The mobile handset clone wars have arrived

The last earnings report from Apple was good on many fronts. While I was concerned with the dip in sales everywhere outside of the iPhone, Apple’s iPhone sales showed great promise, both in terms of unit sales and average selling price. But I believe this is a blip. Downward pressure on margins will continue on Apple, Samsung and elsewhere. The mobile space’s clone wars are now beginning.
The personal computer market started in the mid-1980s with Apple as a leading player. I received my first Macintosh, a Mac SE, when I entered college and another when I left. Apple’s strategy then was similar to the strategy it has in mobile handsets today. It was the sole manufacturer of Apple devices and it created both the hardware and software, controlling its entire ecosystem.
But IBM was the domin...

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