Smartphone Market

“You can't claim that I just on one simple piece of data, which is that Apple doesn't even have a monopoly position in the smartphone market. You know, and like the lawsuit had to reduce the scope of the smartphone market to like just the expensive part of the …”

“I would consider the current smartphone market, which is defined by incrementality, as sustained innovation.”

“Actually the total size of the smartphone market is actually decreasing.”

“We're going from a world where there are three hundred and fifty million PCs on Earth replaced every five years, more or less, to four billion phones on Earth replaced every two years, and those four billion phones are converting very fast to smartphones.”

“I continue to be uber excited about anything that can be delivered through a mobile device. Frankly, because from two billion smartphone owners, we're going to get to five, six, seven billion over the next decade.”