The Apple WWDC kicked off today and the opening keynote was as expected slightly underwhelming but still depicted Apple’s broader and deeper ecosystem.
With respect to the announcements, following are some of our thoughts:
· Typography, translucencies & lots of colors adds a fresher look and feel to the aging iOS6 UI but I believe it’s not enough to hold the iPhone users from switching to competing platforms as overall interaction, features remains weak.
· iTunes Radio, multitasking, browser animations, Airplay and Airdrop are good and required catch-up additions but I believe many users are in many ways increasingly committed to cross-platform apps such as Pandora, Spotify, Dropbox, Gmail, Chrome which gives them a foot outside the door of iOS Ecosystem. While the current iOS users will welcome these additions, these features are not enough for competing platform users to switch to iOS.
· In terms of maps, Apple is starting to get deeper location/mapping integration across devices and native iOS apps such as calendar, browser, enabling a tighter coupling and syncing across devices leveraging iCloud.
· Apart from Airdrop, per app VPN, iCloud Keychain in OSX, we didn't seen many features or services announced which would boost the iCloud in enterprise.
· Updates to OSX and notebooks were good in addition to the sneak peak of Mac Pro was truly impressive and depicts Apple still has enough design arsenal up their sleeves which they are not using it at this moment. Apple continues to bank on its strategy to leverage its strong brand equity, ecosystem advantage to think that these incremental updates will satisfy the current and prospective iOS users without giving away the farm and still will be able to maintain healthy bottom line.
Overall, Apple iOS7 has nothing revolutionary to help it beat Android or regain the "cool quotient". However, the iOS ecosystem is still very strong and tightly controlled as it now boasts 575 million registered iTunes accounts, 300 million iCloud accounts, 240 million Game Center users, more than 90% of devices on iOS 6 (no fragmentation like Android) and 407 retail stores across 14 countries with approximately 350 million in annual footfall. Huge but still not an Android killer in long term!