There is some value in knowing the percentage of all mobile phones that are "smart," because that tells us something about the shape of "computing." But over time, all phones will be "smart," so the importance of "smart phones," as compared to "use of phones," ultimately will prove less relevant.
Nor, in one sense, do all suppliers approach the "smart phone" market the same way.
For Apple, which always has made money selling devices, revenue and profit margin matter. Samsung's concerns are similar.
For Google, what matters is the base of users of its applications. And despite the ISP concern about "share of revenue" within the Internet ecosystem, one fact remains. As has been the case since the advent of the dial-up access market, the overwhelming share of revenue earned within the ecosystem is garnered by access providers.
Sunday, May 26, 2013
For Apple, "Winning" is Device Sales; For Google "Winning" is App Usage
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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