Mozilla – The promise

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Mozilla must live up to its promise to survive in mobile.  

  • Not content with just smartphones, it looks as if Mozilla is also moving into the cut throat tablet market.
  • June 3rd is the date for a joint press event between Mozilla and Foxconn where a new device seems certain to be announced.
  • The two companies are expected to formally announce a partnership and to jointly launch a tablet.
  • In all likelihood it will be in the 7inch category and will run the Firefox OS.
  • At this point it is unclear whether this product will be a reference product or whether Foxconn is about to launch a brand of its own and compete with its customers.
  • I suspect that the offering from Foxconn will be very like the Firefox OS phones currently made by Geeksphone.
  • It was these products that were shown at Mobile World Congress in February when the platform was launched.
  • These products are not intended for sale to consumers but for developers to aid them when they are building apps for the platform.
  • I suspect that the tablet will be similar in its intent and that Foxconn is not about to launch its own brand. Not yet anyway.
  • Whether Mozilla produces a tablet or a phone is irrelevant.
  •  All that matters is that the products live up to the promise that was made when the platform launched. (see here)
  • This promise is to deliver mid-high to high smartphone performance at a mid to high feature phone price.
  • In tablet terms this would be something like Galaxy-tab performance at an Amazon Kindle price point.
  • In the devices and demonstrations that I have seen to date, Mozilla is very far from delivering on this promise and I suspect that the tablet will fare little better.
  • Without an ecosystem of any meaningful size, Mozilla has to be better than Android and Windows Phone otherwise no one is going to notice.
  • It does not matter how many operators support the platform because if the users don’t want the devices, then they will simply gather dust on the shelves.
  • You can lead a horse to water but you can’t make it drink.
  • This is why Mozilla must deliver on the promise or else be relegated to the ranks of the also ran.

 

RICHARD WINDSOR

Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.