Cyanogen CEO Kirt McMaster cites Micromax's growth in India to demonstrate how regional OEMs are displacing incumbent tech giants.
Prediction Not checkable as stated
McMaster: Low-cost emerging market manufacturers will decimate tier-one OEMs like Samsung
“Emerging markets are going to lead to the decimation of tier one OEMs, because the Samsungs, et cetera, will not be able to compete at that level.”
Prediction Didn’t hold up
McMaster: Apple faces margin pressure and negligible emerging market share
“I believe over time, Apple's even going to have products. You know, problems, because they're not going to be able to sustain these margins, and in these markets where Android is dominant, Apple's market share will be negligible. Right? As these markets contin…”
Prediction Not checkable as stated
McMaster: Expanding mobile market will enable a third or fourth OS
“And we think that as mobile computing goes from a couple billion users to well over six billion users, There's an opportunity on the global platform for definitely a third, maybe even a fourth.”
Insight
McMaster: AI startups cannot succeed as standalone sandboxed mobile apps
“These kinds of services can't really exist as applications. A, they don't get any traction. Anything that requires machine learning and AI requires massive user bases to start to build out their data sets so that they get all the more powerful, et cetera. So w…”
Assertion Contradicted
McMaster: Google's Android Wear contains no open-source components whatsoever
“If you look at Android Wear today, that is incredibly close. There is no open source component to Android Wear whatsoever, right?”
Prediction Not checkable as stated
McMaster: $50 to $75 smartphones will rival iPhones within a year
“But next year, there's gonna be 50 dollar and 75 dollar phones that are just as good, almost as good as an iPhone.”