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Updating My Smartphone Market Analysis: The Market Is At A Strategic Inflection Point

NOTE: My original post, originally published in January 2013, continues to be one of the most viewed on the site.  Android and Apple have enjoyed an estimated 98% market share between the two, and many of my earlier projections regarding this market appear to have been borne out. However, the smartphone market has now matured to the point that it is at a strategic inflection point which has major implications for the future of this market and the major competitors. The rapid maturation of the smartphone market should have been foreseen: the rise of domestic Chinese competition combined with the predictable end of the Western consumer fascination with “the next smartphone”

Silicon Valley Culture

The creators of the Candy Crush Saga just filed for a secret IPO thought to be valued at more than $5 billion

It appears the creators of Candy Crush Saga are ready to cash in on the success of the simple three-of-a-kind matching game.
King, the British company behind the Candy Crush Saga as well as a slew of other social games, has submitted paperwork for an initial public offering to the US Securities and Exchange Commission (SEC), according to the Telegraph. The UK-based technology company is expected to trade on the US’s Nasdaq exchange, and garner a value of more than $5 billion.

Silicon Valley Culture

Social Media May Finally Have Become Radioactive to Investors…

One would think that this should have happened sooner….but, well, there is a human tradition here…Wikipedia currently lists 342 social media apps, emphasizing up front that their list is not exhaustive. I can think of at least two more local social media startups, one of which has just announced significant new investments. Extraordinary Popular Delusions and The Madness of Crowds, the now legendary book by Charles Mackay, first published in 1841, remains a classic text revered for its insights into social psychology and economic bubbles.

Smart meter

Co-opetition: Open Industry Standards Always Win. The case for HTML5

Creating open industry standards always wins, by creating a larger market for all competitors and platforms. This story has been repeated endlessly in technology markets. You would think after so many proprietary failures, it wouldn’t keep repeating itself. HTML5 appears to be another case where an open industry standard has again created a win-win for all involved, including consumers.

Industry Analysis

Multidimensional Mobile Market War: Silicon Rust Belt

In this, my third post on the dramatic and fascinating developments, shifts, and impacts of the Multidimensional Mobile Market War, the precipitous decline of the leading personal computer industry competitors, has become even more pronounced than anyone suspected. Last week, IDC and Gartner were in more or less violent agreement that the bottom had very suddenly dropped out of the PC market.

Mobile OS

Smartphone Classroom Participation Startup Top Hat Monocle Strengthens Its Team

Toronto-based classroom education startup Top Hat Monocle takes a contrarian position on students’ smartphones. Rather than insist that they put them away, which we all know is a losing proposition, the company uses the devices to drive engagement and participation. Today, the company has beefed up its executive team, announcing the addition Ralf Riekers as its new Chief Financial Officer and Malgosia Green as its Chief Product Officer.

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