Everything Kurt McMaster said on any show that made the record, most notable first. Each card names its show and opens the statement there.
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.”
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…”
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.”
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…”
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?”
McMaster: Micromax surpassed Samsung as India's top smartphone manufacturer
“Last August, they surpassed Samsung as volume shipment sales in India. Last week, they passed Samsung as the number one smartphone manufacturer in India, right? They're now a top 10 global OEM, right?”
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.”
McMaster: Under 200 apps account for 80% of global mobile data
“If you look at the app world, I would say probably less than 200 applications account for 75 to 80% of all global mobile data usage.”