remember when the razr was king, when nokia were number one. Alsways watch behind, people are getting fed up with apple never reducing price, the only consumer electronics company to do this. Can you imagine us all paying $1000 for a standard PC today?
It seems to me that Apple executed very well an existing idea of a touchscreen tablet and phone. They came up with a great visual and technical design, supported by brilliant marketing and a third party app market---it was a stroke of genius to leverage the iTunes store for that.
Recently, however, they seem to have run out of momentum; why exactly is iPhone 4S better than 4? It's no wonder that they are shooting across Samsung's bow to slow them down. That's all there is to it, in my opinion.
Clearly Apple and Samsung are leaders today, but that could easily change in a relatively short time. Today's hot phone model will be obsolete in six months. The other companies must have some sort of vision and must be able to execute on that vision. Being a "me too" follower of the two leaders is not a viable strategy at this point. Which makes me wonder, what is Motorola up to now that they are part of Google? Whose vision are they trying to follow? And can Microsoft still make a difference partnering with Nokia or anyone else? It probably is getting close to make or break it time for some companies in the market - some consolidation seems likely.
The smartphone market is a huge deal for the entire electronics ecosystem, yet only two companies are making any money (and most of it is going to Apple). Will these other firms just give up and pack it in? Why bother?