The new age of Capital Intensity

Whatever the reason, I read the evidence of increasing commitment and engagement in parts of the value chain as part of a continuous evolution of Apple’s role. Furthermore, it’s something that should be seen as a signal of a new era in how technology companies operate. We see hints of “vertical integration” with Microsoft building hardware, and Google buying Motorola and Amazon selling devices. Apple did all these things and now it casts an eye over the next frontier: components.

The new age of Capital Intensity | asymco.



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