A story on the Barcelona GSM World conference had this interesting summary on the state of the handset market. With our focus on infrastructure we have not written much about handsets over the years, but it’s becoming difficult, especially in the context of the Mobile 2.0 narrative. As I said in a recent interview with the Expanding Horizons magazine: “Mobile networks will provide the key connectivity, especially as we see handsets becoming more advanced.” Global shipments of handsets had been falling every quarter since the third quarter of 2008, when the global financial crisis erupted, according to market research firm Strategy Analytics.
Competition in the handset market cannot but accelerate the process of mobiles becoming the primary interfaces to the Internet. Google plans to begin selling its own smartphone early next year, company employees say, a move that could challenge Apple’s leadership in one of the fastest-growing and most important technologies in decades. Google’s new touch-screen Android phone, which it began giving to many employees to test last week, could also shake up the fundamentals of the cellphone market in the United States, where most phones work only on the networks of the wireless carriers that sold them. Full story