Great piece by Ben Thompson:
Ultimately, though, Samsung’s fundamental problem is that they
have no software-based differentiation, which means in the long
run all they can do is compete on price. Perhaps they should ask
HP or Dell how that goes.
Actually, it’s even worse than that. Samsung does offer its own software: TouchWiz, etc. But the overwhelming consensus from reviewers is that Samsung’s add-ons to Android make the system worse, not better. Samsung sees the need for software differentiation, but to date they’ve proven incapable of doing it well.
In fact, it turns out that smartphones really are just like PCs:
it’s the hardware maker with its own operating system that is
dominating profits, while everyone else eats themselves alive to
the benefit of their software master.
Relevant piece from the DF archive, circa 2009: “Herd Mentality”.
★ Tuesday, 8 July 2014