"We believe that Android will give many phone makers their first access to software with full web browsing functionality, which the iPhone already offers," analyst Gene Munster advised clients in a research note. "Simply put, in our opinion, Apple is confident that its iPhone operating system is a compelling one, and developers will want to build applications for the iPhone."
Munster noted, however, that Google's strategy for its mobile platform is an open one, offering handset makers and wireless carriers freedom to modify their respective products, where as Apple's strategy involves a closed system in which the company controls the features and applications that can be added to the iPhone.
Still, both companies will introduce software developers kits (SDKs) for their respective mobile platforms in the near term, with Google promising one for Android next week and Apple having committed to release one for the iPhone by February.
In his note to clients, Munster also affirmed his belief that Google is not presently interested in introducing its own mobile phone hardware and would rather see its Android platform adopted on hundreds of handsets from a broad number of manufacturers.
"[I]f the platform successfully proliferates to many devices and form factors, we do not believe Google will develop a mobile phone (hardware) product," he wrote. "If the platform does not successfully proliferate, then Google may be forced to release a handset that exemplifies and displays the power of Android."
12 Comments
Sure it remains to be seen if this open source will bear fruit and if it will even be as user friendly as Apple's offering. But could this effectively kill Apple's key advantage, namely software?
Google's announcement of Android and the Open Handset Alliance on Monday will offer mobile phone makers access to many technologies already prevalent on the iPhone, and therefore there's little need for Apple to join the effort, says investment bank Piper Jaffray.
"We believe that Android will give many phone makers their first access to software with full web browsing functionality, which the iPhone already offers," analyst Gene Munster advised clients in a research note. "Simply put, in our opinion, Apple is confident that its iPhone operating system is a compelling one, and developers will want to build applications for the iPhone."
Munster noted, however, that Google's strategy for its mobile platform is an open one, offering handset makers and wireless carriers freedom to modify their respective products, where as Apple's strategy involves a closed system in which the company controls the features and applications that can be added to the iPhone.
Still, both companies will introduce software developers kits (SDKs) for their respective mobile platforms in the near term, with Google promising one for Android next week and Apple having committed to release one for the iPhone by February.
In his note to clients, Munster also affirmed his belief that Google is not presently interested in introducing its own mobile phone hardware and would rather see its Android platform adopted on hundreds of handsets from a broad number of manufacturers.
"[I]f the platform successfully proliferates to many devices and form factors, we do not believe Google will develop a mobile phone (hardware) product," he wrote. "If the platform does not successfully proliferate, then Google may be forced to release a handset that exemplifies and displays the power of Android."
[ View this article at AppleInsider.com ]
Sure it remains to be seen if this open source will bear fruit and if it will even be as user friendly as Apple's offering. But could this effectively kill Apple's key advantage, namely software?
Contrary to what others have said, I've always believed that Apple would come out with a decent SDK for the iPhone, once they were sure they had the phone side of it down properly.
I believe that they had the SDK idea right from the beginning.
So, Android will not have anything over the iPhone, and in fact, has a lot of proving to do before it is widely accepted.
The iPhone however is already proving it is a decent phone, and music device. When the SDK comes out, I predict that it will also prove itself to be the perfect Person Digital Lifestyle Device.
As the report said, Android is good for the consumer, but will not be a problem to Apple.
IMHO.
Judging by the response to Apple's original lack of SDK, this is likely to be a popular move with developers but will real consumers be as keen? Another chance to see if design triumphs over choice as it has done with iPod and seems to be with iPhone.
McD
Another chance to see if design triumphs over choice as it has done with iPod and seems to be with iPhone.
McD
Fantastic post.