The Smartphone Salad Days Are Over
Horace Dediu notes that Nokia and RIM are on a precipitous decline and that it is now, in short, a two horse race: Apple v. Android. The age of the smartphone – an era where anyone with a keyboard and some apps could make it in the world marketplace – is over. I’d call this, now, the Age of Fragmentation – new devices are overlapping each other from both sides of the fence as users wait for new iPhones and swear that the next HTC, Samsung, or Motorola Android phone will be better than an undifferentiated predecessor. As a result, sales are fairly solid for each of those manufacturers but not amazing and the manufacturers who aren’t part of the game are losing market share.