Mobile Insider – ARM, the Android of Silicon
Mobile Insider is a monthly publication that examines the most important trends in mobile. Each issue focuses on a specific trend, breaking it down to its essential elements and distilling it to an easy-to-digest 5-page format. Mobile Insider is part of Mobile Innovation Economics - a full service that tracks and evaluates major trends and translates them into actionable insights, helping you shape your strategy according to the market dynamics. You can also read the analysis in our blog.
This issue of Mobile Insider was first published in March 2012 and analyses the landscape and dynamics of the semiconductor market.
In the processor market for PCs, competition is based on performance. In the processor market for mobile devices, companies compete based on design flexibility. As a result, the two markets are structured differently. As mobile device sales start to overshadow PC sales, Intel needs to enter that market to survive and hence has to start competing on flexibility. As a vertically integrated organization, Intel will struggle to adjust to the horizontal industry structure in mobile, currently championed by the ARM ecosystem.
The same disruption patterns are playing out among OEMs (where Android is the disruptor) and in the telco world today. Telcos and OEMs should heed these lessons and re-invent themselves to compete in a changed reality.
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