Google Plans Its Own Android Phone
thestreet.com
thestreet.com
1) Google's implementation is going to instantly become the reference platform for Android. Third party handsets will probably have to conform closely to its screen size, processing power, and input methods to play nicely with third party apps. This is ultimately a good thing for end user experience but will negatively impact the variety of different Android handsets on the market.
2) It's confusing. Android has its own proper name but most people know it's a Google powered/developed project. Is the average consumer going to understand there is a "Google Phone" but also Google phones? Even if Google has no anti-competitive intentions here they are going to cast a shadow on their competitors on their brand strength alone.
3) Google is going to have a huge competitive advantage. They can time the release of their hardware to match up with major Android releases. They will have a clearer understanding of where Android is heading and what types of hardware features will be supported in the long-term. Google's wealth and influence guarantee they will always have first mover advantage. Let's say company X comes out with an amazing new SoC. Google is quick to port Android over and quick to get a handset to market. Competitors get the trickle down support but won't have a product out the door until long after Google.
4) What is Google's motivation? The latest batch of Android phones look fantastic. There is no need for a Google first party device as a supplement to the other handsets on the market. This leads me to believe Google is getting into this space to win. I don't know how they can possibly juggle their multiple roles here. It's a no-win situation. Even if they play this straight the appearance of dishonesty and anti-competitive tactics is going to be a huge problem.
This is an amazing turn of events. A week ago I would have said Android had an inevitable path to Windows-izing mobiles. After this news I feel like these handset makers would be crazy to look at Android as a long term solution. If Google is getting into this market they're doing it to win. They apparently don't want to Windows-ize mobiles, they want to Apple-tize it for themselves. What a crazy turn of events.
Isn't the whole point of Android that this isn't required?
Is the average consumer going to understand there is a "Google Phone" but also Google phones?
Very easy to address with branding/marketing. Think Honda/Acura or Toyota/Lexus.
Google is going to have a huge competitive advantage.
But it's in their DNA to give up a tactical short-term gain for a big long-term strategic win, of the kind involving Open Source.
What is Google's motivation? The latest batch of Android phones look fantastic. There is no need for a Google first party device as a supplement to the other handsets on the market. This leads me to believe Google is getting into this space to win.
I think they're getting in this space precisely because there is no need for their phone to win. It's their platform that needs to win. Therefore they are free to innovate, unencumbered by the pressures that the carriers will face.
I think they're in this space to exert pressure to innovate. Instead of the "public option" think of them as the "innovative option."
2) Some of this is already an issue (and already partly addressed). Android handset makers have the option of branding their phones with the Google trademark (like the "T-Mobile G1 with Google"). If they do, then they get to distribute Google's proprietary apps (GMail, Maps, Google Calendar/Contacts sync, etc.) but they also have to agree not to change certain parts of the user experience (e.g. can't restrict access to the Android Market).
My parents already call my G1 "the gPhone" but as dozens of Android handsets come out from every carrier and manufacturer, I'm sure they'll get the picture that it's more like Windows Mobile than the iPhone.
3) Google and the hardware manfacturers already have agreements in place (via the Open Handset Alliance) where the manufacturers can work with Google under NDA on not-yet-published Android releases.
4) I hope that Google's motivation is to sell a device that's more open than the ones from the carriers. Actually, they already sell such a device (the "Android Dev Phone 1" which is the same HTC Dream hardware as the T-Mobile G1) but it's slow and clunky compared to the new generation of hardware. It makes sense for them to offer an Android Dev Phone 2 soon. Right now the ADP1 is the only phone with a supported way for customers to upgrade the OS (i.e. without using a root exploit to jailbreak it). A rootable phone is mostly useful for developers, but just look at the iPhone jailbreaking scene to see that certain consumers want it too.
The US market is not well suited to selling phones retail. I don't see how Google can sell a smartphone that is considered "cheap" without being able to recoup anything in carrier subsidies. HTC smartphones retail for $400 and up without a subsidy. (For example, Google charges $400 for the developer version of the G1, but T-Mobile can sell it for $50 with a new contract)
Secondly, how is one phone going to work on Verizon and AT&T? Even if Google limits itself to GSM networks, AT&T and T-Mobile use different frequencies for 3G. Will they make an edition for each carrier?
I think Google is just creating one or more netbooks or "mobile internet devices" and this analyst (the only source in the story) got confused and thought it was a phone.
That detail was perhaps assumed but not announced in the article, and this is sourced from "design partners" who wouldn't know.
It would make a lot of sense for Google to sell their own phone in many territories besides the US, though, so I wouldn't discount it as a possibility worldwide. But it's a lot less interesting than what people would assume from the title.
And it's not just competing frequency bands, it's competing technologies. AT&T has WCDMA, but Sprint and Verizon do CDMA2000. T-Mobile has HSDPA. These things don't work together. Compare that to Europe and Asia where WCDMA will get you quite far. It's entirely the FCC's fault for letting the "market decide" what 3G standard we should use instead of just mandating one like every other country. But I digress.
It's cheaper because we avoid paying interest and carrier mark up on what is essentially a loan for the hardware.
You wouldn't think it was a good deal buying a computer on punitive finance terms, why is it such a good deal for phones?
This is why it's notable when Wal-Mart gets into the no-contract service plan game.
Something like this can't bee too far off.
In fact there are a couple of really cheap phones out there that have chipset support for WiFi and Bluetooth because it's cheaper than getting a custom chip set!
Obviously the antennas (and drivers) supplied change which frequencies/networks you can actually use, but even the iPhone has support for multiple GSM bands - you can jail break it and drop pretty much any GSM sim in it.
GSM vs CDMA is a different matter, although there are a few handsets with enough hardware to do it including some from RIM. Those do tend to be expensive but I imagine that has more to do with licenses than hardware costs these days.
(By the way $400 phone with no contract is cheaper than $50 phone with a typical 2 year $50/month plan. To use the UK as a suitable example a reasonable plan would cost about $50/month with a phone or $25/month without. That's a saving of $600 to put towards the cost of the handset.)
Why should they care if the phone comes from HTC or Google?
The article's author appears to be totally oblivious to the fact that Google has been selling unlocked phones (rebranded developer G1s) for almost a year now: http://arstechnica.com/old/content/2008/12/google-introduces...
I'm pretty confident this rumor is false. There's no way Google can make a "cheap" smartphone without a kickback from the carrier.
Cognitive bias (I forget which one this is). Also, your monthly bill is generally no cheaper if you bring your own phone, so really it's $130+55x24 vs $400+55x24.
b) And that because the T-Mobile website rips you off. $50 at Amazon: http://www.amazon.com/T-Mobile-G1-Phone-Google-White/dp/B001...
Isn't the whole point of Android? Not have a closed platform with a single player?
I frankly think the more devices we get, the better. More competition means better services and lower cost. And on an open platform like the Android, it also gets much better because it allows other uses for the platform(Archos, and netbooks...etc).
http://arstechnica.com/gadgets/news/2009/10/openmoko-offline...
I do not know if this is just a prototype or actually a real product that they are going to release.
More devices is cool, but application testing is going to be interesting. If your device is not as popular and has a different form factor / screen size from the dominant devices, then expect some level of non-support from developers.
You really need to test on small screen size(s) and check that your program will work on the available input options (keyboard, touch). If a vendor goes outside the box too much then that product becomes a new test case.
And your second point is a challenge for any platform with multiple manufacturers. If anything, that's an argument for an Apple model where only one company makes the hardware.
Yeah, I guess, from a testing and support view, the game console maker's and Apple's model is better. There might actually be a business model for testing other people's apps on a variety of devices.
Android is a younger platform than the iPhone and has already implicitly deprecated an entire generation of hardware. Meanwhile, I can attest that the first generation iPhone still works fine -- runs faster than ever, in fact, thanks to the backward-compatible software updates and consistent UI.
This is what people worry about when they worry about too many Android products undercutting each other. And why the arrival of a potential flagship product -- the Droid phone, which even has the right name! -- looks like it could be a good thing for the platform; it could impose some focus. Why on Earth is Google planning to confuse that issue?
Google might make an awesome Android phone, but I'd guess that if they did, they'd help drive away a lot of hardware manufacturers from the platform.
I wonder why Google has chosen to do this, and if this is the cause of the Apple-Google rift.
Strategically speaking, for Google to win, the Google Phone doesn't have to win. Android has to win. If the Google Phone only reaches the digerati and hipsters, but then heavily influences the rest of the Android market by pushing innovative things forward, then Google wins.
I would be surprised if you see anything non-standard on a Google phone.
Didn't Microsoft do something similar with MFC? They tell everyone that MFC is the future, and so my last company builds our development environment on top of it. Then we start finding significant bugs in MFC. We later discover that Microsoft is moving on from MFC and using something else.
The more things change...