Carving out a niche before ever-cheaper smartphones make its compromises obsolete will not be easy
browser made by the non-profit Mozilla Foundation, was born as “Phoenix”. It rose from the ashes of Netscape Navigator, slain by Microsoft’s Internet Explorer. In 2012 Mozilla created Firefoxand Google’s Android mobile operating systems. Unable to compete with the duopoly, Mozilla killed the project., an operating system conjured from the defunct software, powered 30m devices in 2017 and another 50m in 2018.
Google, which invested $22m in Kaios last year, prioritises getting people in emerging markets online, where it can sell their attention to advertisers, over getting them onto Android smartphones. Smart-ish phones help with this. In India they will persist for another decade, reckons Chris Lane of Bernstein, a research firm. But Jio cannot subsidise handsets for ever. Even if Kaisoftware powers another 70m devices this year, as the company expects, that would be barely one-twentieth of the 1.
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