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Tokyo Looks the Wrong Direction

Thom Hogan · 15 Oct 2026

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Every claim below was made in this piece, quoted word for word and numbered in the order the piece makes them, so you can read it there rather than take our word for it. The sentence above each quote is our reading of the claim, not their wording. Each quote was checked against a stored copy of the page at build time; where the two differ, the quote is the fact.

  1. Depending upon whose surveys you believe, smartphone unit volume is anywhere from flat (0% growth) to 7% growth over the last two years. Smartphones have reached the top of the growth sigmoid. Many makers now are seeing flat or even declining unit volumes.
  2. I’m pretty sure that the camera makers could make a dedicated camera that beats the smartphone photo capabilities and sell the result for under US$1000. User problem solved: they want a better camera but don’t want to pay for a new US$2000 phone every year to get that.

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