We kicked off the first episode of Analyse Asia with Sameer Singh, author of Tech Thoughts. Our first conversation centers on the mobile ecosystems in Asia, focusing on a few interesting topics: (a) the mobile operating systems in Asia with Apple iOS and Google Android leading the way, and the implications for platforms with small market shares: Blackberry, Windows Phone and Firefox OS, (b) a deep dive into two dominant Asian players: Xiaomi & Micromax, (c) what are their core competencies and competitive advantages that they are able to erode Samsung’s market share in the low and middle markets in Asia?, (d) Samsung’s defense against these players and what does that mean for other OEM players such as HTC and Asus?.
Here are the articles which form the basis for our discussion:
- Price Buckets vs. Market Segments, Tech-Thoughts.
- Xiaomi: Leadership and Demand-Supply Mismatch, Tech-Thoughts.
- Benchmarking Xiaomi’s Services Revenue, Tech-Thoughts.
- Watch out, Samsung: Xiaomi, Micromax, and more budget smartphones will eat 25% of your market share next year, Tech in Asia.
- Apple should be a Louis Vuitton and not Zara (in Asia), Bernard Leong.
- Smartphone distribution model in India, NY Times.
- Mozilla’s $33 smartphone for India could ruin Samsung’s android business, The Economic Times, India.
- The evolution of handset business models: From source of profits to distribution channel by Sameer Singh & Michael Vakulenko in Vision Mobile.
Sameer Singh is a business strategy professional with experience in multiple areas, including strategy consulting, investment management, M&A and venture capital. His primary interest lies in technology business models, which he view through the lens of disruptive innovation and asymmetric motivations. He writes about things that interest him at Tech-Thoughts.net.
Disclaimer: Whatever opinions, thoughts and analysis presented in the podcast are solely the personal perspectives and viewpoints of both speakers and do not represent any of the organisations who they both work for professionally or invest in.