19 November 2009

Never know, might be cool


Michael Arrington has a pair of articles on TechCrunch about yet another iPhone competitor:
The debate over Droid v. iPhone rages on, but lots more Android surprises are on the way. Get ready for the Google Phone. It’s no longer a myth, it’s real.
The next “super” Android device will almost certainly be a HTC phone that’s much thinner than even the Droid or iPhone – The Dragon/Passion. This is the phone the senior Android guys at Google are now carrying around and testing, at least as of a couple of weeks ago. If you’re willing to give up the Droid’s keyboard, the Dragon/Passion is going to be a really cool phone. It should be fully available very soon.
But it isn’t the Google Phone. Everything up until now has just been a warm up to the Google Phone. Way more interesting are the rumors we’ve been hearing for months about a pure Google-branded phone. Most of our sources have unconfirmed information, which we describe below. But there are a few things we have absolutely confirmed: Google is building their own branded phone that they’ll sell directly and through retailers. They were long planning to have the phone be available by the holidays, but it has now slipped to early 2010. The phone will be produced by a major phone manufacturer but will only have Google branding (Microsoft did the same thing with their first Zunes, which were built by Toshiba).
There won’t be any negotiation or compromise over the phone’s design of features – Google is dictating every last piece of it. No splintering of the Android OS that makes some applications unusable. Like the iPhone for Apple, this phone will be Google’s pure vision of what a phone should be.
That’s it for confirmed, super-high confidence information, which frankly isn’t a whole lot more than we all heard back in late October. But we also have a few more details as well that we’ve gathered from a number of sources. Everything that follows we still consider to be just well-sourced rumors:
One source told us that HTC, a Taiwanese company, is building the new Google phone, but we think that information is incorrect. We have some fairly good information that suggests Google is working with a Korean phone manufacturer on the Google phone – LG or Samsung (we mentioned this on CrunchGear earlier this week). Samsung has multiple parts in the iPhone and could be pressured by Apple not to work with Google, which says LG is the more likely partner for Google. So rumors like this one may be much more important than they first appear. But either way, the best information we have right now points directly at Korea as the birthplace of the Google Phone.
We’ve also heard from a good source that Google is planning a big advertising push around the device early next year – like January.
That’s all we have for now. We don’t yet know what the device will look like, how big it will be, or even if it has a physical keyboard. But we do know that Google is getting into the phone building business directly, and doesn’t seem too concerned about competing with all the other device manufacturers building Android phones.
And there's more:
Yesterday we wrote about the soon to launch Google Phone, a Google branded Android phone that we believe will hit the market in early 2010. Lots of people are saying there’s no way Google will enter the phone market directly and compete with all these handset manufacturers who have bet on Android. Daring Fireball, PC World and IntoMobile are among the doubters. And a lot of people are pointing to a Tom Krazit/CNET article last month that quoted Google’s Andy Rubin: “We’re not making hardware…We’re enabling other people to build hardware,” and “Rubin, vice president of engineering for Android at Google, scoffed at the notion that the company would “compete with its customers” by releasing its own phone.”
Normally I’d just point to the fact that many companies deny the existence of products until the day they announce them. Apple scoffed at the notion that they’d ever build a phone until they announced the iPhone, for example. The last thing Google wants is a lot of confusion among handset manufacturers just when those manufacturers are putting the finishing touches on their own Android phones.
But there may be another way Google will argue that they aren’t “competing with customers” by launching their own device – technically, it may not be a phone. The Google Phone may be a data only, VoIP-driven device. And Google may be lining up at least AT&T to provide those data services for the Google Phone, says one person we spoke with today.
Users could still make calls just like a normal phone, of course. The calls would just be over the data service instead. In fact, this is the exact vision Google proposed back in 2007 when they were bidding on the FCC auctions for the 700MHz spectrum.
Google can even issue phone numbers to users via Google Voice. In fact, I’ve already ported my mobile number to Google Voice, and Google has plans to roll out that feature more broadly. Google Voice can also handle the VoIP function for the phone.
Are AT&T and the other carriers interested? Our source says AT&T is already bidding for the business, and may be willing to sell data to Google, with certain conditions, for $20/month. The carriers won’t love this, at all. But they’d be dumb to let their competitors take the business instead. Our guess is at least the U.S. GSM carriers, TMobile and AT&T, would support the phone.
Our sources at AT&T have confirmed that they’ll sell data-only plans to customers who bring in BlackBerry and Windows devices, and strip out the voice plan. They won’t do this with all devices – you can’t get a data-only plan on the iPhone, for example. But AT&T is open to data-only customer relationships.
Will the Google Phone be data/VoIP only? Right now we only have one thin source for this. But we’re continuing to dig.

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