An article at Morningstar provides a telling indicator of what the mobility age means for chip companies like Texas Instruments and Intel. The article states that chips for cellphones now outpace chips for computers.
If you think about it, the PC age put Intel on the map. Companies like IBM that thought the single-vendor integrated system was the winning model in the industry were the big losers in the PC era while companies like Intel and Microsoft that provided key components and companies like Dell and Compaq that integrated together components from different suppliers were the big winners.
In the Internet age, Microsoft has struggled a bit because, just as the PC era knocked the single-vendor system model off the pedestal, the Internet era shattered the single-vendor software model. Instead, Google has been the big winner with its focus on enabling “smash-ups” that integrate capabilities from different innovation leaders into customized solutions. But the biggest losers have probably been companies like AT&T and MCI (R.I.P.) because the traditional network model has really been dismantled, with intelligence moving out of the core of the network and to the edge where lots of innovation can happen. But the Internet era has still been all goodness for Intel, because all that innovation at the edge is running on servers, many of which consume Intel processors.
Now, as we move into the Mobility age, we wait to see who the big winners and big losers will be, but we can count on chip makers like Intel continuing to be winners as mobility (requiring chips) gets built into all products and all processes.