Steve Jobs Comments on Android in Earnings Call


Steve Jobs jumped on his company’s conference call today (after a record quarter of revenue for Apple) to shed some light on his thoughts on the smartphone industry, but most specifically, Android. He was especially pointed in referring to the fragmentation of Android. Absent were comments about Windows Phone 7, though given that the infant platform has yet to start shipping, this makes sense. So that you don’t have to listen to over 20 minutes of audio recordings, here are some excerpts that you might find interesting:

On RIM and Nokia…

“We sold 14.1 million iPhones in the quarter, which represents a 91% unit growth over the year ago quarter. This handily beats RIM’s 12.1 million BlackBerry’s sold in their most recent quarter”

“We’ve now passed RIM, and I don’t see them catching up with us in the foreseeable future. They must move beyond their area of strength and comfort into the unfamliar territory of trying to become a software platform company”

“I think it’s going to be a challenge for them to create a competitive platform and convince developers to create apps for a third software platform, after iOS and Android”

“With 300,000 apps in the app store, RIM has a high mountain to climb”

On Android…

“What about Google? Last week, Eric Schmidt reiterated that they’re activating 200,000 Android devices per day, and have around 90,000 apps in their app store. In comparison, Apple has activated about 275,000 iOS devices per day on average for the past 30 days, and have over 300,000 apps in our app store”

“Android is our biggest competitor; they outshipped us in the June quarter as we were transitioning to iPhone 4”

“Unfortunately, there is no solid data on how many Android phone are shipped each quarter. We hope that manufacturers will start reporting the number of Android handsets they ship each quarter, but today, that just isn’t the case”

“We think Android is very very fragmented and becoming more fragmented by the day”

“Google loves to characarize Android as open, and iOS and iPhone as closed. We find this a bit disengenous, and clouding the real difference between our two approaches”

“I imagine we’ll be competing with for quite some time, but we have very different approaches, and we believe in our approach very strongly — providing users with a product that just works, and we think that there are a lot of users in the world that want that”

“Unlike Windows, where most PCs have the same user interface and run the same apps, Android is VERY fragmented. Many Android OEMs, including the two largest–HTC and Motorola–install proprietary interaces to differentiate from the commidty Android experience. The users are left to figure it all out. Compare this with iPhone where every handset works the same”

“Twitter client, TwitterDeck , had to contend with more than 100 different versions of Android on 244 different handsets. The multiple hardware and software iterations present developers with a daunting challenge. Many Android apps only work on select Android handsets, running on select Android versions. Compare this with iPhone, where there are two versions of the software”

“In addition to Google’s own app marketplace, Amazon, Verizon and Vodafone have all announced that they are all creating their own apps stores for Android. So there will be at least four app stores on Android, which users must search among to find the app they want, and developers will need to work with to distribute their apps to get paid. This is going to be a mess for both users and developers”

“We are very committed to the integrated approach no matter how many times Google tries to charactarize it as closed, and we are confident that it will triumph over Google’s fragmented approach”

Those are some fighting words from Mr. Jobs! Is he right? Is Android “very very fragmented”? And if it is, is fragmentation a bad thing?

Source: Apple

Via: Engadget

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About The Author
Brandon Miniman
Brandon is a graduate from the Villanova School of Business, located near Philadelphia, PA. He's been a technology writer since 2002, and, in 2005, became Editor-in-Chief of Pocketnow, a then Windows Mobile-focused website. He has since helped to transition Pocketnow into a top-tier smartphone and tablet publication. He's so obsessed with technology that he once entered a candle store and asked if they had a "new electronics" scent. They didn't.