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  1. Unbundling innovation: Samsung, PCs and China

    by , 07-14-2014 at 09:14 AM
    It seems pretty clear now that the Android OEM world is starting to play out pretty much like the PC world. The industry has become unbundled vertically between components, devices, operating system and application software & services. The components are commoditised and OEMs cannot differentiate on software, so they are entering a race to the bottom of cheaper and cheaper and more and more commoditised products, much like the PC industry.

    The funny thing about this is that ...
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