iPhone, Killer

Horace Dediu:

In reality, the killers seem to have all faded away while the iPhone continues. We could just shake our heads and move on, but a deeper analysis is possible. Take a look at the graph above. Note that iPhone’s (and hence Apple’s) ascent has not caused decline in its nominal competitors. When seen in the context of the graph above, the success of the iPhone has in fact been complementary to those companies who would be its killers.

Interesting point. Obviously Apple has profited the most from iPhone, but it’s pretty clear that it’s led to a boom in the whole industry.

★ Thursday, 14 May 2015