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Industry Expert Blogs
How the Apple-Samsung Duel Will Lead to Wintel 2.0SemiWiki - Ed McKernanAug. 06, 2012 |
The High Tech Trial of this Century: Apple vs. Samsung may end up being the catalyzing event that advances the established PC Monopolists known as Wintel (Microsoft and Intel) into leadership positions in the new era known as the Mobile Tsunami. Not a chance you say? Consider that the Apple, Samsung War is one that will not be settled by this or any court but be played out over the next decade in the marketplace among well-oiled vertically integrated supply chain driven hardware manufacturers with very strong market channel presence. Spectacular secular growth will subside in a few years but patent protection and shaving pennies off the cost of Billions of Smartphones and Tablets will matter a lot. How is this likely to play out?