The real disruptor

Published on 10 September 2010

Apple’s explosion onto the handset scene has had a profound impact on the balance of power within the industry. However, the rapid emergence of Google’s Android is in our view a much bigger disruptive threat to the mobile device industry. From Q209 to Q210, sales of Android-based devices went from 2% to 17% of global Smartphone volumes, matching Blackberry and overtaking Apple.

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