I say that in jest, of course. But, yes, another contender has stepped up to the plate. On Wednesday, Canonical shared more details on Ubuntu, the Android-based operating system aimed squarely at taking the third-place seat behind the two current market leaders, Android and iOS.

I won’t get too far into the woods explaining the differences from Android proper — which are mostly pretty nerdy — but Canonical is positioning the OS as “more immersive, less cluttered” and easily navigable. The company also claims it is strong enough to function as a PC, which means that it can hook up to desktop peripherals and work like any old computer (though that sort of implementation wasn’t a huge draw for Motorola).

Here’s the thing. RIM already has a strong (though waning) foothold in the market. Microsoft is pumping hundreds of millions into its Windows Phone bet. And third-place contenders of the past, like webOS, have tried and failed to gain a meaningful following.

Even if you disregard those big players, there are others fighting for the title. Firefox will compete with a browser-based OS, and then there’s the Linux-based Tizen in development by Intel, Samsung and others.

So it’s hard for me to see how Ubuntu, which isn’t expected to ship on smartphones until at least 2014, will put up a decent fight.

Still, you can’t win if you don’t try. Good luck with that, Canonical.

“This is going to be the first time in a decade and half that [companies are] actually going to have to teach someone to use Windows.”

– Stephen Kleynhans, a Gartner Inc. analyst, quoted by The Wall Street Journal

The new operating system, dubbed Windows 8, adds a new way to navigate a computer by touching rows of small windows, called tiles, that represent websites or apps, much like the icons familiar to smartphone users. Microsoft’s new interface can also be controlled with a mouse, and used in a mode similar to the old Windows “desktop.”

Read the rest of this post on the original site »

Finnish start-up Jolla Ltd. made waves earlier this year when it announced its intention to use Nokia’s MeeGo operating system as the basis for a new line of mobile devices. Nokia abandoned the system last year in favor of using Microsoft Corp.’s Windows system, but allowed Jolla and other companies access to the technology.

Read the rest of this post on the original site »

The move is the latest indication that handset makers are looking beyond Google Inc.’s dominant Android mobile operating system as they try to diversify the software platforms for their smartphones and other mobile devices. While Apple Inc.’s iPhone uses its own iOS software, most other smartphones sold around the world are powered by Android.

Read the rest of this post on the original site »

The delay of the release comes as Alibaba Group Holding Ltd., which developed the Aliyun mobile operating system that powers the new Acer smartphone, is looking to expand in China by working with more handset makers. It highlights the difficulties companies like Alibaba face when they try to take on Google’s Android operating system.

Read the rest of this post on the original site »

Samsung’s latest attempt to tilt at Apple’s windmill is the Galaxy Note 10.1. Released in the U.S. on Aug. 16, at a high-profile event in New York, it sells for a starting price of $499.99 for a 16 gigabyte version. Like other tablets from Samsung, it runs Google’s Android operating system, specifically the version from last year known as Ice Cream Sandwich, though an upgrade to the newer Jelly Bean is coming eventually. It has also been reviewed favorably, including last week by AllThingsD’s Walt Mossberg.

Now, the gearheads at IHS iSuppli — the folks who last month dismembered Google’s Nexus 7, and before that Apple’s latest iPad — have taken the Galaxy Note 10.1 apart to see what makes it tick. More importantly, they’ve also estimated how much Samsung spends on the components used to assemble it; from that, it’s pretty easy to guess at Samsung’s profit margin.

Rassweiler says the firm tore down a version of the tablet that includes the ability to connect to 4G wireless networks (it is not yet available in the U.S.), and which sells at retail for about $640. As yet, the only model available in the U.S. is a Wi-Fi-compatible model. All told, the cost of the components — “bill of materials,” or BOM in industry lingo — for that model adds up to $283. Take out the 4G wireless components and leave the Wi-Fi-only, and the BOM estimate comes down to about $270, he says.

Technically speaking, says analyst Andrew Rassweiler, who supervised the teardown, the Note 10.1 doesn’t break any new ground. “As is usually the case, each hardware release offers an incremental set of improvements over the last generation,” he says. The tablet’s main microprocessor chip is the quad-core Samsung Exynos processor, made by its own chip division, and based in part on a design licensed from ARM. The chip has already been seen in the Samsung Galaxy S III smartphone, and costs Samsung about $18.

Also seen in the torndown unit, and spotted before in other Samsung devices, is a wireless chipset from Intel’s recently acquired Infineon division. “By reusing components, Samsung can negotiate better pricing with suppliers, and it shrinks the incremental cost of developing other devices like this tablet,” Rassweiler says. Combined, all the wireless components add about $15 to cost, and a little less in the Wi-Fi-only version.

The Galaxy Note’s main differentiating feature is the digital pen, or stylus, that lets users write and sketch on the screen. The main part that allows that is a hybrid capacitive touchscreen that also allows the conventional touch interface that tablet users are accustomed to. Samsung’s combined cost of the display and touchscreen components adds up to $100. The pen comes from Wacom, the same company known for its graphical tablets favored by digital artists.

Also spotted inside the Note: A gyroscope chip from STMicroelectronics, a power-management chip from Maxim, a touchscreen-controller chip from Atmel, and an audio chip from Wolfson Micro. Some of those companies are also regular Apple suppliers.

Which brings us to another important point: Samsung gets most of the parts from itself. It is the world’s biggest manufacturer of memory chips, and one of the biggest manufacturers of LCD screens. It also ranks at or near the top of the world’s suppliers for chips to smartphones and tablets generally, and even manufactures, under contract, Apple’s own A5 chips used in the iPhone and iPad. “Samsung’s competitive strength is in controlling a large percentage of the parts that go into their final product,” Rassweiler says. Most of the key components — the display, the memory, the main processor and the battery — were all made by different branches of the far-flung Samsung empire.

By comparison, the total cost of all the components on the latest iPad, as estimated by IHS iSuppli at the time of its release in March, was $316. Oddly enough, Samsung made the so-called Retina display that Apple touts as that device’s main differentiating feature. The cost to build the Nexus 7 was estimated at $152.

And while a cost of about $270 might lead you to the conclusion that Samsung is taking a fat $230 on each unit sold, Rassweiler says there are more costs to consider that a teardown can’t account for — software and development costs, for starters.

In the end, Samsung may not be coming even close to denting Apple’s commanding market share, but it may be making a slightly better profit. One fact that emerged from the epic patent lawsuit between Apple and Samsung is that Apple’s iPad gross margin runs between 23 percent and 32 percent. Rassweiler says that even after accounting for software and other non-material costs, Samsung probably makes a slightly larger margin. There is that.

The step, known in nerd-speak as “release to manufacturing,” means that computer makers now know what the final version of the operating system will look like and can start loading it onto computers. Microsoft previously said the software — and computers running it — will be made publicly available on Oct. 26.

That’s the same day that Microsoft plans to start selling its own tablet, known as Surface, which will compete with tablets from Redmond’s traditional computer-making partners.

Microsoft also said that, as of today, software developers can offer paid apps via the operating system’s new “Windows Store.” Until now, only free programs were allowed in the marketplace.

Windows 8 represents Microsoft’s biggest-ever overhaul to its flagship product. The new Windows works on both traditional PC chips as well as on the kinds of ARM processors used for cellphones (though that version is called Windows RT). Microsoft is also shaking up how programs are written and delivered.

While Windows 8 (at least for Intel and AMD chips) can run older Windows apps, it is optimized for a new kind of program, known as “Metro-style apps.” Those programs are written differently and also look different.

The goal is to have an operating system and programs as at home on a desktop or laptop as they are on a touchscreen-only tablet.

In addition to the general release in October, developers with a subscription to Microsoft’s MSDN service will be able to download the final version of Windows 8 on Aug. 15, as will corporate computer types with a TechNet subscription. Businesses with a volume license deal known as “Software Assurance” will have access to Windows 8 the following day.

In the meantime, the near-final “release preview” version is still available as a free download.

Microsoft first showed off the radical new look for Windows 8 at our D9 conference last year. An early developer preview was issued to software makers that fall, with a public beta, or “consumer preview” release, made available in February.

The lawsuit between Oracle and Google over the use of Java in Android is in the books, and while Oracle scored some points and prevailed on at least one narrow point of the dispute, as time has run out, the scoreboard is lopsided in Google’s favor.

Initially billed as the “World Series of intellectual property cases,” this trial had lots of bold-faced names on the witness stand, including Oracle CEO Larry Ellison, Google CEO Larry Page, plus Scott McNealy and Jonathan Schwartz, both former CEOs of Sun Microsystems.

After the jury had its say, William Alsup came back with a ruling that Oracle cannot apply copyright protection to Java APIs. This was by far the most controversial and wide-ranging portion of Oracle’s case, one that had software developers around the world kind of worried that it might prevail. It didn’t, but Oracle has promised to appeal Alsup’s ruling.

Below is a copy of Judge William Alsup’s final order in the case, spelling it all out. You’ll notice that in the portion of the case concerning nine lines of code on which Oracle did prove that its copyright was infringed, no money is changing hands. Oracle was technically entitled to some low-six-figure sum of damages for the infringement. But my understanding is that by agreeing to zero damages now, it’s simply speeding up the process that will lead to an appeal. So while it’s over, it’s really not.

Final Order

Given the fears that some have over what Google’s control of Motorola could mean for other Android makers, some have suggested the deal might leave the door open for HP to get more aggressive about licensing its webOS to other device makers.

On one hand, HP has said it is open to some licensing of webOS. That said, the company explained at the time that it was mainly talking about those interested in taking the operating system into new areas, as opposed to those that would compete in the tablet and phone space.

Indeed, licensing webOS would put phone makers in the same position they may find themselves in with Google — that is, competing against the same company whose software they are using. This, tech historians note, is not something that has tended to work well in the tech industry.

Apple briefly licensed the Mac operating system, but ultimately pulled the plug on that effort. Palm tried to be both hardware maker and licensee, sharing its software with Sony and Handspring, among others. Eventually, though, it found that relationship too complicated, and tried to split off its operating system and hardware businesses.

Another option for HP would be to use webOS for tablets, printers and other hardware, but license out the software for use on phones. The appeal of this would be that HP has never been a big player in phones, and it has little revenue today in that area. On the downside, it’s not clear how much interest there is, nor how much money it could make competing against Android, which Google does not charge directly for. Plus, HP has always been more of a hardware company than a software concern.

“It’s hard to imagine licensing would be enough for them without being in the hardware business,” says Gartner analyst Michael Gartenberg.

An HP representative declined to comment on the company’s reaction to the Google-Motorola deal, though it may have more to say when it reports earnings on Thursday.

One thing is clear: HP needs to do something if it wants webOS to be a serious player in the mobile space.

So far, HP’s sales of webOS devices have been poor, and that is probably putting it mildly. The Pre phone business essentially disappeared from the radar screen as HP integrated Palm. HP’s only phone to go on sale is the tiny Veer. Though cute, its diminutive size makes it a niche product, and it is available so far from only one U.S. carrier, AT&T. A promised Pre 3 phone has yet to start shipping.

On the tablet side, HP has come out with the TouchPad. Like the original Palm Pre, the first webOS tablet shows a nice combination of ease of use and innovation, but criticism of the hardware and a lack of apps dominated early reviews.

HP hasn’t officially commented on sales, but all indications are that they have been bad. HP has been trying all manner of price cuts, and sources say sales at Best Buy have been especially bad — and that’s from a retailer that said it was pleased with early sales of RIM’s PlayBook.

With the close of the round, the Durham, N.C.-based company now has investments from each of the major wireless OS-makers — well, sort of.

Here’s how it could argue the case: Venrock is venture capital arm of the Rockefeller family, which was one of the early investors in Apple. Appia’s other investors include Tomorrow Ventures, the investment arm of Google’s outgoing CEO Eric Schmidt, and BlackBerry Partners Fund is associated with Research In Motion.

To date, the company has raised $28.5 million.

The company is aspiring to build the largest independent marketplace of applications and to become a white-label solution for third parties, such as recent customers, like Opera Software and Mexico’s largest operator Telcel.

Appia said it will use the new capital to fund product development and the launch of additional app stores around the world.

In June 2008, PocketGear was spun off from Bellevue-based Motricity, which at the time was also based in North Carolina. It raised $3.2 million from Noro-Moseley Partners and Wakefield Group, which were the original backers of Motricity, and then later acquired long-standing app publisher, Handango.

Competitors include native app stores, such as Apple’s App Store and Google’s Android Market. But it also competes against independent stores, like GetJar and Amazon’s AppStore, which launched last week.

Of course, all of these players are trying to piggy back on the rise of the smartphone.

A research report by Frost & Sullivan predicts that total downloads from smartphone app stores are expected to increase from 9.6 billion in 2010 to more than 120 billion by 2015 around the world.

In a statement released today, Intel said that while it’s disappointed by Nokia’s decision to refocus its mobile efforts around Microsoft’s Windows Phone platform, it’s “not blinking” on MeeGo.

“We remain committed and welcome Nokia’s continued contribution to MeeGo open source,” the company said. “Our strategy has always been to provide choice when it comes to operating systems, a strategy that includes Windows, Android, and MeeGo. This is not changing.”

Perhaps. Intel claims its silicon will be in a phone that ships this year. But it didn’t say what OS it will run or who’s manufacturing it. After today’s news I can’t imagine it’s Nokia.

COMPLETE COVERAGE:

• Former Microsoft Exec Pursuing New Opportunities at Nokia; Former Nokia President Just Pursuing New Opportunities
• Nokia’s Stephen Elop Talks to Mobilized About the Big Microsoft Deal (Video)
• Massive Layoffs Expected at Nokia
• Nokia’s Microsoft Partnership: Does the New Strategy Add Up?
• Live From the Nokia-Microsoft Press Conference: It’s a Windows Phone World After All
• More From Nokia: Forecast Gets Cloudy, Plus Expected Executive Changes
• Nokia-Microsoft: What Steve Ballmer and Stephen Elop Have to Say in Their Joint Letter
• Nokia Confirms Microsoft Partnership With YouTube Video
• R&D Spending: Nokia Vs. Apple Shows Size Doesn’t Matter
• Not Seeing Much Return on That Massive R&D Spend, Are You, Nokia?
• Nokia: Big and Slow
• Could Nokia’s Miracle Be Microsoft?

Nokia has already announced the key piece of its strategy–a shift to Windows Phone for future smartphones. Now the company is set to talk about the financial implications of that and go through the rest of its strategy, which includes a mix of Symbian and even a dash of MeeGo.

The investor event is scheduled to start shortly and due to run until about 2 pm London time. Mobilized will have live coverage, providing our battery holds out. I’ll try to mention only the high points, however. Mobilized loves numbers, but it is awfully early for a whole lot of financial speak, especially for the U.S. insomniacs tuning in.

12:02 pm: Still waiting for things to get going. But if you really want something to do, we have plenty of earlier coverage, including the press conference and the YouTube video of Microsoft CEO Steve Ballmer and Nokia CEO Stephen Elop, as well as a chat with Elop on how he made his big decision.

12:05 pm: Okay, things are getting going as Elop takes the stage (the same one as the earlier press conference.

12:06 pm: Elop is reviewing things. Lots of talk of both challenges and gems. If you read his memo, or anything else he’s said recently, you have heard this.

Battle of devices to war of ecosystems, etc. Mobilized has this part memorized.

12:09 pm: Smartphone strategy is just one piece.

Reviewing the three alternatives that Elop considered–MeeGo, Android or some partnership with Microsoft.

As for Google, Elop says it is the case there are some advantages for that approach.

“There’s something happening there. There’s no denying that.”

However, Elop says the company was worried it would be late and be just one of many, and was not sure how it could leverage assets like its Navteq location-based services.

“Our sense was differentiation could be a pretty big challenge,” Elop says. “The risk for commoditization would increase dramatically.”

Feels profit would have eventually moved to Google, with handsets becoming a commodity.

“It felt a little bit like giving up and not enough like fighting back,” Elop says.

12:12 pm: As for Microsoft, Elop says both companies are bringing something to the table.

As expected, Elop is characterizing this as more strategic than just taking a license to Windows Phone. Talking about Nokia services like mapping, local advertising and other things that Nokia can bring to the table.

“It’s far more interesting than a simple licensing deal,” Elop says. This was the only strategy that makes it a three horse race with Google and Apple.

Elop says he is convinced that Nokia will be able to differentiate within the Windows Phone ecosystem on a sustainable basis.

12:15 pm: There were some challenges and potential disadvantages, he acknowledges.

Top among these is the fact that Windows Phone 7 is new on the market.

“It’s early,” he says. “Will it succeed?”

12:17 pm: Also, there is the issue of being locked in or a lack of control. Elop does not disclose terms but says the company has flexibility and “substantial control” over the future of the ecosystem.

“This is not your mother’s OEM deal with Microsoft,” Elop says.

12:17 pm: Elop says the deal is at the “term sheet” stage, noting that the companies have yet to sign the “definitive agreement.”

12:18 pm: Already the engineers are working through, and Elop says this deal will allow Nokia to move far faster than it has in recent years.

12:18 pm: He’s also making the cost-saving argument, saying Nokia can focus its investment, which he acknowledges hasn’t been getting the return it should.

Elop earlier acknowledged that the company expects significant cost savings from the move as well as substantial workforce reductions.

“Bottom line: Products that are more competitive,” he says.

12:22 pm: Operators are excited by a third viable option, Elop says.

“A two-horse race is not a satisfactory [situation] for operators,” Elop says.

Elop says that Microsoft-Nokia will be operator-friendly, as compared with Google and Apple.

12:24 pm: Elop talking about differentiation–a key concern of analysts and investors.

Elop talks about Windows Phone as offering differentiation form Apple and Google, but also insisting that Nokia has the assets and business terms it needs to stand out from other Windows Phones. He focuses on camera technologies and “unique relationship.”

Stresses again that this is not a standard handset maker agreement. But he also says that just because Nokia can change lots of things within Windows Phone, doesn’t mean it should.

Nokia, he says, must “resist the temptation to customize just for the sake of customization.”

12:27 pm: Now talking about Symbian. For those that missed it, Elop reiterates this is a transition strategy, but adds that the company still expects to sell 150 million more Symbian devices before that transition is complete.

12:29 pm: Strategy is more than just smartphones. He wants the company to be a leading force in connecting the next billion people to the Internet via phones in emerging markets. “The market for feature phones is pushing down the price curve and that is an opportunity for Nokia.”

Nokia will do incremental work in that area–things like Nokia Money for people that don’t have a bank account or telephone. Another, Nokia Life Tools, helps connect, say, farmers to market information.

This area is still a target for innovation, he says, but it also faces competition from Chinese-made phones based on MediaTek chipsets.

Elop says that the company must also plan for the future so that it can be disruptive down the road. “As they say in Finland, it is time to shoot ahead of the duck,” he says.

That’s where MeeGo comes in–the mobile version of Linux that until recently was seen as Nokia’s future. Nokia said that team will ship a phone later this year and then see where the future is headed.

12:35 pm: Want to point out this New York Times article that said both Google and Microsoft were offering hundreds of millions of dollars in engineering and marketing support in order to woo Nokia.

12:36 pm: Elop now talking about cost cuts, including significant job reductions.

“We are not announcing how many and in what country,” Elop says, but adds that the company wants to move quickly on that front.

He says that he has made changes to the business to ensure speed, including leadership structure changes aimed at ensuring accountability. “If things go well today, I’ll be the CEO.”

Of note, the two of the three business unit leaders are women–Mary McDowell, who will lead lower-end phones, and Jo Harlow, who will head the smartphone business.

12:40 pm: Nokia looking for a new leader for its services and developer division. The acting head is Tero Ojanpera, but he will soon be looking for other opportunities within Nokia, Elop says.

Also of note, Louise Pentland, who is head of the legal and intellectual property unit, is being elevated to the top leadership team.

“We have one of the strongest patent portfolios out there” he says, adding that he would encourage all players to take a license to said patents. (hear that, Apple?)

New leader of North American sales unit to be named in coming days.

“We are creating a different industry,” Elop says in closing his introductory remarks.

12:44 pm: Elop Brings on CFO Timo Ihamuotila to go through the numbers.

12:46 pm: Ihamuotila acknowledged Nokia didn’t meet the targets it had set out to achieve at its last financial analyst day.

“Our execution did not cut it.” he says.

12:49 pm: Ah, Now on to the good stuff. CFO talking financial impact from Microsoft deal. Says should be good over the long term.

Slide shows royalty payments to Microsoft causing lower gross margins, but says sales and marketing support from Microsoft should lower operating expenses.

“We will receive substantial go-to market support from Microsoft,” he says, without giving numbers.

12:52 pm: Ihamuotila talking now about the company’s long-term targets for devices and services period “after the transition period.”

Device sales to grow faster than the market, with operating margins of 10 percent or more–but this is only after the transition period, which the company has said could last this year and next.

Significant uncertainties in this period.

Ihamuotila shows a slide showing Symbian sales slowly giving way to Windows Phone with lower-end mobile phones remaining about half of sales.

12:57 pm: Ihamuotila shows chart of how it expects to cut R&D with the company investing less in services, more in entry-level phones and far less on MeeGo, though still some. The investment in Symbian will be replaced by a far lower investment in Windows Phone R&D. Overall, R&D should be a fraction of what it was.

1:02 pm: Over long term, Ihamuotila says that the Microsoft deal should help significantly boost the company’s Navteq navigation business.

“We think this new strategy is the best way to maximize long-term value, both to our shareholders and to other stakeholders,” Ihamuotila says.

On to Q&A for financial analysts.

1:03 pm: Question on how Nokia will keep employees motivated, something else and when to expect the first Windows Phone.

“Thanks for the one question” Elop quips, before addressing them in turn.

Elop says that the key is on focused innovation so they see the fresh opportunities (at least for the ones who don’t get cut by the large workforce reductions also promised).

He also pointed to his sharply worded memo, which he said was designed to convey the message that “Here is the truth, we’re making decisions and we’re moving forward.”

Won’t give date on first Windows Phone, but says again that the move will allow a substantially faster pace than the company was on with Symbian.

1:07 pm: Elop is asked about some of the challenges with Microsoft and Nokia each responsible for different pieces of software and services, as opposed to Google and Apple, where things are more integrated.

“We wanted to drive operational simplicity,” Elop says, adding that the companies talked about other arrangements, though not a full-on acquisition. The companies, Elop says, decided not to go with the operational complexity of a joint venture.

1:10 pm: Elop says Nokia has opportunities to differentiate from other Windows Phone devices, but adds it is in Nokia’s interest for there to be other strong handset players supporting Windows Phone.

“We’ve got to make Windows Phone successful,” he says.

Nokia’s mapping technology, he says, will benefit rivals like Samsung and HTC. “We’re willing to make those trades,” Elop says.

1:11 pm: Elop is asked why he feels comfortable with a “bet the farm” strategy on Microsoft, a company he clearly knows well.

Elop points out that it was harder to see how Microsoft would rapidly be successful without someone like Nokia.

“But this is now different,” he says, adding that this is now an ecosystem that Microsoft and Nokia are jointly helping to build.

Mapping and local advertising were not part of the ecosystem before the Nokia-Microsoft partnership.

As for impact of the transition, it’s hard to say, Elop says. Symbian is strong in some places where Apple and Google are present today.

1:14 pm: Asked whether Nokia will remain profitable during the transition. “It’s hard to say financially, and I am not going to provide any further specific guidance.”

1:17 pm: Elop won’t say when the first Windows Phone will ship, but lots and lots by next year at various price points.

“We’ll be shipping in volume in 2012,” he says.

1:20 pm: Another two-parter! 1) Why will Symbian be supported if it is transitioning away? 2) Why does Nokia think it will be able to have double-digit operating margins using someone else’s platform?

Elop: They recognize Symbian is key to Nokia being able to transition, but he agrees that consumers will have to want the Symbian phones Nokia builds. CFO also notes that less than half of Symbian phones are sold through carriers.

As for question on margins, CFO says the company has opportunities for higher margins around services and advertising.

1:23 pm: Asked about how the company is confident Windows Phone can get to lower prices, Elop says that was a key consideration, down to which chipsets will be supported, etc.

Between the two companies there was a lot of work to get a high degree of confidence.

“That was a critical evaluation,” he says.

That said, Elop agrees there is a smartphone market below Windows Phone that Nokia will manage with an evolution of today’s Series 30 and Series 40 operating systems.

1:31 pm: Elop: Some of the hardware designs that would have run MeeGo or Symbian will be repurposed for Windows Phone. Some devices may come out with similar models for both Windows Phone and Symbian.

1:32 pm: Question again on who pays whom in Microsoft-Nokia. Is there a lump payment from Microsoft?

Elop doesn’t answer and instead refers to slide that shows opportunities on both sides. Saying value going both ways. As for Microsoft’s payments, “That is a significant part of the conversation,” Elop says.

1:35 pm: Two good questions: Can Windows Phone be put on any current devices? What happens to QT development layer that Nokia bought and had sought to unify developer approach?

Elop: It’s not as simple as plugging in and downloading on to current phones, though some technologies can be repurposed.

QT continues to be the development for Symbian and lone MeeGo device. Also could have a role on low-end devices.

However, Elop says, “We are not proposing a QT on Windows Phone” approach. Adding another development environment could fork the ecosystem, which is not good for Nokia or Windows Phone, he says. Development environment for Windows Phone will be Silverlight and XNA–Microsoft’s current tools.

1:38 pm: Asked about branding, he says in some cases you will see both Microsoft and Nokia brands. Examples could include Nokia Search powered by Bing or Bing maps powered by Nokia, though he says those are examples and not final choices.

1:39 pm: Asking about tablets, questioner points out that Nokia had an early lead in tablets, but Apple “stole the show.”

“We are not announcing today a specific tablet strategy,” he reiterates, saying that Microsoft creates opportunities.

Elop notes that there are rumors of Windows Phone and Windows that could power tablets.

“We could do that,” he says. “We might do that.”

Also an opportunity for Nokia to step back into the game using its own software.

1:41 pm: Elop wrapping up.

“We have set a new course for Nokia,” he says, adding that despite what has been written, Nokia is still an incredibly powerful company, though perhaps not in North America. “Today we are diving forward” he says. “We have a strong partner in Microsoft who is incented as are we in making this successful.”

Investor guy closes by reminding there were forward-looking statements. He’s still going as people leave the room.

COMPLETE COVERAGE:

• Nokia’s Stephen Elop Talks to Mobilized About the Big Microsoft Deal (Video)
• Massive Layoffs Expected at Nokia
• Nokia’s Microsoft Partnership: Does the New Strategy Add Up?
• Live From the Nokia-Microsoft Press Conference: It’s a Windows Phone World After All
• More From Nokia: Forecast Gets Cloudy, Plus Expected Executive Changes
• Nokia-Microsoft: What Steve Ballmer and Stephen Elop Have to Say in Their Joint Letter
• Nokia Confirms Microsoft Partnership With YouTube Video
• R&D Spending: Nokia Vs. Apple Shows Size Doesn’t Matter
• Not Seeing Much Return on That Massive R&D Spend, Are You, Nokia?
• Nokia: Big and Slow

“There are clearly some gems upon we will build Nokia’s strategy,” Elop said. At the same time, he said the company must move faster than it has if it hopes to regain lost ground. In particular, Elop said the company must have a better strategy around operating systems.

“The game has changed from battle of devices to war of ecosystems,” Elop said, adding later that “Our industry has changed and we have to change faster.”

Elop hinted at a change in the company’s strategy for the high end, which has focused on the Symbian operating system with a planned shift to the mobile Linux-based MeeGo operating system. He didn’t give specifics, but did draw a distinction between the low and high ends of the markets, suggesting a dual-OS strategy may still be the plan.

At the high end, he talked about the importance of developers and services, while at the low end, he said, the key characteristics are brand, scale, price, distribution and speed. Elop also noted that because of different chipsets, it doesn’t always make sense to serve the lower end of the market with the same operating system as is used for top-end smartphones.

Although Elop didn’t name any names, he did talk about the need for the company to “build or join a competitive ecosystem,” suggesting that it might be open to shifting to a competing platform. And while he wouldn’t confirm such a move, he said that the company could pull off such a switch because of its strong brand and relationship with operators.

Among the possibilities that have been suggested are Android and Windows Phone 7. The company has also canceled or delayed plans for two U.S. smartphones, suggesting that a change may be afoot.

“We made a decision to not proceed as people thought we would proceed,” Elop said.

It has also suffered delays of its E7 smartphone, which was to ship last quarter and now isn’t expected to contribute meaningfully to the bottom line until the second quarter.

The new strategy, Elop said, must be one that can “re-open doors” in markets such as the United States, where the company is weak.

“Clearly there is a pattern of disappointments in the United States,” Elop said.

Earlier in the day, Nokia reported that December quarter profits fell 20 percent as the company “faced significant challenges” and lower margins.

Speaking at the Consumer Electronics Show, AT&T executive Ralph de la Vega said that the company plans to release 20 4G devices this year both for the LTE network and for its current HSPA+ network.

De La Vega said just after that that the company will have devices on the Apple, Android, BlackBerry and Windows Phone 7 operating systems. (Update: 12:12 p.m.: While some in the audience, including Mobilized, heard an implication that there would be a 4G iPhone, an AT&T representative said De La Vega was only saying that the iPhone would be part of AT&T’s smartphone lineup and not suggesting a 4G version.)

Among the devices that will be on AT&T’s HSPA+ network is the Motorola Atrix 4G, a dual-core-powered Android phone from Motorola. The phone, which also packs 1GB of RAM, was launched by Sanjay Jha, CEO of newly split-off Motorola Mobility. one of the more interesting features is the phone’s optional “lap dock,” which allows the phone to power a small laptop capable of running a desktop version of the Firefox browser, among other programs.

AT&T will also have a new phone from HTC that will include a new version of the company’s Sense user interface and also connect to a new HTCSense.com Web portal.

“HTCSense.com makes your smartphone even smarter,” HTC CEO Peter Chou said, demonstrating a feature that lets you ring your phone when it is lost in the house or send a lost-and-found message to appear on a phone you left in a cab.

By building both HSPA+ and LTE networks, De la Vega said that the company will offer more speed and flexibility.

“More importantly, we will deliver an experience our competitors will not be able to match,” De la Vega said.

Han and his company, Perceptive Pixel, are best known for creating the giant touch wall that John King and others at CNN use to break down elections.

While Apple, Microsoft and others have targeted consumers, Perceptive Pixel has focused on niche professional markets, especially the defense and government sector.

But, after years of watching the small touchscreen device market from the sidelines, Han said he thinks he is pretty close to creating his first products that will run on those devices.

“Mobile is interesting,” he said in an interview last month at his New York offices (in the Manhattan building that Google is buying, with the amazing roof view seen below). “How can you ignore a billion devices being sold every year?”

Han said there is a reason he has stayed focused on the high end of the market.

“I have a personal bias,” he told Mobilized. “I want computers to be functional, not just playful.”

The modern tablet, he said, is the first consumer device that has enough pixels and the precision sensors to potentially be of interest to Perceptive Pixel. In particular, Han said he is intrigued by the idea of using tablets to allow meeting participants to interact with a nearby larger touchscreen that might be in use by someone leading a meeting.

“We’re looking at mobile and slate devices as a way to tie into this family of collaboration [products],” he said, noting that’s where Perceptive Pixel is spending its energy when it comes to mobile, as opposed to coming up with some killer app that works only on smaller screens. “There are a lot of smart people creating mobile apps.”

Han said his first mobile efforts should come out early next year–in the first quarter or early in the second quarter, though he wouldn’t give more specifics.

Whatever Perceptive Pixel ends up doing in the tablet space, Han said his plan is to eventually have it support multiple operating systems, though Han said the company will probably only qualify certain devices. So far, he said, Apple’s iOS and the iPad seem best suited to the applications he has in mind, while the real-time touch performance on Android has certain issues.

“We’re not going to just let it run on anything out there,” he said. “Some of them just can’t guarantee a good user interface.”

Here is the video interview Mobilized did with Han:

]]> http://allthingsd.com/20101213/multitouch-pioneer-jeff-han-starts-to-think-small-devices/feed/ 0 http://allthingsd.com/20101208/googles-rubin-300000-androids-activated-each-day/ http://allthingsd.com/20101208/googles-rubin-300000-androids-activated-each-day/#comments Thu, 09 Dec 2010 05:17:25 +0000 Ina Fried http://mobilized.allthingsd.com/?p=709 The fast-growing Android operating system has hit a new milestone, according to a Tweet from the Google executive that heads the effort.

In only his second public post to Twitter, Andy Rubin said on Wednesday night that there are now 300,000 Android phones being activated each day. As a point of reference, there were about 60,000 Android activations per day as of last February.

Android shipments have been rising fast as phone makers Motorola and Samsung have hitched their smartphone wagons to the operating system while other brands, including HTC and LG, also ship significant numbers of the phones, while also using rival operating systems.

On Monday, Google debuted Gingerbread, the next version of Android and announced that the Samsung-built Nexus S would be the first phone to run the operating system. That evening, speaking at the D: Dive Into Mobile conference, Rubin showed off a prototype Motorola tablet running Honeycomb, a new version of Android built specifically for tablets.

Interestingly, Rubin said during his onstage appearance that he considers Android today as still geared primarily to early adopters.

]]> http://allthingsd.com/20101208/googles-rubin-300000-androids-activated-each-day/feed/ 0 http://allthingsd.com/20101130/palm-qualcomm-chiefs-weigh-wireless-future/ http://allthingsd.com/20101130/palm-qualcomm-chiefs-weigh-wireless-future/#comments Wed, 01 Dec 2010 02:32:02 +0000 Ina Fried http://mobilized.allthingsd.com/?p=144

Palm-CEO-turned-HP-exec Jon Rubinstein and Qualcomm CEO Paul Jacobs faced off with Kara Swisher of All Things Digital at a Churchill Club event last night in an entertaining discussion on the future of mobile tech.

If you missed the live video feed of the event, check back with us–we’re working to repost the video. For those who want to read text, here is my liveblog of the event.

6:48 pm PT: We’re just finishing dinner. It was a chicken in some sort of puff pastry. Nothing is happening onstage, as if that wasn’t clear by the fact I am describing the meal. I think they will get started around 7:15 or so.

7:10 pm: Just about ready to go, with intros going on now. (And I just stole Kara’s seat at the head table.)

Kara: They’re both guys. Paul is taller and they work in tech.

7:14 pm: The plan is to talk about the future, but the event begins with a trip down memory lane as Jacobs holds up the Qualcomm PDQ–arguably the first smartphone combining a cellphone and Palm Pilot. For those who don’t remember, it it was bigger than a Palm Pilot and a huge phone strapped together.

7:20 pm: Digital device history continues. We’ve traced the last decade in digital devices, from the iPod through the Treo and iPhone. Don’t forget ringtones and cellphone bowling, Jacobs reminds us, referring to the Brew operating environment that Qualcomm developed.

The iPhone changed everything, Jacobs says, because it showed that the phone makers just weren’t putting enough work into the phone’s user interface.

7:28 pm: Talk is shifting to where we are today. What are the key things that are shifting? User interfaces, touch, etc. “The other things we are seeing is all of our lives are moving into the cloud,” Rubinstein says. On the limitation side, Jacobs points to the limitations of bandwidth: “We don’t have enough spectrum right now,” Jacobs says, adding that the industry and government are working on it. ‘We are just going to have to be more creative about how we get content to the devices.”

The other big limitation, Jacobs says, is battery life. You can do all this cool stuff on your phone, but then the battery dies three-quarters of the way through the day. He puts in a plug for Mirasol–Qualcomm’s low-power display technology.

Rubinstein concurs that battery and bandwidth are the two biggest issues. “Battery technology has not progressed at the same rate as all of the other things we are trying to do,” Rubinstein says.

7:38 pm: What about all the operating systems out there, Kara asks. Rubinstein: “There’s plenty of room in the market for multiple systems,” he says, adding it won’t be like PCs, where one operating system dominates. “It’s just different today.”

Rubinstein says it’s still the infancy of the major transition. Put on the spot to rank the operating systems, Rubinstein says that clearly Apple and Android are going gangbusters. The battle, he says, is for who is going to be No. 3. “We’d sure like to be that.”

Jacobs: “I agree. It’s very early days to be calling winners and losers.” He sees pretty wide diversity of operating systems, at least for the next five years, unless the operators really clamp down. Even then, there are some alternate distribution channels emerging. Either way, Qualcomm’s in good shape as an arms dealer, he points out.

7:45 pm: Discussion of carriers. While they are immensely powerful, Rubinstein says they won’t be the only distribution channel for every wireless device. “They are not all going to go through the carriers,” Rubinstein says.

More and more screens will emerge, Rubinstein says. If I fast-forward enough years, he says, the walls are going to be big displays capable of talking to other devices.

Jacobs notes that people will be able to use their device with any tool they have access to, from a big screen to a headset to a wireless keyboard. He says Qualcomm is working on a technology that would allow wireless headsets that could work in-ear like a hearing aid.

7:50 pm: Talk about some outlandish things. Rubinstein has already thrown out the idea of a headset in your pillow. Rubinstein points out that there will be a lot of sensors, pointing to the Nike+iPod as a really early example of what we can expect a lot more of.

7:55 pm: Augmented reality is also going to be big, the panelists agree. “The (StarTrek) tricorder is going to happen,” Jacobs says. Health care will also tap mobile technology, particularly in emerging countries where there is less regulation, carriers are trusted and there are fewer skilled health care providers available. “It’s a very efficient way to manage health,” he says. “Over the next few years we will see this happen,” he says. Eventually it will come back to developed markets, but today there is too much legacy and too much regulation in places like the U.S.

8:10 pm: Sorry for the delay–we were fixing some issues with the video coding, which hopefully should be solved now. Anyway, Rubinstein and Jacobs have been throwing out things that they expect in the next five years.

Jacobs’s list includes digital networked textbooks, cellphones as gateways for health care, as well as using augmented reality to translate all the signs and menus in a foreign country.

Rubinstein and Jacobs both see a digital wallet becoming a reality, with Jacobs throwing out the idea of an end to checkout lines as the phone could pay and the store could electronically disable the security on goods, allowing the whole transaction to take place without interaction with store personnel.

“Legal shoplifting, that’s interesting.” Kara says.

The technical hurdles aren’t that big, Rubinstein says. “Clearly NFC (near-field communications) is coming.” It’s more of a social problem than a technical one, Rubinstein says.

8:21 pm: Some good audience questions. One, on what does it take to deliver an Apple-like experience. Rubinstein, who has experience as part of Apple and trying to “out-Apple” Apple, says he thinks that the key is delivering an intergrated experience.

“I don’t think Apple is the only one that can do it, but I do think it is important to have all the elements,” he says.

Another question is on the future of mobile TV–a question that prompts Jacobs to cover his face (Qualcomm spent a bundle on its MediaFlo mobile TV service that saw very limited consumer uptake and Qualcomm is now evaluating what to do with it).

Too few people liked what the service had to offer, Jacobs says, referring to limits on content, screen size, etc. Jacobs said it appears that probably broadcast makes sense for live events, while streaming with TiVo-like controls makes sense for everything else.

“I actually believe strongly in mobile TV, still,” he says.

8:30 pm: Okay. That’s a wrap from me. Thanks for tuning in. If you want to hear more from Rubinstein, he will be speaking at next week’s D: Dive Into Mobile conference.

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