A much more "standard" example is the PC industry. When Intel started selling its microprocessors, their products were much slower than the high-end mainframe p

A much more "standard" example is the PC industry. When Intel started selling its microprocessors, their products were much slower than the high-end mainframe processors that the likes of DEC used to manufacture. DEC weren't interested in the PC market because the margins were too small. They didn't think there was money to be made by selling cheap low-end computers to small businesses and homes. So these customers were "non-consumers" because there was nothing on the market they could afford. Intel (and a few other manufacturers) saw an opportunity there and exploited it. The rapid growth in the PC market helped Intel make their processors faster and they were able to do this at a higher rate than DEC. At some point in the mid-90s, Intel's processors became almost as fast as the mainframes they were competing with but were much cheaper. DEC and friends were dead in the water. The exact same thing seems to be happening with ARM and Intel but with roles reversed now!