Apple as the new Disney
There are about 5.5bn adults on earth; 5bn now have a mobile phone, 3.5-4bn have a smartphone, and 800m of those smartphones are iPhones. We connected the Earth, and Apple did pretty well out of that. The trouble is that once you connect all the people, there are, well, no more people, and growth becomes a challenge. So smartphone sales are flat-to-down year on year, Chinese smartphones sales are ... »