Reasons to choose

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In this posting, I’d like to review some approaches for choosing the answer to the following question:

  • Which mobile software platform will have the leading position worldwide in 2012?

In more detail, the question asks: Which mobile software platform will power the devices and applications that will generate, around 2012:

  • The most profits
  • The most network traffic
  • The most innovation
  • The biggest buzz
  • The largest popular acclaim…?

For some people, it’s a bit of occasional fun to debate answers to this question.

For other people, this question doesn’t count as ‘fun’; on the contrary, it’s very serious.  These people have to weigh up major investment decisions.  Should they be significantly investing, now, in acquiring skills and resources and expertise in mobile operating system A?  Or should they invest instead in mobile operating system B, or C, or…? That’s what’s on the minds of many senior managers and strategists in handset vendors, network operators, silicon manufacturers, solutions providers, and professional services companies around the world.

The reason it’s a serious question, for people in such positions, is that it can take a considerable amount of time before there’s a substantial payback from an investment in a mobile operating system.

Investment curve

An initial investment phase – to grow a team, to carry out research and familiarisation projects, to develop incremental IP (Intellectual Property), to build tangible connections with partner companies, and so on – is typically followed by one or more additional investment phases – to improve internal processes, to deepen expertise, to debug and optimise solutions, to re-factor an in-house platform, to find new preferred partner companies, to build a range of product variants, and so on.  Product development teams may need to be kept together for longer than initially expected:

  • Because of delays in the platform software release schedule;
  • Because of delays in operator approval or compliance certification of a product;
  • And/or because a product originally envisaged turns out to be just another “me too” offering in a crowded marketplace, needing more differentiation before it can appeal to customers.

Underlying all these potential delays is the pervasive complexity of mobile technology and the hyper competitiveness of the mobile marketplace.

Of course, each provider of mobile operating systems platforms wants to reduce the amount of investment required from users of the platform.  For example, the Symbian Foundation has a series of initiatives to make it easier for developers, manufacturers, and service providers to speedily create and bring to market high-quality Symbian-powered solutions.  As these initiatives bear fruit, it will reduce the investment required to be a major player in the Symbian world.  However, let’s be clear: as one set of issues is simplified, new sets of issues are arising all the time.  That’s the nature of the fast-changing mobile market.  New breakthroughs keep injecting fresh complications for companies who seek leading positions in the smart mobile device space: new technologies, new protocols, new UI paradigms, new dominant use cases, new market expectations, new competitive pressures…

Incidentally, if it turns out to be easy to create smart mobile solutions, there will be thousands of companies who create these solutions.  From one viewpoint, that’s a great outcome.  But if thousands of companies are all creating very similar solutions, there’s little scope for these companies to stand out from the crowd, and to reliably generate profits.  So any company that does want to stand out from the crowd, with a fair chance of significant (ongoing) profits from mobile, must be prepared for a period of upfront investment:

  • Navigating the learning curve for the latest mobile technologies;
  • Understanding how the mobile industry works in practice (rather than just in theory);
  • Acquiring and retaining dedicated technical specialists and product engineers;
  • Developing, testing, and refining add-on technology;
  • Building probably not just one but several generations of solution.

This takes me back to the original question:

  • Which mobile software platform will have the leading position, worldwide, in 2012?

It’s a question that is frequently covered by press, analysts, and bloggers.  No wonder: there’s a lot of money riding on the outcome.  A company that bets right will be well placed to reap substantial rewards, as the operating system is found at the heart of ever more valuable families of mobile devices.  A company that bets wrong risks being sidelined by history.  The question deserves a serious answer.

Anecdotal evidence

The first approach to answering this question is to collect and share anecdotes and reviews.  Person X has a great experience with Device D (built from software platform P).  Person Y has a poor experience with Device E (built from software platform Q).  But Reviewer Z liked Device E, and hated Device D.  And so on.  The blogosphere and twitterverse are full of such anecdotes.

Not to be left out of this exchange of anecdotes, let me offer two of my own.

First, consider the Nokia E71 – which I find to be a very fine mobile phone for my own usage purposes.  It has a UI which includes numerous small nice enhancements from predecessor Nokia products such as the E61 and E61i.  The E71 has become like an extension of my right arm, as I one-handedly manoeuvre through different application displays while I make my way through the streets and railways of London or the corridors and stairways of the Symbian offices.  Email, web, twitter, maps, camera… – all are just a few thumb presses away.  I’ve experimented switching to different phones, but none (so far) has the ease of utility and the power of functionality that the E71 delivers, so I keep reverting to it.

Nokia E71

I’m not alone in liking this phone.  A couple of days ago, ITProPortal published an article: “Nokia E71 Review : A Near Perfect QWERTY Smartphone?“  Here’a an excerpt:

The phone – which was released last year – has received a number of accolades from experts inlcuding the Editors and Readers’ Choice from Cnet.co.uk, Phone of the Year and the Best Smartphone at the 2008 Mobile Choice Consumer Awards and WIRED Magazine’s 2008 Best of Test.

The first thing you notice about it is how different it is from the run of the mill Nokia family, even when compared to the more expensive Nokia N series family. The E71’s chassis has more metal parts than any other phones I’ve used before and this, combined with its classy chrome finish, means that it looks much posher than its price would lead you to believe.

…we feel that the E71 is an excellent all rounder that’s available at a great price.

Second, consider the Nokia N86.  Like the E71, the N86 is Symbian-powered.  Over the weekend, I assisted a close friend in picking a new phone from a local Carphone Warehouse (an independent mobile phone retailer).  The N86 turned out to be a real joy – full of features that brought a smile to my friend’s face.  I was asked to help setup the email – the process turned out to be a doddle.  (I thought to myself, “Oh, that finished quickly, I wonder what the next step is”, but it turned out that no further configuration was needed.)  Best of all, no fewer than two different operators competed to win this contract – both saying that the N86 was a great phone for mobile Internet usage, and they would offer a special low-cost flat-fee deal, providing unlimited data usage.
Nokia N86

As reviewer Rafe Blandford recently remarked:

The fact remains that the N86 is a very impressive, even desirable device. As the latest evolution in Nokia’s dual slider form factor (and as a true multimedia powerhouse) it has something of a ‘classic’ feel, but it also benefits greatly from the maturity of a device with ancestry…

If you’re looking for a consumer-focussed, non-touchscreen smartphone, then I think the N86 is a very strong contender and is, arguably, the best device that money can buy.

And in terms of “buzz” – as measured by clicks from webpage readers onto product details – it’s noteworthy that three out of the top four smartphones, in July 2009, are Nokia devices running Symbian OS – according to data just released by Brighthand: the E63, the 5800 Xpress Music, and the E71.  With the N97 and E75 also in the top ten, it’s a pretty impressive showing for the Symbian platform!

Trend analysis

Individual reviews and anecdotes can be suggestive, but cannot be decisive, to answer the question of which mobile software platform will have the leading position worldwide in 2012.  Given any review that favours (say) the Symbian platform, someone can point to another review that finds fault in that platform.

This brings us to the second approach to answer this question – the approach of trend analysis.  A trend analyst seeks to aggregate individual observations and pieces of market data, and then make projections into the future.  For example, someone might reason as follows:

  • Nokia smartphone market share has historically been large, but is presently falling;
  • Apple iPhone and Google Android market share has historically been small, but is presently rising;
  • Therefore, other things being equal, Apple iPhone and Google Android will in due course overtake Nokia.

Essentially this kind of thinking can be found in the recent BusinessWeek piece by Olga Kharif and Andy Reinhardt, “Nokia: Outsmarted on Smartphones“.  To quote:

Is Nokia losing its mojo? The Finnish company has been the largest mobile-phone maker in the world for more than a decade, and it remains a financial juggernaut with $70 billion (€49.6 billion) in revenue. But Nokia is losing ground in the fast-growing and lucrative smartphone business. Apple, Research In Motion, and companies such as HTC that use Google’s Android operating system have come on strong, creating a serious challenge for the industry leader. “Apple has (created) a superior user experience; Android is also gaining a lot of traction,” says Jari Honko, an analyst at eQ Bank in Helsinki. “Yes, Nokia is in trouble in smartphones.”

Nokia is unlikely to lose its top spot in mobile phones. But it could see revenues and profits suffer if Apple takes over as the largest player in smartphones, which some analysts believe could happen. Generator Research, a British consulting firm, forecasts that Nokia’s share of smartphones will slide from about 40% now to 20% by 2013, while Apple climbs into the top spot. “If Nokia gets dispositioned in the segment and Apple starts calling the shots—which is what’s happening now—you are going to start seeing [a larger] impact in three to four years,” says Andrew Sheehy, co-founder of Generator

But the problem with this type of analysis is that you need to presume that “other things will be equal” – that trends will continue without disruption, and that the future will be a simple projection of the past.  That’s a dangerous assumption.

One example: there used to be a trend that manufacturers of desktop computers generally over-reached themselves and failed when trying to enter the top-of-range mobile phone market.  It used to be the case that these manufacturers under-estimated how difficult it is to create successful top-of-range mobile phones.  Being aware of this trend, many in the phone industry expected Apple to come unstruck on entering the phone market with the iPhone.  Famously, Ed Colligan, Palm CEO at the time, gave voice to this prediction, in remarks to the San Jose Mercury News in November 2006:

Responding to questions from New York Times correspondent John Markoff at a Churchill Club breakfast gathering Thursday morning, Colligan laughed off the idea that any company – including the wildly popular Apple Computer – could easily win customers in the finicky smart-phone sector.

“We’ve learned and struggled for a few years here figuring out how to make a decent phone,” he said. “PC guys are not going to just figure this out. They’re not going to just walk in.”

That prediction made a kind of sense from a trend analysis point of view, but fell foul of the steps Apple was taking to disrupt the trends.

Another example (which, as it happens, shows Palm management in better light): the fortunes of Palm in the mobile device space seemed for several years to be on the decline.  A trend analysis prediction would count them out of playing any significant role several years into the future.  However, by unveiling a significantly altered mobile operating system platform – WebOS – earlier this year, Palm have improved their chances of bucking that trend.

Similarly, many trend analyses of the prospects for Symbian platform future success under-estimate the potential importance of no less than three significant transformations within the Symbian platform.  Each of these transformations will mean that the future will not be a simple projection of the past, and they refute the suggestion that “other things will be equal“.

Three transformations

The first transformation is that application development on Symbian devices will change from one software system – called S60 Avkon – to another one, called Qt Orbit.  S60 Avkon has the reputation of being difficult for developers to learn.  Qt has a very different heritage and is well liked by large numbers of software developers – many coming from far outside the existing Symbian world.  Orbit is an extension library for Qt, which contains more than 50 UI elements freshly tailored for contemporary mobile user experience, and which will provide a replacement for the existing “Avkon” UI element set.

The second transformation is to change to a new UI model, called “DirectUI“.  To quote from the Development Proposal for DirectUI (available from the Symbian Developer Network):

Direct UI is about redesigning S60 applications to follow a new paradigm, to clearly modernize them and to have technology transition to use Orbit and Qt.

Redesigning applications means that application priorities and placement on UI are considered carefully and most important functionalities are brought to be the most visible ones. Idea is that it should be faster to access content and to choose related essential functionalities quickly.

Deeper reasoning behind redesign is that existing applications are based on device UI style defined decade ago. Since that competition landscape has changed and evolution on top of existing applications is not enough but more aggressive step is needed.

Having Direct UI paradigm in applications is vital due to the fact that it has quickly become de-facto in the marketplace. Direct UI paradigm with couple of sentences is: Touch the screen and that particular function is activated, no double-clicking (click to choose, then click to confirm) allowed on Direct UI. There also no visible focus available unless object is touched. Then “focus” appears as confirmation that touch event took place and execution has started.

Applications are rewritten using Orbit widgets and Qt APIs to replace old applications written with Avkon. Orbit and Qt are being used because of wide existing developer base (~300 000 3rd party developers), its suitability for different platforms, good existing tooling  and simplicity of development making development faster than in current S60 environment.

Each of the first two transformations are far-reaching and highly trend-disruptive, but the third transformation is potentially the most significant of the three.  It’s the adoption of open source for the entire Symbian platform – including operating system, tools, middleware, UI frameworks, and applications.  The intent of this transformation is to bring into existence a much improved “innovation engine” for Symbian platform software.  This engine can accept input from a much larger and wider group of contributors than before.  The benefit will be both quantitative and qualitative:

  • The absolute number of contributors will grow considerably;
  • The types of ideas these contributors will consider and provide will be far beyond those that would be entertained inside the corporate mindset of any one company (no matter how open-minded the culture there).

PlatformTransformation
All three of these transformations will take time to come to fruition.  That increases the difficulty in forecasting their impact.  Is there anywhere to turn for greater certainty?

Capability analysis

To recap: individual anecodes and reviews can be suggestive, but not decisive, in predicting the future success of various mobile software platforms.  Trend analysis suffers from limitations too.  Both these methods of forecasting can be caught out by the creation of new innovation engines – by the emergence of new or significantly improved models for developing software.

In fact, I don’t believe there is any infallible forecasting method for the mobile space.  Anyone who speaks with utter conviction about the future outcome is speaking more from faith than from reason.  There are so many little things that could happen, which are impossible to predict, which then escalate with larger and larger repercussions.  It’s similar to how a butterfly’s beating wings, on one continent, can in principle give rise to a raging hurricane in another continent.  Small changes in the mobile world can unexpectedly generate hurricanes too (of sorts).  (Think of the emerging virtual hurricane over Apple’s decision to reject the Google Voice application from the AppStore.)

In this sense, I believe that “the future is open”: nothing is firmly set.  There are credible future scenarios in which the Symbian platform is the leading mobile software platform in 2012, and credible future scenarios is which it is not.

However, I recommend that forecasters consider a “capability analysis”, and weigh up the various mobile software platforms against six broad criteria.

Capabilities

I’ll conclude this article by listing these six capabilities, and in each case, stating my aspiration for the status of Symbian regarding that capability.  In aggregate, they provide what I see as the “reasons to choose” the Symbian platform.

Independence: Which software platform is least likely to have its evolution controlled by a single corporation or organisation that fails to share common goals with the mobile industry as a whole?

  • Symbian: Open foundation governance

Technology: Which software platform delivers superior performance, battery life, security, low defect count, improved user experience…?

  • Symbian: Designed for mobile; 10 years maturity

Commercial: Which software platform results in low total cost of development, manufacture, deployment, and maintenance; and which provides good opportunities for value-adding differentiation?

  • Symbian: Complete and competitive; Freedom to create

Reliability: Which software platform is likely to be delivered on schedule and to pre-agreed quality levels, in fulfilment of a multi-year evolutionary roadmap of changes?

  • Symbian: Track record of skills and software discipline

Ecosystem: Which software platform has the most vibrant and productive movement of developers and users supporting it?

  • Symbian: Rich runtimes, new tools, publishing initiative, level-playing field, opportunity for all

Renewal: Which software platform is most capable of ongoing renewal and is building the swiftest engine for innovation?

  • Symbian: Open for innovation.

Which software is least likely to have its evolution controlled by corporations or organisations that fail to share common goals with your company?

Posted: August 3, 2009 at 7:02 pm

Last updated: February 8, 2010 at 3:01 pm

Categories: Dialogue

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