It's that time of year again! Next week I'm headed to Las Vegas for CES 2012, along with 140,000 other people (bring your hand sanitizer!). Here's what I'll be looking for among the masses of gadgets:
Tablets: Ice Cream Sandwich, Windows 8, and all the rest. Last year, there were more than 80 tablets that debuted at CES. This year, I expect the field to be whittled down some, but there will be plenty of CE manufacturers strutting their stuff. Look for new Android 4.0 tablets from Motorola, Toshiba, Acer, and others. Will they sell better than last year? I don't expect to see any barn-burners, but there's reason to be optimistic: The percentage of US tablet shoppers who say they prefer Android as the operating system on that tablet doubled from 9% to 18% between January and September 2011. Meanwhile, the percentage of tablet shoppers who say they prefer Windows decreased from 46% to 25% — still more than those who prefer Android. We'll be looking for the dazzling Windows 8 demos at the Microsoft booth and elsewhere. In addition, we'll be looking at how smaller companies are using Android as an enabling platform but building their own curated experience on top. For example, I'm meeting with Jean-Yves Hepp to check out the Qooq, an Android-based tablet optimized for cooking and kitchen use that's selling well in France.
With CES 2012 a month away, it’s a good time to look ahead at what’s next for consumer technology product strategy. All eyes have been on tablets: Apple sold 40 million iPads in just 18 months, with 11 million sold in this past quarter alone. With the Kindle Fire and Barnes & Noble Nook Tablet finding their own successful markets, it’s easy to see why tablets attract so much attention and excitement. But computing evolution doesn’t end here—tablets, while still growing rapidly, are not the final form factor. We’ve identified these five form factors as the best candidates for what comes next, which we describe in more detail in a new report for clients:
Wearables. Wearable devices are devices worn on or near the body that sense and relay information. The Lark sleep tracker and BodyMedia wristband both sync with iOS devices and target health and fitness scenarios. WIMM Labs' wristwatch runs on Android software, and targets multiple scenarios including news, social networking, health, and personal finance.