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iPhone and What’s Coming: Synthesis
Over the last few weeks, we discussed a number of iPhone related issues that are key blocks challenging the rest of the eco-system today. Here is a quick synthesis of the key nuggets:
(1) It’s positioning as a laptop replacement device, which I believe will force most of the other laptop and cellular handset vendors to consider introducing one, causing ripples through the entire eco-system (RIM, Nokia, Dell, Motorola, Palm).
(2) The winners and losers on the chip side of the eco-system, and how each are likely to respond (Intel, Samsung, Marvel, Nvidia, Broadcom, ARM, TI, Qualcomm). It is clear, that whichever chip vendor comes up with the minimum power consumption, maximum hyper-integration chip has an enormous opportunity to tap into, whether or not the iPhone is a success. The new category, I think, WILL be a success.
(3) The iPhone’s leapfrog decision : The Operating System. [Read Frank’s original post, and my Microsoft post, as well as the discussion in context.]
(4) UI : Will the market accept Apple’s innovation?
(5) The GSM vs. CDMA debate, on which I need to do some more research. You’ll see a lot of questions raised in the discussion on Qualcomm, some of which I addressed further in a follow-on piece.
I haven’t even started investigating the telecom carrier side yet (except a piece on AT&T), nor much of the networking side (except a brief piece on Cisco) but nonetheless, my viewpoint is that the iPhone, not least for its immense ability to generate media attention, will send every player in the eco-system back to the drawing board. To rethink. To ask questions.
In this series, my first attempt has been to figure out what the key questions relevant to this market are. In the future, we can build upon the framework of questions, and add data, as data becomes available, and also enhance with additional research.
Updates:
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You offer 5 bullet items and exactly zero points.
(1) The iPhone is not being positioned as a laptop replacement.
(2) There is no new category, the iPhone fits into an existing category. The chip rules are the same as ever.
(3) In what way is the iPhone OS a “leapfrog”? Is it because it’s not optimized for small footprint?
(4) Depends on whether it really is innovation. There are serious questionmarks regarding its usability. How does this relate to your pretentious title “iPhone and the Future : Synthesis”?
(5) That’s nothing but a meaningless sentence fragment.
If these points are the most compelling ones for the iPhone, your prediction of others being sent back to the drawing board seems unlikely.
I guess having blog doesn’t mean you have something to say.
I am still amazed that you consider your idiotic “iphone & qualcomm” article “controversial” rather than simply “wrong”. Now that I made the mistake of ending up on your blog I realize that many of your writings are like this…
You should just correct your mistake and not come back!
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Indian mobile market will witness tremendous activities in the near future. All the mobile big shots have india as the primary target on their RADAR.
Regarding the GSM vs CDMA debate. Could you give more information on that.
the more articles or reports i read. more confusing it becomes.
[…] had earlier covered ST Micro, Texas Instruments, and ARM in the iPhone and The Future series and the iPhone’s Component Ecosystem series. Let’s take a look at them based on the Q4 […]
I have professional experience since G5 days with Jobs, Power days. Trust me, iPhone is an innovation which has rocked US. Problem with Apple is global product launch and right price bands within the specific markets. Once Jobs moves into such a magnificent plan, count down to many “empires” would start!
~Sukhoi