The shape of the smartphone and mobile data markets

Michael Gartenberg c/o Jupiter points to Michael Mace’s analysis of the smartphone and mobile data markets.

I think this is excellent because it not only offers market insight, but also supports an alternative way to illustrate market segmentation when basically it ain’t gadgets or companies that compete, but different “business ecosystems” with (more or less) different business model designs (i.e. targeted market and pricing, organizational value net structures, …).

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