Warner Crocker’s declaration that the MID market race is over now that the iPhone/iPod Touch SDK has been announced may be a bit provocative, but I think he’s onto something. What do I mean? For the near term the iPhone/iPod Touch is essentially going to lead the MID market in terms of price, availability, developer community, quality of user experience, and funding of its ecosystem.
For Microsoft, this doesn’t mean much, because Microsoft isn’t playing in this game per se. Yes, there’s XP and Vista for some beefier units and I guess “CE” is a choice too. But let’s be serious here, for the near term none of these reach the platform model of the iPhone/iPod Touch. Sorry.
There are some Linux distros that are pretty slick that I’ve seen on some MID prototypes (at CES), but I don’t see these as major contenders either. Why? Because they are fragmenting. There’s not one single way to do things. It’s a little bit of this and a little bit of that. Nice efforts in some cases, but for the immediate future they are not going to lead the industry. They won’t condense into an industry. Sorry.
Where I think the big issue is, is not particularly in the OS “wars,” but rather in how essentially Intel’s MID initiative is left without a software partner. If Microsoft isn’t going to do it–if Linux isn’t going to provide a cohesive answer–Intel’s view of the MID world is going to have a tough time competing with the iPhone/iPod Touch family.
Actually, for Intel it probably doesn’t matter. I’m sure Intel will be quite happy if Apple switches to its CPU family and takes over the MID market. It doesn’t need the Intel-named MIDs to “win.” However, since it’s unlikely that Apple will ever license their OS platform to others to build like-minded devices, Intel will lose out in the total market it could achieve. So I’m sure Intel is struggling to figure this out.
As I see it there’s one possible software partner left–for the near-term–that could come to Intel’s aid. And that’s one that’s been quite good at filling holes left by Microsoft–Google. I don’t think it’s likely–just possible. Google could rework its Android initiative to make it MID friendly and this together with Intel’s hardware partners could possibly create an ecosystem that might have a chance at broadening the MID market. A chance. A thin one. But one nonetheless. I’m partially in doubt because of Google’s boardroom ties with Apple and Google’s lack of prior experience in this area. Besides they are thinking “phones” rather than MIDs at this point.
Note that in all of this I’m talking near term. Three, five, ten years out anything could happen. However, for the next year and possibly two Apple is in the lead and will most likely stay that way.
For all of you that are thinking I’ve fallen victim to the hype, let me encourage you to do a few things: First, get an iPhone. Use it and then tell me that it’s connectivity and form-factor don’t draw you in. Second, play banker for a minute. Where would you place your bets? In an unproven, fairly fragmented software market geared around an unproven family of MID products from hardware-based Intel and its partners or with Apple and its “iPod” family including the recent iPhone device that’s done remarkably well for its first year? And third, if you’re a developer, check out the iPhone SDK. Tell me it doesn’t have many of the things we’ve all wanted as rich-app, mobile developers. We’ve seen similar things before and beyond as well. But have they been so well packaged before? If you’re still not convinced, watch the demos during Apple’s SDK announcement event. And if none of this convinces you, I bet you’re not shaken by near term events, so no problem. I agree with you that in time the world will reach equilibrium and all will be well. What’s a couple years here and there among friends?
Yes, several years out, things will most likely be much different. And no doubt, there will be plenty of room for niche players across the board in the meantime. And Microsoft’s and Intel’s coattails are big enough to carry several efforts along the way too. But for the Kliener Perkins level break away products, I’ll be looking in the iPhone/iPod Touch direction.
As a Tablet/UMPC enthusiast and developer, I’m not going to dump what I’ve been doing and radically change directions, but you can rest assured that I’m keeping my options open. Like with the OLPC and Eee PCs I see an evolution occurring here and I don’t want to be left behind.
Good technology and good implementations deserve respect. And I’m treating the iPhone with such. Doesn’t mean my competitive instincts aren’t kicking in. Just means I’m very mindful and doing my best to do my best.
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