Apple always claimed its computers were better than PCs. Yet, PCs became ubiquitous and Apple’s share of the computer market is small.
Q: Why did the supposedly inferior product win out?
A: Network effects. PCs became cheap, Microsoft let developers loose on its operating system and so there are more useful applications available for the PC than Apple. Steve Jobs did not want to let developers have control over his product and his product withered away as a result.
Apple has learned its lesson this time around with the iPhone. Apps take the phone to a different level. I can’t survive without my G-Park app that tells me where I parked my car in the vast array of Northwestern carparks. I let my kids play JellyCar to distract them when we’re on a long trip. As Slate puts it, the irony is that the network effects that killed the Apple computer make the iPhone impregnable:
For years, Apple fans claimed that the company made the best PCs in the world, hands down. Nevertheless, it was hard to argue with the fact that Windows PCs simply ran more programs. Now Apple is in the position once occupied by Microsoft. Over the next few years, Palm, Research in Motion, Nokia, Sony, and others are sure to create some transcendent mobile devices. But the hardware hardly matters anymore. How is anyone going to compete with all these amazing apps?
5 comments
Comments feed for this article
June 10, 2009 at 7:19 am
Matt
Software evolves and updates pretty rapidly over time, so a competitor might be able to gain a foothold on the developer side of the market by attracting the best, or the most, innovations (see the comment about Android on the Slate article). If it’s more the apps than the phone itself that make the iPhone so attractive, you will follow these app innovations to another device, right? So they compete for developers, and the consumers will follow. According to the comment I referenced, Android could be considerably more attractive to developers.
June 10, 2009 at 8:26 am
michael webster
1. Don’t forget the vaporware announcements MSW used to prevent any new applications from displacing MSW.
2. It isn’t the number of new applications which is a network effect; it is the number of people using a single application which is a network effect. For reasons of transferability, people will want to work on files with the same file format. MSW also built in suite’s of software for the popular applications, tying in their network effects.
3. The number of apps for iPhone is a diagnostic clue, like the add-ons for the iPod, that the software community believes in the iPhone.
4. Few are going to switch hardware platforms because of single app.
5. Google doesn’t have experience in producing consumer products and branding them. Android is not their expertise.
6. In conclusion, I am not sure that we have any genuine network effects with the iPhone, just yet. If I have an iPhone, and you get one, how does that enhance our use of the network? (Which is what is required for a network effect.)
June 10, 2009 at 8:33 am
sandeep
Network effects can be platform dependent not just app dependent (eg Windows vs Mac OS). This drives incentives for developers to develop for one platform over another.
For iPhone logic would be: many people are buying the iPhone and are buying apps on the iPhone. Hence, a developersees more money to be made by doing an iPhone app rather than a Palm Pre app. This reduces utility from palm Pre and hence sales of Palm Pre remain low. This completes the circle than implies netwrok effect apply to iPhone.
If an app works on ALL platforms then platform based network effects are irrelevant (eg MS Word has this property though there are still some weird bugs and font issues)). Don’t know enough about Android vs iPhone OS to know if compatibility is possible across platforms.
June 10, 2009 at 9:12 am
michael webster
You might be right if there were serious platform constraints so that a developer had to choose one platform over another, like Windows v Mac OS.
But my sense is that these phone apps are not too difficult to translate from one platform to another because there isn’t much too them.
July 4, 2009 at 10:53 am
Jadkoreo
Check this review by taranfx. fianly you can compare them all
Palm Pre vs. iPhone 3.0 3G S vs. Windows Mobile 6.5 – Feature Comparison Showdown
http://www.taranfx.com/blog/?p=1330