Editorial: Are The Android Glory Days Coming To An End?

I don’t mean to sound all doom and gloom here, but in my opinion, I’m foreseeing a shift in mobile industry.  A shift that will definitely change how we experience Android, and possibly the quality of experience we have when interacting with our mobile devices.  In  my eyes, there is a lot of evidence pointing towards this, and I’ll do my best to gather these thoughts.

Apple vs Samsung

We all know about the mobile battle between Apple and Samsung.  It was reported last Tuesday from comScore that Samsung still has a healthy lead as the top mobile manufacturer over Apple, with an estimated 26.9% Samsung mobile subscribers to Apples 18.5% in November.  There are other manufacturers in the mix, but we know it’s Samsung and Apple is targeting  and vice versa.  Now, we know that there may have been some device style copying between Samsung and Apple, landing Samsung a hefty fee.  However, if you look at the numbers, Samsung is probably laughing all the way to the bank.  Their marketing is heavily targeted negatively at Apple, and right now, it seem like it’s working.

When you look at the Samsung-Apple battle, there’s still one place where Samsung is hugely lacking: It’s mobile ecosystem.  Now, I think it will be a really long time before Samsung will really ever be able to compete or overtake iTunes, but I think if Samsung really wants to compete with Apple, it needs to try.  Currently, most Samsung devices are running the Android operating system, meaning the main app/media ecosystem being used on those devices is the Google Play Store.  Of course, Samsung has on it’s devices pre-loaded Music Hub and Samsung Apps, but who really uses those?  You’re typically going purchase an app or some type of media from the Play Store, and money is being made by the developers and Google, not Samsung.  On an iPhone, to purchase apps or media you use iTunes, and the money made there goes to the developers and Apple.  So, Samsung is missing out on a huge opportunity here.

I realize Samsung made their mobile name, and the popular Galaxy series, on Android.  Frankly, Android likely wouldn’t be where it is now without Samsung.  However, with the name and stake Samsung now has in the mobile industry, I feel like Android is now holding them back.  To quote the great David Beren, “It’s all about their current market position, this is a two dog race now, Apple and Samsung.”

There were rumors, but it was confirmed last Wednesday.  Samsung sent a statement to Bloomberg Businessweek stating they intend to “release new, competitive Tizen devices within this year and will keep expanding the lineup depending on market conditions.”  Haven’t heard of Tizen?  Tizen is an open source operating system partially owned by Samsung and Intel based on Linux for use on mobile devices, tablets, in-vehicle-interfaces, smart TVs. etc.  So what’s this sound like to you?  It sounds to me like they’re putting it on phones and testing the waters.  If its a hit, bye bye Android.

“High-End” Budget devices

This may be a bit a of a side note to the whole Samsung-Apple-Google situation, but I feel like it’s another twist in the plot and has to do with mobile ecosystems.  Announced September 28, 2011, Amazon brought us the first of what I’m going to call “high-end” budget devices that was really popular.  Based on selling apps/media through their very own established Amazon ecosystem, they sold the Kindle Fire at cost planning to make money in the long run though apps, music, and movies.  It worked.  Since then, other companies felt the need to jump in and compete.  Google released the Nexus 7 tablet with a similar idea, and Apple released the iPad Mini with a higher price point, but obviously aimed at the Nexus 7.  Still, the Kindle Fire has a significant share in users over other Android tablets.

In addition to tablets, Google has it’s Nexus phones playing the same game.  The Galaxy Nexus and Nexus 4 were and are available for around $300 a pop.  It’s great for us, but people are beginning to feel like all devices need to be only $200 or $300.  The only companies that can really compete at those prices are companies that have an ecosystem where they can make money other places than on the device sale.  Especially with MVNOs gaining popularity and mobile service providers switching to prepaid, these cheaper budget devices are going to be more and more in demand.  Unless you’re farting money, you’re obviously going to go with a decent mobile device that’s $300 vs what phones cost now, $500 to $700, if you have to pay full price for a phone.

So, what do I think this means?  Possibly a few things.  One, possibly less mobile devices; less selection.  The mobile industry may have to shift devices being made only by companies with their own ecosystem.  We may see manufacturers like LG or HTC having to bid to make the next Google or Amazon device and those are the only devices coming out.  Two, we may even see other companies like Walmart or even service providers like Verizon offering/creating ecosystems to compete.  I’m not saying these ecosystems need to run on different operating systems than Android, but there will likely be a lot of control, a lot of encrypted bootloaders like what Amazon does with their Android on the Kindle Fires.  Three, companies/manufacturers may need to adopt/help create new ecosystems with these new operating systems like Firefox OS and Ubuntu.  Basically what I’m trying to say is to compete in future, companies need their own mobile media ecosystems.

Final Thoughts

Unfortunately, what keeps coming to mind is the iOS 6-Google Maps debacle.  Apple didn’t switch to using their own maps to offer the consumer a better service, it was to make more money.  We know and love the Google Play Store, if it was in our best interest, we’d probably have Samsung continue their great relationship with Android.  However, changes are likely to happen in the mobile industry that aren’t necessarily to make sure you have a better experience with your mobile device, but will happen to make more money.  I’m not saying mobile devices are going to suck when 2014 rolls around, I would hope Samsung would make sure Tizen is user friendly, convenient to use. and all around awesome, but Android is pretty nice right now.  There are a lot of unknowns ahead, and if it was easy to bring in new operating systems and ecosystems, everyone would be doing it.  But it’s not easy.  So I’m bracing for a bumpy ride.

What do you forsee in the future for mobile?  A smaller phone selection? A plethora of ecosystems?  Do you think the whole Tizen thing will die and Android will continue to dominate?  Is the Galaxy S IV going to be running Tizen?!?  Let us know your thoughts by commenting below…

 

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CallChrisNow 18 pts

People might not understand what Android is, but I can tell you one thing now. People who have invested even a small amount of money in applications will be returning non-Android phones as soon as they realize they cannot migrate their applications. Samsung would be crazy to go anywhere else.

Brooks Barnard 30 pts moderator

 CallChrisNowSomehow I missed this when I wrote the article, but according to wikipedia, which is the source or all things true, Tizen will be able use Android apps. I'm not sure how that's going to play into things, but I found it interesting.

CallChrisNow 18 pts

 Brooks Barnard See that could be the twist people aren't expecting. But that raises another question : 

 

If Tizen is just another Unix OS, then whats the point of spending all the R&D to develop it? Are they concerned Google is going to change up the way they handle Android that might undercut them or something?

Brooks Barnard 30 pts moderator

 CallChrisNow I've seen some opinions like that, that Tizen is some sort of a backup plan, but in my opinion that doesn't make sense to me.  I'm sure Google is making loads of money off of all the devices with Google Play on it, especially Samsung's.  That's why my opinion is that it is Samsung's move create their own ecosystem.  I don't imagine it to be an immediate success.  I think its a long term decision to compete with Apple.

Namyawon 5 pts

 Brooks Barnard  CallChrisNow "Use Android apps", yes. But have access to the Play Store to download those apps? Heck, no. So as CallChrisNow  said, anyone with money vested in apps purchased through the Play Store will be SOL using a Tizen device. Can you say, "return/exchange"?

Brooks Barnard 30 pts moderator

 Namyawon Right, no way will it have access to the Google Play Store.  I'm just saying there are likely to be ways around it like with the Kindle Fire. CallChrisNow 

MarkSmith3 5 pts

Except that there is very little buzz about Tizen outside of a very niche segment of the tech industry. Samsung may have garnered some cache with consumers with their Galaxy lineup but Google is so omnipresent in most people's everyday lives that having a google ecosystem just makes sense.

 

If Android ever "dies" I think it's death will be in name only, meaning I could see a day where saying Google means both the search engine and their operating system and hardware (i.e. I bought that new Google phone..which some people may say already). Or "i bought that new Google laptop" and someone then asks "what does it run?" And you say "it runs Google"

 

Think about how "fragmented" Google itself is right now. They have Chrome, Android, Gmail, Google+, Drive, etc...

 

These are all platforms in their own right that could be fused even more than they are right now. Instead of an ecosystem, we may eventually just get a system that's just Google.

DanielStutzman 5 pts

Brooks, I think your general boredom in Android and your desire for something new is influencing your decision-making skills.  Samsung said the same thing back in a couple of years ago during the Android 2.x days with their Bada platform.  As for your ecosystem theories, maybe but not realistic.  The Android platform already has a very robust ecosystem and the cost required by Samsung to develop a competing platform wouldn't be worth it and there is no guarantee that it would ever break even.  Samsung will look at that people stick a platform because of the investment made into that ecosystem; it's self evident in seeing the extremely low adoption rates of the WP8 platform.  If Samsung were to create their ecosystem it would be an add-on much like VZW's now defunct VCast.

 

I think there we will finally start to see less devices as that it's getting to the point where low & mid-range devices have approximately the same specs as my GNex with more specialised higher-end devices like the SGSIV, Note2, GN4, IP5 and HTC DNA/J Butterfly.  If anything I think there will be more low-end devices in the tablet sector more than anything.

Brooks Barnard 30 pts moderator

 DanielStutzman One thing I want to make clear is that I am not bored with Android.  I love Android.  I am a fan of Android.  I loved hearing about all the new killer Android devices announced at CES.  I enjoy what Android is and how I experience it.  Just because I wrote this article, doesn't mean I like where the future may be headed.  I truly hope Samsung and Android continue their fantastic relationship.  My best Android experiences have been with Samsung phones.  This story is simply me calling it as I see it.

 

Daniel, I think you make great points.  I've also thought about Windows Phone and their issue with app selection and creating an ecosystem.  But what Windows Phone has never had that Samsung does is a huge name and following.  I'm not saying I think Tizen is going to be a success, or everything I wrote is going to happen, I'm no mobile prophet.  To me I see evidence that demonstrates what Samsung may be trying to do, for better or for worse.  

 

If we're really concerned about it I suppose we could boycott Tizen, and devices sold at cost for media consumption.  If you're not worried about it, just keep doing what you're doing...

Josh Perkins 6 pts

I don't think Android is necessarily as dependent upon Samsung as you make it out to be. It is fair to say that Samsung manufactures the most popular consumer Android devices, no doubt. That said, I think Google has enough leverage to keep Android going through other manufacturers, even if Samsung ends up going exclusively with another OS.

Brooks Barnard 30 pts moderator

@Josh Perkins I agree with you. I by no means think android is going to die. I just see a lot of potential for it to lose it's dominance in the future.

Josh Perkins 6 pts

@Brooks Barnard Fair enough. Android will definitely lose a lot of momentum if Samsung steps away from it. Of course, that is a really big if. For Samsung to make such a huge move, Tizen (or whatever other OS) will have to make a huge splash in the consumer market. I'm sure it's possible. I mean, look at how Android has changed the mobile landscape since its inception. At any rate, I can only see an influx of new mobile operating systems as a good thing. It gives consumers more choice and it incentivizes innovation in the existing mobile market.

brianmac 17 pts

Isn't there 2 variants of the Galaxy S IV coming out? This is how Samsung will test to see how the Tizen variant will do compared to Android and branch off from there depending on how it does. 

If it ain't broke don't fix it. This could end up like Coke and Pepsi. Coke was winning the cola market hands down. Then they made New Coke, (tasted kinda like Pepsi) and they lost a ton of ground, and then had to scramble to get something close to what they had originally.

Namyawon 5 pts

Samsung already has their own mobile OS which they sat on and didn't do anything with: Bada. They may try to make a go with Tizen, but the reality is "no apps, no critical mass".  Unless they can get developers on board, a new mobile OS is a waste of time. In the meantime, they will be ceding ground to LG, HTC, Moto and other device makers willing to pick up the Android slack. Android is free. If they want to create an ecosystem, they can do it around Android at the same cost or less than if they did it with their own mobile OS.

Mackster248 15 pts

At the end of the day money talks, and Samsung will milk everything Android has to offer as long as they're making money. Sure they might attempt this Tizen thing, but a good ecosystem is important in an OS no matter how good it is. You think users will jump to Tizen if it doesn't have Instagram, FB, Twitter clients and other apps that people use? Definitely not. I think Android is here to stay for a long time. But of course, anything can happen. Good write up!

Brooks Barnard 30 pts moderator

@Mackster248 I think android has a strong hold in the mobile Os market, but I truly think Samsung is going to make a go at it sans Android. The big question is if it will stick.

codify 5 pts

@Brooks Barnard I agree. But it would be smarter for them to just take the Amazon route and customize android to their needs and block the play store and replace it with their own. All the apps will still be there if they get developers to sign up for them as well. And why wouldn't they? No new coding just more money. Amazon has the right idea. Even though the kindle sucks