The clearest example of this at CES was Microsoft’s announcement that it would create a future version of Windows that runs on both Intel-compatible x86 chips as well as ARM-based processors being developed by Qualcomm, Texas Instruments and Nvidia. For users, that means that, when this version of Windows ships (most likely in 2012), they will have more choice in terms of processor types and computer models. The chips could power a wide variety of gadgets, from high-end PCs to smart TVs, tablets, and smartphones. Intel’s near monopoly generated billions of dollars in profits, which Intel is using to invade its rivals’ turf in smartphones.
Another example was Samsung’s deal with Comcast and Time Warner Cable to put their programs on Samsung’s TVs and other gadgets. By providing web-based content to Samsung, the cable companies can break out of their geographic territories. A user in Comcast’s territory could watch shows in Time Warner Cable’s region. This kind of deal liberates content, breaking down artificial barriers.
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Still another example was Vizio’s deal with OnLive to include OnLive’s server-based games in Vizio TVs. OnLive can provide console-quality games via a broadband connection directly to the TVs, with no extra hardware built into the TV. The result is a low-cost platform that can play high-end games. That disrupts not only the game retailers, but the game consoles themselves. No longer do you have to spend extra money on a console to play games on your TV. OnLive is also going to provide movies over its broadband service, potentially disrupting cable companies.
The Motorola Xoom was one of the most impressive among the 80-plus models of tablets that were at the show. The tablet will be among the first to run Verizon’s 4G LTE service at speeds of 5 – 12 megabits per second for downloads. Motorola is reportedly aiming at selling 1 million Xoom tablets in the first quarter of 2011. The device will also use the 3.0 version of the Android operating system, which is the first version of Android that looks like it is ready for prime time. Many of the new tablets will also have Nvidia dual-core Tegra 2 chips. That means you won’t be waiting as long when you want your tablet to work as fast as possible.
The Motorola device supports features such as Flash, which is ubiquitous on the internet. The combination of tablets, faster chips, Flash, Android 3.0, and 4G LTE could help tip the balance against the iPad in the competitive market.
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The Android Marketplace was a poor cousin of the App Store. It allowed users to return paid apps within 24 hours. The problem was that many users could finish playing with an app during that time. The policy destroyed the opportunity for developers to make money. Over time, Google released seven major versions of the software. Each released fixed problems, but they also fragmented the user base into a lot of different parts.
With the Android 3.0 Honeycomb version of Android, many of the problems will be fixed. It will have a better user interface, support for tablets, a 3D desktop taken from BumpTop (acquired by Google in 2010) and other improvements such as live video conferencing. The new version is designed from the ground up to support multitasking. Scheduled to arrive in the first quarter, the 3.0 Honeycomb version of Android looks real. It reminds me of the first real version of Microsoft Windows, version 3.1.
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Still I’ve only encountered a few cool 3D experiences. The Nvidia 3D Vision glasses work great on a three-monitor set-up with a gamer PC loaded with Nvidia’s fastest graphics cards. Watching flight simulators or racing games on three monitors is a very cool experience. But not many folks can afford the $3,000-plus bill (though it can be done as cheaply as $1,500). Nintendo’s glasses-free 3DS handheld game system, launching in March, also does an excellent job of maintaining a 3D image. It’s easier to stay still watching that device because the screen is just a couple of inches. And MasterImage 3D (executive Roy Taylor pictured above) also showed off glasses-free stereoscopic 3D running on cell phones and small displays. The quality of the imagery is great for watching 3D movies on the run. That’s because MasterImage 3D divides a screen into a series of cells that can be manipulated in a fine-grained manner. These are small islands of coolness in a sea of vast hype.
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Near-field communications can also do the job when all you need to do is pair two devices, such as a cell phone and a headset. Near-field devices have extremely short ranges so you can’t confuse them easily when pairing. Broadcom showed that you can simply put the devices near each other and they immediately recognize each other and pair themselves. That’s a lot simpler than trying to pair a Bluetooth device, which often finds multiple devices to pair with.
As Apple innovated with the iPhone and the iPad, its rivals seemed like the Keystone Cops. They couldn’t get anything right, and the net result was that Apple commanded around 95 percent of the tablet computer market during the fall. The iPhone is in a neck-and-neck battle with Android.
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But now the barbarians are at the gates. As we’ve noted in our earlier trends, everyone is starting to get their act together. Microsoft is coming up with a version of Windows that runs on ARM chips, which means it will make a better tablet OS. Palm, under the ownership of Hewlett-Packard, is preparing to launch new WebOS tablets. The Android crew is putting together a better mobile operating system. Rivals are likely to deploy 4G LTE smartphones and tablets sooner than Apple will. And a lot of the new tablets and smartphones will take advantage of stellar new chips such as Nvidia’s Tegra 2.
This means that Apple better have some pretty cool products when it gets around to launching the iPad 2 (possibly this spring) and the iPhone 5 (possibly this summer). You can bet that Apple will stay in the lead when it comes to cool product design. But how big will that lead be?
3M and Perceptive Pixels also showed off cool 23-inch touchscreens that could handle dozens of touch points and still have a response time of less than five milliseconds. That’s a very fast reaction, and it means that responsiveness is on the upswing. That’s important because we have all been frustrated by touching screens that don’t respond quickly enough.
And touching is getting smarter. The screen technology from Stantum showed that you can write on a tablet with your finger or your stylus. And when you do so, you don’t have to worry if your palm is touching the device. The screen is smart enough to recognize that you don’t really mean to touch the screen and write with your palm.
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