It isn't unusual for different companies to have their own
strategies, but when two companies are competing in the same market,
usually there is an expectation that they are playing the same
game.
But in the case of Apple and Google, each wants its mobile phone
platform to win, but they aren't playing the same game.
Google: Playing Reversi
Google has had clear success
with the sudden growth of Android phones. Some of Google's victory has
been through the growth of the smartphone market, but the rest is like
a game of reversi (a.k.a. Othello).
In reversi, you surround the competition, and then all the pieces in
between flip to your color. This leads to a rapid change in who has the
most pieces on the board.
Android is displacing Symbian (Nokia), Window Mobile, and others,
taking their market share as users buy new smartphones. This gave
Android a huge leap in market share this year (see
Gartner: Android Share Jumps to 25.5 Percent, Now Second Most Popular
OS Worldwide).
The risk with reversi is that when another well-placed game piece is
played, everything changes again.
Apple: Playing Chess
Apple sees the game being played,
and it wants to protect its iPhone, but Apple is playing chess. In
chess, you win by capturing the other player's king. Your king is the
most important piece in the game, and you do everything to protect
it.
For Apple, the
iPhone is clearly its king.
Apple has
sent its lawyers against Motorola, Nokia, HTC, etc. You name it,
and Apple is probably either suing or being sued.
Apple has also spent big on advertising for the iPhone.
Apple has
to protect the iPhone, because it is the only phone it has. And by
being so important, Apple has painted a big target on the iPhone that
everyone is aiming at.
Who Will Win?
If Apple and Google are playing different games, who's going to
win?
Apple wins if it can keep its king safe and continue to sell record
numbers of iPhones every year.
Google wins if it can flip enough smartphone users to Android; it's
not about quality but quantity.
With everyone playing a different game, we are going to have a lot
of claims that their favorite company is the one ahead.