Veuve way the mobile phone market: Who will be the next victim
Lead:
Today the foreign media, said the author, with
Mobile
Continuous development, PDA and other products in the market space has been eroded almost everything. Traditional phone, GPS navigation systems, cameras and other products, manufacturers will also face similar problems.
Following article text:
Since the birth of surging
phone, former communications equipment has been thoroughly obscure buried the early 21st century landmark
Electronic
Products PDA, and is still going erosion of fixed-line telephone,
Digital
Camera, iPod or even watch the living space. This is just a start, the next turn Shui Daomei it?
Investors should guard against the phone, "Schumpeter effect"?? The ability of creative destruction. Into this century, PalmPilot by the blitz in the banking industry which, when the manufacturer Palm has
920
Billion in market value. Then the company turned to mobile phone industry, the process lost 97% of market value. The so-called lesson guide for the future, this should ring alarm bells for the future generations.
Who suffer next turn? The most obvious comes as traditional telephone. Now nearly a quarter of U.S. households already do not install a fixed telephone, and that number will continue to rise. This is AT & T and Verizon and other operators, but not a small drag, because even though these companies have large-scale wireless networks, its expensive copper cable networks also must continue to operate. For devices without wireless service provider Qwest and Frontier, this trend is alarming be terrified.
Even the iPod has taken a hit, its sales are currently down. While this is not Apple's problem, because users are now using more expensive iPhone (mobile internet) to listen to music. However, the smart phone market, Apple's position has also been quite a shock lead.
Watch manufacturers even pitiful. Most young people to use mobile phones to see the current time. From Seiko (Seiko) to Heuer (TagHeuer), watch is required to vigorously promote the product design and fashion of to be successful.
GPS, cameras and radar detector manufacturer's fate not much better. They have to have related functions and smart phone competition. For example, Google recently launched free navigation program, the results were Garmin and TomTom stock market lost 16% and 23%.
As Palm PDA market, from efforts to defeat the reborn, Garmin plans to launch own-brand mobile phone from my salvation. However, there is this heavy risks, and the company PE ratio of 12.5 times. If Garmin fails, the valuation of the shareholders of these terms may be too high.
, Of course, the phone that "creative destruction" characteristics also make many companies wreathed in smiles. Apple, Google and Facebook can provide data for mobile phones, software and
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; A large number of new enterprises will emerge quickly mushroomed. Morgan Stanley noted that each created a wave of technological innovation is often higher than the market value of the products to be replaced with
Service
.
Although
Who next is hard to predict who suffer. However, we may wish to hand the package from his pocket and several items: credit card, cash, keys, ID cards, books, newspapers, tickets and boarding passes, etc. can seem to electronic, which some people are "machine" event, on the other Some people are "being" met, inevitably a few happy few worries.
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