But, on balance I say that it is a minor fiasco for a simultaneous global product launch. I do not have one yet but will get one later this week when the hype is settled down. But, if you are tracking Apple's strategy, the early indicators are upbeat and promising--Apple sold 1 million units over the week-end. Steve Jobs said that:
iPhone 3G had a stunning opening weekend... It took 74 days to sell the first 1 million original iPhones, so the new iPhone 3G is clearly off to a great start around the world.
--
What other indicators to track?
1. Percentage of current iPhone owners converting to 3G within the first month (strength of customer loyalty)
2. Number of applications (free versus fee) downloaded from the appstore within the first month (breadth of complementary network effects)
3. Number of new customers switching from other carriers to Apple 3G locally in the USA and globally (depth of positive churn).
4. Number of Enterprises that officially embrace Apple iPhone beyond the early endorsers such as Disney (degree of inroads into new markets).
--
We can add many more to the above list. To me these four indicators provide good insights into how far Apple may go in dominating the mobile phone sector. It has clearly captured the imagination of many but the real question is--will it be as widely successful and as pervasive globally as its iPod? I think Apple is off to a good start.
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6 comments:
Something alluded to in your list of 4 indicators is marketshare. I believe I read that the iphone has a 23% market share in smart phones in the 1st year.
Additionally, it will be interesting to see how commonplace touch screens are in the coming year. If RIM makes the leap to a touchscreen phone, it would signal an attempt to prevent an exodus from their product line.
A major limiter to the iphone's success is cost of the plan and the complexity of it as well.
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General 2G Network GSM 850 / 900 / 1800 / 1900
3G Network HSDPA 850 / 1900 / 2100 / 1700
Announced 2008, February
Size Dimensions 110 x 53 x 16.7 mm
Weight 145 g
Display Type TFT touchscreen, 65K colors
Size 800 x 480 pixels, 3 inches
- Full QWERTY keyboard
- Optical joystick navigation
Ringtones Type Polyphonic, MP3
Customization Composer, download
Vibration Yes
Memory Phonebook 1000 x 20 fields, Photo call
Call records 30 received, dialed and missed calls
Card slot microSD (TransFlash)
- 400 MB internal memory
- 128MB RAM, 256MB storage memory
- Qualcomm MSM7200 528MHz processor
Data GPRS Class 10 (4+1/3+2 slots), 32 - 48 kbps
HSCSD No
EDGE Yes
3G HSDPA, 3.6 Mbps
WLAN Wi-Fi 802.11b/g
Bluetooth Yes, v2.0 with A2DP
Infrared port No
USB Yes, v2.0
Features OS Microsoft Windows Mobile 6.0 Professional
Messaging SMS, MMS, Email, Instant Messaging
Browser WAP 2.0/HTML (IE), RSS feeds
Games Yes + downloadable
Colors Solid Black, Steel Silver
Camera 3.15 MP, 2048×1536 pixels, autofocus, video(VGA@30fps),
flash; secondary videocall camera
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