BitsAndBuzz

Now that Google is in, the game is on. As I mentioned in my previous post, software is now ruling the mobile industry. As in the PC world, the big contenders are Apple with iPhone, Google with Android, and Microsoft with Windows Mobile.

But the big questions are: which one is better and which one is going to ultimately win?

While it is hard to objectively answer this question, here is my first attempt to create a simple score card. I have created a “4 Ss Scorecard” that I think is quite representative of the mobile market need.

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The value chain used to be one of the main differences between the mobile and PC markets. The PC industry was driven by software vendors (i.e., Microsoft, Apple, Oracle), while the mobile industry was controlled by the Telcos and device manufacturers. For a long time, the Telcos  even had the power to remove features from devices that they felt caused too much competition with their own service offerings. For example, tethering and other features frequently were disabled on early versions of Windows Mobile devices. Interestingly, iPhones 3G, despite its flying pixels, still does not have tethering nor allows it. I am not sure if it is an iPhone limitation or another example of Telcos control.

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