The shift within mobility sales toward lower margin smartphones was the key driver behind declining margins.

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That result was pretty well expected, part of the continuing market shift over to the high-mobility side of the house, characterized by smartphones and tablets.

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As IBM has worked with customers in mobility it has seen the conversations shift from which browser was leading, or bandwidth issues to what can mobility do for business.

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Samsung meanwhile is supporting the development of the Tizen OS for mobile phones, an HTML 5 based open source project that will shift the balance of power in mobility away from the device app store to the networks, a move that looks set to be the next disruption in smartphones.

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With the great shift from PCs over to high-mobility devices, a lot of change is coming to the ecosystem that makes the chips that run them.

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Over the last two years we've seen corporate mobility shift from a primarily BlackBerry-centric market to one that encompasses a whole range of devices, operating systems and application platforms.

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Even if Mr. Winzen turns out to be wrong by half, it would still represent a radical shift in personal mobility, a wholesale electrification of the world's rolling stock.

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