Google has a Huge Mobile Opportunity. Thanks, Apple

Google’s Phones, Tablets, and, Yes, XR Glasses are all about to be supercharged by he.

Google Needs to Seize This Moment. Bank of America Analysts This Week Called Google’s Slew of New He Announcements a “Trojan Horses” for its Device Business.

For Years, Apple’s iOS and Google’s Android Have Battled It Out. Apple Leads in the US in Phone Sales, Though it Still Trails Android Globally. The two have Also gradually converged; ios has be Become more Customizable, while Android Has Become Cleaner and Easier to use. AS HARDWARE UPGRADES HAVE SLOWED IN RECENT YEARS, The FOCUS HAS FILLED TO THE SMARTS INSIDE The Device.

That is a big problem for the Apple. Its it rolouts have proven Lackluster with users, while more enticing promised features have been delayed. The Company is Reportedly Trying to Rebuild Siri Entirely Using Large Language Models. Right Now, IT’S STILL BEBIND GOOGLE AND OPENAI, and that Gap Continues to Widen.

During Google’s I/O Conference This Week, The Search Giant Bombarded US With New He Features. Spreads the best example was a Particularly Grabby Demo of Google’s “Project Astra” Assistant Helping Someone Fix Bike by Searching Through the Bike Manual, Pulling Up A YouTube Video, and Calling A Bike Shop to SEE SUPPLIES WERE IN STOCK.

IT WAS, OF COURSE, A HIGHLY POLIED PROMOTIONAL VIDEO, But it made Siri Look Generations Behind.

“It has long been the case that the best way to bring produces to the consumer market is via devices, and that seems truer than ever,” wrote ben thompson, analyst and stratechery author, in an an I/O dispatch This Week.

“Android is probably going to be the most important canvas for shipping a tear of these capabilities,” he added.

Google’s Golden Opportunity

Apple has done a good job of locking uses into it ecosystem with imessage blue bubbles, Features like facetime, and peripherals like the Apple watch that require an iPhone to use.

Google’s Pixel Phone Line, Meanwhile, Remains A Rounding Error When Compared to Global Smartphone Shipments. That’s a problem of a problem when Google has huge partners like samsung that bring all of it it is Features to Billions of Android Users Globally.

While iPhone users Will get some of the new Features Through Google’s iOS Apps, Its Clear That The “Universal Assistant” is Building Will Only See Full Potential on Android. Spreads This COULD FINALLY GET IOS USSERS TO MAKE THE SWITCH.

“We’re Seeing Diminishing Returns on A Hardware Upgrade Cycle, Which Means We’re Now Focused on the Software Upgrade Cycle,” Bernstein Senior Analyst Mark Told Business Insider.

Without Major Changes by Apple, Shmulik Said He Ses the Gap in Capabilities Between Android and iOS Only Widening.

“If it were Widens to the point where some with an iPhone Says, ‘Well My Phone Can’t Do That,’ DOES IT FINALLY COUS THAT SWITCHING FROM WHAT HAS ALWAYS CONSIDERED THIS INCRODIBLE FROM Apple?” Said.

Beyond smartphones

Internally, Google has ben preparing for this moment.

The Company Merged Its Pixel, Chrome, and Android Teams Last Year to Capitalize on the AI ​​Opportunity.

“We are going to be very fast-moving to not miss this opportunity,” Google’s Android Chief Sameer Samat Told at Last Year’s I/O. “It’s a once-in-a-geeration moment to reinvent what phones can. We are going to see that moment.”

A year on, Google appears to be doing just that. Much of what the company demoed this week is eather rolling out to devices immenently or in the coming Weeks.

Google Still Faces the Challenge That Its Relationships With Partners Like Samsung Have Come With The Express Promise That Google Won’t Give Its Home-Grown Devices Preferential Treatment. SO, IF Google Decides to Double Down on Its Pixel Phones at the Expert of Its Partners, IT COUP INTO A BUSINESS LAND MINE.

Of Course, Google Needs to Think About More Than Smartphones. Its renewed bet on xr glasses is a bet on what might be the next-genuration computing platform. Meta is already selling its Own augmented reality glasses, and Apple is Now Down on It Its Efforts to Get Its Own Smart Glasses Out by the End of 2026, Bloomberg Reported.

Google This Week Demoed Glasses that have a visual overlay to instantly provide information to wearers, which meta’s Glasses Lack and Apple’s First version will Reportedly Also Not Have.

The success of meta’s glasses so far is no dubt encouraaging news for Google, as a new era of he devices is ured in. Now it is poised to get ahead by leveraging it ai chops, and Apple Might give it the exact opening it’a waited more than a decade for.

“I don’t know about an open goal,” Said Shmulik of Apple, “But it does Feel Like they’ve Earned Themselves a Penalty Kick.”

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