Growth potential

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How do you identify the mobile operating system with the best potential?

One approach is to focus on percentage growth in unit sales figures.  For example, James Pearce, writing in today’s Washington Post, identifies Google’s Android OS as “the fastest growing OS in the market”:

Google’s Android OS will ship in eight million handsets in 2009, an increase of 900 percent compared to the year-ago period, according to Strategy Analytics. At that rate, it will be the fastest growing OS in the market. Apple is listed in second place with an expected growth rate of 79 percent.

But hold on. Let’s not be carried away with what looks like large numbers.  A 900% increase on a baseline of less than one million last year, is actually a smaller absolute increase than a projected 79% increase on a baseline (in Apple’s case) of around 13.7 million devices sold last year.  900% may sound a lot larger than 79%, but 900% of a comparatively small number is (in this case) less than a 79% of a comparatively large number.

As Chis Thompson writes in his article Could Android Explode? on Reuters.com:

Google has a long way to go before playing with the big boys. Only 8 million Android phones have sold so far [actually, that's the Strategy Analytics forecast for 2009], compared with 75 million Symbian smartphones in 2008. But with more and more companies adopting the Android operating system … Google is clearly on the way.

But nor is engagement from a large number of different manufacturers necessarily evidence of pending commercial success. Famously, although around 50 different mobile device manufacturers have created devices using Windows Mobile, about 80% of the total sales of Windows Mobile is due to just one company – HTC.  During my visit to China last week, I heard time and again that manufacturers are stepping back from Windows Mobile, on account of their devices losing money in the marketplace.

In other words, just because many manufacturers are lining up to try to bring Android devices to the market, there’s no need to declare “game over”.  That’s far too premature.

What manufacturers will look for is a mobile operating system platform that:

  • Allows them to create devices, relatively inexpensively and relatively quickly; AND
  • Allows them to sufficiently differentiate their devices from those of competitors using the same platform – so that their devices can attract buyers.

The differentiation between the forthcoming Samsung GT-i8910, Sony Ericsson Idou, and Nokia N97 – all of which use the same core Symbian platform software – is remarkable.  (And Symbian devices launched in Japan by Sharp and Fujitsu are decidedly different again.)  As I see it, that’s good reason to conclude there’s still plenty of potential in the Symbian platform.

Looking slightly further afield, Symbian Foundation personnel are focused on growing the most productive and valuable software movement on the planet.  We believe that, if we get that right, the Symbian Platform will in due course become the world’s most widely used software platform – and the world’s most widely liked software platform.

Strategy Map

To reach this goal, we are keeping close attention on:

  • Platform delivery: Schedule reliability, quality reliability, asset integrity, and device certification;
  • Platform evolution: Vision, roadmaps, scope growth, and compatibility;
  • Developer productivity: Tools and kits, documentation, APIs, and timely ecosystem support;
  • Open community: Contribution as well as adoption, events and forums, apps publishing, and open brand values.

These tasks take advantage of the best of the historical strengths of the Symbian platform and Symbian ecosystem, but add in a huge burst of new energy and creativity through our increased adoption of openness – open SDKs, open source, and open governance.  This combination of “old plus new” is full of growth potential!

Footnote: If “Mobile OS wars 1.0″ was focused on which platform had the best technology, “Mobile OS wars 2.0″ is all about which platform is surrounded and supported by the most productive and valuable ecosystem.

Posted: May 12, 2009 at 9:23 pm

Last updated: February 15, 2010 at 9:26 pm

Categories: Dialogue, Mobile business

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