Yes - that's precisely what the original poster was referring to. "Hardware (The old, legacy, big manufacturer, high margin, centrally built) is dead, Long live Hardware (The new, on-demand built, small manufacturers, lower margin, distributed build).
I'm sure there will be many more generations of hardware as well - indeed, the next big generation will probably be some form of print-at-home, then perhaps biological - who knows.
There will be many iterations - but they all will consist on something physical replacing the last generation.
With that said - I appreciate your meta-point, that the concept of "Selling Hardware Alone" without the devices/services associated it, is going out of vogue with the highly-valued companies here in North America. Point made.
I'm sure there will be many more generations of hardware as well - indeed, the next big generation will probably be some form of print-at-home, then perhaps biological - who knows.
There will be many iterations - but they all will consist on something physical replacing the last generation.
With that said - I appreciate your meta-point, that the concept of "Selling Hardware Alone" without the devices/services associated it, is going out of vogue with the highly-valued companies here in North America. Point made.