The tides can turn quickly. In an industry based on trends, you can be hip today and be the laughingstock tomorrow. Nothing can last forever. Name a company on these gadgets that was #1 forever? Sony won volume sales with the PS1 and PS2 before being the laughingstock by 2006 with the PS3. Sony was the portable music industry before iPod came along.
Five years ago, the smartphone industry was dominated by Symbian, RIM, Windows Mobile, and Palm. Where are they now? Symbian is dead. Palm is dead. RIM is losing marketshare here in the U.S. And Windows Mobile is not the WM we know anymore and got completely revamped.
Just last year, HP is the #1 computer maker and Nokia is the #1 phone maker. HP sent shockwaves by announcing they are getting out of the PC hardware business. Nokia looks to be overtaken by a trojan sent from Microsoft and may never be the same. Motorola was on the top of the world five years ago with their RAZR. Eventually, Motorola split and the mobile division got bought out by Google. It would be naive to think the Apple gravy train on biscuit wheels to be chugging along forever.
I have three candidates -
Google because they just bought Motorola and can control the hardware and software now. And Google has the deep pockets. I look at it similar to the Windows vs Mac war back in the 80's and early 90's. It wasn't until Windows 95 when sales really took off in the consumer market. That was a 10 year gap from Windows 1.0. Android is only three years old. It has time to completely change.
Samsung because they make their own internal components, can offer different price points, and already competes in many different fields of the multimedia industry. This is why Apple gets the best stuff. Apple controls the supply chain. Samsung makes their own stuff in both hardware and software (externally and internally).
RIM because next year is an election year and CEO's are the best endorsers. Yes, they are a longshot, but things can change fast. The old dog still has something left. Nintendo was a laughingstock with their GameCube before making a dramatic comeback with the Wii in 2006. Like Apple, RIM controls both software and hardware. I believe QNX will bring them back and BlackBerries can be found on all carriers in different price points. Touchscreen-only or touchscreen + physical QWERTY should be common now. And what you see in the USA doesn't always apply to the rest of the world. BlackBerry is getting bigger in other countries with mass populations like Indonesia.
Eventually, people will have a burnout with "apps." At some point, enough is enough with it. Overkill. Some may just want to "simplify" it by going back to the core basics. And the recent tablet fad sorta overlaps the uses of an iPhone anyway...
I just feel bad for other companies like Nokia, Sony, and Nintendo. Many have become victims to Apple's own success. But for the foreseeable future, Apple controls the best parts from all the suppliers and has $75B in cash reserves. They will be fine. Steve Jobs can't live forever though. Eventually if someone else supercedes him, then Apple might make a couple blunders, loses the focus that he has, or just won't be "cool" anymore before starting to decline. It happens. Things get played out. Look at the music industry.