The Coming Mobile Schism

Steve Palley has been covering wireless gaming for sometime, and he feels that soon the industry is set to diverge:

Here's my thesis. In 2005 and beyond, the mobile games industry will split into two separate businesses: casual games, and video games for cell phones. They won't recombine until a large portion of customers have a PC-like cell phone and are interested in playing video games, which could take years. In the meantime, smart companies will specialize in one area or the other; they'll win the pricing race on the casual side through bundling and creative distribution, or they'll cultivate a reputation for quality game design and high production values on the other path. I can even see the largest companies splitting into separate divisions to facilitate the transition.

-- The Schism: Two Orthodoxies in Mobile Gaming? [mobenta.com]