Then there's Qualcomm, which just last week debuted a new highly integrated chip, theSnapdragon 400, specifically targeted to power high-volume, lower-cost smartphones for these emerging markets. The integration of many new and widely deployed communications protocols with quad-core processors of the Snapdragon 400 on a single System on a Chip (SOC) makes it easier to design and cheaper to manufacture smartphones.
Mobile is at a tipping point. Smartphones have dramatic room to grow to replace the remaining feature phones, which account for more than 80% of the 6.8 billion phones in use. Maturing capabilities, locally relevant apps and reduced manufacturing costs will precipitate smartphone shipments in emerging countries. PCs will be exchanged for lower-cost tablets. For many people in emerging markets, tablets and smartphones will be their first internet-connected devices.
Fortunes will be made and lost in the emerging mobile markets. Incumbent app developers will need to serve new markets to prosper. New app developers and manufacturers will grow in emerging countries to be the first to serve new customers in local markets. And Android's openness gives it a clear advantage.
Sign up for CIO Asia eNewsletters.