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That must be an odd definition of "lunch", given that Apple tends to capture roughly 80% of Smartphone profits, Huawei about 6%, and Xiaomi even less than that.
by microtherion 8y ago
That must be an odd definition of "lunch", given that Apple tends to capture roughly 80% of Smartphone profits, Huawei about 6%, and Xiaomi even less than that.
- GFischer 8y agoNow. But they're in serious danger of being disrupted from the bottom. http://www.claytonchristensen.com/key-concepts/ http://www.claytonchristensen.com/key-concepts/ Low-end disrupters (think steel minimills and discount retailers) come in at the bottom of the market and take hold within an existing value network before moving upmarket and attacking that stratum
- microtherion 8y agoFor a value of "now" that includes the last 10 years. And for the entire time, low end disruption has been predicted, with the list of designated disruptors occasionally changing.
- GFischer 8y agoOne pretty good barrier that Apple has built and defends well is the phone as a status symbol and object of desire. But, as a phone, I think low end disruptors are here, and I can't understand why people would pay 3 or 4 times as much as needed for a phone - other than that they have the money, and they want the phones for reasons unrelated to performance (aesthetics, perceived quality, privacy, etc.). Xiaomi in particular is trying to erode that particular Apple barrier, their flagships are already objects of desire in India, China and in my country (Uruguay).