Tipping point or inflection point... I think we all get what Junko is trying to say here! The point she is trying to make is that the market is really in low-end smart phones where majority of the developing countries are the playing field. That needs radical re-engineering of both the handset and the subscription model (which is largely pay-as-you-go) innovations.
Smartphone is quickly becoming a commodity, just like semiconductor. Samsung and LG will continue grow because they also make the key components of smartphones, like MPU and display, they just won't get the same level of profit as they have now. The market share of Chinese companies, like Huawei and ZTE, will continue to grow. They will repeat Lenovo's story in handheld market.
I used to buy Nokia phone after Nokia phone, then I started getting lemon after lemon. In my opinion that's what filled Nokia. Even before smart phones I switched to LG just to get a reliable phone that I knew I could make a call with and not have it drop out.
"... transportable computing platform"
That would be my ideal device, as I alternate between a home-office and an office-office. A phablet sized device with real grunt and terabyte storage, capable of docking into multiple large screens, keyboard and mouse.
I don't see the cloud as useful, because it will always be slower than local storage, and I work with large files.
"I believe Apple will adapt their price to where they maximize overall profit."
And the question is what that price may be. I've seen suggestions elsewhere that they would bring out cheaper models to increase market share, but I'm skeptical.
Part of the problem is that Apple is a victim of its own success. The market rewards growth with high stock prices, and Apple's is in the ionosphere. But it's looking like the high end of the market is saturated. There is still a substantial iPhone market, but that's more replacements and upgrades than new sales. Everyone is waiting for Apple's next blockbuster category creating product, like the iPad, and if it doesn't have one, the stock will be hammered.
"When adequate processing power for cloud computing interfacing is dirt cheap, then it will just be built into the user I/F and there will be no need for a carry-all processor unit."
And what will the user I/F be? Something like Google's Chromebook seems to be the direction such things will go. But cloud access is not universal. What happens if you don't have it? What if you are someplace where there isn't a wifi hotspot, and maybe you can't use a smartphone as a modem? Speaking personally, I'd want at least some processing and storage capacity. I might not be able to use if for everything I did, but I could use it. The device won't need to be really powerful, but will need to be more than a thin client.
Agreed on the disadvantages of mobile devices for may sorts of taks, and it's why I prefer not to do such things with them. But we're systems guys who do that sort of thing. What does the average smartphone user do with a computer? Largely, things you *can* do on a phone, and increasingly, users are.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.