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junko.yoshida
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Re: Morphing
junko.yoshida   1/30/2014 2:18:53 PM
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Agreed, Duane. 

But I think a more realistic scenario is that smartphones' functions aren't entirely hijacked by such peripherals as Google Glass or smartphones. Instead, the smartphones' capabilities will be diminished to, say, LTE modem. 

Why I say that? It's because it's still hard for me to imagine that so many people who already have smartphones today will trade their phones with Google Glass!

 

Duane Benson
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Morphing
Duane Benson   1/30/2014 2:13:55 PM
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In addition to what you mentioned, the core of the smart phone may be changing quite radically too. Or, at least Google might think it will. Combine a 2nd or 3rd generation Google Glass type device with a 2nd or 3rd generation smart watch and the need for a phone, as we know it today, simply goes away.

A few years ago, I could see desktop and laptop computers being replaced by wireless display and keyboard in combination with a smart phone. Today, I can see the phone component of that picture being replaced by something in a completely different form factor.



junko.yoshida
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Value of smartphones
junko.yoshida   1/30/2014 2:10:44 PM
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Smartphones will continue to exist. But most of the value is in their modem functions. They allow other device to get connected to the outside world. In that context, I see the battle for innovation competition unfolding not in smartphones, but "things" that are connected to smartphones. 

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