Ecosystems – Exercise in futility

 

 

 

 

 

 

 

  • Every eco-system has a gate keeper and unless one can get past he, she or it, there is no point whatsoever in developing an application.
  • This is why there is no point whatsoever in Google developing its mapping application for iOS6.
  • Rumours are abound that Google is working on an application for both the iPhone 5 and iPad (Engadget) but quite frankly there is just no point.
  • Apple is the gatekeeper for iOS and it is pretty clear that it will be a cold day in hell before it allows Google Maps back into the ecosystem.
  • The irony is that the better Google makes the application, the less likely it will be for Apple to let it back in.
  • Apple has thrown its weight behind its own application and it is right to do so because maps are becoming more and more important meaning that to maintain its grip it must do its own application.
  • The problem is that maps are tricky, and just buying in raw data is not good enough, one needs to be able to interpret and render that data in a useful way.
  • This is where Apple has become badly unstuck and this is likely to be a long and tricky fix as good quality maps have tended to be a triumph of unremitting labour over genius.
  • Hence I think it very improbable that there will be a Google Maps for iOS6 meaning that those that must have it will have to jailbreak their phones, use the web version or horror of horrors, buy an Android device.
  • In similar vein, I think that you will never see Microsoft Office for iOS.
  • There is no reason for Microsoft to make this available as it would remove one of the key reasons to choose a Windows 8 tablet over an iPad.
  • The way things are shaping up it looks like each eco-system will have something special that users will need to evaluate when choosing which way to jump.
  • iOS will have the user experience and app store, Android will have mapping and navigation and Microsoft the ability to cater to those that need to create content.
  • The one exception is Blackberry which I think has nothing other than teenage texters in emerging markets and may well soon lose those.
  • I can’t see Blackberry being around much longer.

 

 

RICHARD WINDSOR

Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.

Blog Comments

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Agreed on your analysis as a whole but two questions
1. Why is only MS Office equal to content creation. iWork, photo editing, music creation, office compatible apps are just some of the content creation apps in the iOS ecosystem.
2. When Tim Cook apologised for Ios6 maps he recommended google maps. Could this be an olive branch?

Hi Samanjj.
1) You can create content very well on Mac OSX but this is not what runs the iPhone and iPad. iOS is very poor for content creation (believe me I have tried many times) and now that Windows 8 can function in both touch and kepboad and mouse mode it has been optimised for both content creation and content consumption. This is the edge that I think MSFT has over Apple. Its devices can do both. With Apple you have to carry two devices a MacBook and an iPad or iPhone.
2) I dont think so…just a desperate move to placate users and to give him time to fix the lousy application.