"Thunderbolts and lightning
Very very frightening me."
-- Queen, "Bohemian Rhapsody"
Everyone's been cheering Apple
However, there isn't necessarily a lot of thunderous applause when it comes to Lightning.
I see a little silhouette of a plan
Apple's decision to change the iPhone's connector -- going from the 30-pin accessory that dates back to the iconic smartphone's introduction in 2007 (and even earlier with the iPod) to the new Lightning standard -- is bold.
Future generations of the iPhone, iPod touch, and iPad will adhere to the new connector. In a few years, consumers won't even remember where all of their 30-pin plugs went. However, there's the pesky migration period that will take place between now and then. Apple has a solution, but it comes at a price. Apple is selling a $29 adapter that will allow iPhone 5 and the new iPod Touch media players to work with the countless other docks already on the market.
Let's just call it a tax on Apple users as they bankroll the tech giant's latest innovation.
On Thursday, The Wall Street Journal ran a piece on how hotels that have invested in iPhone and iPod docks in their rooms will react. They can't invest in new docking stations because they're too expensive, and it will be years before there are more post-iPhone 5 owners than pre-iPhone 5 owners of iOS devices. Apple bragged on Wednesday that it has sold 400 million iOS devices through the end of June, and that's your 30-pin-connector audience right there.
Buying the adapters is a cheaper solution, but the hospitality industry's rightful concern is that folks will swipe the small adapters. Further, what will the wear and tear of the adapters do to the docks, as guests hook and unhook their different devices?
Accessory makers react
A new iPhone form factor is sweet news to some third-party accessory makers. ZAGG
But it's not all that fantastic for other companies that have been feasting on the iPhone's success. Logitech
Early adopters won't care. Initial iPhone 5 pre-orders sold out faster than earlier Apple smartphone incarnations have, and there's no reason to believe Apple won't sell a ton of these iPhone 5 devices.
However, shifting to a new connector may get in the way of how quickly mainstream consumers hop on the iPhone 5 bandwagon after Friday's initial rush subsides. If it becomes the burden of iPhone 5 owners to lug around an adapter when they travel or whether they've just amassed too many 30-pin connectors over the years to abandon the platform, this could be trouble for Apple.
What if folks don't buy the iPhone 5 when they want one? What if they wait until they actually need one? Now that would be something.
The Motley Fool owns shares of Logitech International and Apple. Motley Fool newsletter services have recommended buying shares of Apple and Logitech International and creating a bull call spread position in Apple. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days.
Longtime Fool contributor Rick Munarriz calls them as he sees them. He owns no shares in any of the stocks in this story and is also part of the Rule Breakers newsletter research team, seeking out tomorrow's ultimate growth stocks a day early. The Motley Fool has a disclosure policy.