If Redmond’s expectation that smartphone (handset) production will drop by more than 1/2 next year becomes a reality, two points come to mind: 1) Will this also drive the cost of production down for other (all) vendors? 2) Is this reduction akin to what happened within the PC-space (in other words, will only Windows-based handsets be reduced in cost whereas other vendors’ models will not?)
(Source) Business Week: http://goo.gl/ruz6C