At the WWDC keynote on Monday, Apple’s Scott Forstall announced the company’s brand new mobile operating system: iOS 6. The update, which will arrive for iPad, iPhone and iPod touch in September, brings more than 200 new features, including the arrival of Siri on the iPad, brand new mapping feautres, and new apps. Apple didn’t, however, announce an Apple TV App Store, something that many analysts were convinced would be unveiled at the keynote.
RBC’s Amit Daryanani was “impressed” by the additional Siri capabilities and new Maps app, reports Fortune. “With 200+ features and functionalities added through iOS 6 and Mountain Lion, the install base could continue to grow and remain loyal to the Apple ecosystem, increasing ‘stickiness’,” said Daryanani. “The next set of catalysts to watch for includes iPhone 5 launch in September/October and possible Apple TV launch in early 2013.”
“In our view, the new maps application cuts Google out from iOS and likely increases the competition between Apple and Google as both companies attempt to monetize mobile ads,” Daryanani added. “Finally, we believe the FaceTime over data addition hints at a new LTE enabled iPhone by year-end.”
Gene Munster, an analyst with Piper Jaffray, said that the WWDC keynote tells him that Apple is trying to distance itself from Google. “We believe this focus on integrating important web partners continues to meaningfully differenciate iOS from Android,” said Munster. “We believe Google is unlikely to ever engage in the same type of partnership as Apple and Facebook, making the iPhone the de-facto ‘Facebook phone’.”
“Apple’s expansion of Siri is a more direct shot to Google that we had expected last week in our discussion of Google Maps,” Munster continued. “We believe Apple will continue to add content partners for Siri to marginalise Google’s presence on the iPhone.”
Deutsche Bank’s Chris Whitmore said that WWDC’s announcements were expected, with no big surprises. “We expect the software/Siri enhancements and new hardware to attract users and developers to the iOS platform, extending Apple’s lead in mobile OS, while driving greater cross-platform fertilisation,” said Whitmore.
Whitmore believes that Apple is working towards better convergence between iOS and the Mac, through cross-platform apps such as Game Center, iCloud and messaging. “This cross platform convergence should increase the stickiness of the iOS and Mac platforms while making the entire Apple ecosystem increasingly attractive to Apple developers and users alike,” he added.
Fortune reports that ISI’s Brian Marshall has said: “While some may have been disappointed that a new Apple TV OS was not introduced, we believe Apple wanted to focus attention on the Mac platform.”
“We were surprised not to see Apple introduce the ability to write apps for Apple TV,” said Barclay’s Ben Reitzes. “Nevertheless, we expect another major event in early September to release the next iPhone and other key hardware products.”
Jefferies analyst Peter Misek believes the omission of Apple TV announcements was because Apple had already jam packed the keynote with Mac and iOS. “We now see a TV being unveiled at its own event likely within the next three to six months,” said Misek. “We believe the launch of the device is still a 2H 2012 event.”
Forrester analyst Charles Golvin said that Apple’s new turn-by-turn 3D mapping service proves that Apple can take an experience offered by competitors such as Goolge and “go even further,” reports Reuters.
Golvin also believes that Apple’s new Passbook app, which is an app that groups together all of the users passes such as tickets, loyalty cards and more, is a “harbinger of them doing much, much more.”
Al Hilwa, program director for Application Development at IDC, said that Apple’s focus on continuing to improve Siri, the iPhone 4S (and soon iPad’s) voice activated personal assistant, “is huge,” reports Sci-Tech Today. He believes that Siri’s arrival on the iPad will also be a “big deal,” but notes that the improvements Apple revealed are not “ground-breaking for developers.”
Current Analysis’ Avi Greengart said that Apple’s turn-by-turn direction feature in the new Maps app, as well as sourced traffic information and Siri voice control is “quite competitive” against Google Maps.
Fortune reports that Global Equities’ Trip Chowdhry was not impressed by the announcements at Monday’s keynote. “Common sensical integration of Facebook and Twitter,” said Chowdhry. “Is this the best we can get from Apple, post Steve Jobs?”
Click here to find out the analysts’ verdict on Apple’s Mac hardware announcements from WWDC.
To read more about yesterday’s keynote, check out the stories below.
Cook unveils iOS 6, new OS X, Retina display MacBook Pro
Feature Showdown: Apple Maps for iOS vs. Google Maps for iOS
Two new Thunderbolt cables join parade of Apple releases
Apple releases iTunes 10.6.3 update
Apple announces homegrown mapping service for iPhone, iPad
WWDC: Tim Cook runs down the numbers
Apple updates Final Cut Pro X, Aperture, for new MacBook Pro's Retina display