Mobile Technology News & Mobile Fun

CES 2010: What did we learn this week?

By Scott M. Fulton, III, Betanews

Betanews CES 2010 accompanying article bannerWithout a doubt, Android has emerged from CES 2010 as the software platform story of the year. In a strange way, the sudden surge of activity for the platform prior to CES, and even prior to Google’s Nexus One announcement the day before CES, is what substantiated the presence of Android in the public discussion this year. Up until now, Linux on the smartphone has been perceived as an “alternative” to the branded systems — last year, Android seemed to be the culmination of something going on in the “open” space, out there somewhere, categorized under “Other.”
Android is not “other” any more. It is here, and very much at the center of things.

So as we look back on our flashpoints from last Tuesday — the topics we set out to watch throughout the show — what we find are fewer surprises…but the few we got were big ones.

Spring Design's Alex E-Reader - shown by Marvell

  • Android takes center stage. Along with stage left, stage right, and a bit of the orchestra pit. A great many of the devices which captured people’s attention this year happened to be Android-based, among them Motorola’s intriguing experiment, the Backflip. When testers liked what they saw, they wondered more about the platforms underneath the surface; and when they saw other intriguing devices out there like Spring Design’s Alex e-reader which also had Android…people are gonna know, to cite Arlo Guthrie again, that there’s a movement. Android was the common thread that successfully linked a number of intriguing new devices this year; and because it made such a strong showing, it enhanced and even accelerated the discovery of other new devices. That’s what a platform is supposed to do, and Android fit the bill perfectly. Even if Google had not made its Nexus One announcement outside the show, the strength of the new Droid brand, and the buzz around its implementers Motorola and HTC, was enough to leap-frog Android over several others among consumers.
  • Motorola Backflip

  • Does Palm have a follow-up act? A completely new chapter, no. But a sequel or two, yes, and that sequel involved the two words that followers of webOS most sweetly wanted to hear: Verizon Wireless. For some customers, Palm could have omitted the letter “F” from the Pre Plus’ revised keyboard, and they still would be happy. The Sprint exclusivity is what has steadily sunk the original Pre since its premiere at CES 2009; with that no longer a roadblock, what’s left? Perhaps the lack of Wi-Fi on the Pixi? That’s been taken care of on the Pixi Plus as well. For developers, up to now there’s been a feeling (even if largely psychological) that Android was being more open. Palm not only addressed that problem, but did so in the spotlight of CES, which was the best possible place. In all, Palm did what it needed to do to stay in the game, especially now that it’s not only being compared against the iPhone.
  • Palm Pixi Plus

  • The next stage of netbook evolution. Here is where the show was completely stolen, because it should have been Intel that locked up this subject, threw away the key, and walked away with it. Even though Intel did premiere its next-generation Atom platform at the show, its subdued emphasis on Atom compared to its 32 nm Core processor unveiling this week suggests that Intel may be taking seriously some of those warnings that every netbook sale earned is a PC sale cannibalized. That gave Qualcomm the opening: The Snapdragon platform is easily the biggest hit of the show (Palm Pre was the hit for 2009), and Qualcomm played its hand perfectly. By demonstrating Snapdragon as a smartphone platform, it gave the chip new legitimacy in an established market. Had Qualcomm positioned Snapdragon mainly among netbooks first, it might have still been met with skepticism. And had Qualcomm positioned it solely as the anchor of the “smartbook” platform concept, as ARM may have wished, any association it would have mustered with smartphones might have been seen as disingenuous. Instead, Qualcomm thrust Snapdragon on the world stage and said, make of it what you will. And from an historical perspective, if not yet a breaking news vantage point, we’ll look back at the day Qualcomm signed with Global Foundries as a turning point in the industry. Intel turned down the volume on netbooks, and Qualcomm seized the moment.
  • The AppUp Center beta appears on a Dell Moblin-based netbook.

  • Wherefore Windows Mobile? Perhaps the biggest buzz since iPhone for a product not to be featured at the show, was for Windows Mobile 7. But it was not the good kind of buzz at all: The lack of an evolutionary step to keep WM7 on a par with Android, webOS, and even Symbian meant that manufacturers who should have led with intriguing designs (HTC’s HD2, for example) couldn’t. Microsoft not only dropped the ball, it punted it right into its opponents’ hands; and now, anything the company does manage to show at Mobile World Congress, even if it cooks pizza and changes diapers, will be seen as late. And following up right after the company’s biggest success in years, Windows 7, this week’s no-show moved the needle for Microsoft back into negative territory.
  • Can BlackBerry keep up? Not every manufacturer in the world exhibits at CES, and Research In Motion is one of the holdouts. This year, that’s clearly to its detriment, as Android and Palm wiped the floor with smartphones at CES. Apple has demonstrated that you don’t need to be a CES vendor to make a statement (Google hasn’t demonstrated that effectively enough quite yet). But to pull off an “Apple,” you need to be able to cultivate the guessing game, like Apple did this year with its presumably forthcoming tablet device. RIM had the opportunity to seed the public discussion with news of a Web browser replacement — something built by Torch Mobile, which RIM did acquire, after all — that catapult BlackBerry beyond par in mobile connectivity. It missed that chance, so the browser quality for platforms like Android was the talk of the show instead. RIM desperately needs a follow-up announcement sometime this quarter.
  • Toshiba Cell TV

  • Will PCs infiltrate HDTVs? The answer to this now is a very probable “yes,” but not in the way we might have thought last week, thanks to some positive platform movement from Intel and another baffling move from Microsoft. Atom processors could very easily drive new classes of home networking equipment, as we saw in CEO Paul Otellini’s Thursday keynote. Think about very-high-capacity routers that handle not only Internet traffic but wireless throughput to and from video and hi-fi equipment, up to four HDTV streams simultaneously per household. (And here, Qualcomm’s Snapdragon will likely also be competitive.) Here was every reason to believe that Windows Media Center could be the software platform of choice for PC-endowed displays. So the company’s plan to instead spend several minutes demonstrating MediaRoom, its operating environment for set-top boxes — the things cable companies keep insisting we need instead of PCs — was completely bewildering. It was good news for the cable industry and for Comcast supporters, but not for the general class of consumers who don’t want another box — consumers who are siding with display makers such as LG and Mitsubishi, that are telling them they don’t need another box.

Next: Winners and losers…

Winners and losers

To wrap up, who emerged from CES most victorious this week? Google did earn some points for being behind a platform that’s a topic of conversation along with Palm. Verizon won points for saving potential Palm customers from an eternity spent with a carrier they don’t trust yet. And despite some corny moments that weren’t very well rehearsed, Intel actually did have the most intriguing keynote overall, showing practical and feasible new classes of devices way, way outside the traditional realm of the PC.

Motorola was a winner, at a time when it really needed to win big. Droid put Motorola back in the game at the top of the heap, but Backflip demonstrated that it’s willing to also try new things in the midrange space to regain the public’s trust. And if you hadn’t heard of HTC prior to this week, you’ve heard of it now. It’s being seen as a maker of premium quality phones in all price ranges, including the new, value-priced “Smart” series on the BREW platform.

HTC Smart

Qualcomm Mirasol MEMS e-reader unitThe biggest winner overall was Qualcomm, now not only an “inside” player in platform technology but a brand that people will discuss alongside Intel and LG. Not only did Snapdragon steal folks’ attention, but Qualcomm’s practical display of color e-readers gave folks reason to hope that dual-screens wouldn’t be the only way that e-reader users could acquire functionality, versatility, and legibility in a single device. Those test units bore Qualcomm’s name in bright and bold letters for a reason; they’re planting the brand in our minds.

Losing ground this week: AMD, for not having an adequate answer in the netbook range, and ceding ground to Qualcomm. Sure, Qualcomm may be using AMD’s old factory, but that’s no direct benefit to it. AMD’s presence at CES was represented primarily by ATI, with its next-generation graphics cards; but gamer-class PCs are losing ground among CES attendees. They’re for enthusiasts, a market whose members spend big enough, though their numbers are dwindling.

Mediaroom 2.0

And you already know who lost the most ground at CES — that’s a drum we’ve beaten until it’s dented and has holes. Microsoft’s Wednesday keynote was all wrong. Here is a company that has emerged victorious with the operating system that wipes clean the memory of Vista, failed largely due to marketing mistakes more than engineering. And yet its parade of triumph for Windows 7 consisted of showing it running (or not running, since some machines had lost power) on a variety of PC-derivative form factors that, when stuck on a desk, don’t look all that intriguing. And in an era when portable, flexible, adaptable media is more important than ever…Microsoft touts CableCARD? And MediaRoom? Seriously?

Last year’s CES was subdued in the message department and chaotic in the delivery department. This year was smoother, a little brighter, a bit more down to earth. But amid all that, the leaderboards are shifting, to some extent tremendously. Up until this week, Qualcomm featured most prominently in Betanews for its lawsuits. For the last several years, a new player has emerged as the talk of the town. And that’s exactly the effect that a trade show is supposed to have.

Copyright Betanews, Inc. 2010

Add to digg
Add to Google
Add to Slashdot
Add to Twitter
Add to del.icio.us
Add to Facebook
Add to Technorati


Have something to add? Share it in the comments.

Your email address will not be published. Required fields are marked *