Telecoms.com: Lay your bets – Prediction #1

Bengt Nordstrom, founder of industry consultancy NorthStream, shares his predictions for the mobile industry in 2013.

#1 – Advent of Device sector dominance to impact evolution of Mobile industry R&D

The rise of smartphones over the last several years has caused the mobile ecosystem to gradually shift from a network centric model to a device and services based one. The popularity of Apple and Samsung smartphones has driven revenues and profits for these companies to a level where overall industry sustainability seems to be at risk. Infrastructure vendors witnessed their share of global telecom operating profits drop from 4 per cent in 2004 down to only 1 per cent in 2012. During the same period the handset sector more than doubled its share from 5 per cent to 11 per cent. Moreover, almost 100 per cent of the device segment’s 2012 profits have been split between Apple and Samsung.

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