You know you are in a new phase of any market when older questions don't make as much sense. Remember the discussion and speculation several years ago about whether any other manufacturer could build a device to rival the iPhone?
Would that question still be salient today? No, some of us would say. Probably not, all of of us might say.
That is the reality behind the numbers that show convergence of sales and profit between the Samsung Galaxy line of devices and the iPhone.
Canaccord Genuity is out with its quarterly look at the "value share" in the smartphone market. Samsung has dramatically narrowed the gap with Apple.
Thursday, August 8, 2013
We are in a New Phase of the Smart Phone Market
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.
Subscribe to:
Post Comments (Atom)
Will AI Fuel a Huge "Services into Products" Shift?
As content streaming has disrupted music, is disrupting video and television, so might AI potentially disrupt industry leaders ranging from ...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment