| What's interesting now is that Apple, BlackBerry and Microsoft now offer integrated hardware/software platforms. It's become similar to the way the console market has been between Sony, Nintendo, Microsoft. Makes one wonder what's going to happen with Android. This isn't so much vendor vs vendor. It's higher than that - the war here is between integrated/closed and discrete/open systems on the client. The virtue re:integrated/closed systems is that the companies very survival depends on these systems, so they have the best motives in providing value/service, and aren't being steered by outside influences. The virtue re:discrete/open systems is that they encourage learning and exploration, and offer transparency. It's not so clear in which direction things will go over coming years. Both the integrated/closed (Windows, Consoles), and discrete/open (Web, Android) are models that have proven themselves to work. Google's doing a lot of brave work pushing in the direction of discrete/open, and regardless of outcome, it's something commendable. My only worry there is regarding their hardware partnerships. The thing with the iPhone, Lumia, and BlackBerry products is they're beautifully designed, and these designs just keep getting more refined. It's like having a games console with a controller design - all users/games know it's there, and can rely on that design, even between hardware iterations whilst other elements are improved. Microsoft did a lot of great work getting Windows to play well with not just consumers but hardware vendors too, and more or less delivered on the promise of putting a computer on every desk. Google's probable aim of putting a smartphone in person's pocket is even loftier(expense being the main hurdle for many of the world's 7-8 billion people), yet given their positioning and partnerships, they are perhaps best positioned to deliver on this promise. So perhaps it won't play out like the console market at all. The thing is, if smartphones get largely commoditized by Android like PCs were largely commoditized by Windows, and you can buy something perfectly decent for $300 (and you already can in something like the Nexus 4), are going to want to or need to pay more for what is perhaps only a marginally better designed product? And of course then there's Amazon too. Interesting times ahead. |
You forgot Google. They have Motorola, and they are going to be highly integrated with Android, no matter what they say in public.
Also Samsung has gotten pretty integrated with Android, too. Sure they add the latest "Android features", but on their own time, and it's not the main priority for them. They'd rather ship with an older version but filled with their own apps, features and technologies. It's not that different from Amazon actually, except that they still have to adopt some standards set by Google to make sure they don't fragment to ecosystem too much, but they also get the benefit of access to the Play Store and the Android community (Amazon doesn't appeal to the Android community as much anymore).