In 2007 Apple released the iPhone. Three years later, Apple released the iPad. Apple’s competitors are now just catching up in terms of having comparable products. They are now getting desperate – Samsung just released the Galaxy S4 with an even bigger screen – Apple cut them off and released the biggest cellphone of all with the iPad mini a year ago. Kidding aside, is that all they’ve got? An even bigger phone? You don’t need better technology to do that – Apple never released the original iPad because it was too big. Presumably they waited to release the iPhone until they could get it small enough. These super big phones are an aberration, a fad there will wear off in short time.
The point is simple – who isn’t innovating? Apple’s competitors have just begun finishing their multi-year catch-up to Apple – was that innovating? Nokia gave up and went for Windows 8 (admittedly Microsoft was rather bold with Windows 8, but it has it’s own issues.) Samsung has done the best they could replicating the iPhone experience, while benefiting from Google’s Android OS. Android is in a perpetual state of “finally as good/mature as iOS” by the way – heard the same thing with 3.0, and now 4.0. BlackBerry is basically irrelevant, and breathing it’s last gulp with it’s too-little-too-late Blackberry 10.
So again – who isn’t innovating? Apple has the most mature OS, the best engineered (overall) devices, the best profit margins, the best line-up, the best eco-system, and the list goes-on. Now we are told that since they haven’t come up with anything new (iPad mini aside) since 2010, they are slipping in innovation. Well, that is just pure rubbish. The truth is that Apple’s competitors have not only never innovated, they can’t innovate. They just follow the Apple road-map. And they have now reached the end of the road.
Apple’s competitors strictly rely on Apple to provide the industry conceptual R&D and overall road-map. Now that they are more or less caught-up, it has become patently obvious that they have no idea what to do. And so now they whisper, shout, and yell that Apple is no longer innovating. They are all now pushing the new meme in town – Apple has dropped it’s game. But the truth is that they are desperate for some guidance. Anything, anything to get some guidance from Apple on what to do next. Well, it won’t work. Apple has always kept it’s cards hidden until the last moment, and they know it. Apple’s board doesn’t even know what Apple is doing. And Samsung/BlackBerry/et al all know Apple is working on something. Not just something, but the next thing. And they know it’s going to hurt.
If they don’t get a head start it will take them years to ramp up the photocopiers to catch-up like they did last round. There will first be nothing, and then a new round of “iPad Killer” PlayBook style failures, and finally after 2-4 years they will have caught up. Apple knows this, and they are playing a brilliant game at torturing the competition. We all know the famous line “It’s a bird! It’s a plane! It’s Superman!” – now think of the recent rumours coming out from the Apple scene: “It’s a TV! It’s a watch! it’s a …” Perfect head-fakes. Or maybe there will be a watch or TV, and it will have served as reverse-reverse psychology? Either way, it doesn’t matter. Apple’s competitors are astray and they know it.
Apple’s stock has had a round-trip from early 2012 to now. Good. Apple can buy back it’s stock for half the price of the 2012 peak. Apple’s competitors, shameless pretenders that they are, constantly proclaim that being stopped from copying Apple is anti-innovative all while decrying Apple for no longer innovating while they increase the size of their screens for the umpteenth time and declare final victory every time. When Apple releases the next big thing they have been working on for years, Samsung will experience another bitter-sweet moment. Apple will have out-boxed them again, but at least they will know what they are supposed to do.
http://dailybarrage.com/2013/03/18/the-apple-is-no-longer-innovating-meme/