OS Watch: iPhone Steals Moto's Thunder

All eyes were on Verizon Wireless and Apple Inc. (Nasdaq: AAPL) this week, as the duo announced a CDMA version of the iPhone for Big Red. The event knocked the wind out of a lot of the announcements made the week before at International CES , but none more so than Motorola Inc. (NYSE: MOT). (See Bite Into Our CDMA iPhone Coverage.)

Verizon's iPhone is going to steal some of the spotlight from Android, but Moto will be the most effected, says IHS iSuppli Senior Analyst Tina Teng. Android is Moto's biggest platform and the U.S. is its biggest market. Whereas Samsung Corp. and High Tech Computer Corp. (HTC) (Taiwan: 2498) have a strong global presence, Moto is fairly U.S.-centric. (See Verizon's iPhone: Angst for Android.)

"It's going to be very interesting to see how Motorola will defend itself," Teng says. So far, Moto has been leveraging its biggest advantage, 4G. Verizon will get the Long Term Evolution (LTE)-powered Motorola Inc. (NYSE: MOT) Bionic 4G later this year, AT&T Inc. (NYSE: T) will get the HSPA+ Atrix, and both will offer the Xoom tablet. Moto just has to keep the momentum started by getting these three devices going, Teng says. (See CES 2011: Moto's 4G Gadgets Blur Lines, CES 2011: OS Watch Goes Gadgets, and CES 2011: Verizon Takes 10 With LTE.)

  • Frag Watch: Google (Nasdaq: GOOG) shoulders the blame for most of Android's fragmentation issues, but it's also up to the handset makers and wireless operators to issue new updates in a timely manner.

    According to a Computerworld report this week, Verizon is the best at moving quickly through the testing process to get updates on phones. Of Android phones on Verizon, 33.3 percent got the Android 2.2. Froyo update last year. Next comes Sprint Corp. (NYSE: S), which updated 28.6 percent of eligible Android phones to Froyo during the first six months after availability.

    T-Mobile US Inc. , meanwhile, only updated 12.5 percent of its devices, or one. And AT&T came in at a big zero.

    For handset makers, HTC took first with 50 percent of its devices upgraded, and Motorola trailed in a distant second at 15.4 percent. Samsung fared worse at 11.1 percent, or one device. Reports, and even a potential class-action lawsuit, suggest that Samsung may be holding back the Android updates to the T-Mobile Vibrant on purpose, in order to make its most recently announced Vibrant 4G look more impressive. This, of course, goes against the openness policy Android was built on.

  • Android Overtakes iOS: For the first time ever, Android has overtaken iOS for mobile ad impression share on Millennial Media's network. Requests from Android phones grew 141 percent from the third to fourth quarter of 2010, growth Millennial expects to continue. Requests from Apple only grew by 12 percent, but that could change once the iPhone is available on Verizon.

  • Xoom versus PlayBook: BlackBerry is set to ship 1 million PlayBook tablets in the first quarter, outdoing the 700,000 to 800,000 Xoom tablets Moto is expected to ship, according to a source from the companies' Asian components manufacturers. Both devices are planned in 4G flavors -- PlayBook for Sprint's WiMax network, and Xoom in 3G/Wi-Fi in the first quarter and Verizon's LTE in the second quarter. (See CES 2011: The Daily Tablet, CES 2011: Hands On With Motorola's Atrix 4G .)

  • NFC for BlackBerry: RIM's got more tricks up its sleeve too. Details leaked to the Boy Genius Report show three unannounced BlackBerry smart phones, all featuring near-field communications chips for contactless payments, something the company has hinted it's working on. (See Palm Plots Beyond Phones.)

    — Sarah Reedy, Senior Reporter, Light Reading Mobile

  • DarrinC 12/5/2012 | 5:15:22 PM
    re: OS Watch: iPhone Steals Moto's Thunder

    This is a part of the year that consumers are really excited for where mobile gadgets and technologies are getting on the hype and are giving clients all the best updates that they could give. Verizon ended the suspense and came out with its iPhone Tues.. Analysts speculate that millions of Android users might switch to iOS once the Verizon iPhone goes on sale. However, it could be smarter to wait for the  iPhone to be released.

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