Friday, September 7, 2012

Explosion of mobile devices

I've been talking about how internet-connected mobile devices will become ubiquitous around us.  By 2016, number of connected devices will exceed the world population.  As mobile devices becomes mainstream, there is explosion of consumer options for mobile devices.

This week has been a good example.  Amazon announced 3 new models of Kindle Fire along with Kindle reader with back-lit screen; Motorola announced Droid Razr HD, Droid Razr Maxx HD, and the Droid Razr M running Android; and Nokia also hurried up and announced Lumia 920 and 820 running Windows 8.  Oh yeah, and there will be iPhone 5 announcement happening next week along with mini iPad.

Choices of mobile devices are quickly multiplying.  That is because everyone sees the opportunities to not just sell the device hardware, but provide content over those devices.  It's what Roger McNamee calls the battle between open web headed by HTML 5 versus closed ecosystem most famous one being Apple App Store.  Amazon and Apple are betting on the vertical integration to provide hardware, software platform and content by tightly controlling their own hardware.

Regardless of who dominates the tablet market, one thing is clear.  Shift to mobile devices are happening and it's happening fast.  Soon everyone will be carrying mobile device as their personal assistant.  It will accelerate the environment where many old business models will be disrupted.

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