Ecosystem Wars and the Factory

By Horace Dediu, Asymco

2013 will see two billion phones shipped to over 4 billion consumers. Contrary to the common assumption that larger markets sustain more competitors, this rapidly growing market is profitable for only two device vendors. Horace Dediu reasons about this at the Harvard Business School Technology and Operations Management Digital Seminar Series. Self-recorded live on March 7, 2013 on an iPhone, 45mins, 22.5Mb.