Comment by dwaite
2 days ago
All three of those products launched with custom hardware made by partnered manufacturers.
At iPhone launch, I seem to remember Apple still having quite a bit of the flash ram market tied up from their exclusive iPod contracts - Apple basically helped finance new factories to be spun up in return for exclusive access to their production.
The Apple Watch had the S1 system on package, which included an Apple custom CPU. There were a number of miniaturization techniques and custom parts Apple used which I remember competitors lagging on being able to replicate due to the broader market tendency to integrate off the shelf products (but I don't have more part examples or timelines).
Since they try to stay secretive about upcoming products, competitors may only get hints about what Apple is doing through your typical industrial espionage channels until the product comes out. That creates quite a bit of lag then you are starting a new product design cycle based on a product your competitor just hit the market with.
I think we can’t overestimate how lucky Apple got with the success of the iPhone. It really wasn’t a guaranteed hit by any means, and despite the success of the iPod it was launched by a much more modest company than today’s Apple.
Samsung literally makes flash memory and was one of the primary competitors of the iPhone along with its Microsoft Windows Mobile/Phone and/or Android products of that era.
Are you saying that iPhone competitors couldn’t have made similar investments in factories and couldn’t have secured flash chips? These were all mega-corporations like Microsoft, Samsung, LG, and Nokia.
Android had been in negotiations with companies like Samsung and LG in 2005 before Google acquired them. In a very slightly alternate universe, Android could have been acquired by a powerhouse phone OEM like Samsung rather than Google, who I would argue squandered Android’s potential. To this very day Google struggles to make competitive hardware with their platform.
The iPhone launched as one of the most expensive smartphones on the market. The iPhone launched from a company with zero experience in selling cellular devices and a very small list of cellular networks who would even work with them.
Their competitors had ample opportunity to respond, but simply could not execute. In a very very slightly alternate universe, something like the Nokia/Microsoft partnership would have obliterated Apple.
The Apple Watch had no hardware advantage in the sense that it had no special capabilities above competitors. Yes, Apple custom-designed the SoC, but it wasn’t considered ahead of its competition. The LG G Watch and Moto 360 were available contemporaneous or earlier than the Apple Watch and the Apple Watch had no specific advantage in terms of performance, battery life, etc.
What made the Apple Watch a lot different from the iPhone was the ecosystem that Apple had built up to this point, Apple’s focus on watches as a fashion purchase and failure of competitors to recognize the same, and Apple’s arguably-illegal restriction of competing smartwatch devices on their dominant mobile platform (which the EU is forcing them to open up on now).