I know my previous post was about supply chain trends in 2012, but since I was in the airport today with a number of travelers heading to Las Vegas for CES, I thought…hmmm what are some things to look for in the technology world for 2012.
- RIM and Blackberry will fade away and could even be acquired by another technology player…maybe HP? I realize that HP has the Palm system for mobile, but with RIM they will have the devices and network to bolster their mobile play. RIM has been in trouble with Apple and Google eating their lunch when it comes to the smartphone space. RIM has to find more stable and far reaching backer to reinvigorate their sagging business.
- Apple TV is the next big thing…okay I have been speaking about Apple TV for a long time and how it is the last frontier for Apple to be a player in the entire entertainment game – get into the family room and control the TV. I do think that 2012 might finally be when Apple breaks out with their TV play. Rumor is that after CES, Apple will be announcing their iTV. Google is already moving into the family room with Google TVs, Microsoft and Sony are there with their state of the art gaming platforms…Apple is actually playing catch up. Not anymore.
- Speaking of tablets, look for Amazon to emerge as the real counter to the iPad. Others have tried, remember the Blackberry Playbook, Samsung Galaxy or the HP TouchPad, while some have had mild success they continue to chase the iPad. Their main issue – chasing the iPad with a me-too device is not working. Amazon has, on the other hand, gone after the smaller form factor market offering the 7in tablet. While others have also moved down size, they have not done so rapidly allowing Amazon to corner that market. In addition to the fact the Kindle has the power of the Amazon content backing the device, it has a wide lead and will continue to build on that segment of tablets. Will Apple move towards that form factor? Doubtful, especially not now. Oh and Barnes and Nobles is chasing that space as well…but once again a dollar short and a day late with their Nook tablethingamjiggy….
- There will be a big move with the old school technology players – Yahoo, Microsoft, eBay – being the old school players will make some splashes. Look for the Yahoo – Microsoft marriage to rear its head again. Yahoo might even be a player to acquire RIM. Microsoft could even make another play in the B2B space and look back towards SAP. As Facebook, Google and Apple continue to own the headlines, the old school tech companies will make moves to recapture some of their mojo.
- Hyped IPOs – some good, some bad. Okay we all have heard that Facebook will IPO for somewhere close to $100 gazzillion….but on the other hand companies like Groupon will have egg in their face as they IPO, probably look back to the offer laughed down from Google. Tech will continue to make some IPO plays in 2012, it will not be like 1999 again but not as dire as the past few years either.
2012 should be interesting once again for technology. It will be fun to watch and to see how the devices we carry and the technology we use evolves in 2012.