• http://www.eBizROI.com Rick Noel, eBiz ROI, Inc.

    Interesting post Greg. As the Android design evolves, it will be interesting to see if iPad can be dethroned from the tablet category it created. Apple keeps the whole pie whereas the benefit to Google from Android is indirect. As Android gains market share, one risk is that EU or other government forces Google to unbundle the revenue generating components of Android much like they forced Microsoft to unbundle IE from Windows several years ago. In the meantime, it is going to be one interesting ride. I would have to say that Google has the lead over Apples in the emerging wearables category with Google glass breaking some ground in limited distribution, in a category, where, like Apple, Google will own the whole pie.

  • gregsterling

    Glass is not yet a mainstream product. There is limited consumer demand (“would need to look more normal first”) whereas consumers are much more interested in smart watches. The Samsung Galaxy Gear watch 1.0 is DOA however.

  • Matt McGee

    Greg, is there any evidence that consumers are more interested in smartwatches, or are you speculating?

  • gregsterling

    Have some unpublished survey data to support. Will write about when cleared to do so.

  • gregsterling

    Consumers would be more interested if they “looked more normal.” can privately share with you

  • MC

    Its interesting that you are looking just at revenue. How many $100- $400 Android tablets need to be sold to counter the $600-$800 ipad? I still think the ipad is awesome, but…

  • http://www.eBizROI.com Rick Noel, eBiz ROI, Inc.

    Thanks for the feedback Greg. I will be on the lookout for the survey data to be published once you have the green light. You are right about the appearance needing to be more integrated into current eye wear fashions for Google Glass to move beyond early adoption.