Tizen – Noise without substance

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The latest news from Tizen is unlikely to change anything.

  • Despite its leading supporter shelving its plans to launch devices, the Tizen association has announced a raft of new members and plans to show devices at MWC on 23rd February.
  • Tizen is not new. It is the remnant of a plethora of industry consortia that have spent the last 10 years trying to come up with an industry standard upon which to build a Linux based mobile phone.
  • As support and cash have dwindled, these consortia have all merged with one another to form the Tizen project which is now part of the much larger Linux Foundation.
  • The Tizen project is mostly driven by Samsung as it has written almost all of the code and produced the ill-fated 360 handsets for Vodafone in 2009.
  • Until recently, Tizen has also been strongly supported by NTTDoCoMo which has been planning to launch handsets on its Japanese network.
  • However, its launch of the iPhone and the dominance of Android in its network is a clear signal that there is no space for Tizen based devices at this time.
  • This is especially the case as there is no ecosystem, applications or services for these devices meaning that user appeal would be virtually zero.
  • Hence, NTTDoCoMo has indefinitely shelved its plans to launch Tizen devices (see here) leaving the platform in limbo.
  • The association has just welcomed 15 new members including Baidu, Softbank and ZTE which is bound to be trumpeted as a new beginning for the beleaguered platform.
  • In reality, I suspect that these new members are simply exploring their options in a world where Android is a commodity and all of the value is being generated by the Google ecosystem, leaving them with PC margins at best.
  • Using something other than Android could allow these players to cut the apron strings to Google and this is why I suspect they have signed up.
  • However, there is no point in using Tizen when one can use the open distribution of Android and still enjoy some compatibility without being beholden to Google.
  • Hence, I suspect that these new members will have a look at the code to which they now have access, and reach the same conclusion that NTTDoCoMo has and decide to do nothing.
  • I am expecting some noise and new found enthusiasm for Tizen at Mobile World Congress but once the dust has settled it will just be more of the same.
  • If one wishes to change the trajectory of a projectile, one has to apply a force to it.
  • Nothing has changed at Tizen and so its downward trajectory also remains unchanged.

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.