Tech Industry Insights: Where Has the Value Migrated in the Post PC Era?

Over the past two decades or so, most of the profits in the tech industry were captured by Intel (CPUs) and Microsoft (software).

However, times have changed. There’s been a movement away from PCs to mobile devices such as smartphones and tablets. As such, profits have moved away from the Wintel monopoly.

But where have they gone?

According to a recent report by BCG, to LCD and memory vendors, amongst other places:


I’m not sure if this is a temporary or permanent change. It’s possible that as the tablet market matures there may be acquisitions and consolidations like the ones that created the Wintel monopoly in the first place. On the other hand, maybe it doesn’t happen again. It’s still too early to tell.


Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )


Connecting to %s