Apple's Q4 2011 results makes it the largest PC maker

Last week Apple released their calender Q4 2011 results (Q1 2012 for Apple fiscal year). The 37,044,000 iPhones sold makes them the largest smartphone maker for Q4 2011. They also sold 15,434,000 iPads, 1,479,000 Mac desktops, and 3,719,000 Mac laptops. This adds upto 20.6 million personal computing devices sold in the quarter. This, according to research firm Canalys, makes Apple the largest personal computing device maker. The analysis obviously considers a tablet like the iPad as a personal computer (PC), which I think is about right. 

"Hi, we're both PC's now!"

I'm not sure how Canalys predicted that Apple has sold more PC than HP, as HP's 4Q 2011 (calender) results are still not public, but maybe they have estimated the numbers. But if these numbers are correct, then we are seeing an interesting change. The "WinTel" (Windows OS running on Intel processors) duopoly is seriously challenged. The rise of the iPad, and it's challenge to the WinTel PC is very well documented by Horace Dediu in his blog.

It would be interesting to see what happens to Microsoft once they lose the dominance of the personal computing market. It may be a step back in time... back to the eighties, when Microsoft was writing applications for Macintosh! This was, of course, before Windows and Office took off. Maybe Microsoft will get back to writing applications for iOS and OSX devices. That would be interesting indeed!

A Week With the iPhone: A ex-Symbian addict's view

One week back, on an impulse, I bought the iPhone 3GS. I explained why in my last post. In this post, I share my first week’s experiences moving from Symbian to iOS5.

General Usability
Setting up the phone was quite simple. Apple provides a small pin to pull out the SIM card slot at the top of the phone. Once the SIM is inserted, the phone has to be powered up, and it guides you through the installation process. 

Setup screens.

I had no problems transferring my contacts, since all my contacts are on Outlook (MS Exchange). Once I configured the Exchange account, all contacts were there for me on my new phone.

I have been quite used to the Symbian way of "Menu" button based browsing apps and settings on the phone. On iOS, there is no "Menu" button. All the settings and apps are there on the various home-screens, and you just tap the icons directly. Of course, Symbian Anna & Belle had pretty good home-screens, but they had shortcuts and widgets...you could still press the Menu key to get to the application, and that’s what is not there in iOS. It’s more simple, I guess, but at times I find myself pressing the "Home" button, thinking it would take me to the "Menu" (old habits die hard). I also took some time to figure out that there is no option for closing or exiting an app in iOS. Pressing the home-screen is the way to close an app.
As expected, I found iOS to be more responsive than Symbian in launching of apps. To be fair, there are times when the phone is sluggish, you press keys, but are not sure if it has registered, etc etc, but overall I find that the launch times of most applications are quite faster than on Symbian. One reason could be the more powerful Cortex processor, which Symbian phones still dont have. The other reason is that the application development concept itself is different. For those interested here is an excerpt from the Apple developer pages.

"For example, an app’s launch time is almost always something you should improve during the development process. Other critical tasks should always be performed quickly. When a task cannot be performed quickly,
your app’s user interface should provide some clue to the user that the task may take additional time. Tasks that cannot be performed quickly should not block the user interface; perform these tasks in the background instead."

Content (Apps, Games etc)
One buys a smartphone these days with the single objective of loading it with favorite apps. Both Symbian and iOS have a vast library of apps, games & themes. But I am impressed by two things in the iOS app store

1) Ease of finding the app you want - It is quite simple, just type in the iTunes search box. I wonder why Nokia Ovi Store made it so difficult for me to find anything.
2) Quality of apps - Apple’s stringent scrutiny sure pays off here. I used to download and even buy apps from Nokia Ovi Store on my N8, but apart from the Angry Birds series, I never found anything that was compelling enough to hold my attention. But for every app I downloaded for the iPhone, I was addicted to it. The games are real fun, and quite engrossing as well.

Screenshot from Metal-Storm game.

The e-Books have opened up a whole new category to me. I got the entire Sherlock Holmes collection for free from the app store. This is really cool, and I love reading these e-Books.

The complete Sherlock Holmes.

Goodbye Symbian, Hello iOS

I finally joined the iOS bandwagon by purchasing a iPhone 3GS from Aritel yesterday. It was available at a discount, because of the launch of 4S (I guess Airtel needs to clear it’s inventory). 

iPhone 3GS in the box.

Contents of the box (everything but the swiss knife on the right).

Why iPhone/iOS?
This is my first non-Nokia phone in the last 11 years. This is my second non-Symbian phone (I breifly used a S40 phone) in the same time. To be frank, I never thought I would buy an iPhone. A Nokia Symbian phone has always offered the best value-for-money while still satisfying the techno-geek in me. But as Nokia CEO decided to kill Symbian, I thought it’s about time I looked at some other smartphone OS. I had to choose between Android or iOS, because the other OS’s out there are not for me! Windows Phone is something that I personally will never buy, the reason for which I have ranted on in an older post. Blackberry is in more trouble than Symbian, and I strongly believe it will not last. The smartphone market is what economist call a "networked market" where it’s either a virtuous cycle or a vicious cycle.
My first choice was, of course, Android. However, after researching a bit, and asking a few questions to Android owners I realized that Android is just the new Symbian. Android’s evolution is quite similar to that of Symbian... a large technology firm is backing it and driving the roadmaps, many handset manufacturers have adopted it, ported it on a wide variety of hardware, ranging from ARM9 to ARM-Cortex-A9, and customized the UI. Android users also give a pretty underwhelming response when asked for feedback. The most general response from Android users is "It’s a pretty attractive phone, but it has a few nagging problems". I think Android will soon face all the problems that Symbian did, and within the next 5 years will start declining. But that’s all my prediction, which is based on no data to speak of, except an uncanny resemblance to the Symbian story. My logic, whether flawed or otherwise, convinced me to not buy an Android phone.
So I was left with iOS, and seeing the prices of iPhone 4, and 4S in India, I kind of gave up on the idea of buying a new phone. The iPhone 4 costs Rs. 38,000, while 4S is Rs. 44,500. For that much I could buy a nice laptop, thank you very much! However, while searching the airtel website for iPhones, I noticed that they are still selling the 3S, for a much more affordable price. At Rs. 20,900, it is cheaper than my existing N8. I guess this was the best way to jump on the iOS bandwagon. I researched the technical specs a bit, and found that although it runs at the same clock speed as the N8, it’s based on Cortex A8, which is faster than the ARM11 on my existing Nokia N8.

2011 Smartphone Market Share

What would be the 2011 market share for smartphones by OS platform? If predictions by Gartner & IDC are anything to go by, Android is clearly the winner & Windows Phone at the bottom. Both Gartner and IDC have released their forecast for 2011 market shares. Both have similar figures, as expected, but Gartner is slightly more optimistic iOS and Windows share. But overall, their figures differ by 1 to 1.5% only.

The chart above is a average of the two analytic firm's predictions. 


Looking at this, I could draw the following conclusions...

• Android is the new Symbian
• iOS is the new Blackberry
• RIM itself is down but not out
• Windows - Long way to go to become anywhere close to the "3rd ecosystem".

Android strikes back!

Aha! This will be interesting now. HTC is sue-ing Apple using patents it bought from Google, which Google got from Motorola.

Everyone in the industry knew that Google is stocking up patent ammunition to lead it's counter-attack against Apple & Microsoft. This move also redeems Google's lost credibility among Android licensees (handset manufacturers like HTC and Samsung) when it acquired Motorola. I would expect very soon to hear news of Samsung fighting back the injunctions against Galaxy tabs with similar Google-supplied patents. A proxy patent war has started. Clash of the titans, indeed!

All About "bogus & dubious patents"

It's pretty well known that Google does not like what is calls "dubious patents". This recent post by David Drummond, Google Cheif Legal Officer, blames Microsoft, among other companies for attacking the Android licensees with infringement cases wrt bogus patents. So what really are "dubious" or "bogus" patents?


A "good" patent is one which conforms to the N.U.N. test, where

N = Novelty, i.e. it's a new idea or invention.
U = Utility, i.e. it has commercial use.
N = Non-obvious, i.e. it involves innovation and not something quite obvious to the industry.


"Bogus" patents are those that fail in one or more of the above areas. In his paper on "Injunctions, Hold Up & Patent Royalties", Carl Shapiro uses the term "questionable patents" to describe this. He further states 

[These questionable patents were] likely to be invalid or contain overly broad claims. The National Academies of Science (2004) expressed concern that many patents are issued for inventions that should in fact be considered “obvious”...