Interesting. The big untapped markets seem to be the developing countries that have some of wireless infrastructure in place but people can't afford a $100-$200 mobile phone. Samsung and Apple are going to have to react or leave the door open to other players.
But anecdotally I am hearing that the tide is starting to turn against prestige brands because of the massive sales of entry-level and medium-level smartphones and tablets in the developing world.
In essence we are getting to the point where everyone who can afford and wants an iPhone or Galaxy S has been sold one. The people left who haven't been sold one but want one find it hard to justify the cost but ARE buying lower priced alternatives.
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.