- “The smartphone market last year was a half billion units,” he continued. “In 2015, it is projected to be a billion units. When you take it in the context of these numbers, the truth is, this is a jaw-dropping industry. It has enormous opportunities to it. Up against those, the numbers don’t seem so large anymore.”
If I were an Apple stockholder, this could not be better news. They're killing it right now, and as the article points out, they are nowhere near saturation in the market. There is literally a ton of market share on the table left to grab. That is going to go to whoever executes better, and right now, nobody is firing on all cylinders like Apple is. And for every piece of market share they grab, they're getting astronomically more revenue than their competitors. What any company really requires to be a smart investment is room to grow in the market, and profitability. As long as you have somewhere to go, and the ability to profit while you're doing it, you're winning. It doesn't even matter if you have the lion's share of the market.
Yeah, but what horse in this race are you putting your money on? The truth is, a lot of that increasing smartphone market share is coming from the cannibalization of the feature phone market. As I pointed out in my other post, a given company doesn't need to capture the largest share of it. They just need to capture more than they have been while profiting off of that growth. As it's looking, there is plenty of room for Android and Apple, and even for Windows mobile OS (if they don't fail to execute) to do their thing. Nobody is going to get squeezed anytime soon that hasn't been already.
The Windows phone I used is quite nice, but I didn't like the scrolling down through items too much on the home screen. That said my phone cost £10 and is terrible to use so I'd swap it for any other phone if I could.
http://www.forbes.com/sites/greatspeculations/2012/02/28/app...
https://en.wikipedia.org/wiki/File:World-Wide-Smartphone-Mar... "As I see it, that 37 million for last quarter represented 24 percent of the smartphone market. So three out of four people bought something else. And it represented less than 9 percent of the handset market, so nine out of 10 people are buying something else." -Tim Cook Apple doesn't want any more market share than it has, and it will likely never see any more market share than it currently has.
via Jon Gruber: http://daringfireball.net/2011/09/winning So I don't think apple mind too much,.