Caleb Elston

Technology, Business, Observations. 
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Who is Android's Customer?

This is a question that has been swirling around my head for the past few months. Ever since I played with Android a year ago I've always been perplexed as to who Google envisions is Android's customer. The tricky part about this question is Google has many "customers" of Android and that worries me. 

Google has been courting device manufacturers for more than 18 months, extolling the virtues of an advanced smartphone OS that is free, open, and is not iPhone. Part of the appeal to many manufacturers is that they can customize it any way they see fit, however the problem with this approach is these manufacturers have already proven they are terrible at software, ala the need for Google to do it for them in the first place! Device manufacturers suck at software. Not only do these guys make strange customizations, their choice of hardware and drivers lead to very buggy devices. Then, because they customized Android and are bad at software, when Google releases a new version of Android they can take months to get their act together and make sure their device will work with the new build. This is the first chink in the Android armor

Google also must work with carriers. Notorious for draconian control of their networks and the devices they carry, they have been slow to join team Android. They have seen the crippling effect iPhone had on AT&T's network and they worry about the immense strain these data hungry customers will place on their network, but they have finally acquiesced. They simply could not keep ceding the market to Apple and AT&T. But carriers being carriers, they too want to leave their mark on everything they sell. They load up Android phones with their own media apps, partner's apps, and other bullshit that is generally poorly designed and useless. These guys also have a say in controlling the speed at which OS updates will be pushed, since all OS updates are OTA (over the air). T-Mobile has been slow to update G-1 owner's phones to the latest and greatest versions of Android, much to the dismay of T-Mobile customers. Google needs carriers to support Android, and they have been soft with them, allowing them to do things at their own pace. This is bad for consumers. Chink two.

Google must also convince developers to build apps. Apple has a massive head start, that is for sure, and as a developer it is very hard to spend cycles developing for a platform that is still quite buggy, that is fragmented across devices, and has an install base a fraction the size of the iPhone/iPod Touch does. Some developers are excited by the unfettered access they have to the device, however most of these apps are more science experiment than useful consumer app. Comparing some of the most popular apps that are on both iPhone and Android there is little comparison. The iPhone apps are smoother, more polished, and less buggy. This is what consumers care about, not root access. Google needs to work hard to build better tools for developers, document the OS better and provide stronger examples of how to develop world class Android apps. If you were to ask a developer thinking of building a mobile app which platform they are going to support first, my guess is Android will not be their first pick. Chink three.

All of the previous customers pale in comparison to end users. This is where I believe Google is most confused. When the G-1 came out it was positioned as an alternative to iPhone. An alternative. That sucks. It was not leaps and bounds better, just similar in some areas, better in few, and worse in most. Now I say worse in most with the filter of average internet users as the customer. Not tech geeks, valley peeps, or business users, but average internet consumers. People who buy things on Amazon every once in a while, who watch YouTube when they get links from friends and co-workers, people who have most likely owned an iPod, but not a Mac. I think Google wants these people to buy Android phones, but they have made so many design decisions that preference the hardcore geek over the average user that it is scary. Installing apps is a scary process, with alert screens practically suggesting you don't install the app, menus within menus, notifications overflowing, and an on-boarding process that is laden with text explanation (a sign of un-intuitive design). Android has gotten a bit better since launch, but it still feels like a mini computer, rather than a sleek intuitive device. I have used the HTC Hero, the Droid and the Nexus One, and none of them really make me want to use them more. Chink four.

I realize this all sounds like terrible news for Google and that I am proclaiming the death of Android. That is not my intention. My concern for Android is that it is confused, it has to serve multiple masters and it won't be able to serve them all while still creating an OS and end user experience people love. I think many Android users are actively choosing to not buy an iPhone. This is not a position of strength, and most consumers are not really looking for multi-tasking, or root access to their device, or the ability to hack their phone. Apple is dominating because they have created an experience with iPhone that people love and seek out. As Apple expands to other carriers in the US it will be even more clear the massively better product they have for consumers. Google really needs to focus on building out the user experience so that average users can pickup the phone and don't want to put it down. This will require Google being tougher with device manufacturers and carriers, and more investment in the UI of Android to ensure the experience for consumers is great.  I am waiting for that Android. I hope it comes soon.

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Comments (11)

Jan 18, 2010
Tim S. said...
I agree--this is a disappointingly slow, unfocused, awkward revolution. You make the excellent point that the Android people need to captivate the users more than anything else. This notion of liberating the technology from the carrier and giving the user a truly unlocked experience is compelling to me, and others like me, but we are a small minority of users. The average consumer doesn't "get" portability. However, they do get simple, novel experiences.

The Android people need to step back, restate their assumptions, and figure out--quickly--how to get their products ready for mass consumption.

Jan 18, 2010
jordanful said...
Great insight as always, Caleb.

Perhaps Google is ignoring the customer's basic product experience and instead is too focused on disrupting this market and/or getting more people using their core product.

This is something Apple would never do. What approach will work best for whom in the end? Interesting question - I don't have the answer, but it will be fun to watch.

Jan 18, 2010
Manuel Simoni said...
I don't think Google positioned the G1 as an iPhone alternative. The media may have done that, though.
Jan 18, 2010
NexusOneForum said...
Google doesn't need a customer per se. They need to worry about building a platform that is inviting to everyone. Sometimes the mantra 'if you build it, they will come' is enough. When you don't need to worry about making a profit you don't need to worry about customers.

You just need to worry about making a compelling platform that people want to use.

Google is in this to mainly make sure that no cell carrier, manufacturer etc cuts them out of the mobile search space.

They need to be sure since this space is growing faster then the desktop OS space. This is simply a method of assuring they have at least partial dominance in the mobile world.

They don't need to make a profit off of Android... they need to assure that Google is the search engine of choice on the handset.

http://www.nexusoneforum.net

Jan 18, 2010
Scott_Allison said...
Are the problems with Android, compared to the iPhone not specifically because it is open source? Apple has that ultra tight control on the entire experience from beginning to end which makes a great product. Well, it makes a great product for those who like it. Apple's attitude is, if you don't like it you're kinda dumb. It's a bit like Henry Ford, you can have any car you like as long as it is black. But I don't want it black!

While loyal Apple fans love the iPhone, the carriers, even the ones who took it, love to hate it. It's seriously expensive for them and they are not used to a manufacturer who tells them what to do. Carriers have become so excited because they finally have a sexy (and much cheaper) alternative to the iPhone.

Some of the great things about Android which I think are worth mentioning:

- It's completely stolen the thunder from long-time incumbents BlackBerry, Nokia Symbian and Windows Mobile in a ridiculously short space of time. Android is new product and these old timers are now quickly losing ground.
- Integration with Google services is simply superb (esp. Gmail)
- There is a choice of hardware. Just because Mr Jobs doesn't let you have a keyboard doesn't mean you can't still have a cool piece of kit that has one.
- It's giving much needed competition to Apple, and other manufacturers too; overall it's raising everyone's game.

Jan 18, 2010
buster said...
too long to read, but it's plain and simple: You. Google wants your data and show you ads, that's it. Not the carriers or manufacturers or whatever.
Also, you mistake android history as a failure or not as successful as the iPhone: No, all signs show that android will be in great shape. This year is probably the first year for android in terms of customers perception: The Nexus One is probably the first good phone that can compete with the iphone, there will be hell of a lot of new phones, tablets and ebook readers, analysts state that the market will contain ten times more apps by the end of 2010.
Also i don't see the point in supposedly subjective criticism ("the install screen shows too much text", it shows valuable information when you care about what apps can do with your phone, this is a MUST in the open process of the android market!).
Jan 18, 2010
Vishal Kapur said...
Absolutely agree with this assessment. Successful products and successful platforms think about: customer, customer, customer.

I ask myself-- what is Google thinking about? I think it's: search, search, search. (And, as a corollary: ads, ads, ads). Google's core motivation is to be the search platform for mobile. They want to be the way that everybody finds anything from their phone. They will probably get there. The result of this focus shows in the really innovative things that Google is doing with voice search and image search (Google Goggles).

This worries me because I don't think Google's real focus, or their strength, is in executing a platform like Android well. They don't want to dominate the mobile OS. And I think this spells doom, or worse, mediocrity, for Android.

Jan 18, 2010
buster said...
which makes me wonder. Basically it's a "battle" between designers (apple) and engineers (google). Apple probably has the best designers but technically speaking, android outperforms iPhone (from the architecture point). What is interesting, though: With the Nexus One, Android already has a good, fast, nice looking phone out there. What the past has shown: The sexy UIs (which is probably the major point to critisize by iPhone owners) are not made by google. HTC did a very well job with the Sense UI on the Hero, first videos of gthe Sony Xperia X10 also show a very sexy UI.
Which leads to another thing, android is all about choice, you will just buy the phone that fits yourself the best.
Jan 18, 2010
Davide Di Cillo said...
Great article, I agree 100%.

I also think that a problem that Google is facing with app sales is that Apple users have been trained to buy digital content, like music, movies and tv shows. Now they have not problems to punch their password in and spend those $0.99. On the other end, the people Google is attracting are historically more incline to look for free software (legally and illegally), and of course, when it's time to decide for which platform to develop, it counts.

Another problem is the absence of standards. If you develop an application knowing that you will have a screen of a specific size, it's easier to be more detailed and accurate, while on a fragmented platform such as Android, you need go for a one-fits-all solutions; and we know that it usually doesn't look as nice as the first case.

Jan 19, 2010
eddroid said...
To be fair, you forgot to mention the app marketplace. The editorial control Apple maintains over the iPhone marketplace adds risk to any dev effort on that platform. The risk is balanced by the potential return of a larger user base. But the entire user pie is growing. gPhone doesn't have to have more users, just enough to make creating an app worthwhile.

Which leads to a bigger point about values. Apple has always been a top-down type of company (e.g. editorial control over the marketplace, heavy-handed tactics with the carriers). Like artists, they're very sensitive about what happens to their art, so they try to control the entire ecosystem, from the carriers to the hardware providers, from the users to the app developers. And the market has rewarded them. But just because people like it doesn't mean it's good for them.

Google has found success in being a bottom-up type of company (e.g. PageRank is a crowd-sourcing algorithm). Google entered the mobile market with a vision of creating a playground where people (users, phone manufacturers, developers) are free to do whatever they want with their phones. Some people are going to mess up. And that may hurt how the phones are perceived by consumers. But I believe in the wisdom of the crowd over the infinite foresight of Apple's designers.

This clash of the software titans echoes in other areas, from how to run a country (China vs US) to how to run a company (social media vs. traditional advertising). I predict that long after the iPhone design aesthetic is out of style, the gPhone will still be around. While Apple's designers scramble to re-tap the vein of public consciousness, some small gPhone developer or phone maker will have already become the next big thing.

Jan 21, 2010
Daniel said...
Why does Google do anything it does? GMail was one thing, but Google Hosted Domain Email... why? News readers, photo editing software, photo organizing software, photo sharing websites, google docs... why? The answer to the Mobile question is the same answer for all of these questions: Google does this because they want as much of the experience of the Internet User under their control. They can't control the content, that would be too difficult and require too much. But they can be the preferred method of getting to it.

I don't remember the exact estimates, but, researchers are already indicating some mysterious point in time when a majority of internet access will take place on mobile handsets instead of on desktop and laptop computers. We're not very far away. Android gives Google a strong hold in that market. And by ensuring that the Android platform integrates smoothly with all of this Google owned technology, Google ensures that they remain THE path to information.

I recently upgraded my G1 to a Nexus One. And, due to the ease of use of the upgraded "Gallery" application and it's integration with PicasaWeb, I now find myself using Picasa and PicasaWeb more and more. Maybe some day soon it will replace my use of Flickr entirely. The new mail application supports multiple GMail accounts with full GMail functionality. So I converted the last of my domains to the Google Mail platform.

The more Google offers, the better they present the information, and the easier they make it to access it, the more likely I am to jump on that wagon and give Google yet another tiny sliver of control. And I'm not complaining.

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