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Originally Posted by JohnJ80
(Post 20726313)
I actually have a Hammerhead Karoo. Their UI and their performance and their performance as a touchscreen and display blows Garmin out of the water .
I used a Karoo for a while. It seemed that the engineers designed it never really used navigation on a bicycle.
Originally Posted by JohnJ80
(Post 20726313)
Where the Karoo has really worked for me is in side loading Android apps such as Komoot, Osmand, and Zello (two way walkie talkie). The Android OS is a big (giant) advantage. So I'd keep an eye on them during this next season. If they leverage the Android OS with an app store, fix some their display formatting issues, and further leverage the cellular modem (how about color weather radar superimposed over the nav map, for example) then things are going to get interesting. But to be successful, you can't just do it with a great UI, you have to have a great backend too.
Originally Posted by JohnJ80
(Post 20726313)
Garmin is following the standard dominant market share leader strategy of incremental gains and minimizing risk - only doing just enough to maintain marketshare and using their bulk to fend off the competitors. That said, that's the same strategy Sony followed with the Walkman (remember those) until they got taken out by Apple with the iPod/iPhone etc... Garmin is saddled with their ancient proprietary OS which makes change difficult. That coupled with their risk aversive strategy leads to a UI that is marginal, IMO. Love to see them wake up or get some serious competition.
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Originally Posted by njkayaker
(Post 20729209)
It's a much bigger unit than the Garmins.
I used a Karoo for a while. It seemed that the engineers designed it never really used navigation on a bicycle. Android makes it easy to compete with the Karoo. Karoo's advantages are: The high res display, the cellular modem (largely unexploited), and the Android OS are their primary advantages from a platform perspective and their ability to successfully exploit these quickly will determine their success. Whether they pull that off or not will become evident here by the end of next cycling season. Garmin made a phone (android, I think) and an android GPS years ago. They weren't sold for long. I'd like to see the Karoo succeed - the bike computer market could use more competition and to get some innovation jump started to the point where they catch up with the state of the art in consumer electronics and to get prices down. $599 for a bike computer that does what the Garmin 1030 does is kind of over the top and needs to come down with competition. |
Originally Posted by JohnJ80
(Post 20729585)
Going back several months, I would have agreed with you. IMO, at least how I use nav, they have largely fixed all of that and it works pretty well and the map quality is great. Furthermore, the ability to side load (not HH supported though ... yet) android apps gives even more capability here. I use both Komoot and Osmand and have far better map quality that is available on any bike computer and get audio turn by turn instructions. Audio TbT is a game changer in bike navigation.
Originally Posted by JohnJ80
(Post 20729585)
If you mean it gives a company like Hammerhead the ability compete, I'd agree.
Originally Posted by JohnJ80
(Post 20729585)
Karoo's advantages are: The high res display, the cellular modem (largely unexploited), and the Android OS are their primary advantages from a platform perspective and their ability to successfully exploit these quickly will determine their success.
Originally Posted by JohnJ80
(Post 20729585)
I'm very familiar with the Garmin phone both from a personal and professional perspective. They made an android phone with navigation software installed. They tried to market it as a phone and got crushed by Apple and Samsung who were already strong players in the phone business.
Originally Posted by JohnJ80
(Post 20729585)
I'd like to see the Karoo succeed - the bike computer market could use more competition and to get some innovation jump started to the point where they catch up with the state of the art in consumer electronics...
Originally Posted by JohnJ80
(Post 20729585)
...get prices down.
Originally Posted by JohnJ80
(Post 20729585)
$599 for a bike computer that does what the Garmin 1030 does is kind of over the top and needs to come down with competition.
The market for phones is huge and it appears only Apple and Samsung make money selling them. Bicycle navigation devices is, comparatively, a niche market. There's also the $250 Garmin Explore. People complained the 1000 was too big. The Karoo is even bigger (I didn't find the size to be a problem). |
Originally Posted by njkayaker
(Post 20729209)
It's a much bigger unit than the Garmins.
I used a Karoo for a while. It seemed that the engineers designed it never really used navigation on a bicycle. Android makes it easy to compete with the Karoo. Garmin made a phone (android, I think) and an android GPS years ago. They weren't sold for long. Android is a double edged sword. Better off running straight Linux, from a system building/stability/maintenance point of view. Which is why most all phones sold with Android are abandoned WRT updates shortly after release---you lose money doing the right thing maintaining them. Which...BTW...is why the Karoo Hammerhead runs an ancient Android based on Marshmallow (AKA almost 4 year old OS, that was abandoned almost 2 years ago). I have no idea if/when they'll update the OS, my money is they won't. Which will become a problem as the OS is too old an API for many Play Store apps to even install on, a problem that will only get worse as time marches on. Karoo's laziness in not maintaining Android versioning is why they have to build their own appstore from the ground up. |
Originally Posted by Marcus_Ti
(Post 20729812)
Well...sort of.
(Yes, Android has issues.) |
Originally Posted by njkayaker
(Post 20729830)
You can compete with the Karoo with any Android phone (especially, if what you are doing is using regular Android apps on your Karoo, like JohnJ80 is doing).
(Yes, Android has issues.) Which leads to another problem of Android specifically (and most phones generally)...image permanence (LCDs) or burn-in (LEDs). The GUI has lots of static icons, and leaving screens on even middling-term can damage the screen due to the OS layout of always-on interface bits (navbar as well as statusbar). |
Wahoo Bolt is $249, same as a Garmin 520 The Wahoo Elemnt is $330. I just recommended a 520 Plus to a buddy, seemed like a nice feature set for that price. |
Originally Posted by njkayaker
(Post 20729606)
If you are using other Android apps, you don't strictly need the Karoo (you can use any Android phone).
It gives any of one of the scores of android phone manufacturers the ability to compete (without really doing anything). Especially, if people use standard Android apps. Just like many other Android phones. The Karoo hardware is nicer for its intended use. Garmin also had a non-phone GPS device based on Android (which didn't go anywhere). Sure, I'd like to see Karoo succeed too. The Wahoo Bolt is $330. It's equivalent to the 520. The list price of the Karoo is $500 (you can get it for $400 on their website). What price do you think these things will go down to? I also own an Edge 1000 and a Wahoo Elemnt. Of the three computers I have, I prefer the Karoo. But I prefer the Elemnt over the Edge 1000. The Elemnt is bullet proof operationally and I like the higher contrast display but it is a pretty basic presentation of the data. Wahoo's navigation without street names on the map is kind of marginal, IMO. It's doesn't seem Garmin is having trouble selling the 1030. If that's the case, then the price really doesn't need to "come down". I've spent some time looking at the 1030. My LBS wants me to take one and use it for a while, which I will probably do. Turn-offs for me now are the screen, the comparatively slow touchscreen responsiveness, the UI, the crappy piezo electric buzzer (hard to believe they still are using them), the low res maps, and it's overall looks (white?). The price is an issue for me - I can afford it but I just don't see the value proposition at $599. Maybe at about $400 I'd be interested. Given that I'm kind of a gadget junky, and that I'm balking at the price, sort of says to me that they are missing large swaths of their target market by pricing it where guys like me aren't interested. Either that or they missed on the feature set. I would have wanted to see a better display and a better use of that display (better mapping etc...) for starters. The market for phones is huge and it appears only Apple and Samsung make money selling them. Bicycle navigation devices is, comparatively, a niche market. There's also the $250 Garmin Explore. People complained the 1000 was too big. The Karoo is even bigger (I didn't find the size to be a problem). On the Karoo - I do like the display, I like the graphical metric displays they are starting to generate. I like being able to operate the thing either with buttons completely (great for gloves) or the touchscreen, I like the touchscreen that is as responsive as what we've come to expect in smartphones, etc... I think the UI is much better than Garmin's clunky and dated interface/OS. They need to fill in the sensor suite support, they need to leverage the cellular modem more strongly, they need to fix some of the display formatting and tighten that up, they need to do a curated Android app store and release a good SDK/API. And they need to continue to improve the reliability. That done, I think it has a decent chance at a disruptive influence and carving out a defensible and sustainable position in the bike computer market. J. |
Originally Posted by JohnJ80
(Post 20730067)
I think it's fair to say that if the phone mfgs had wanted to compete in the bike computer space, they would have by now.
t would be app writers. Keep in mind that you are saying a advantage of the Karoo is standard Android apps.
Originally Posted by JohnJ80
(Post 20730067)
They sort of nibbled around the edges when some of them incorporated ANT+ connectivity, but that hasn't really gone anywhere in a big way to date.
Originally Posted by JohnJ80
(Post 20730067)
There are some bike computer apps on phones and have been for a long time, but it is not a thrust for the phone guys.
The thing that Karoo is competing against is "free" (free apps on a phone people already have).
Originally Posted by JohnJ80
(Post 20730067)
A Karoo right now is probably about a $275 value if you compare feature sets. What I have been surprised about though is how big of a deal the high res display is for users. In corresponding with people in the various Karoo user groups, they place a higher premium on the display than I would have thought. So I probably discounted the display too much. They seem to be selling them fairly well at $399. Garmin has given them a lot of room by setting the 1030's price at $600.
Originally Posted by JohnJ80
(Post 20730067)
In my view, that's because there isn't any really serious competition right now. Garmin has something like 92-95% market share, IIRC. So they are much more than dominant, they pretty much own the market. That means their only real competitor is themselves. They have *lots* of margin in the 1030 - given real competition they would bring it down fast to compete and to put the other guy out of the market.
So, Garmin has 92-95% market share. If the market is mostly saturated, then them reducing prices without serious competition doesn't make sense.
Originally Posted by JohnJ80
(Post 20730067)
the crappy piezo electric buzzer (hard to believe they still are using them),
Originally Posted by JohnJ80
(Post 20730067)
The price is an issue for me - I can afford it but I just don't see the value proposition at $599. Maybe at about $400 I'd be interested
In any case, Garmin isn't selling the 1030 to you. Garmin seems to be selling "enough" of them at $600. Reducing the price to $400 might not actually make more money for them.
Originally Posted by JohnJ80
(Post 20730067)
I thought size would be an issue too and it's not. I do not understand why anyone would buy the $250 Explore.
Originally Posted by JohnJ80
(Post 20730067)
I don't find much appealing in it.
Originally Posted by JohnJ80
(Post 20730067)
On the Karoo - I do like the display,
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Originally Posted by njkayaker
(Post 20731012)
It wouldn't be phone manufacturers: the bike computer space is too small. It would be app writers. Keep in mind that you are saying a advantage of the Karoo is standard Android apps.
I'm not sure why any phones included ANT+. There's a licencing fee to use it (which adds to the cost). BLE makes the ANT+ stuff moot/irrelevant. The bike computer market is too small for the phone guys. The thing that Karoo is competing against is "free". Bike computer apps on cell phones are nothing new and haven't seemed to make much of a financial dent in the bike computer business. There is a lot of value in bike specific hardware. Just because you're running Android doesn't make you a phone.... or a bike computer for that matter. If you use maps, a larger, high-resolution screen is very useful. They'd have to drop the prices of all their units. It seems they might have dropped prices on some of the units to counter the Wahoo. So, Garmin has 92-95% market share. If the market is mostly saturated, then them reducing prices without serious competition doesn't make sense. The market isn't saturated, it's growing. Saturation would mean that every bike everywhere has a bike computer attached and there are no "empty" handlebars. It is Garmin that is the main producer right now, that's all. Health and Fitness products are one of the fastest growing product segments for Garmin according to them and cycling is a big piece of that for them. Growth makes more room for competitors and makes it harder to defend - another facet of potential success for a disruptor. Hammerhead thinks that you are wrong for wanting the unit to make noise. I'd also bet that v2.0 will have a speaker. The price is an issue for many people. If one is patient, one can get the 1030 for significantly less than $600. In any case, Garmin isn't selling the 1030 to you. Garmin seems to be selling "enough" of them at $600. Reducing the price to $400 might not actually make more money for them. I'm sure they are holding the margin up there so they can use pricing as a weapon later. It's a lot better to make 1000 units at $1000 each than to make 1,000,000 units at $1 each presuming the same overall margin. Knowing how Garmin thinks after having worked with them, I'm very sure they are optimizing all of those pieces now. |
Originally Posted by Marcus_Ti
(Post 20729841)
Not any of them...virtually none made have any water resistance cert at all.
The fancy bicycle computer market is small. Maybe, it's mostly already saturated. The "growth" is going to be people who are going to be reluctant to spend $400 for a device that is basically the phone they already have. |
Originally Posted by JohnJ80
(Post 20731062)
The market isn't saturated, it's growing. Saturation would mean that every bike everywhere has a bike computer attached and there are no "empty" handlebars.
Originally Posted by JohnJ80
(Post 20730067)
A Karoo right now is probably about a $275 value if you compare feature sets.
Originally Posted by JohnJ80
(Post 20730067)
They seem to be selling them fairly well at $399.
Originally Posted by JohnJ80
(Post 20731062)
"Thought" not "thinks" - past tense. They recently enabled the bluetooth audio and microphone profiles in the Karoo and have been adding audio sounds to various system warnings. This gives you the option of a small clip on the jersey BT speaker, a headset, an AirPod etc... I actually find this much more useful since the alerts from the little crappy piezoelectric speakers are often lost in traffic noise. And it will be exceptionally useful when for turn by turn verbal instructions. I'd prefer a BT speaker, small enough, that clips on my jersey top over the piezo speakers. Amazon has lots of them and I have several that work great.
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I had to laugh when I read the topic. Santa Claus brought me the same computer and I've spent more time studying the manual and pushing buttons than I have riding. Finally getting things somewhat figured out and I really like all the bells and whistles.
You'll get it, we just need to screw up a few rides first. |
Originally Posted by JohnJ80
(Post 20731062)
Not $400 but I have seen them briefly at close to $500 but typically around $550. I still take issue with that value proposition. At $400, I'd probably own one. $500? Already turned that deal down.
Originally Posted by JohnJ80
(Post 20731062)
I'm sure they are holding the margin up there so they can use pricing as a weapon later. It's a lot better to make 1000 units at $1000 each than to make 1,000,000 units at $1 each presuming the same overall margin. Knowing how Garmin thinks after having worked with them, I'm very sure they are optimizing all of those pieces now.
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Apple is learning that a $1000 iPhone is too much$$$, taking away the desire to have the new latest greatest. Not selling many, stock price on a downward trend. Garmin been around longer, might have figured out what $$ the market will accept. They have specific GPS for Several sports in $300 - $500 range. |
I have to wonder if Hammerhead lost a huge amount of the market by taking so long to get the product to the customers, after a prolonged marketing campaign, followed by very lengthy and still ongoing process to get the units working and with a decent feature set. They started shipping last February ? and are still not offering a device that does what some ancient Garmin units are capable of. I think they've made some really dumb decisions, 3G cell as one, no BT to a smartphone as 2, which is a game changer when you need to use cell service, not Wii to save a track or download a new route. I question the process of creating routes on the device, that's been a bone of contention with many devices. I think the option of using maps from other developers like RWGPS, Strava, is a terrific feature and important to a lot of users who go to a big screen device specifically because they can well display a map.
Garmin is able to sell the 1030 for $550 because at the upper end of the feature set, they still beat a Karoo, which seems to still be in beta testing mode. |
Originally Posted by njkayaker
(Post 20731100)
At $400, it might not be worth it to them. The much-less-capable Wahoo is $330. Selling the 1030 at $400 would be dumb.
This (mostly). At some point if the competition gets traction, they may not have a choice. Competition is a wonderful thing. |
Originally Posted by njkayaker
(Post 20731078)
No. Most of those empty handlebars are being used by people who don't want a computer on it. One might be able to reduce the price of your fancy bike computer to get some of them to buy one but you'd probably lose money doing it (like most of the scores of phone manufacturers).
The Karoo is fairly specialized hardware compared to normal Android smartphone. $275 is fairly cheap for a normal Android smartphone and most smartphone companies don't make money. I doubt Karoo would be able to stay in business selling them at that price. They don't need to be "selling them fairly well". They need to be making a profit selling them. typically yes. But there are reasons to sell below variable cost for periods of time. Like to drive a competitor out. Amongst other reasons. That they ever thought is rather arrogant. It's nice to have the option of using BT but not everybody wants to do that. The Garmins have some ability to use the phone (through their app) for turn announcements. My experience with Garmin connecting to a phone is not a good one. It’s so annoying on my Edge 1000 that I turned it off. Maybe the 1030 is better - would be hard to be worse. Anyhow, this is largely beat to death and I hate to subject this thread to more of this. If you’d like to continue the discussion, I’m happy to do so over PM. |
Originally Posted by JohnJ80
(Post 20731483)
Garmin has seen growth in its fitness markets of 20% and 24% the last two years according to their press releases. Growth doesn’t happen at saturation. They do, however, have dominant market share. I suspect "fitness markets" growth is entirely due to "wearables" like smart watches, rather than bike computers. Especially since Wahoo has been stealing their user base more and more. Their fitness bands and smart watches are class leading fitness devices, in the same manner their bike computers were for years....at least for now. |
Originally Posted by Marcus_Ti
(Post 20731654)
I suspect "fitness markets" growth is entirely due to "wearables" like smart watches, rather than bike computers. Especially since Wahoo has been stealing their user base more and more.
Their fitness bands and smart watches are class leading fitness devices, in the same manner their bike computers were for years....at least for now. know for a fact they are seeing growth (industry information) in the bike computer segment. |
Originally Posted by JohnJ80
(Post 20731483)
typically yes. But there are reasons to sell below variable cost for periods of time. Like to drive a competitor out. Amongst other reasons.
Originally Posted by JohnJ80
(Post 20731483)
after decades of experience in the IC business and in electronics development, I don’t agree. Prices of technology drop precipitously as the technology ages. They benefit from that. But, we’ll see.
Originally Posted by JohnJ80
(Post 20731483)
Mistake? Yes. Arrogant? No. What they missed was that no sound is not better than crappy sound. How they explained not including sound was arrogant. And, given that it's an obvious feature, it doesn't make much sense as a mistake.
Originally Posted by JohnJ80
(Post 20731483)
I do think having an option for BT supported audio is the next step in bike computer audio. These crap beepers need to go. They are just about worthless.
Originally Posted by JohnJ80
(Post 20731685)
know for a fact they are seeing growth (industry information) in the bike computer segment.
In any case, the market is likely much, much smaller than the number of "handlebars". |
Originally Posted by njkayaker
(Post 20732329)
Overall, it has to be true. This is what Hammerhead is doing selling the Karoo at $400, which you think should be $275.
One sees "precipitous drops" from the prices of newly-introduced technology. None of the technology being used in these devices is newly-introduced. How they explained not including sound was arrogant. And, given that it's an obvious feature, it doesn't make much sense as a mistake. Having to rely on BT for audio is bad too. It might not be saturated yet but that might not be far-off. No one knows if that growth is sustainable. They sell a wide range of "bike computers". We are talking about the market for high-end bike computers. In any case, the market is likely much, much smaller than the number of "handlebars". J. |
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