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Revolutionary User Interfaces and Disruption of the Global Handset Market

Horace Dediu:

My hypothesis is that The Primary Cause for the shift of profits from Incumbents to Entrants has been the disruptive impact of a new input method.

You look at where the profits have gone, and numbers 1, 2, and 3 are Apple, Samsung, and HTC.

Monday, 7 November 2011