from the trying-times dept
The gist of the NYT piece is that in terms of mobile phone subscribers, the world is essentially saturated. In the US, somewhere around 85% of the population has a mobile phone; meanwhile, more than 50 countries have over 100 percent penetration, meaning they have more mobile subscriptions than people. So, in some sense, though growth is slowing, there is still room for more. But, besides that, saturation doesn't mean the end of the road for handset vendors. Most of their sales in countries like the US have been replacement sales for quite some time, and as consumers become more sophisticated, they just have to -- gasp -- work harder to convince them to upgrade to new devices with better features, while the economic climate means they have to pay a lot more attention to value as well. Quickly growing markets may have simplified things for the mobile industry when simply giving people access to mobile handsets and basic services was the primary goal. There's a lot of innovation left in mobile devices and services yet, but like anybody else in this environment, mobile companies aren't immune from a slowdown. Playing that off and using the poor strategy and execution of one company to paint a picture of an industry headed for the brink may not be wholly accurate.