Among the headline features are deep integration with Apple’s iCloud service, and with Twitter. And several features from iOS devices, like Messages and Reminder, are making their debut on the Mac, and will create a more unified experience among Macs, iPads and iPhones.

The release, which is coming only a year after Lion debuted last summer, might just indicate a speeding up of the cadence at which Apple does Mac software upgrades. Usually there’s an interval of 18 months to 24 months between major OS upgrades. That makes this announcement a bit of a surprise. Does that mean we can expect another one about 18 months from now? We’ll see.

Here’s a quick rundown of the 10 new features:

iCloud built in: Mountain Lion will be the first version of OS X built with iCloud fully integrated. Documents in the Cloud is a new feature that will allow documents you create and edit on the Mac to sync up and readily be available on iPhones and iPads. Changes you make in the document on one device will automatically appear on the other. You’ll be able to use iCloud from the moment you start up your Mac and sign in with an Apple ID.

Messages: It’s crazy to think about it, but iMessage users on the iPhone and iPad have sent something like 26 billion messages in only the few months it has been available. Messages is the new instant messaging application that will replace iChat. It will unify the experience between the Mac and iOS devices, and will still be compatible with services like Google Talk, AOL Instant Messenger, Yahoo Messenger and Jabber, but will also bring iMessages into the Mac. Conversations stay up to date across all devices. It supports photos and videos. Also? There’s a FaceTime button.

Twitter: Twitter is also deeply integrated into Mountain Lion. You’ll be able to tweet directly from within several applications, sharing Web site addresses, photos and videos. Central to this is something Apple calls the Tweet Sheet, which you call up from the Share menu. It grabs what you want to share on Twitter and you write your tweet from directly within the Mac OS. And as cool as this is, it’s notable also for what it’s not: Facebook integration. Expect lots of speculation around that.

Share Sheets: Sharing is kind of a big deal these days, so it makes sense that the ability to do it — whether on Twitter or via email or any one of the cloud services out there — would be available on the Mac. There’s a new Share button in Safari and in other applications that makes it easy to send a photo to a friend via email or to Flickr, or a video to Vimeo or to another computer via AirDrop.

Notification Center: The dashboard of notices saying what’s going on in iOS is coming to the Mac. Similar to how you reach it on the iPhone — a swipe down along the length of the screen — it will appear on the Mac with a two-finger swipe from the right edge of the trackpad, and the list will appear on the right side of the screen. When you get a notification from an application — say, an email has arrived, or a download is finished, or a calendar reminder is going off — you can see them all in one place. Also, short messages with notifications appear in the upper right-hand corner of the screen, and then fade away after a few seconds. It reminds me a great deal of a third-party application enhancer I use, called Growl.

Reminders: Another popular iOS app is being added to the Mac. Your to-do list remains synced across the Mac, iPhone and iPad, and you can add reminders that pop up throughout the day, so you don’t forget.

Notes: The all-purpose “take this down for later” application gets the Mac treatment. Soon you’ll be able to drag URLs into a note. And thanks to iCloud, they’ll be synced across Mac, iPhone and iPad. You’ll also be able to “pin” a note to your desktop, meaning it will stay open even if you close the main Notes application. Notes also has a Share button.

Game Center: Long a weakness on the Mac, gaming is getting stronger all the time. Games, it turns out, are the most popular software titles on the Mac App store. So it makes sense to bring the Game Center experience from iOS to the Mac. I saw a quick demo, where two people played a racing game against each other — can’t remember which game exactly — one was on the iPad, the other on the Mac. You’ll be able to challenge friends, keep track of your standings on a leaderboard and see what games your friends like. There’s also support for in-game voice chat, so you can talk trash.

Gatekeeper: Expect this feature to be controversial among Mac software developers. Basically, it’s an attempt by Apple to deal with the fact that the one serious security threat it faces is software that looks good at first but turns out to behave badly only after you’ve downloaded and installed it. The new scheme basically sets up a three-tier system, where the user can decide from where they will be allowed to download and install new software. In the most restrictive — or some will argue safest — case, you can set your Mac to allow only software from the Mac App store. As it does with the App Store on iOS devices, Apple vets the software sold there for safety. In the second case — this one not as restrictive — you can install software from sources other than the App Store, but only from developers who have signed up as a known developer. Here, Apple will not have checked the app for safety, but will at least vouch that the developer is known. Developers will have the option of signing up for a Developer ID. This is the part that I think they’ll find a little controversial. Anyway, in the third case, there are no restrictions. You can install software from any developer and any source, much as you can do today.

AirPlay Mirroring: If you have an Apple TV handy, you’ll be able to use your TV as a screen for your Mac — it’s super easy. If they’re on the same wireless network, the Mac will have a simple pulldown menu that makes your TV mirror what’s on the Mac.

Finally, Apple added a lot of new features for the Chinese market. Text input has been improved, and several popular Web services — like Baidu for search, integration with Sina Weibo for Twitter-like sharing and video-sharing with Youku and Tudou — have been built in, in order to make the Mac OS experience a lot more China-friendly than it has been before. Given the Apple madness that has struck that country in recent months, it will certainly find a happy audience.

The company said it sold 37 million iPhones, up 128 percent from a year ago, with 15.4 million iPads sold, also more than double sales of a year ago. Mac sales were up 26 percent, to 5.2 million.

“We’re thrilled with our outstanding results and record-breaking sales of iPhones, iPads and Macs,” CEO Tim Cook said in a statement. “Apple’s momentum is incredibly strong, and we have some amazing new products in the pipeline.”

That said, Apple gave its usual extra-cautious outlook, predicting a significant dropoff in revenue and earnings. CFO Peter Oppenheimer said to expect revenue of about $32.5 billion and per-share earnings of about $8.50.

Apple shares, which had dipped a bit ahead of the earnings report, have surged in after-hours trading, changing hands recently at $458 a share, up $37.59 or nearly 9 percent.

We’ll have more when Apple’s earnings conference call starts in about 20 minutes.

Reporting first-quarter earnings after the bell on Tuesday, Apple rolled out the big numbers once again, its strong financials fueled by record iPhone and iPad sales.

The company posted a profit of $13.06 billion on revenue of $46 billion. Earnings per share were $13.87, far more than the $10.08 per share analysts had been expecting.

Apple said it sold 37.04 million iPhones for the quarter, up more than 128 percent from the year prior; 15.43 million iPads, up 111 percent (so much for the Kindle Fire …); 5.2 million Macs, up 26 percent; and nearly 15.4 million iPods, down 21 percent. Big numbers — all of them. And all but one trounced estimates.

Analysts had expected Apple to report first-quarter earnings of $10.08 a share on revenue of about $38.8 billion. And, on average, they had called for iPhone shipments of nearly 30 million, iPad shipments of about 14 million and Mac shipments of around five million.

“We’re thrilled with our outstanding results and record-breaking sales of iPhones, iPads and Macs,” Apple’s CEO Tim Cook said in a statement. “Apple’s momentum is incredibly strong, and we have some amazing new products in the pipeline.”

Apple’s guidance for the second quarter of fiscal 2012, as per usual, is comically low: Expected revenue of $32.5 billion and earnings per diluted share of $8.50.

Apple shares, which had slipped more than 1.6 percent to $420.31 in advance of the company’s earnings announcement, are now headed back upward in after-hours trading.

NOTES FROM THE EARNINGS CALL

• Quick observations before the call: Apple now has $97 billion in cash, short- and long-term securities on hand. Apple’s profits exceeded Google’s entire revenue — $10.6 billion.
• Q1 2012 brought with it all-time highs for quarterly iPhone, iPad and Mac sales.
• Customers have downloaded more than 100 million apps from the Mac App Store in its first year.
• iPod still claims more than a 70 percent share of the MP3 market.
• The iTunes store generated $1.7 billion in revenue. $120 million in apps and music sold on Dec. 25 alone.
• Strong iPhone growth across segments driven by iPhone 4S. Siri has “captivated consumers.”
• Almost all of the Fortune 500 support the iPhone. Many are developing mission critical iPhone apps.
• iPad is popular …
• … with all segments of the market. Unprecedented adoption in Fortune 500 and education.
• More than 600,000 copies of iBooks Author have been downloaded so far.
• 85 million iCloud customers so far.
• By the end of this month, developers will have earned $4 billion cumulatively from App Store sales.
• $6.1 billion in revenue from Apple retail stores. Each store generated an average of $17.1 million in revenue last quarter. That’s an increase of 43 percent from the year prior.
• “We are actively discussing uses of our cash balance. But we have nothing to announce at this time. … We’re not letting it burn a hole in our pocket.”
• Tim Cook: “The reception for the iPhone 4S has been breathtaking. … We made a very bold bet on demand, and it turns out we were short on supply throughout the quarter. … Actually, we ended it with a significant backlog. We’re still short in key geographies.”
• Cook: “I think we made the right decision to go with a broad range of iPhones.”
• Demand for the iPhone in China is “staggering.” Even though Apple is only selling through its Web site and retail partners, “demand is off the charts.”
• Flooding in Thailand has forced Apple to pay more for hard drives. There wasn’t a material supply or cost impact on any product lines in the December quarter, but there will likely be a cost increase in March.
• Cook: We’re really happy with the 15.4 million iPads we were able to sell. This is consistent with our long-term belief that this is a huge opportunity for Apple over time. And, as I’ve said before, there will come a day that the tablet market is larger than the PC market. IDC’s recent data shows that tablet sales exceeded desktop PC sales in the U.S. There is significant momentum in this space.
• In terms of competitiveness, the iPad ecosystem is in a class by itself. We now have 70,000 apps. … I think people really want to do multiple things with their tablets, so we don’t see these limited-function tablets and e-readers as being in the same category as iPad. We don’t think people who want an iPad will settle for a limited-function device.
• Peter Oppenheimer on Apple’s $97 billion in cash, and what the company might do with it: “We know it’s growing. We’re talking about it. … When we have something to announce, we’ll announce it.” He really doesn’t want to answer questions about this.
• Cook on Apple TV and a possible Apple Television: Apple TV is doing extremely well; we just sold a record 104 million units. But we still classify this area as a hobby. We think it’s a fantastic product, and we continue to pull strings and see where we can take it.
• Another question about that $97 billion. Did I mention that Oppenheimer really doesn’t want to answer questions about Apple’s cash?
• Cook: We’re thrilled with iCloud. The response from our customers has been incredible. We’ve signed up 80 million customers in three months. It’s not a product, it’s a strategy for the next decade.
• Nothing much to say about adding more iPhone carriers in China. Cook: “It’s an important market, and we continue to look at how to grow it further.”
• Question about Anobit acquisition, but Oppenheimer dodges.
• Cook on the iPhone in India and Russia: We’re selling in Russia through reseller and carrier partners, and we’re doing the same thing in India. … The next country on our list is Brazil — there’s a huge opportunity there. But I don’t envision Apple Retail going there in the near term.
• Cook: When I looked at the data, particularly in the U.S., after Amazon launched the Kindle Fire, there wasn’t an obvious effect, plus or minus.
• Cook: “There is cannibalization of the Mac by iPad, but there’s much more cannibalization of the PC. We love that trend. The iPad is beginning to appear everywhere. Enterprise has adopted it, education … we sold twice as many iPads into education as we did Macs. … It’s remarkable; we’ve sold 55 million iPads and we’ve only been in the business since April of 2010.”
• Cook on Android versus iPhone: I wouldn’t compare it to Mac and Windows. The Mac has outgrown the market 20 quarters in a row, but still has single-digit market share. We’ve sold over 315 million iOS devices, and over 62 million were sold in the last quarter alone. I don’t have comparable numbers for Android, as I haven’t found a way to get very crisp quarterly reporting for Android like we do, that is transparent and reliable. … Nielsen shows iPhone at 45 percent and Android at 47; comScore shows iPhone at 42 and Android at 41. It’s a very close race.
• I wouldn’t say this is a two-horse race. There’s a horse in Redmond that always suits up and runs. There are always other players. We’ll just want to focus on making great products. We ignore the number of horses on the track — we just want to be the one in the lead.

If this is the first you’ve heard the term, it refers to Windows PCs that resemble the MacBook Air — computers that are thin and light, use a flash drive rather than a traditional hard drive and can boot up rather quickly.

Intel plans to make sure that if you haven’t heard of Ultrabooks, you soon will. The chipmaker, which has trademarked the name, is pouring hundreds of millions of dollars into both the manufacturing and the marketing of Ultrabooks.

Well, I have another word for them. I call them laptops.

The fact of the matter is this is just the direction that laptops are going. They are getting thinner and lighter, faster and sleeker, and booting up quicker than they did before. And that DVD drive, it’s going away to save money and weight.

This isn’t a revolution, but rather the continued evolution of a product that once had floppy drives and modem ports.

Some companies’ devices have already hit the market, while others, including Dell, are expected to introduce models at next week’s Consumer Electronics Show in Las Vegas.

In many ways, the Ultrabooks are the PCs belated answer to the MacBook Air.

While netbooks offered light computers at a low cost, their cramped keyboards and small displays made them no match for the Air. Traditional laptops, meanwhile, were slow and bulky and often delivered poor battery life.

The MacBook Air has seen its sales skyrocket while the overall PC market has gained just 2 percent worldwide. According to Gartner, MacBook Air sales from October 2010 to September 2011 were five times those from a year earlier as the product moved from a high-end niche to the mainstream of Apple’s laptop lineup. That laptop alone makes up nearly 2 percent of global PC sales.

It has also picked up many of the aspects that have made the iPad a hit, including easy access to apps, multitouch gestures and the ability to nearly instantly resume from sleep.

While once it was an oddity, the MacBook Air is no longer a separate category of Mac. In fact, many outsiders think it will someday soon be the only laptop Apple makes.

PCs will probably retain a bit more diversity. People like things bigger and smaller, cheaper and pricier. Plus, the Ultrabook doesn’t meet all needs. Those with big storage needs will likely want a bigger hard drive, for example, since flash drives get prohibitively expensive over 256 gigabytes.

That’s not to say there isn’t value in what Intel is doing. First of all, it will provide a badly needed marketing boost to the PC industry, which has suffered mightily in the prestige department.

Also, Intel has a history of speeding up transitions in the computing market. Today, it is almost impossible to find a PC that doesn’t have Wi-Fi built in. But that wasn’t the case before Intel started its massive marketing push behind Centrino — introducing the notion of Wi-Fi to the masses and providing a lift to computers that packed the technology inside.

The company has big plans for the segment; it has invested $300 million in a fund to help lower the cost of the components that go into making the thin laptops, and that is just the start.

It plans ads of its own and to help fund marketing campaigns with individual PC makers. Intel isn’t saying just yet how much it will spend on the Ultrabook endeavor, but it is believed to be far more than the company spent on Centrino. Intel may well put a dollar figure to all those hundreds of millions when it talks about its Ultrabook plans at a press conference at next week’s Consumer Electronics Show in Las Vegas.

For all its efforts, Intel has predicted that, come December, Ultrabooks will make up 40 percent of all consumer laptops sold. Others are less bullish about the segment.

In a forecast released on Wednesday, NPD DisplaySearch predicts Ultrabooks will make up just 8 percent of all laptops sold next year and 14 percent of total notebook shipments in 2013.

While there will be much debate over how many Ultrabooks will be sold, I have a different set of questions.

I have no doubt the PC industry will reach this level at some point. The question for me is whether the arrival of Ultrabooks helps the Windows PC win back share against Apple or grow the PC market as a whole or offer the industry higher profit margins.

Unless the answer to one of those question is yes, then the Ultrabooks will have transformed the laptop without improving life for those that make the products.

MORE CES NEWS:

• Complete coverage
• HP’s Former CTO: Ultrabooks Are Nothing New, webOS Still Has Life Yet
• Walt Shows Off CES Gadgets for Fox Business News (Video)
• What Kind of Web Video Plans Does Sony Have? (Video)
• Fujitsu Seeking Way Into Crowded U.S. Smartphone Market
• Why Rhapsody Is (Probably) Bigger Than Spotify — In the U.S.
• Microsoft Beefing Up CeBit Presence Even as It Pulls Back on CES
• Inside the CES Lost & Found
• FCC Chairman Has New Tablet, but Same Script: More Spectrum!
• Verizon Wireless: We Want to Connect Five Devices for Every Subscriber
• Ultrabooks From HP and Lenovo That Are (Kinda, Sorta) Different
• Walt and Katie Take a Tour of CES (Video)
• Schmidt-Storm Alert: The Google Chairman Didn’t Like Your Question
• T-Mobile Expands Bobsled Messaging Service
• Intel Shows Just How It Plans to Get Into Phones (Video)
• Motorola CEO: We’re Going to Release Fewer Phones This Year
• Kinect Helps Keep Aging Xbox at the Top of Its Game
• More From T-Mobile CEO: On Pricing, LTE and That Ever-Elusive iPhone
• Exclusive: New Boss Acknowledges Windows Phone Still Has “Awareness Problem”
• And You Thought Jawbone UP Was Going to Miss the CES Party!
• Interview: T-Mobile CEO Says No Second AT&T Deal Out There
• Grover Is at CES and I Am Missing It
• BlueStacks Bringing Android Apps to Windows 8
• Why the Future of TV Won’t Be Here Soon
• Nvidia’s Tegra 3 Tries to Save Battery in All Sorts of Different Ways
• Dynamic Dual Coverage: Ballmer’s Last Act in Vegas and the BCS Championship in 3-D
• Microsoft Phoning In Its Last CES Keynote
• Myspace — Yes, Myspace — Says It’s Going to Sell You Web TV
• Samsung Unveils “Super” 55-Inch OLED TV
• Nokia Unveils That LTE Windows Phone It’s Been Dying to Share
• Steve Ballmer Gives Ralph De La Vega a Very … Vigorous Greeting (Video)
• Interview: AT&T’s De La Vega on LTE, Tablets and Life After T-Mobile
• AT&T’s De La Vega: Shared Data Plans Still in the Works
• LG: 55-Inch Glasses-Free 3-D Screen Is on the Way
• LG Pushes 4G Smartphone Through Verizon: The LG Spectrum
• Live: AT&T’s Vegas Act Stars LTE and, Making Her Return to the Stage, Nokia
• CES Notebook: The Constant Search for Power and Vegas’ Worst-kept Secret
• Belkin Bringing Mobile TV to Lots of Cellphones, Will Anyone Tune In?
• Acer Introduces “World’s Thinnest” Ultrabook and a “Me-Too” Cloud Service
• There Better Be Some Cool Stuff at CES, Because CE Holiday Sales Data Bytes!
• CES 2012: Snooki and Bieber Are In, Gaga Is Out!
• Coming to a Smartphone Near You: Gorilla Glass 2
• RIM Hopes Next PlayBook OS Will Impress at CES
• Ultrabooks, the Ultra-Fancy New Name for Laptops
• At CES, Expect More Gadgets Telling You to Get Off the Couch
• Intel to Detail Its Phone Plans at CES Next Month
• Microsoft Pulling Out of CES After Upcoming Show
• Intel to Detail Its Phone Plans at CES Next Month
• Dell Will Drop the Flashy Vegas Act for CES This Year
• Ultrabook Conga Line Preps for CES 2012

Apple isn’t commenting and is officially treating all this as rumor and speculation (it rarely comments on acquisitions, anyway). But the deal is being reported in Israeli newspapers, and the office of Israeli Prime Minister Benjamin Netanyahu tweeted a welcome message to Apple today, which sure feels like confirmation. So I’ll proceed under the assumption that the reports of this acquisition are true.

Welcome to Israel, Apple Inc. on your 1st acquisition here. I’m certain that you’ll benefit from the fruit of the Israeli knowledge.

December 20, 2011 3:55 am via webReplyRetweetFavorite

@IsraeliPM

The PM of Israel

That makes this a cause for celebration. With the Anobit buy, Apple is now the latest member of the Flash Madness Club, which I created over the summer, in the wake of the Fusion-io IPO and other activities by notable flash-technology companies like Violin Memory, Pure Storage and Qwilt.

So why is Apple willing to throw down a reported half-billion dollars on this company? It’s because flash memory has a fundamental problem: As it ages, its ability to store data wears off. This problem is sometimes compared to the semiconductor equivalent of Alzheimer’s. Individual cells on the flash-memory chip lose their ability to store the individual ones and zeros that make up the pictures and music and other data they may be storing, especially after millions of read-and-write operations — the act of putting data on the chip and then loading it from the chip for use. After a lot of heavy use — this can vary depending on the chip — the chips begin to suffer problems with “endurance.”

As flash starts to show up in data centers and PCs and other places beyond consumer gear like iPhones and iPads, this becomes a more important problem. If your iPad gets old enough to suffer data-endurance problems, it’s a pretty simple matter to replace it. But in the more rigorous world of an enterprise data center, where millions of reads and writes will be done on a chip daily, data endurance is a potentially very expensive problem. In the enterprise, a solid-state drive is considered suitable only if it can stand up to five full-drive write cycles, where the drive is filled to capacity and then erased every day for five years.

Anobit’s solution to these problems involves techniques known as memory-signal processing and the use of some secret-sauce memory-processing error-correction algorithms, plus some management tricks for moving data around a flash chip in more efficient ways, in order to make them last longer.

It’s also the sort of problem that a company like Apple — which is the world’s largest consumer of flash memory, and has been for several years — would want to solve. Think of the many places where Apple uses flash — the iPad, iPhone, iPod, MacBook Air and Apple TV. And those are just the products we know about, so far. Flash can’t help but appear in many more products.

On top of that, flash technology plays a significant role in Apple’s data centers. Fusion-io, the company that builds flash-based insert cards that speed up garden-variety servers, has named Apple as a significant customer, so there’s plenty of flash inside Apple’s facilities in North Carolina. Flash endurance can’t help but be a problem Apple might face with its iCloud service, for example.

Israel has a big connection to the flash industry. SanDisk’s founder, Eli Harari, is Israeli; a few years back SanDisk acquired an Israeli company called Msystems, which, if my memory serves, was the first to popularize what we now call a thumb or keychain drive. So, historically, there have been a lot of useful innovations on flash memory that have come out of that country. Supposedly, the deal calls for Apple to open a research center there, so it will get the benefit of ongoing innovations on flash. Chances are it’s going to need a few.

Product strategists in the PC industry are gearing up for 2012 to be the year of the “ultrabook” — very thin, very light laptops, usually with solid-state drives (SSD), that compete with Apple’s MacBook Air — such as the Asus Zenbook and Lenovo U300s. We agree that ultrabooks’ lighter, thinner form will appeal to many consumers. Already, 21 percent of U.S. online consumers say they’re interested in owning one, according to a Forrester Research survey fielded in September. But we see the ultrabook as an evolution of the laptop rather than an entirely new form factor. So what is the next big thing in consumer computing?

The “next big thing” is likely to be many things — we anticipate accelerating form factor diversification beyond the desktops, laptops, netbooks, tablets and smartphones we have today, as we advance deeper into the Post-PC Era. Based on what we see in research and development labs, new products beginning to come to market and gaps in consumer computing experiences, we’ve identified these five form factors as the best candidates for what comes next:

• Wearables: Wearable devices, or “wearables” for short, are devices worn on or near the body that sense and relay information. Many wearables, like the heads-up display (HUD) contact lenses in development at the University of Washington, are years from marketability. But other wearables are already available as consumer products, for uses such as communication and health and fitness. An increasing number of wearables in the health-and-fitness space interact with Apple iOS devices, such as the Lark Technologies vibrating wristband that doubles as an alarm clock and a sleep sensor; and BodyMedia FIT Armbands, which have four sensors to track activity, sleep and calorie intake. WIMM Labs, a Foxconn-funded start-up in Los Altos, Calif., has designed multifunctional wearables, based on Google’s Android software, that it will license to other companies.
• Embedded devices: We define embedded devices as physical objects that incorporate computing processors and sensors, excluding those worn on the body, which we classify as wearables. Like wearables, embedded devices are diverse in form, ranging from devices such as Livescribe smartpens that fit into your pocket, to LG Thinq refrigerators that sit in your kitchen. Embedded devices may or may not have a display — Livescribe pens don’t; the LG Thinq appliances do. Today, embedded devices are widely used in industrial automation and automotives, and they have emerging consumer uses in home automation, entertainment and productivity.
• Surfaces: Surfaces are large interactive displays, which may incorporate multitouch, voice and gesture control, facial recognition, near field communication (NFC), quick response (QR) codes or other input/output mechanisms. Today, surfaces are found mostly in public places such as hotels (Microsoft Surface tables in Sheraton bars) and conferences and events (Obscura Digital’s custom multitouch video installations), as well as in education (interactive whiteboards) and news media (red state/blue state maps), but we see potential for additional uses, especially in retail and marketing. For example, retailers such as Victoria’s Secret have commissioned the design firm frog design to create interactive displays for their retail stores. In Seoul, South Korea, retailers use surfaces to extend their reach beyond their stores: Tesco Homeplus, the No. 2 grocery retailer in South Korea, built “virtual malls” in subway stations to reach more customers without building more stores. Commuters take pictures of QR codes under the groceries they want to buy, and the groceries are delivered to their homes.
• Flexible displays: Flexible displays are computing screens that can be rolled, folded or flexed. Flexible devices can take the form of personal devices, such as an e-reader, or larger surface displays, such as furniture or wallpaper. Flexible displays are likely the farthest from becoming commercialized products because of the lack of a defined use case or customer: Polymer Vision, a spinoff of Philips Electronics, promoted its flexible eBook Reader for years, but declared bankruptcy before bringing the device to market. HP has been developing printable Mylar displays that it imagines could be used for candy wrappers, armband computers for the military or living room wallpaper, but the displays are still several years from commercialization.
• Miniprojectors: Miniprojectors are small devices that project a larger image onto another surface or, in the case of holographic projection, into 3-D space. Miniprojectors can be combined with cameras that recognize gesture to become interactive, similar to the Microsoft Kinect for Xbox 360. Today, miniprojectors such as the Brookstone Pocket Projector are gaining in popularity as iPhone accessories. But they’re still niche products, as consumers must purchase them separately. Apple has already filed a patent to embed interactive projectors into its iPhones, iPads and Macs. Embedded miniprojectors would appeal primarily to information workers, but there could be broader consumer uses as well, such as impromptu photo slide shows or YouTube viewing in a group.

It’s easy to read about computing wallpaper, or contact lenses with embedded heads-up displays, and think that these form factors have no bearing on what product strategists are doing today. But product strategists who see what’s coming can anticipate disruption — or even innovate and become disruptors themselves. As you think about what’s coming in 2012 and beyond, know that none of these devices will operate in isolation. The most successful products will work with other products — for example, wearables that talk to smartphones and TVs; surfaces that are activated by the presence of your smartphone. We’re living in a multidevice, multiconnection world, and the best experiences will be those that work across devices and platforms. In that sense, the next phase of the Post-PC Era doesn’t look so different from today.

Sarah Rotman Epps is a senior analyst at Forrester Research, serving consumer product strategy professionals. Follow her on Twitter at @srepps

AllThingsD tech-reviewer kingpin Walt Mossberg also showed off his favorite fun gadgets at the annual Churchill Club event in Silicon Valley earlier this week.

Among his picks: Tangle-resistant ear buds; an Apple iPhone beer-bottle opener and consumption tabulator; a wireless USB drive; and the latest Ultrabooks to compete with the MacBook Air.

Here’s the video of his presentation: