Apple

http://www.youtube.com/watch?v=uhM-DuM2WgE

Above we see a new ad that Samsung recently aired for its flagship Galaxy S4 in Iceland. The ad itself is a little on the strange side, but what’s not surprising is the fact that Samsung is once again not so subtly going after Apple. The point of the ad, in case you don’t speak Icelandic, is to drive home the fact that Apple doesn’t yet support the language for Siri or dictation features. Samsung’s YouTube description for the ad notes that the S4 allows users to dictate emails and messages in Icelandic, while the tagline for the ad reads “Get a phone that understands you.” We’re not exactly sure where the ninjas fit into that message, however. 
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Graphic: theverge.com

Several Korean news sites are reporting that the Samsung S4 has now passed 20 million shipments. Samsung’s flagship handset, launched in April, hit 10m shipments by the end of May and it appears that the pace has scarcely slowed since – almost matching that of the iPhone 5.

As ever, we have to caution that Samsung cites shipments rather than sales, meaning that unsold handsets stored in warehouses get counted, but in general carriers and retailers don’t like to sit on large inventories, so sales shouldn’t lag shipments by too big a gap … 
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Research firm comScore is out today with its usual report covering U.S. smartphone subscriber market share for the three month period ending in May. Over the last three months Apple has gained in both categories including ‘top smartphone OEMs’ and ‘OS usage’, continuing its lead as the top smartphone manufacturer and growing its share of the market by platform.

The previous three month period had Apple at 38.9% of the market, making it the number #1 smartphone vendor in the US over second place Samsung. In May, Apple continues that lead by increasing its share 0.3 percentage points to 39.2% of the market. That’s significantly higher than the 23% Samsung grabbed despite growing 1.7 percentage points during the quarter. In a close race for third place is HTC with 8.7%, Motorola with 7.8%, and LG with 6.7%, all of which dropped less than a percentage point since last quarter.

When it comes to the market by OS usage, Android is still on top, growing 0.7 percentage points to 52.4% this quarter. Apple experienced slightly less growth at 0.3 percentage points to capture 39.2% of the market up from its 38.9% share last quarter. That means the majority of the growth, once again, comes at the expense of BlackBerry and Microsoft.
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Google announced today on Google+ that a new partnership with Starbucks will provide free WiFi and the ability for customers at Starbucks locations to stream unlimited songs, radio and more from Google’s recently launched AllAccess music service. Apple has of course offered similar promotions and continues to offer free iTunes content and more through Starbucks locations. Back in 2007 it announced a partnership with Starbucks in the US to offer a free iTunes Wi-Fi Music Store, and it continues to offer its free app and song of the week picks through physical cards in store and through mobile apps.

Google’s new streaming music service is still limited to the US, so we’re assuming the new promotion is also limited to Starbucks locations within the country. Last we heard an iOS app for the service would be arriving sometime this month.  
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Earlier this month, we told you about government officials calling on major tech companies to improve anti-theft features of their devices. At WWDC this year, Apple did just that and announced its new Activation Lock feature. Now, all eyes have shifted to the other large smartphone manufacturer, Samsung. According to a report out of Korean site MK, Samsung is set to launch its anti-theft features for smartphones as early as July.

The feature will essentially be a kill switch that will allow carriers, manufacturers, and even the government to remotely wipe, lock, and disable any smartphone that has been stolen. Once this is done, the device would be rendered useless, even when a new SIM card is installed.

A kill switch is exactly what government officials called for earlier this month, and what it and manufacturers likely discussed when they met last week at a “smartphone summit” to talk about mobile security. 
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After sending a letter to Apple CEO Tim Cook, Google, and others questioning if the companies could be doing more to prevent increasing thefts of smartphones, State Attorney General Eric Schneiderman has now scheduled a face to face meeting with the companies to discuss the issue.

NYDailyNews reports Schneiderman and San Francisco District Attorney George Gascon will meet with representatives from Apple, Google, Motorola, Samsung and Microsoft at a June 13 “smartphone summit” in New York.

Schneiderman wants the same thing that San Francisco District Attorney George Gascón has been pushing device makers on in recent months– a ‘kill switch’ that would render a device inoperable and discourage thefts of devices:
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Page Six from the New York Post is reporting that Jay-Z is close to signing an 8 figure deal with Samsung that could pay the rapper/entrepreneur upwards of $20 million.  The speculation is that Jay-Z will use this deal to “to develop some kind of new music-streaming service to promote his acts and music on mobile devices,” but he might just be making some commercials and doing some product placements.

It seems more likely that Jay-Z will be bringing his marketing prowess to Samsung who has been mounting a serious marketing push in recent years.  In fact, Samsung marketing expenditures even beat out Apple’s in 2012, $401 million to Apple’s $333 million, according to ad research and consulting firm Kantar Media.  This deal is coming hot on the heels of the release of Samsung’s new flagship smartphone, the Galaxy S4.
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Tim Cook noted during his interview at the D11 conference tonight that “Apple has no religious issue porting an iOS app to Android,” but was careful to point out that they would only do so “if it made sense.”

When asked about Facebook’s Android home screen replacement and whether such access would ever be available to developers on Apple’s platform, Cook noted that there are plans to allow deeper access to iOS, but such changes will only be allowed if they don’t impact the customer’s experience. Kara Swisher specifically asked about the possibility of Chat Heads becoming part of iOS, but Cook was quick to shoot the idea down:
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Bloomberg reports that Google is considering making an acquisition offer for mapping company Waze. Numerous reports over the past few weeks have claimed that Facebook is also eyeing an acquisition of the maps firm.

Google Inc. (GOOG), maker of the Android operating system, is considering buying map-software provider Waze Inc., setting up a possible bidding war with Facebook Inc., people familiar with the matter said. Waze is fielding expressions of interest from multiple parties and is seeking more than $1 billion, said one of the people, who asked not to be identified because the talks are private. The Palo Alto, California-based startup might also remain independent, instead seeking to raise a round of venture capital financing, the people said.

Waze’s price-tag is current said to be around $1 billion.

Google’s potential bid would likely create a bidding war with the Menlo Park-based social network. Bloomberg reiterates that Apple is not in discussions with Waze. Rumors from earlier this year claimed that Apple was eyeing an acquisition, but many of those claims were immediately debunked. 

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An FCC filing spotted by Dutch site TabletGuide.nl (via Engadget) suggests that Google may be working on a new streaming media player to replace the Nexus Q, the device Google announced, shipped to pre-order customers free of charge and then withdrew from the market.
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Investors seem pretty optimistic about today’s events even though hardware and OS expectations have been tempered somewhat.

What might be interesting here is that if you negate Google and Apple’s cash on hand, the Market caps of the two companies are pretty close.
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In March, Fortune reported that Google had signed up Warner Music for an online music service similar but not identical to the popular Spotify service. Today, Greg Sandoval at The Verge is reporting that Universal and Sony Music have also signed on and the service will be launched tomorrow at Google I/O:

When Google rolls out the new services tomorrow at I/O, it will mean that it gets the jump on Apple, which is also trying to launch a new streaming-music service. According to reports, Google’s subscription services would resemble Spotify, and offer on-demand songs that would be streamed to their PCs and mobile devices. In contrast, Apple is working on an online radio service that is said to be more akin to Pandora, the top webcaster.

Google comes to these negotiations as a powerful player in music. While Google Play is still a relatively new service, insiders say YouTube is a juggernaut. The user-generated video site sees more than 800 million unique visitors a month and music videos are among the most popular fare.

I may not have exotic taste in music but I’ve never not been able to find whatever I want to listen to on YouTube. Google already owns the space and an advertising-based version of YouTube streaming is just a GUI change in my book.
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KGI Securities analyst Mingchi Kuo, who has been known to have accurate information regarding Apple product launches in the past, is out today with a new note that includes some surprisingly specific specs for upcoming products from Google. One of the products Kuo expects to see at Google I/O later this month is a new Nexus 7, but the note also included info on what he thinks Google has in store for the months after the event, including: an Android powered notebook, a new TV product, and even a Google smart watch.

This isn’t the first time we’ve heard about an Android-powered notebook over the years, and just last month Intel executives confirmed that the majority of its new sub-$200 notebooks running on its mobile Atom CPU will be Android based. However, according to Mingchi, don’t expect to see the notebooks making an appearance at I/O this year. That’s because Android 5.0 won’t be ready to show off at I/O, says Kuo, but vendors such as Samsung will apparently move first with Android 4.x powered notebooks coming within 3-4 months:

Android Book – Android Book won’t be introduced at the upcoming Google I/O as development of Android 5.0, which is targeted at NB, is incomplete. We think Android Book featuring Android.4x will be rolled out in the coming 3-4 months because some brand vendors, like Samsung (Korea), want to move first. But shipments will be limited as the current Android OS isn’t well supported for laptops.

As for Google’s rumored over-the-top TV content business, Mingchi says an Apple TV-like competitor is on the way but delays due to a change to Nvidia Tegra from TI OMAP means we likely won’t see it at I/O. Kuo also said in his note to clients today that he expects Google to launch a smart watch-like wearable device alongside Google Glass, but it apparently won’t go into mass production until next year:
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Well-connected Analyst Mingchi Kuo from KGI securities is known for his often accurate predictions (timing notwithstanding) of upcoming Apple products.  He’s got a detailed report out today on the new Nexus 7 that he thinks will be announced at Google I/O and could ship as early as June or July in large numbers.

Perhaps the most interesting bit is that the entry level price will  remain at US$199, with Google likely to lose US$5-10 per unit sold according to the analyst. Why is keeping the same price interesting? Because this thing is getting supercharged according to Kuo:

It will be interesting to see how close to the current display size the new screen is. 1920×1200 is a 16:10 screen ratio just like the current 1280×800 but enlarging it a few points would go a long way in making it more competitive with Apple’s 7.9-inch iPad Mini, and with the shrunken bezel size, Asus could keep the same handheld form factor.

Research firm Canalys is out today with its latest report tracking worldwide smart mobile device shipments for Q1 with Android accounting for almost 60% of smart mobile devices shipped by OS. That’s compared to a 19.3% share for Apple and approximately 18.1% for Microsoft. Keep in mind Canalys’s report also includes notebooks, in addition to tablets and smartphones, which account for the majority of Microsoft’s share. When looking at tablets alone, Apple continued its lead with 46.4% share in the quarter, although Canalys warned Apple “lost share to its Android-based rivals for the third consecutive quarter.”

‘Spearheaded by Google and Amazon, the commoditization of the tablet market has happened far quicker than that of the wider PC market,’ said Canalys Senior Analyst, Tim Coulling. ‘Profit margins are being squeezed and vendors without a low cost structure will find it hard to compete. A solid range of must-have accessories and a software and services strategy are vital as vendors will increasingly need to make revenue around their devices.’

When it comes to smartphones, the report has Android at roughly 75.6% of shipments with around 32% of those shipments coming from Samsung. We know Apple sold around 37 million iPhones in the quarter but, as always, we warn that the stats from Canalys don’t include shipped vs sold data. 
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In other news, I’m going to intern for Google in a few weeks.

— comex (@comex) April 24, 2013

Former notable iOS jailbreak developer Comex announced on Twitter that he will be heading to Google for an internship position.

Comex previously interned for Apple, but left the company after failing to respond to an email to renew his contract with the company. It is also notable amidst a time where people are speculating that Apple is losing people resources to competitors such as Google.

Comex, whose real name is Nicholas Allegra, developed a notable Jailbreak.me hack that could jailbreak an iOS device via a simple website.

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Following in the footsteps of Apple and Google attempts at the set-top-box market, Amazon is planning to release a set-top-box, according to Bloomberg. 

They say the box will plug into TVs and give users access to Amazon’s expanding video offerings. Those include its a la carte Video on Demand store, which features newer films and TV shows, and its Instant Video service, which is free for subscribers to the Amazon Prime two-day shipping package. The Amazon set-top box will compete with similar products like the Roku, Apple TV and the Boxee Cloud DVR, along with more versatile devices like the Playstation 3 and the Xbox. An Amazon spokesperson declined to comment.

The device is reportedly being developed in Amazon’s Cupertino based labs and could launch this fall. The project is reportedly being spearheaded by a former Apple and Cisco employee:

The project is being run by Malachy Moynihan, a former vice president of emerging video products at Cisco (CSCO) who worked on the networking company’s various consumer video initiatives. Moynihan also spent nine years at Apple (AAPL) during the 1980s and 1990s.

Perhaps this future product is the reason that Apple and Amazon have no deal for Amazon content streaming on the Apple TV.

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That’s the S4 sandwiched between the HTC One and the iPhone 5

I’ve been playing with Samsung’s Galaxy S4 (no, I won’t write S 4) for the better part of a week and, not to spoil the whole review: I love it.  It is better in every way than the S3 hardware-wise, and Samsung even has some good software on this phone, particularly in the camera field. I’ve never been a fan of Samsung’s software.

It is what is on the inside that counts, right?

This phone will do extremely well in the market and will keep up the fight against the almighty iPhone 5 and HTC One (which we reviewed earlier this month and loved). In the Apple world, this S4 is called an ‘S update’ – where the outward design is mostly the same but a lot of changes have taken place under the hood.

Below I’ll drill down exactly what that means.
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Update: Following Google’s acquisition, Wavii has shut down its service and pulled its iOS app.

Google has purchased natural language processing engine Wavii for more than $30 million, according to TechCrunch.

The acquisition has several similarities to Yahoo’s recent purchase of Summly, which Yahoo integrated into its iOS app just yesterday, as both start-ups focused on parsing text from content and delivering summarized snippets of information.

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