Hello there, 2011. I kind of miss you as I'm sitting here in 2015 to chronicle the state of the mobile industry. No, I won't tell you who won the World Series or the Super Bowl, and you can't borrow my wristwatch time machine. Sorry, bud. Let's talk business.
In 2011, all eyes were on the proposed megamerger between AT&T
Instead, T-Mobile merged with Sprint Nextel
Three-way competition on the most even playing field in mobile-service history has combined with advancements in technology to ensure fair prices and an end to data caps. The Big Three compete on prices and features, not on lock-in and traditions. Consumers are winning this war.
The platform wars
These days, the choice of mobile operating systems is pretty simple: They're all really good. The choice between the Big Three -- Android, iOS, or Windows -- is just a matter or personal taste or brand preference, because they all worked the kinks out over the years and became pretty much interchangeable.
You'll notice a few missing names. Palm's WebOS is now exclusive to Hewlett-Packard
And that brings us to the real surprises. If you thought the Apple
From 2006 to 2012, smartphones didn't see a whole lot of innovation. Each year, you'd take the iPhone (or iPhone lookalike) you had before, add a couple of nifty features, and call it a day. None of that was very exciting.
But then three things happened back-to-back in 2013, transforming how we think about mobile phones:
- Seiko Epson commercialized OLED printing equipment in one of those overnight revolutions that really took a decade or more. Suddenly, those beautiful, ultra-thin screens were everywhere -- and they were no longer much of a selling point because everybody was doing it.
- Three months later, Texas Instruments
, Toshiba, and Microvision (NYSE: TXN) started a price war as their pico projector technologies became commercially viable. With the display projected onto any surface, smartphones appeared in outrageous shapes such as headsets, wristwatches, and obsidian cubes straight out of 2001 (the movie, not the year). (Nasdaq: MVIS)
- Unwilling to give up their moment of glory, Universal Display
and its OLED allies responded with a rush of oddly shaped displays of their own: roll-up magic wands, fold-out credit cards, soft wristbands, and more. (Nasdaq: PANL)
Now you have a choice between the ultra-mobility of projectors and the higher picture quality of OLED, and the phone has become even more of a personal expression. Whip out a 4-inch candy-bar phone if you want to -- the battery life on those things is still the best -- but you won't impress anybody that way. You wouldn't believe the brand-new iPhone '15 I'm using to dictate this postcard!
I hope you enjoyed this glimpse of the not-too-distant future. The changes ahead of you are dramatic and exciting, and their instigators are an intriguing mix of old names and new. From new form factors to truly torrential data connections, there's something here for everybody to enjoy.
One of the big winners never really made it to the mainstream. A big name behind the scenes of the broadband revolution, the Fool pegged this company as the best stock for 2011. This is the closest I'll get to handing you bookie fodder from the gridiron or the baseball diamond -- you should read that free report right now and take its lessons to heart. Like I said, that report is 100% free -- what are you waiting for?
Fool contributor Anders Bylund holds no position in any of the companies discussed here. The Motley Fool owns shares of Texas Instruments and Apple. Motley Fool newsletter services have recommended buying shares of Apple, Universal Display, and AT&T and creating a bull call spread position in Apple. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. You can check out Anders' holdings and a concise bio if you like, and our Foolish disclosure policy is convinced that this era can't be all that interesting because we're not flooded by curious time travelers from the future.