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What HP’s Earnings Call Could Mean for Mobile


Last Thursday afternoon, the mobile and PC world was (moderately) shocked by Hewlett-Packard’s announcement that they were considering “all strategic options” for contending with the negative impact the HP Personal Systems Group (PSG) was having on the corporation’s total valuation. Key in this consideration will be the eventual fate of WebOS, the mobile OS that was brought in-house with the purchase of Palm in 2010.

We can understand a certain amount of confusion with the tech-following public as to what HP is really doing and what they committed to on the earnings call. The amount of speculation that I saw running rampant around the web on Thursday was pretty daunting for anyone trying to get the picture on what was really going on. I sat in on the earnings call and wanted to post a few notes on my own take-aways. I should mention that my comments focus on the impact to mobile. HP talked about a lot of other things on the call, including enterprise, and their move towards a software and service-centric focus, but that is not the center of this commentarty.

Leo Apotheker, who has been at the helm of HP for the past nine months, talked about 4 factors driving the strategic direction of HP for the foreseeable future. Of those, the most important to Carrypad’s readers will be the way forward with PSG, within which exists both the hardware design teams and the software development teams for WebOS and its devices to-date. Apotheker indicated that he felt that PSG can compete and win in the PC and mobile marketplace. However, and this was iterated many times throughout the call, the HP TouchPad had failed to meet the sales projections of the executive staff. Financial metrics were set before the launch of the woeful device; yardsticks by which HP determined the success of the OS and the device, and then used to determine certain strategic decisions within the corporation.

With the under-performance of the TouchPad’s launch, HP now intends to turn its emphasis towards cloud solutions for enterprise, encompassing software solutions and services. The company named a new VP for the Enterprise Services, which is the group that has evolved from the EDS purchase back in 2008. There is no question that HP is looking very intently at making themselves an enterprise-only solution provider. When you look at the financials, the reasons behind this may not immediately jump out at you. The chart below from the Quarterly Earnings Statement shows that the PSG accounted for nearly one-thrid of the company’s revenue.

And while HP still holds the lead stake in market share percentage in the personal computer market sector, financials at the next level of detail reveal what has created a concern for Apotheker and his staff. The PSG was 3% off its mark from a year ago in revenue and showed no growth in total units year-over year. Additionally the division took in 4% less revenue in notebook sales, desktop revenue is down 4%, and consumer client revenue is down 17%. Now, some of these numbers may not seem like they should cause that much concern. However, and this is only my speculation, if HP believes that tablets and smartphones will be a growth product sector, and that notebook and desktop PC sales will continue to decline, and HP is looking at its most recent product launches in the mobile category… you might start to see reasons to be concerned.

You could even interpret some of Apotheker’s statements as equating to just that. He and HP’s CFO, Catherine Lesjak, spoke several times about concern over the “velocity of change in the personal computing marketplace”. Apotheker stated that the company had assessed that the impact of the Tablet on personal computer sales was a very real threat. When considered in conjunction with the poor initial sales of the TouchPad, the various factors combined to lead them to consider restructuring into a new HP that may or may not include the PSG, and therefore WebOS.

I have seen all sorts of hyperbolic headlines around the web saying that HP is selling off its personal computing business and that, at least as of today, is simply not true. The executive staff of HP have a 12 to 18 month outlook as to what may become of the PSG. Another important tidbit, which Apotheker said himself during the Q&A following the formal presentation, is that a possible outcome of the PSG assessment is that the division may remain a part of HP proper with no change in the corporate structure. I believe that other things would still change, like strategic focus, design approaches, and so forth.

Seven-inch ‘HP Touchpad Go’ Passes Through FCC – Likely Launching This Month


hp touchpad goAt the end of June, we covered a rumor of a 7-inch TouchPad and now we’ve got information to corroborate that rumor, thanks to the FCC.

CENS.com had released a press release which included this statement:

As the world`s largest PC brand, HP is now in the tablet PC arena after introducing the 9.7-inch Touch Pad, has ordered from a supplier for 400,000 to 450,000 Touch Pad tablet PCs per month, and will sometime in August launch seven-inch tablet PCs. Inventec will supply HP these two tablet PC models.

The key here is the fact that Inventec is pointed to as the supplier of the device. Thanks to the FCC, we can see that the label location diagram bears the Inventec name. This gives more credibility to the statement above, and it is safe to say that the proposed August launch is likely to be accurate.

The 7-inch device that was once codenamed ‘Opal’ has been officially dubbed the TouchPad Go, and will come in 16GB/32GB variants, as well as 3G and 4G.

hp touchpad go labelsThe label diagram indicates that 4G is HSPA+ which rules out Verizon, but there’s also a label that simply specifies ‘3G’ and doesn’t detail whether it’s HSPA or EV-DO, so Verizon and other CDMA carriers may or may not end up with the TouchPad Go. It’s safe to assume that the HSPA+ variant will find its way to AT&T, given that the 4G version of the 10” TouchPad already calls AT&T, home.

There’s a high probability that the TouchPad Go 4G will be using the dual-core 1.5GHz Qualcomm Snapdragon MSM8060, just as the TouchPad 4G is, but it isn’t clear whether or not there will be a CPU speed divide like we currently see between the TouchPad and the TouchPad 4G.

The TouchPad (WiFi-only) hit the market with the APQ8060 (a WiFi-only version of the MSM8060). HP clocked the APQ8060 to 1.2GHz for the WiFi-only TouchPad. The TouchPad 4G, which was announced shortly thereafter, uses the MSM8060, but HP decided to clock it to its full 1.5GHz.

I don’t exactly understand HP’s reason for having these two slightly different speeds, but if they feel there’s a need for it, we might see the same pattern come to the TouchPad Go, which would mean a 1.2GHz WiFi-only version while the 4G version would be clocked to 1.5GHz. That, or perhaps HP will just decide to release a software update to clock the WiFi-only TouchPad up to 1.5GHz to match the rest of the devices.

The labels found in the FCC documents list ‘1.5G’ across all variants; it’s likely (but not certain) that this means 1.5Ghz as opposed to ‘generation 1.5’.

Source: Electronista, FCC

HP TouchPad 4G Coming With Faster Processor–Don’t Say I Didn’t Warn You


hp touchpad 4gToday HP announced the first cellular version of their recently launched HP TouchPad. The device appears to be launching first with AT&T and will be braded as the TouchPad 4G (which I hate because AT&T’s ‘4G’ network is slow as hell compared to Verizon’s LTE). The real news here is that the TouchPad 4G comes with its CPU clocked to 1.5GHz, bumped up slightly from the 1.2GHz clock speed that we saw in the WiFi-only model that launched not even two weeks ago.

I don’t mean to gloat, but it does feel good when a prediction comes true. In addition to two other predictions I made about the TouchPad, I somehow managed to foresee a number of HP’s early moves regarding the TouchPad ecosystem. Here’s what I wrote back in June:

Clocking to 1.2GHz means that they’ve got some room to play with the speed down the road, and we may see a bump in clock speed at a later date, to keep the performance competitive

I will admit that I didn’t see it coming this early.

We knew early on that the Qualcomm Snapdragon APQ8060 found in the touchpad supports a maximum clock speed of 1.5GHz, but HP decided to take it down to 1.2GHz, likely for performance and battery life considerations. Qualcomm states that the APQ8060 offers a 60% increase in performance over ARM A9 dual-core CPUs that have been seen in a number of recent Android tablets, though I figured this stat is only valid when the APQ8060 is running at its full 1.5GHz speed.

Now that the TouchPad 4G will be running the MSM8060 (the variant of the APQ8060 that supports 3G/4G modems) at its full capacity, perhaps we’ll see that claim reflecting reality a bit more than early reviews have indicated.

According to This is My Next, HP won’t be bringing the just-shipped WiFi-only version of the TouchPad up to 1.5GHz through a software update or a subsequent hardware refresh. This seems a bit silly, and I think they may indeed decide to push the update through to WiFi only devices at a later date.

I also still stick to my prediction that we’ll see an HP TouchPad ‘1.5’ within 6-months of launch which has updated hardware (rather than a mere overclocking), though that may come in the form of a third-party WebOS device:

In my mind, I see HP releasing a TouchPad 1.5 sometime around 6 months after the TouchPad is released that adds some important ports and to bump the performance to compete with Kal-El devices and the iPad 3.

HP TouchPad Reviewed


hp touchpadThe HP TouchPad has hit the streets and the reviews are in… and they’re mixed.

After reading through a number of reviews, here are a few of the things I’m seeing repeated:

  • Sub-par performance the TouchPad’s 1.2GHz Qualcomm Snapdragon APQ8060 should have the oomph to compete with contemporary tablets, but it sounds like applications are running sluggishly, which is likely a combination of developers getting used to the platform and the software lacking a few years of optimization that has been seen on Android and iOS. Auto-rotation responsiveness is a common review-complaint.
  • Heavy! The TouchPad is one of the heaviest 10 inch tablets currently on the market. I didn’t even realize that it was heavier than the Xoom, which is constructed mostly of metal and glass, while the TouchPad’s body is plastic. A number of reviewers also said that the build quality of the device was not as nice as some other tablets on the market, also noting that the back of the tablet is very prone to fingerprint pickup. Here are the weights of some of the top tablets:

tablet weights

  • Best-in-class multitasking It seems WebOS’s card-style multitasking concept has scaled very well from it’s initial introduction on Palm’s ‘Pre’ smartphone. Tim Stevens of Engadget says in his review that multitasking on the TouchPad is “…genuinely fun; there’s something very satisfying about literally throwing away a window that you no longer want cluttering up your screen or your RAM. inch It sounds to me like multitasking is intuitive and functional; the former part of which we don’t quite find on any current iteration of iOS or Android.
  • Impressive speakers (for a tablet) The HP TouchPad has ‘Beats’ audio, the goal of which (according to HP), is to reproduce audio the way that it sounds in the studio. Reviews say that the speaker quality on the TouchPad is definitely better than the competition, but it likely won’t be replacing your home-audio setup any time soon. I’ve also read some unofficial reports that the TouchPad has extra insulation around its headphone jack to reduce static from electrical components. Unless you’re an audiophile the difference between, say, the Xoom’s headphone output, and the TouchPad’s is unlikely to matter. However, if HP can convince consumers that it has superior audio (even if it’s the same), that’s one more feature they can claim to have over competing devices. I haven’t yet read any audiophile-grade reports about the Beats audio in the TouchPad, so I won’t know if it’s truly better than other devices until I try it for myself. If I had to put my money down, I’d say that it won’t be any better than the iPhone or iPad’s audio output.
  • No Tabbed Browsing You’re likely familiar with tabbed browsing on desktop, tablet, and even smartphone browsers. On the TouchPad, however, each new page in the browser opens as a new browser instance, and as a new card in the multitasking menu which leads to slow browsing.

Comparisons to the current king of the tablet world, the iPad 2, are inevitable. The prices match, but the value that each represents are significantly different, with the TouchPad being on the lesser end of the value-spectrum due to lack of software optimization and lack of apps. Of course, both of these things can be be fixed over time, but at the moment it would seem that HP has some work ahead of them, and they know that.

HP is reportedly working on an update to address some early performance concerns like auto-rotation sluggishness. Hopefully they keep the updates coming so that they can optimize the performance before the TouchPad falls to next-gen Kal-El tablets.

(update coming, timing not yet official)

no tabbed browsing, websites open as new instances of browser

TouchPad Predictions Coming True: Third-party WebOS Devices and a 7-inch TouchPad


touchpad backRecently we spent some time looking at the pros and cons of the HP TouchPad in an article published the other week (lots of great discussion happening in the comments!). The TouchPad is launching tomorrow in the US and will shortly be available in the UK, Ireland, France, and Germany (and in a number of other places in the next few months).

In the aforementioned article, I made a few predictions about the device and its software, and we’re now starting to see evidence to support them.

Third-party WebOS Devices

Honestly I think there’s a good chance that we’ll eventually see third-party WebOS devices if HP is unable to tempt people away from one closed-ecosystem (iOS) to another.

You’ll have to read the brand section of the article to fully understand how I came to this conclusion, but the gist of it is that Apple represents the ultimate in a closed-ecosystem, while Android is the ultimate in open-source (in terms of licensing Android to third-party hardware manufacturers). Trying to best Apple at the closed game would be an uphill fight for HP. Introducing third-party devices running WebOS would help HP gain traction by offering more hardware choice, something that is vital considering how lacking the TouchPad is on ports; licensing WebOS to another hardware manufacturer could possibly get a WebOS tablet, with more ports, to market more quickly than if HP tried to develop a new one itself.

Bloomberg reported yesterday that HP in in talks with partners to license WebOS for use on third-party hardware. According to the article, Samsung is among those that HP is talking with which is particularly exciting for anyone interested in WebOS (including myself!).

Rumors of a 7 inch TouchPad

In my mind, I see HP releasing a TouchPad 1.5 sometime around 6 months after the TouchPad is released that adds some important ports and to bump the performance to compete with Kal-El devices and the iPad 3 this ‘1.5’ device could come along with a 7 inch version of the tablet.

The ‘TouchPad 1.5’ may instead be fulfilled by WebOS licensing, but its clear, if you’ve ever talked to anyone who has used the Samsung Galaxy Tab, that the 7-inch tablet form-factor is much desired.

According to a press release on CENS.com (via BGR), HP is set to launch a 7-inch version of the TouchPad in August:

As the world`s largest PC brand, HP is now in the tablet PC arena after introducing the 9.7-inch Touch Pad, has ordered from a supplier for 400,000 to 450,000 Touch Pad tablet PCs per month, and will sometime in August launch seven-inch tablet PCs. Inventec will supply HP these two tablet PC models.

This obviously isn’t official yet so there could have been some miscommunication within the press release, but we’ll only have to wait until August to see find out for sure.

Both of these items are exciting for WebOS and we’ll be able to watch the platform develop over the next few months. Expect TouchPad reviews to begging cropping up as early as today (I’m not so secretly hoping that we hear good things from WebOS for tablets!).

Strengths and Weaknesses — A Look at HP’s TouchPad


tp-front-horizontalI can’t believe how long it feels like it has been since HP announced their forthcoming tablet back in February. I suppose that’s just a side-effect of this fast paced world of technology.

HP has recently announced that the HP TouchPad will be available for pre-order on June 19th, and will be hitting the streets in the US on July 1st. A few days later, you’ll see it officially available in the UK, Ireland, France, and Germany, followed by Canada in mid-July. They’re also planning on taking it to Italy, Spain, Australia, Hong Kong, New Zealand, and Singapore later in the year.

Sounds like they’re doing a good job with wide distribution, but my primary concern is whether or not it’ll be able to stand up to the competition and secure a strong foothold in the market for future WebOS devices. So in this article, let’s have a look at the competition, and what the TouchPad hopes to bring to the field.

Pricing

The first thing we need to look at is price. HP’s biggest competitor right now is undoubtedly the iPad 2. Apple sells the iPad 2 (WiFi only) in 16/32/64GB options at $499, $599, and $699 respectively.

The TouchPad is coming out of the gate with an important characteristic; matching the iPad 2’s price. For the WiFi-only model, HP is offering 16/32GB versions at $499 and $599, but they’re lacking a 64GB option.

The TouchPad also won’t launch with 3G/4G models available, but we’ll see them at a later time.

Ideally, HP would have undercut the iPad, but with a level playing field in the price department, customers can begin to compare features. This is important as I think when put side-by-side with the iPad 2, customers are going to find some compelling reasons to go with the TouchPad.

Strengths

Despite being announced more than four months ago, the TouchPad boasts some impressive features that we haven’t seen on many (if any) devices to date. Let’s look at what the TouchPad is doing right:

Wireless Charging

touchstone dockMurmurs of wireless charging have been floating around as possible iPhone 5 features for some time now; Palm (now acquired by HP) has actually been doing it since the launch of their Pre smartphone.

HP is bringing that technology to the TouchPad by including the necessary hardware in the back of the device, and offering what they’re calling the ‘Touchstone’ dock as an accessory.

While wireless charging is certainly convenient, it’s important to realize that the Touchstone dock is sold separately and has still not been priced. Wireless charging would set it apart from the crowd, but if the Touchstone dock isn’t priced competitively, we may as well forget about the feature. I’m hoping to see the pricing for the dock come in under $100, ideally around $50, making it an easy add-on sell at the time of purchase.

This just in: HP has announced Touchstone dock pricing at $80. Not bad, but hopefully we’ll see it come down after launch or eventually be bundled as a bonus for a period of time.

Visual Multitasking

tp-front-cards-horizontalThe TouchPad has a visually compelling multitasking interface. Using a card-style system, WebOS allows the user to flick through all of their currently running applications. Applications are not viewed as simple icons as in iOS, but rather as large cards that show the application in its current state.

Being able to see exactly what you were working on when deciding which application to switch back to is more valuable then it may seem. In iOS you have nothing but an icon in a recently used list to decided which applications to jump between. The problem being that some applications have redundant uses, so it can be difficult to remember exactly which application you need to return to.

For instance, if a friend shares a link on Facebook and I click on it in the Facebook app in iOS, that app will open the webpage within itself. If I switch to the Messages app to respond to a message then want to return to what I was doing, I have to remember that I was viewing a webpage inside the Facebook app, not the browser. Often times I’ll instinctively switch to the browser only to realize that I was actually viewing the website within Facebook. A visual representation of the app state would totally fix this problem, and that’s exactly what multitasking on the TouchPad will do.

Honeycomb does graphically represent multitasking apps in a limited way, but the view of other applications is relegated to a relatively small thumbnail which somewhat serves to defeat the visual functionality.

The BlackBerry Playbook is definitely the closest to the TouchPad when it comes to visual multitasking (and some might say that they borrowed quite a bit from WebOS’s multitasking scheme).

Being able to see your open apps before you start interacting with them is great, and WebOS also gives you the ability to stack related applications together to keep yourself organized.

And it’s easy to close applications… just flick them off the screen – a single gesture. To stop an application in the background on iOS, you have to double-tap the home button, then hold your finger on an icon until they shake, then tap the little X that appears at the top right of the icon. To close background applications in Android you have to press the back button until you back all the way out of the application, dig through the settings menu, or use a task manager.

Synergy

HP_TouchPad_Calendar_DaySynergy is embedded in WebOS and aims to keep all of your communication from various sources in order.

For messaging, SMS and IMs from the same person are shown in one threaded conversation. This has always intrigued me as a feature. On one hand it seems intuitive and useful, but on the other, I feel like you’d be majorly confusing the other party if you were responding to something they sent in IM through SMS, or vice versa.

You can sign is with a number of sources, such as Facebook, Google, and Exchange, and Synergy will consolidate your contacts and their information into single entities in your contacts list, and if you make changes on your phone, they’ll be reflected online automatically. You’ll also be able to get email from all of these sources in one inbox.

Synergy will pull calendars from these sources into a single view, and allow you to manage personal and work calendars easily. Once again, if you make adjustments to calendars on your phone, you’ll see their online counterpart adjusted as well.

For photos, Synergy will present your online albums right on your device as though they were local. HP says they’ve currently got support for Facebook, Photobucket, and Snapfish, though they’re obviously missing two major ones – Picasa and Flickr.

Apple’s iOS does some of the things that Synergy does, but Synergy is open to developers, which means there is potential for more services and more functionality than iOS allows for.

Phone+Tablet Functionality

pre 3 and touchpadThis is probably the TouchPad’s strongest point, and it’s something that does not exist elsewhere on the market right now.

HP is going with the ‘better together’ mantra. You’ll be rewarded if you go with HP for both your tablet and smartphone needs, thanks to some tight integration between the upcoming Pre 3 (or Veer) and the TouchPad.

First, you’ll be able to pair the Pre 3 and TouchPad via Bluetooth and this will allow you to answer calls and receive and reply to SMS from the TouchPad. This is great because if you’re relaxing on the couch with your TouchPad, why should you have to get your phone (with a small screen) out of your pocket just to reply to a text? If you’ve got the big screen right with you, it seems to make much more sense to use it, and with the TouchPad, that’s possible.

Then there’s a particularly cool parlor trick that you’ll be able to pull using the Pre 3 (or Veer!) and the TouchPad. If you’re browsing a website on your TouchPad but you’ve got to run out the door, you can easily just touch the Pre 3 to the tablet and, voila, the website will be automatically transferred from the tablet to the phone. This will work between tablet and phone or between phone and tablet.

This relatively simple trick is going to ‘wow’ non-techies with it’s simplicity, and hopefully HP will extend this functionality to allow you to send any number of items between devices, from photos to maps.

Free for Devs

palm webos sdkIt’s free to begin developing for WebOS which is certainly attractive for small developers, who would otherwise have to pay a $99 iOS developer fee.

This is good for attracting the little guys but probably doesn’t have much of an impact on larger companies who will be more worried about a larger user base to distribute to rather than the existence or non-existence of a relatively small fee.

Printing

This one tends to be overlooked when it comes to tablets, but if you’re looking for a productivity device, the ability to print can be a key feature.

Because HP is one of the largest printer manufacturers, they’ve been able to built in wireless printing support for their massive connected-printer ecosystem directly into WebOS.

Weaknesses

As we can see, the TouchPad has a lot going for it in the features department. That doesn’t mean it’s perfect however. There are some roadblocks in the way to it becoming a major player the tablet market.

Content

HP is a big company, but currently, Apple is king of content, and Google looks to be hot on their heels with some recently announced content partnerships.

HP says that the TouchPad will be great for digital publishing, but it’s unclear whether or not they currently have the relationships necessary to compete with Apple’s iBooks and upcoming Newsstand.

Music and video is an even more challenging place for the TouchPad. HP doesn’t have an existing music or video marketplace from which users could purchase content. This means that users will need to find content elsewhere, all the while leaving HP without a cut of profits from content that might have been sold through a store of their own.

Connectors and Memory

hp touchpad sideThis is a particularly troubling area for the TouchPad. The device is extremely barebones when it comes to connectors. In fact, the only connectors on the device are a single micro-USB port and a 3.5mm headphone jack.

There’s no full-sized USB, micro-SD slot, or HDMI.

HDMI is particularly troubling as the TouchPad will be one of the only tablets without this feature. Nearly every Nvidia Tegra 2 based device features some form of display output, and even the iPad 2 can do 1080p display mirroring wirelessly or with an HDMI adapter.

Because the TouchPad doesn’t have a dock connector, there’s no room for adapter accessories (unless they are wireless, but they’d be slow BT 2.1 connections), and this could be a major problem for people who want to be able to output videos and presentations at work, or share movies and pictures at home.

Then there’s the fact that HP is only offering the TouchPad in 16/32GB iterations with no slots for memory expansion.

When potential customers look at the TouchPad next to devices like the Asus Eee Pad Transformer, which can handle pretty much any USB device that you might throw at it, and has support for expandable memory, the TouchPad’s paltry connector and memory options will certainly leave much to be desired.

Performance

snapdragonDespite all of the great features, the TouchPad is unlikely to succeed if it doesn’t stack up when it comes to performance.

Performance will be derived from a combination of hardware capabilities and optimized software, so let’s take a look:

Apple’s iPad 2 is using their custom A4 CPU along with a PowerVR SGX 543MP2. Most 10” Honeycomb devices are using the current industry standard – Nvidia’s Tegra 2.

The WiFi-only version of the TouchPad, on the other hand, is using a Qualcomm Snapdragon APQ8060 dual-core CPU which runs at 1.2GHz (the future 3G/4G versions will likely use the MSM8x60 which has support for 3G/4G modems). The GPU is Qualcomm’s Adreno 220, which will offer over 4x performance when compared to the Adreno 200 GPU which is already found on devices that use the Snapdragon QSD8x50, according to Qualcomm. They also claim the the Adreno 220 will offer “console quality” graphics, but that’s very loosely defined terminology.

Qualcomm says that their APQ8060 will be able to handle 1080p video playback and capture (though the latter doesn’t matter because the TouchPad lacks a rear camera, and the front cam isn’t high resolution enough for 1080p capture). Accelerated video codecs include MPEG-4, MPEG-2, H.264, H.263, VC-1, DivX, WMV-9, Sorenson Spark, and VP6.

No other consumer device has yet been shipped with the APQ8060, but Qualcomm says that the CPU will provide a 60% increase in performance and lower power consumption than standard ARM A9 dual-core CPUs that have been seen in a number of recent devices. That stat may only be valid when the APQ8060 is clocked to its maximum 1.5GHz, however, HP is only clocking the TouchPad to 1.2GHz (likely for heat and battery life balance).

Clocking to 1.2GHz means that they’ve got some room to play with the speed down the road, and we may see a bump in clock speed at a later date, to keep the performance competitive (as we’ve seen Apple do with their iPod Touch line).

Qualcomm claims that the real advantage is the asynchronous design of the APQ8060’s two cores, which allows for each core to be clocked and powered independently. They say that this will lead to large power savings over competing chips, but the CPU is now a relatively small part of the overall power footprint – the TouchPad’s large screen is likely to be the biggest energy drainer in the system.

When it comes down to it, these figures won’t mean much unless the software is optimized to take advantage of the features afforded by the CPU and GPU. However, it doesn’t seem as though the TouchPad will be coming out of the gate underpowered, which is definitely a good thing; it could possibly lead the pack until we start seeing Nvidia Kal-El devices which are slated to begin production in August.

App Catalog & Developer Traction

app catalogHP’s application store is officially dubbed the App Catalog. Though it has been existence since June of 2009, the App Catalog has less than 7000 applications, according to Pre Central. The vast majority of which are designed for WebOS phones, not tablets.

This is in comparison to the Android Marketplace’s 200,000+ apps and Apple’s App Store which has 425,000+ apps.

An app store can make or break a platform, and building one from the ground-up, when the competition has such an insane lead, is tough.

Numbers of apps matter little to consumers, as long as the major apps are there, but in order for major apps to be created for the platform, you need developers.

No matter how popular the TouchPad is when it launches, it’s got a long way to go before reaching a similar customer base for app developers (a major factor when a developer decides which platforms to create apps for).

And because HP uses the same revenue share for developers as iOS and Android (70% of an app sale goes to the developer, 30% to the company), there is almost no incentive for a developer to create a WebOS application before an iOS or Android application when the customer base of the latter two is so much larger.

Brand

hp webosHP is a big company and they are certainly well recognized, but definitely not for tablets or mobile operating systems. Marketing is going to have to convince the mainstream that the HP TouchPad isn’t a “me too” move, but rather that the device and the ecosystem has a serious plan backing it up (along with a future roadmap).

While iOS and Android are now more or less household names, WebOS is practically unheard of in the mainstream. Combine that with the fact that HP isn’t known as a company that manufacturers tablets (or even mobile devices in general) and you’ll see that HP is looking at an uphill battle when appealing to non-techies.

HP is in a peculiar position because they are in the middleground of a model that once only had two extremes. Let me explain:

Apple uses a closed-ecosystem approach and they’re known for doing it extremely well. From their OS to their devices, everything is in Apple’s control.

Android uses a open-ecosystem in which OEMs are welcome to create numerous devices, and developers have way more freedom in creating software for the platform.

Now here comes HP with WebOS and a closed-ecosystem approach but the difference between them and Apple is that HP doesn’t have a proven track-record for making that model work.

So when a customer looks at the options, it seems likely that they’ll either go the open-ecosystem, or go with the well established closed-ecosystem – Apple.

HP is going to have to work to convince people that their closed-ecosystem model is as good, if not superior to Apple’s, if they want mainstream consumer adoption.

Honestly I think there’s a good chance that we’ll eventually see third-party WebOS devices if HP is unable to tempt people away from one closed-ecosystem (iOS) to another.

Wrapping it Up

wrapAll and all, the TouchPad will be walking out the door on the 1st of July with a decent chance to succeed.

They’ve hit the all important iPad 2 price-point and they are some really neat features to temp people toward this new player in the tablet market. On top of that, the Snapdragon CPU that the TouchPad is launching with should provide ample performance that is on par if not somewhat better than what we’re seeing on existing tablets.

The biggest threats to the TouchPad, in my opinion, are the lack of connectors, a weak App Catalogue, and forthcoming Kal-El based Honeycomb tablets.

In my mind, I see HP releasing a TouchPad 1.5 sometime around 6 months after the TouchPad is released that adds some important ports and to bump the performance to compete with Kal-El devices and the iPad 3 – this ‘1.5’ device could come along with a 7” version of the tablet.

What are the features that you are most looking forward to from the TouchPad? Which of it’s weaknesses concern you the most? I’d be very interested to know in the comments.

HP Announces the Veer and Pre 3. Here’s How They Could Fit into HP’s webOS Strategy


palm pre 3At HP’s media event yesterday, they unveiled three devices. Chippy told you all about the TouchPad, and he and Thomas gave you some early thoughts to consider. Here we’ll give you the low-down on the other two devices, the Veer and the Pre 3, and talk about bit about how they fit into HP’s webOS strategy.

Veer

veer sizeLet me mention the Veer briefly because it certainly shouldn’t be overlooked. The Veer is a tiny phone (about the size of a credit card!) that will run webOS 2.2 on a 2.6 inch 320×400 screen. It has an 800Mhz CPU and the same RAM as the Palm Pre 2. While this isn’t a top-end phone (and we won’t be focusing on it too closely), it’s definitely notable because it’ll likely be priced very attractively and be appealing to users who are making the transition from dumbphone to smartphone, and also great for the casual smartphone user that doesn’t need to drop $299 on the newest Android device. I see the Veer filling the same role as Palm’s Centro: a capable and affordable device.

This device can’t be ignored just because it isn’t the flagship product. HP plans to release it in early spring and that’s not just for the sake of customers. With the TouchPad and Pre 3 not being released until this summer, HP needs to get webOS out there in a bigger way than they have in the past. They need recognition from mainstream-customers, developers, and industry media before they can go ahead with a grandiose launch of their two other webOS devices. Strong Veer sales could be a major benefactor to HP’s end game with regards to the webOS device family. And let’s not forget that the Palm Pre 2 is already out there on the market and may play a role similar to that of the Veer (having hardware/software on the market before pulling out the big guns).

veer cutThe only thing I’m concerned about is the app compatibility between the Veer and the upcoming Pre 3. Both run the same OS, but the pixel density and even aspect ratio of the devices are way different. The Veer has 197 PPI and the Pre 3 has 260 PPI. Furthermore, the Veer’s aspect ratio is 1.25:1 while the Pre 3’s is 1.67:1 (also note that neither of these are standard [4:3 or 16:9] so they won’t explicitly fit any common media). This means that apps aren’t going to work between the two phones without cropping or stretching. It’s possible that system interface components will scale appropriately and automatically, but this will only work with apps that are designed 100% with native interface components. While this does sound like an issue, it’s also important to note that webOS is designed so that apps can be built using web technologies such as HTML, Javascript, and AJAX, so maybe this scaling issue will be easier to handle than I’m anticipating.

Pre 3

pre 3 businessHP’s Pre 3 is definitely a phone we’ll be looking at from top to bottom. It’s basic design hasn’t changed much since the original Pre. It still has a sliding QWERTY keyboard, but the keys are very much from the Palm/Blackberry era and are designed to be clicked with your nails. This might be a turn-off for some modern day smartphones users. Here’s a look at the full specs:

  • HP webOs 2.2
  • 3.58 inch capacitive screen @480×800
  • Qualcomm Snapdragon 8×55 CPU @ 1.4GHz
  • 512MB of RAM
  • 5MP AF camera with LED flash (up to 720p HD recording)
  • Front facing VGA cam (640×480)
  • 8GB or 16GB of internal memory. USB mass storage support
  • GPS, WiFi b/g/n, BT 2.1
  • Accelerometer, ambient light sensor, proximity sensor, and digital compass
  • 156 grams (compare to iPhone 4: 137 grams and Droid X: 155 grams)
  • Micro-USB connector
  • Mono speakerphone, dual-mic array for noise cancellation

The Pre 3 has more than just good hardware going for it — it’s designed to play nicely with HP’s TouchPad. Advancing the “TouchStone inch technology that allowed for inductive charging on the Pre and subsequent devices, the Pre 3 and TouchPad will be able to communicate intuitively using a zero-configuration bluetooth setup. This is a lot like Google’s Chrome-to-Phone for Android devices, but HP has taken it one step further by connecting the initiation of such an information transfer to an intuitive physical gesture, which will make for a very powerful and exciting demo, especially for non-techies who will likely be enthralled by such a seamless demonstration if they were showed it in a store.

Have a look at 53:31 in this video to see how the device-device TouchStone feature works.

The Veer is also listed as being “TouchStone compatible inch but it’s unclear whether or not it’ll be able to interact with the TouchPad in the same way as the Pre 3.

I was surprised to find that HP didn’t elaborate more on the “better together inch aspect of the TouchPad and the Pre 3. I wrote a story (back before the iPad was even announced) about the idea that a WiFi only iPad with zero-configuration tethering from the iPhone would be a winning combination. Apple didn’t decide to go this route, but I still believe that it makes a lot of sense. Is someone really going to pay for a 3G/4G data plan on the TouchPad if they’re already paying for a data plan on the Pre 3? At their event, HP did mention that the Pre 3 and Veer have mobile hotspot capability, but the idea that you could use one data plan and effortlessly tether to the TouchPad was never concretely presented.

We’ll have to wait and see if HP can gain enough developer and consumer traction with the Pre 2 (now available for Verizon pre-order) and Veer to launch a full scale Pre 3 and TouchPad assault. If it’s any indication of a potential for success, I think the tech industry is really rooting for these guys because of their history of excellent handhelds under the Palm brand. Label me as excited and hopeful for the time being, but I think the TouchPad is going to look a lot less attractive than it does today once Apple announces their iPad 2 (likely in the coming months).

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