How many ecosystems?

There are now close to 2bn smartphones on earth. How to ecosystem dynamics work at this scale? What kind of market share matters? It looks like the winner-takes-all dynamics are different, and seems clear that both Apple and Google have sustainable positions. 

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3G around the world

A fascinating set of well-informed estimates from Qualcomm for 3G device shipments by its licensees. This includes all devices (dongles, mifis, tablets etc). There is a very obvious shift in the overall mix towards emerging markets. China/India have now passed North America. 

Amongst other things, this bears on ever-growing Android activations, which are strongly weighted to emerging markets: Android has 75% global share of smartphone sales but only ~50% in the USA. A lot of that 3G growth in India/China/Other are Android devices.