Adjective: Having or relating to two poles or extremities.
Let’s cut to the chase: at the moment, only two mobile manufacturers, Apple and Samsung, are doing very well in the market. They are strong, vibrant and raking in cash by the truckload.
The rest of the big names – Nokia, Sony, LG, Motorola, RIM, and HTC – are either running at a loss or are recording weak financial results.
We must not claim to understand all the factors involved in this trend, because the field is a complicated, convoluted one.
The one runs a radically different business model from the second.
Some think, for example, that RIM is in trouble because BlackBerry OS is obsolete. If it were OS alone, how come manufacturers like Sony, LG and Motorola – all running a more modern OS – are struggling too? How come that Nokia’s Symbian/Belle was still witnessing increased sales and selling profitably until after the “Burning Platform” speech last year? One thing is clear. The OS is not the only factor. There are other factors in the complex web of the mobile world.
But here is what is obvious – only two mobile manufacturers today are performing well. Two. Are we headed for a bi-polar world ruled by Apple and Samsung, and with others holding on to small pockets of territory? Anyone remember the bi-polar world split between the US and the USSR that we lived in decades ago?
Nokia’s CEO spoke of a third ecosystem. However that third ecosystem happens, it looks to me that we will end up in a bi-polar mobile world, and it won’t be about the eco-systems. It will be about two immensely powerful mobile giants ruling the roost.
Like all things, this bi-polar mobile world will not last for ever. But for now, that’s the direction that things are rolling. Your thoughts?