Google sent me one of the unlocked developer Nexus One phones. It arrived today. And, in the wake of recent news about Verizon not after all carrying the Nexus, stimulated some interesting thoughts in my mind about where the cellphone market is going. The balance of power is changing fast in ways that are going to be very good for consumers.
In a previous post, How smartphones will disrupt PCs, I explained how and why I think small, ultra-portable, general-purpose computers that we’ll think of and use as “smartphones” are going to displace the PC. I promised then to explain why the software of these devices will be open source.
Go read Androids Will Challenge the iPad. It isn’t about smartphones, but the logic that will break the iPhone business model is clearly set out in it for anyone who’s paying attention. What we’re about to see in the smartphone and tablet markets is a repeat of the way the IBM PC shouldered aside the Apple II after 1980. Google’s deliberately slow-balled launch of Android via the G1 was just prelude; it’s with the Motorola Droid, the unlocked Nexus One and the generic Android tablets that the game begins in earnest.