Mobility 'ended Microsoft's dominance, saved Apple, made Facebook and could upend Google,' judges analyst


Mobility has radically changed the IT landscape over the last decade--it "ended Microsoft's dominance, saved Apple, made Facebook and could upend Google," writes Ben Bajarin, principal at market intelligence firm Creative Strategies, in a Time column.

Microsoft's near monopoly on desktop and laptop operating system was shattered by the explosion of smartphones and tablets. This had a ripple effect on firms that depended on Microsoft's dominance, such as chip maker Intel and PC makers Dell and HP, Bajarin notes.

At the same time, Apple's iPod, iPhone and iPad ushered in the mobile era and saved the struggling firm, says Bajarin.

Mobility spurred the growth of Facebook. "Facebook in the desktop era was nothing compared to Facebook in the mobile era," Bajarin writes. "Facebook will be a key part of bringing the next billion consumers into the online conversation. These customers will be mobile-first and mobile-only," he adds.

The growth of mobile apps has undermined Google's dominant position in web search. The popularity of mobile apps basically shuts out Google from much of the mobile market.

"I'm fond of the observation that Google de-emphasizes apps, because time spent in an app is not time being spent using Google's search engine. In fact, this observation explains quite clearly why Google is not pushing tablet apps the way many believe the company should be," Bajarin writes.

Google's approach reminds me of Kodak, which held a dominant position in photographic film and dragged its feet on digital photography because it would take away revenue from its film business. The company continued to decline and ended up filing for bankruptcy in 2012.

For more:
- read Bajarin's column

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