{"id":1105,"date":"2008-09-22T12:49:09","date_gmt":"2008-09-22T19:49:09","guid":{"rendered":"http:\/\/wapreview.com\/?p=1105"},"modified":"2008-10-04T12:15:31","modified_gmt":"2008-10-04T19:15:31","slug":"google%e2%80%99s-disruptive-android-strategy","status":"publish","type":"post","link":"https:\/\/wapreview.com\/1105\/","title":{"rendered":"Google\u2019s Disruptive Android Strategy"},"content":{"rendered":"

\"Android<\/p>\n

The first Android phone will be announced <\/a>by Google and T-Mobile tomorrow, September 23 at 10:30 AM Eastern time in New York City.\u00a0 The phone itself is the HTC Dream branded as a T-Mobile G1. Beyond that everything about the phone is conjecture.\u00a0 Most rumors put the device in stores Oct 13 at $199 on a two year contract.\u00a0\u00a0\u00a0 Further rumor mongering\u00a0 predicts UK and German releases<\/a>, also on T-Mobile in October or November.\u00a0 There’s also\u00a0 the potential of a wider Android roll out this year on T-Mobile which operates in 13 countries. Other than T-Mobile, no carriers have confirmed Android launches in 2008.\u00a0 China Mobile, KDDI, DoCoMo, Sprint, TIM and Telef\u00f3nica are members of the OHA, the industry consortium backing Android, and all can be expected to launch an Android phone in 2009 with Telef\u00f3nica likely to be the first.<\/p>\n

Carrier adoption is certainly a key factor in Android’s success, but I don’t think it’s the only or even the most important one<\/strong>. Google certainly wants Android to be available through carriers.\u00a0 Most consumers worldwide currently buy their mobile phones from their mobile network provider and Google needs to be in that channel.<\/p>\n

However, I believe that the carrier channel is only part of Google’s Android strategy.\u00a0 They have a much grander plan to dominate the mobile device landscape and turn the mobile industry’s business model completely upside down.\u00a0 This strategy involves at least three channels. The first is through carriers. <\/strong>The second and third are\u00a0direct to consumer<\/strong> and direct to business<\/strong>.\u00a0 I don’t believe that Google itself will sell Andoid phones.\u00a0 Rather they have created an OS and adopted a licensing model that enables third parties to effectively build and sell Andoid phones into all three channels.<\/p>\n

Google has spent four years and, by my estimate, at least 150 million dollars creating a complete mobile OS and application stack with very advanced capabilities, all for the purpose of giving it away.\u00a0 And giving it away under a permissive open source license that lets carriers, device manufacturers and system integrators use it, sell it and modify it any way.\u00a0 Like everything Google or any other business does, they are doing this because they expect it will make them money, lots of money.<\/p>\n

When you look at Google’s business model, its almost entirely based on advertising.\u00a0 Almost everything Google does is designed to place ads on as many pages and screens as possible. Google accomplishes this by offering compelling ad-supported products like gMail and Google Docs and with search. Search is designed to monetize all the world’s content that Google doesn’t create or own itself using AdWords and AdSense.\u00a0 Google is also very good at tracking user behavior, demographics and preferences, all with the goal of delivering the most targeted advertising possible.<\/p>\n

Android extends Google advertising and tracking to mobile in a way that goes far beyond current Google mobile products like Search and Maps.\u00a0 It’s no secret that mobile search isn’t very easy to use or powerful. Android is intended to change that by combining speech<\/strong> recognition and synthesis (for faster, easier input and output) with personal data from the handset<\/strong> (location, contact names and addresses, calendar and to-do entries) and data known to Google <\/strong>(maps, web index, and the user’s search and\u00a0 purchase history) to deliver a revolutionary user experience.<\/p>\n

Here are a couple of examples of\u00a0 potential services that the combination of Google and user data with Android\u00a0 APIs\u00a0 makes possible:<\/p>\n