~/talk

Asymmetric competition

on YouTube 49m
Talkat Mobilism 2012 · 2012-05-10..05-11· [computing-history]

speaker

name:Horace Dediu
links:none on file

resources

video:https://youtu.be/XGv_Dja2HLw
slides:none on file

summary

Claims that smartphones reallocate value not just share: Apple grabs 73% of industry profits while volumes show Samsung overtaking Nokia and Apple shipping ~30–40M units a quarter; revenues hit ~$24B. Evidence comes from animated market charts, revenue and profit stacks, analyst EPS forecast errors up to ~30%, and a smartphone–profit correlation. Platform shift is concrete: 25 billion downloads and $4B paid to developers show the app economy actually created new profit.

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chapters (4)

  1. 0:00Start
  2. 3:20David and Goliath
  3. 9:32Operating Profits
  4. 25:24Samsung

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