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Maravedis-Rethink

Wireless Watch 553: End of the smartphone era?

Wireless Watch 553: End of the smartphone era?

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Key Issues:
The smartphone era is ending as the growth engine runs out of steam

  • Devices drag on both Apple and Microsoft, enterprise is key
  • ARM needs new markets as 4G transition hits royalties

Subsidies out, non-handsets in, for the US’s big two carriers

Comment:

  • Huawei poised to overtake Ericsson as king of telco networks
  • Yahoo buys Flurry to help it copy Facebook’s mobile growth
  • Blackberry Passport - a last gasp for the handset division?
  • China casts dark shadow over Qualcomm’s outlook
  • Broadcom to lay off 2,500 after baseband exit


Start-Up Watch:

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