Part of an ongoing discussion at LIRNEasia is the tipping point from the operator-centric world of feature phones (intelligence in the center) to the operating-system-centric world of smartphones (intelligence at the edges). In the developed economies, lots of people assume the tipping point has been crossed. But the operators have not seen their “obituaries,” and seem to be working on immortality pills, in the shape of Blackberries:
While the carriers do not openly talk about the threat of Apple and Google, analysts say the two companies have fostered a system that could make carriers slow-growing utilities selling little more than generic network access. The revenue from apps, which provide entertainment, news and other services, do not flow to the carriers.
In an apparent bid to exploit those concerns, RIM has repeatedly told carriers that, unlike Apple, it believes that they deserve a portion of revenues from its apps store and as well as future services. Although given the relative paucity of BlackBerry apps, the offer has relatively little financial value as of now.