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Amazon, Facebook iPhone Moves Should Worry Apple

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As problems go, Apples (AAPL) are the kind most companies would kill for. One is particularly fascinating: Having established the most vibrant computing platform of the 21st century, Apples iOS app developers are finding themselves in serious competition with strategic opponents, who are duplicating some of the most essential parts of the iPhone. Its something Apple tried to prohibit before the federal government forced it to back down.

Last week Facebook (FB) and Amazon (AMZN) each revealed new apps and features for iOS: free voice calls from Facebook Messenger (U.S. only), and Amazons MP3 store for songs and videos.

On one hand, the apps stand as ringing validation for Apple: These companies need iOS and the reach of the iPhone or iPad to reach millions of their own customers. But Messenger isnt Angry Birds or Snapchat or Evernote. These apps arent one-offs from small teams of developers. Along with Googles (GOOG) trove of well-received productivity, navigation, search, and browser apps for iOS, they show that Apples competitors are getting really good at finding ways to systematically insert themselves between Apple and its customers.

Facebook is not making its own phone (for now). Why should it when Apples phone, already in millions of hands, will do just fine? With the Facebook app for iOS and its cousin apps such as Instagram and Messenger, Mark Zuckerberg and company clearly want to be the communication and social layer on the iPhone. Facebook has a decent chance of doing this because it offers iPhone users more than Apples stock Messages, Phone, and Camera apps do.

Google, on the other hand, has its own devices. Yet the company looks to be aiming to own productivity and search on the iPhone with Mail, Drive, Chrome, Search, and more. Google has had iOS versions of these apps for a while, but only recently has it buckled down to drastically improve its design and user interfaces.

Meanwhile, Amazon is coming after Apple on hardwareoffering its own tablets and potentially a phonebut it also wants to bring its digital content empire directly to Apples iTunes customers via the iPhone, iPod, and iPad iphone 5 charger case.

It is good business sense for Apple to encourage and cultivate an App Store with these kinds of offeringsits been Apples style since the days of the early Macintosh. Plus, the App Store model allows Apple to act as gatekeeper, and it lets the company take 30 percent from any sales of or from within paid apps.

But in at least one case, we know Apple is uncomfortable with this model: Late last year, Apple executives were reported to be seething over iOS users delirious response to the revamped and re-released Google Maps for iOS while Apples Maps app was widely mocked. So its easy to imagine that what Facebook, Google, and Amazon are up to makes Apple Chief Executive Officer Tim Cook squirm a bit, too: Apple may still make the best product, but strategic competitors are starting to form deep relationships with iPhone users on the iPhone itself.

Theres probably little that Apple can do about this. One of the most formative periods in the App Stores history was the summer of 2009. Apple had been enforcing a policy in which third-party apps that mimicked the core functionality of its massively successful iPhone wouldnt make it past the App Store gatekeepers. That worked until a really big fish got caught in this net: Google Voice.

The aftermath of that situationa Federal Communications Commission inquiry led to Apple (and its partner AT&T (T)) backing down, letting Google Voice onto iOS, and being way more clear about App Store rulesis a good way to understand why Apple pretty much has to allow its biggest, most avid competitors onto its platform: If it doesnt, it risks inviting further federal scrutiny.

Facebook calling, Amazon music sales, and Google Maps wouldnt concern Apple much if its own core iPhone apps for talking, texting, calling, taking photos, mapping, addresses, calendaring, purchasing music, and more were better than what its competitors are offering. But as the iOS platform matures, its evident that Apple is beginning to slip.

In the early days of the iPhone, Apple set the tone for the best design and best user interfaces and pushed the envelope for what the iPhone could do: Safari, Photos, Siri, and iTunes were just the leading examples of what the best mobile developers should hope to accomplish. Did Apple simply take its eye off the ball? Did the iOS team get distracted and let the competition catch up? Will Scott Forstalls absence make way for better core iOS apps to emergeor re-emerge?

台長: yoyo
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