Phone industry becoming like the PC industry

By October 31, 2008Mobile

Ajit wrote a good post on Open Gardens yesterday analysing how the mobile phone industry is coming to resemble the PC industry.  His thesis; open source software (e.g. Android) is stimulating the fragmentation of the handset market.  Currently 84% of the mobile market is in the hands of five vendors, whereas by contrast 40% of the PC market is in the hands of white label manufacturers.  Ajit’s post was stimulated by the news that PC manufacturer Asus is entering the mobile phone market.

The recent launch of the Android phone G1 to rave reviews is evidence of this trend unfolding.

All of which is great news for innovation and startups in this sector.

If we could just get this same sort of openess and choice in mobile networks, now that really would be something….

  • The PC industry analogy has been around quite awhile – a more appropriate mental model imho is to observe that Apple has “made” the Mobile Web possible with the iPhone as they did with Apple II in the PC industry. The question is who will play IBM/Microsoft in Mobile. Google?

  • The PC industry analogy has been around quite awhile – a more appropriate mental model imho is to observe that Apple has “made” the Mobile Web possible with the iPhone as they did with Apple II in the PC industry. The question is who will play IBM/Microsoft in Mobile. Google?

  • nic

    Hey Alan – good question. I guess if you have to pick a single company I would say Nokia or open source (maybe driven by Google). Google will be peripheral and mostly interested in pushing search and their internet products, which makes them a little different to any of the web companies.

  • nic

    Hey Alan – good question. I guess if you have to pick a single company I would say Nokia or open source (maybe driven by Google). Google will be peripheral and mostly interested in pushing search and their internet products, which makes them a little different to any of the web companies.

  • Nic, Nokia could well play the IBM role – but who will play Microsoft 😉

  • Nic, Nokia could well play the IBM role – but who will play Microsoft 😉