By the time this post is up, Nokia will have announced its new strategy to go with Windows Phone 7 in some shape or form. With the HP/ Palm marriage consummated, this will leave us with 4 major platforms in the smartphone space (I’m assuming that the two Nokia OS’s will soon be put out of their misery). So here are my thoughts on how this will play out-
- With WinP7 now tied to Nokia, I suspect the other manufacturers will slowly bow out of that platform- one dominant OEM is bad news for smaller OEMs. If that happens, a lot of their joint future depends on how fast Nokia can get competitive WinP7 devices to market.
- HP/Palm will win several awards for the best product brought to market roughly 6 months later than needed to be seriously competitve. There’s something to be said for just getting stuff out the door.
- Android Manufacturers will win the award for worst executed vision- a special commendation to Motorola for Xoom pricing and the Atrix Dock. Android Jalebi launches late December 2011, bringing some much needed Indian representation to the high tech industry.
- The iDevice behemoth will hopefully, at some point, slow down (try the 2:50 mark). More realistically, I suspect they’ll continue to sell millions of devices to people like these. John Gruber will exult on how this shows how truly individualistic humans are.
To summarize, the carriers win as all 4 camps make concessions to get carrier support for their device(s). Apple makes lots of money, Google makes a fair bit on mobile, Microsoft continues to dump money in the general direction and HP makes the most beautiful printers anyone’s ever seen.