global parts manufacturing supply chain and its influence on partners.
Apple existing three big advantage
We once pointed out that, after the 1990 s after the defeat of the personal computer platform, apple learned from the painful lessons. Today's new apple with the same old compared to apple, has three big advantage:
L apple now take the parity strategy, price no longer unattainable (in twenty or thirty years ago, apple's Mac computer has been to the price is famous for its high)
L "platform" for smart phones is concerned, is not, as for the PC equivalents (for many applications in all mobile phone can use, some of which are based on cloud computing technology)
L Android has yet to form unified platform, there are a number of each other is not compatible with the different versions of this in the weakened to some extent the advantage of it.
With the above advantages, apple in the past few years maintained a good momentum of development. But apple iPhone release new mobile phone this year delay time and the revolutionary new mobile phone delayed to release of the practice of the next year, to the Android to narrow the gap of opportunities. Android market share increasing, samsung mobile phone in the third quarter sales growth and blowout type in the iPhone sales of disappointing, should cause apple's highly vigilant.

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