(Before It's News)
The evolution of the PC and mobile handset industry have been mirror images of each other, as both saw two distinct disruptions: a new market disruption, followed by a low-end disruption. The shift from integrated companies to modular competitors will pressure hardware profit margins across the industry, leading to the emergence of a new business model, i.e. hardware-as-distribution.
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Source:
http://www.tech-thoughts.net/2013/08/impact-of-value-chains-evolution-on-pc.html