Jean Louis-Gassee’s recent post on Apple’s financials along with Horace Dediu’s disappointment with their India strategy inspired a few thoughts on what a “market share” oriented iOS fall, 2012 announcement might look like.
My comment at Chateau Gassee:
Contemplating an Apple that goes for market share and does not leave a “price umbrella”, results, IMHO, the following iOS products this fall:
iPod Touch: (new name?): $199 on up. Now available in unlocked Wifi+3G (iPhone 5 is LTE/”4G”)
iPad: $299 on up with at least 2 form factors, LTE and wifi versions. At some point, there will be a larger version.
iPhone: Multiple form factors across the price points. Remember iPod starts at $49. I just gave the Samsung Galaxy SIII a spin. I understand the retail appeal of the larger screen, but agree with some that the form factor yields a “thumbless” wasteland – and I have not small hands/fingers.
Apple TV: Others have speculated far more intelligently than I.
Dear Leader’s analysis of the Sculley era’s numerous errors includes:
“The Mac-user interface was a 10-year monopoly,” says Jobs. “Who ended up running the company? Sales guys. At the critical juncture in the late ’80s, when they should have gone for market share, they went for profits. They made obscene profits for several years. And their products became mediocre. And then their monopoly ended with Windows 95. They behaved like a monopoly, and it came back to bite them, which always happens.”
Does this year’s capex explosion imply going for market share? We will soon see.
Wild Card: 2G iPod: tiny with a few simple apps.