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Mobile World Congress tablet tsunami is a landmark industry shift

Analysis The beginning of the end for some
Wed Feb 16 2011, 19:00

CATASTROPHE can often be seen coming from some way off. History is replete with examples - the arrival of the Romans in Egypt, the Visigoths coming over the hills of Rome, General Custer dividing his calvary to fight the Indians, the 30,000 strong Zulu army that encircled 1,500 British soldiers at Islandwana.

So The INQUIRER wonders why people that have reached the dizzy heights of CEO of multi-billion dollar international companies can't act now that the open source operating system tablet and smartphone tsunami is no longer in the distance and is self evident at Mobile World Congress (MWC) in Barcelona.

The scale of the news volume from the event belittled this year's Consumer Electronics Show, which is supposed to be the biggest electronics trade show in the world. If evidence was needed that the mobile Internet and tablet markets are exploding like, well, the Cambrian explosion of lifeforms 530 million years ago, then this year's MWC was it.

Almost everyone had a tablet and almost all of those were using Google's operating system, Android, whether it was Android 2.2 Froyo, Android 2.3 Gingerbread or Android 3.0 Honeycomb.

The fact that tablets were appearing in such numbers at an event conceived for mobile phones is also a testament to their growth and their ability to use an operating system that was orignally designed for smartphones. At the other end of the MWC spectrum, sort of, smartphones are getting bigger and more capable, with more and more smartphone displays hovering around the 4-inch mark this year.

From Samsung's Galaxy S2 with its 4.27-inch display, 1GHz chip and Android OS, to the Viewsonic Viewpad 4 with its 4-inch display and the Xperia Play and its 4-inch screen and 1GHz Qualcomm Snapdragon chip, the screen standard for good mobile Internet handsets is settling down below the 5-inch and above the 3-inch marks.

Nokia had nothing to launch at MWC and there were no new Windows Phone 7 handsets despite LG, HTC and others launching a wide range of WP7 phones last year. Nokia could not even get the E7 into some markets and the UK is still waiting for this business phone. Instead the two firms put on an unconvincing keynote double act.

If any more convincing was needed of Android's increasing ubiquity, Motorola's new Droid Pro handset selling itself as an Android business phone with a 1GHz chip but only a 3.odd-inch display, must be the final brick in the wall.

When it comes to tablets the story was very similar. Beyond the usual 7-inch sized displays MWC saw Ipad challengers weighing in with 10.1-inch girths. Acer had its Honeycomb device with an Nvidia Tegra 2 chip, which also powers Toshiba's Honeycomb tablet, while Samsung too showed off the larger version of its Galaxy Tab, which has Android 3.0 inside propelled by a dual-core ARM 1GHz chip.

Tablets' specifications are becoming as easy to predict as those of Wintel PC desktops. For decades Microsoft and Intel reigned supreme, but the age of the 3G mobile and WiFi wireless, always connected Internet and its universe of connected devices is apparently eluding the now older and increasingly less nimble information technology hardware firms that grew up in the PC era.

Is Google their Nemesis? We ask because the incumbent behemoths of the IT world, Microsoft and Intel and the dominant feature phone maker Nokia just can't seem to adapt fast enough to compete effectively.

Intel announced its first smartphone at CES 2010 and that became just a forgotten device demo when the product never materialised. Since then there has been more talk of smartphones powered by Intel, but nothing has appeared so far and neither CES 2011 nor MWC 2011 heard anything.

Chipzilla's CEO Paul Otellini remembered to say something at his MWC speech but the message was something, some time, later this year, but can't say what or when. A repeat of the mantra of 2010, most recently heard just before Christmas.

Nokia's fear of the future was most recently crystallised in its new CEO and ex-Microsoft executive Stephen Elop leaking a memo saying that the company was in dire straits, as if the world didn't know that already. The final word on his decision to jump into bed with his former employer, of which he owns a lot of stock, is yet to be written, but The INQURER doesn't think it will be good.

So, who are the small furry mammals awaiting the demise of the large lizards? Looking at the array of devices it is clear that Qualcomm, Nvidia and ARM are among them and seem to be unstoppable as Google casts its shadow like impending doom across the corporate landscape.

ARM is already talking about multi-core chips and Qualcomm confidently launched dual and quad core chips as well as being named processor of choice for a number of handsets launched at MWC. Meanwhile Nvidia's Tegra 2 is being regularly picked for tablets.

History is rarely revolutionary and instead follows long trends before critical change events happen. Certain CEOs will have only themselves to blame when the shareholders come calling with torches and pitchforks. This MWC was a watershed moment and The INQUIRER expects that this year will see the first casualties among the chief executives of PC era companies that have failed to keep up. µ

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Comments
RE: 2011: The Year of UNIX

Oops, I meant to say:

2011 is The Year of UNIX, except we call it Linux or Mac OS X / iOS nowadays :-)

posted by : Nancy Neium, 17 February 2011 Complain about this comment
@ Steve T

You forgot iPod :-)

iPod, iPhone, iPad all great products.

What's next? When iOS is put out in mouse-compliant form on iMacs and MacBooks we will see:

iPod, iPhone, iPad, iMac/iBook

and people will be buying iMacs for the desktop and iBooks for the laptop.

Love it :-)

posted by : Pete Noui, 17 February 2011 Complain about this comment
2011: The Year of UNIX

Do you remember in the nineteen-eighties, every year pundits writing in such illustrious organs as Byte magazine would declare the next year to be The Year of UNIX? Then the idea grew stale and they stopped doing it.

Well, finally it's arrived: 2011 is The Year of UNIX, except we call it Linux nowadays :-)

posted by : Nancy Neium, 17 February 2011 Complain about this comment
@deraildoax

Ah, Mr "I am not biased" speaks again.

Whether or not you like Apple you have to admit that they've shaken up the market completely, firstly with the iPhone and then with the iPad. These shakeups have resulted in the public getting better, more capable, easier to use devices (be it from Apple or one of their competitors).

I owned smart phones before the iPhone (HTC devices powered by Windows Mobile). They were dreadful, clunky machines in comparison, and the data plans were way more expensive. Thanks to Apple I get a better deal, as do Android users also.

What is driving all of this is competition. A better device/offer will sell. Apple are good at marketing so the competition can't just get away with matching their offerings. Your objection is that Android phone manufacturers have to try harder? It doesn't help that they're also having to compete with each other.

Your wireless tethering is something that you ARE paying for, but is included in your standard data plan. Cell companies don't have to charge you extra for tethering, but like any company they like to charge for whatever they can get away with. Free tethering on Android is a selling point, and if it brings in enough extra customers then iPhone plans will get it too. Competition. Since I can get a 2GB allowance for the iPad for only £5 per month it's not a big selling point though.

posted by : Steve T, 17 February 2011 Complain about this comment
Apples effect?

Interesting outlook on the future of tablets and smartphones. I wish I could be so optimistic about Androids climb to the top. But theres the ever present evil hanging about the mobile market, Apple and its growing army of brain washed minions. It seems like theres two sides in the mobile industry, Apple and Non Apple. Android is doing great in this Non Apple category but now with new competition in Windows Phone 7 and a rebirth of old competition in HP buying WebOS and integrating it with their laptops and desktops the Non Apple space is going to be more divided. The American populace is a good example of how advertisement has brain washed everyone. Smartphones have been around for over a decade and Windows Mobile owned the touchscreen space but now every phone is called an iphone. I've owned five Android phones and each one people have said is that an iphone? I now own a 10.1" Archos tablet and people ask is that an ipad? Not is that a smartphone? or is that a tablet? So I don't know, I'm not so optimistic. The fact that the iphone4 being brought to Verizon became the best selling phone in Verizons history even though its a six month old design which only gets EVDO saddens me when Verizon has been Androids most popular carrier in the USA, and now you'll see Verizons attention start to focus on Apple and stop the advertising of all the new androids. Which sucks cus all the new androids that are coming their way are awesome and have awesome specs. Droid Bionic, Incredible HD, Sony Ericsson Play. All these kick ass phones are going to get no play or advertising due to carrier exclusivity and Verizons new love of Apple. USAs Android market share will suffer now. But that's OK, I like being different. I'm happy with my Mytouch 4G, and my reasonable priced Tmobile service. I also love my mysteriously free wireless tethering I'm getting which means I get to sit here in downtown Seattle swiping away on my Archos tablet commenting on The Inq without paying stupid data prices. Ah the beauty of not being an iFag and buying a $600 ipad on ATTs network. I've said it before, and I'll say it again. Apple is for people with more dollars than sense.

posted by : deraildoax, 16 February 2011 Complain about this comment
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